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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

Question · Q3 2025

Andrew Beal from Aratay sought more details on Nebius's Greenfield sites, specifically inquiring about the status of Letters of Intent (LOIs) for new U.S. and E.U. data center locations and their progress.

Answer

Arkady Volozh, Founder and CEO, confirmed great progress in bringing more capacity online, highlighting a robust pipeline in both Europe and the U.S. He stated that Nebius is on track to secure a 2.5 gigawatt power roadmap for the next year, with sites in both LOI stages and further down the development road, though he could not provide more specific details at this stage.

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Question · Q3 2025

Andrew Beal from Aratay requested more details on Nebius's Greenfield sites, specifically asking about the status of Letters of Intent (LOIs) for new data center locations in the U.S. and Europe.

Answer

Andrey Korolenko, Head of Infrastructure, confirmed a robust pipeline for new sites in both Europe and the U.S., with progress on securing the 2.5 gigawatts power roadmap for the next year, including sites at the LOI stage and further along. He stated that Nebius is not in a position to provide more specific details at this stage.

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Question · Q2 2025

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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Question · Q2 2025

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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