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James Kisner

Research Analyst at Water Tower Research

James Kisner is Managing Director – Technology at Water Tower Research, specializing in technology sector research. He covers specific companies including Ainos, Inc., BTCS, Inc., C3.ai, Chainlink Labs Ltd., Circus SE, and Cloudastructure, Inc., contributing to podcasts and research insights on innovative tech firms. Kisner joined Water Tower Research in September 2025 after more than 15 years in technology, finance, and investor relations, including 12 years as a sell-side equity research analyst at Jefferies, J.P. Morgan, and Loop Capital, followed by senior IR roles at Supermicro where he overhauled investor messaging post-restatement and at Backblaze leading its 2021 IPO. He holds an MBA with honors in finance from the Wharton School, a BA summa cum laude in economics, mathematics, and political science from Indiana University, is a CFA charterholder, and has passed the Society of Actuaries' Financial Mathematics Exam FM.

James Kisner's questions to Nebius Group (NBIS) leadership

Question · Q4 2025

James Kisner from Water Tower Research asked about the strategic rationale behind the acquisition of Tavily, its complementarity to Nebius Group's existing offerings, and the demand for this product from cloud customers.

Answer

Roman Chernin, VP of Product, expressed excitement about the Tavily acquisition, an agentic search company connecting AI agents to the web. He stated it fits Nebius's strategy to be a platform for AI developers, noting Tavily's significant progress, Fortune 500 customers, and strong developer adoption. He added that Nebius will continue to evaluate acquisitions that deepen customer engagement and strengthen its position as a full-stack AI cloud provider.

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Question · Q4 2025

James Kisner from Water Tower Research inquired about the strategic rationale behind the acquisition of Tavily, its complementarity to existing offerings, and the demand for this product from cloud customers.

Answer

Roman Chernin, Chief Business Officer, expressed excitement about the Tavily acquisition, an agentic search company connecting AI agents to the web. He stated it fits Nebius Group's strategy to be a platform for AI developers, noting Tavily's significant progress, Fortune 500 customers, and strong developer adoption. He added that Nebius Group will continue to evaluate acquisitions that deepen customer engagement and strengthen its position as a full-stack AI cloud provider.

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Fintool

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