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~ S.
@Semos25
3Sem.·

Nebius

5
27 Commentaires
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BamBamInvest@BamBamInvest
3Sem.
Nebius Q2’25 Earnings Highlights

- Revenue: $105.1 M (Est. $101.2 M)
; UP +625% YoY; UP +106% QoQ
- Adj. EBITDA loss: $(21.0 M) (Est. $(59.6 M))

Guidance
- ARR outlook: $900 M–$1.1 B (Est. $875 M)

Strategic Expansion

- Power capacity target: > 1 GW secured by end-2026

CEO Arkady Volozh Commentary

- Demand for AI infrastructure — compute, software and services — is only going to get stronger as use cases multiply. We are aggressively scaling up capacity to capture this substantial opportunity, and are in the process of securing more than 1 GW of capacity by the end of 2026.
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~ S.@Semos25
3Sem.
@BamBamInvest that sounds very good. 😍
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~ S.@Semos25
3Sem.
@BamBamInvest thank you
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BamBamInvest@BamBamInvest
3Sem.
@Semos25 gerne ☺️
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~ S.@Semos25
3Sem.
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Shiya@Shiya
3Sem.
@Semos25 Nebius 80-100$ by the end of the year my price target
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~ S.@Semos25
3Sem.
@Shiya I hope so - the important thing for now is that the ATH is reached
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Kevin@Delacruzz
3Sem.
Nebius to the 🚀
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jkbsmn92@jkbsmn92
3Sem.
They certainly seem to be good ones 😏
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Shiya@Shiya
3Sem.
@PikaPika0105 Nebius is running, hope that Softbank is also well received by you
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PikaPika0105@PikaPika0105
3Sem.
@Shiya SoftBank earnings were very positive :)
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Tenbagger2024@Tenbagger2024
3Sem.
Are you still with Elf and Vistra?
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~ S.@Semos25
3Sem.
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Tenbagger2024@Tenbagger2024
3Sem.
@Semos25
Vistra's profits have fallen.
Allegedly due to a system failure
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~ S.@Semos25
3Sem.
@Tenbagger2024 Are the figures out yet? What does the forecast look like?
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~ S.@Semos25
3Sem.
@Tenbagger2024 I read the report. It's a real shame, but more than 140 million less profit since last year is not a small amount. I hope the share remains firm.
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~ S.@Semos25
3Sem.
@Tenbagger2024 What do you think of $FTNT?
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Tenbagger2024@Tenbagger2024
3Sem.
@Semos25 I know this from $PANW
It often went down sharply after the figures.
I bought and bought again.
Because the share recovered quickly
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~ S.@Semos25
3Sem.
@Tenbagger2024 so would the first entry now be worthwhile or should I wait for a bottom to form?
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Tenbagger2024@Tenbagger2024
3Sem.
@Semos25
Don't have any cybersecurity in your portfolio yet?
You're definitely not doing anything wrong in the long term. AI, autonomous driving and robotics will increase demand.
The only question is whether
$CRWD $PANW $FTNT $GEN etc.
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~ S.@Semos25
3Sem.
@Tenbagger2024 $CRWD has already run away with me. I should already have one of the sector but which one
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Tenbagger2024@Tenbagger2024
3Sem.
@Semos25
Fortinet had finally broken out after almost 3 years of sideways movement.
And now, after the figures, the decline.
The danger is that the sideways movement will continue for the time being.
Don't think it's bad for trading in the short term.
But here you should ask our trading experts. @Multibagger
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