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    Alex Platt • D.A. Davidson & Co.

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

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

    Question

    Alex Platt from D.A. Davidson & Co. questioned how the plan to secure one gigawatt of power by 2026 impacts the revenue outlook for next year and the previously stated midterm goal of mid-single-digit billions in revenue. He also asked for an update on the AV Ride business.

    Answer

    Chief Revenue Officer Marc Boroditsky reaffirmed the midterm outlook, stating the one-gigawatt capacity plan lays the foundation for that goal, which does not include potential large deals from hyperscalers. Founder and CEO Arkady Volozh provided an update on AV Ride, highlighting its strong performance, expanding partnerships with Uber and Grubhub, and the upcoming robotaxi launch in Dallas. He compared its potential future structure to the recent Toloka deconsolidation.

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