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    Alex Platt

    Research Analyst at D.A. Davidson & Co.

    Alex Platt is Associate Vice President & Research Analyst at D.A. Davidson & Co., specializing in general sector coverage with particular focus on companies such as IONQ and NBIS. Platt currently covers three stocks, and his performance metrics show a 33% success rate, an average return of -19.7%, and his most profitable rating delivered a 3.8% return. He joined D.A. Davidson in a research capacity, with profiles linking his career directly to this firm, though prior experience or credential details are not publicly noted. Platt's professional scope includes research analysis responsibilities and a securities analyst registration, aligned with his role at a FINRA-member institution.

    Alex Platt's questions to Nebius Group (NBIS) leadership

    Alex Platt's questions to Nebius Group (NBIS) leadership • Q2 2025

    Question

    Alex Platt of D.A. Davidson & Co. asked how the one-gigawatt power target for 2026 impacts the revenue outlook for next year and the company's previously stated midterm goal of reaching mid-single-digit billions in revenue. He also inquired about AV Ride.

    Answer

    Chief Revenue Officer Marc Boroditsky stated it was too early for 2026 guidance but reaffirmed the midterm outlook for several billion dollars in revenue, noting this base case excludes potential large deals from hyperscalers. Founder & CEO Arkady Volozh provided an update on AV Ride, highlighting its expanding partnerships with Uber and Grubhub, its growing robotaxi fleet in Dallas, and its potential as a significant source of value.

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    Alex Platt's questions to Nebius Group (NBIS) leadership • Q2 2025

    Question

    Alex Platt from DA Davidson questioned how the one-gigawatt contracted power target for 2026 would impact revenue forecasts for that year and the company's stated midterm outlook. He also requested a progress update on the AV Ride subsidiary.

    Answer

    Chief Revenue Officer Marc Boroditsky stated it was too early for 2026 guidance but reaffirmed the midterm outlook for "several billion dollars" in revenue, noting the one-gigawatt plan lays the foundation for this growth. Founder & CEO Arkady Volozh described AV Ride's strong performance, including expanding partnerships with Uber and Grubhub, entering new verticals like grocery delivery with H-E-B, and progressing towards a robotaxi launch in Dallas with Uber later in the year.

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