{"slug": "nebius-reports-q2-2026-earnings-revenue-surges-454-year-over-year", "title": "Nebius reports Q2 2026 earnings, revenue surges 454% year-over-year", "summary": "Nebius Group, the Amsterdam-headquartered AI cloud infrastructure company trading on NASDAQ under NBIS, reported Q2 2026 revenue that beat analyst expectations of roughly $570 million, surging 454% year-over-year from approximately $105 million in Q2 2025. The company also beat on adjusted EBITDA and reaffirmed its full-year 2026 revenue guidance of $3 billion to $3.4 billion, with AI cloud services now accounting for nearly 98% of total revenue. The results will be formally released on August 12, 2026, ahead of market open.", "body_md": "Via robinhood.com\n\n# Nebius reports Q2 2026 earnings, revenue surges 454% year-over-year\n\nThe AI cloud infrastructure company beat analyst expectations on both revenue and EBITDA while reaffirming its full-year guidance of $3B to $3.4B.\n\nNebius Group, the Amsterdam-headquartered AI cloud infrastructure company trading on NASDAQ under NBIS, delivered Q2 2026 results that came in above what Wall Street was expecting. Revenue and adjusted EBITDA both topped consensus estimates, and the company held firm on its full-year 2026 outlook.\n\nAnalysts had pegged Q2 revenue at roughly $570 million. The actual number came in higher than that, representing growth of more than 454% compared to the approximately $105 million Nebius generated in Q2 2025.\n\n## From losses to profitability at speed\n\nThe beat follows an already eye-popping Q1 2026, when Nebius posted $399 million in revenue. That figure represented a 684% year-over-year jump from $50.9 million. Perhaps more importantly, the company flipped its adjusted EBITDA from a loss of $53.7 million in Q1 2025 to a positive $129.5 million in Q1 2026.\n\nAI cloud services now account for nearly 98% of Nebius’s total revenue. Its annualized revenue run-rate was approaching $1.92 billion as of Q1 2026, and Q2’s beat pushes that number meaningfully higher.\n\n## Aggressive capex, aggressive targets\n\nNebius reaffirmed its full-year 2026 revenue guidance of $3 billion to $3.4 billion. Hitting the midpoint of that range would require the company to average roughly $800 million per quarter in the back half of the year.\n\nNebius’s data centers are purpose-built for AI training and inference workloads rather than retrofitted general-purpose facilities.\n\n## Short sellers and stock volatility\n\nDespite the strong operational results, Nebius’s stock has been volatile. The combination of heavy capital spending and substantial short interest has created a turbulent trading environment. Among the notable bears: Michael Burry, the investor made famous by his bet against subprime mortgages in the 2008 financial crisis, has taken a short position against the company.\n\nWith 98% of revenue coming from AI cloud services, there’s no diversification cushion if AI spending plateaus or shifts to in-house solutions at major tech companies.\n\nThe Q2 results will be formally released on August 12, 2026, ahead of market open, followed by a conference call at 8:00 a.m. ET.\n\n**Disclosure:** This article was edited by Editorial Team. For more information on how we create and review content, see our\n\n[Editorial Policy](https://cryptobriefing.com/editorial-policy/).", "url": "https://wpnews.pro/news/nebius-reports-q2-2026-earnings-revenue-surges-454-year-over-year", "canonical_source": "https://cryptobriefing.com/nebius-q2-2026-revenue-surges-454-percent/", "published_at": "2026-08-12 11:58:03+00:00", "updated_at": "2026-08-12 12:24:31.802649+00:00", "lang": "en", "topics": ["ai-infrastructure"], "entities": ["Nebius Group", "NASDAQ", "Michael Burry"], "alternates": {"html": "https://wpnews.pro/news/nebius-reports-q2-2026-earnings-revenue-surges-454-year-over-year", "markdown": "https://wpnews.pro/news/nebius-reports-q2-2026-earnings-revenue-surges-454-year-over-year.md", "text": "https://wpnews.pro/news/nebius-reports-q2-2026-earnings-revenue-surges-454-year-over-year.txt", "jsonld": "https://wpnews.pro/news/nebius-reports-q2-2026-earnings-revenue-surges-454-year-over-year.jsonld"}}