Nebius Group’s Q3 and Year-to-Date Performance
Nebius Group (NASDAQ: NBIS) reported a staggering year-over-year revenue growth of 355% for Q3 2025 and 437% for the first nine months of 2025. Notably, the company secured two significant deals: an AI infrastructure agreement with Microsoft valued between $17.4 billion and $19.4 billion in September, and a $3 billion contract with Meta Platforms in November. Despite this explosive growth, Nebius faces challenges with a net loss of $119.6 million in Q3 and rising capital expenditures, which have increased from $2 billion to $5 billion for 2025.
Nebius is currently juggling a debt load exceeding $4 billion and employing strategies like asset-backed financing and issuing new shares to fund expansion. CEO Arkady Volozh noted that the company has sold out all available capacity and believes the AI infrastructure demand will continue to soar.
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