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 from DA Davidson asked about Nebius's strategy regarding larger deals, specifically if medium-term capacity is targeted for these deals and customers.
Arkady Volozh, Founder and CEO, stated that Nebius is very opportunistic, seeing demand for both everyday and mega deals. He emphasized entering deals that provide the best margins, focusing on profitability over growth alone, with all decisions derived from this margin-centric approach.
Alex Platt from DA Davidson inquired about Nebius's strategy for larger deals and whether specific medium-term capacity is targeted for these types of customers.
Arkady Volozh, Founder and CEO, stated that Nebius is opportunistic in pursuing large deals, prioritizing those that offer the best margins. He emphasized the company's focus on profitability and margins over growth alone, guiding all strategic decisions.
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.
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.
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.
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.
Performance on expert-authored financial analysis tasks