Nehal Chokshi's questions to Nebius Group NV (NBIS) leadership • Q2 2025
Question
Nehal Chokshi from Northland inquired about the dynamics driving the Annualized Run Rate (ARR) and requested more details on the company's recent MLPerf benchmark results.
Answer
CFO Maria del Dado Alonso Sanchez reported strong ARR growth from $249 million in March to $430 million in June, attributing it to strong demand and new capacity contracts. Chief Product & Infrastructure Officer Andrey Korolenko elaborated on the MLPerf results, emphasizing that the platform achieved linear scaling comparable to bare metal performance but in a more flexible and cost-effective cloud environment.