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    Andrew Beal

    Research Analyst at Arote

    Andrew Beal is an equity analyst at Arote, focusing on in-depth research and coverage of companies such as Nebius Group N.V. He engages directly with company management on earnings calls and is recognized for providing insightful questions and detailed market analyses. While details on his performance metrics and broader career background are limited, his current role underscores expertise in financial analysis and sector-specific corporate evaluation. Information on his professional credentials or historic rankings is not found in public records.

    Andrew Beal's questions to Nebius Group (NBIS) leadership

    Andrew Beal's questions to Nebius Group (NBIS) leadership • Q2 2025

    Question

    Andrew Beal from Arote inquired about Nebius Group's strategy for securing large, multi-year contracts with hyperscalers and Frontier AI labs, similar to deals announced by competitors. He also asked for an update on AV Ride.

    Answer

    Founder & CEO Arkady Volozh explained that the primary strategy is significantly increasing capacity to meet the scale requirements of these large customers. He reiterated that such deals are not included in current projections and would be incremental. Volozh also discussed AV Ride's progress, including its expanding delivery services and the planned robotaxi launch with Uber in Dallas.

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    Andrew Beal's questions to Nebius Group (NBIS) leadership • Q2 2025

    Question

    Andrew Beal from Arote asked about Nebius Group's strategy to win large, multi-year contracts with frontier AI labs and hyperscalers, similar to its competitors. He also inquired about the progress of the AV Ride business.

    Answer

    Founder & CEO Arkady Volozh explained that the primary strategy to capture large-scale demand is to significantly increase capacity, a process that is now underway. He reiterated that such large deals are not included in current projections and would be incremental. Regarding AV Ride, Volozh highlighted its expansion with partners like Uber and Grubhub and its progress toward launching a robotaxi service in Dallas, positioning it as a significant source of future value.

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