Leave your feedback Share Copy URL https://mypepack.gophersport.com/video/?vid=FIaPyKQLk1z Email Facebook Twitter LinkedIn Pinterest Tumblr Share on Facebook Share on Twitter Is Nebius [xrj7jnQqNyw] Health Updated on August 07, 2026 EDT — Published on August 07, 2026 EDT Tag: #Uf, #hacks season 5, #finland, #dc weatherIn this video, I'm breaking down the explosive new earnings report from Nebius (NBIS). The company just dropped two massive bombshells that could change its future forever.First, Nebius announced a brand new $3 BILLION, five-year deal with udonis haslem Meta to provide AI infrastructure. This is their second major hyperscaler win, right after landing a $17.4 billion deal with Microsoft. I'll explain why Meta and Microsoft are betting billions on this AI infrastructure company. Second, Nebius gave absolutely massive guidance for its 2026 Annual Recurring samuel montembeault Revenue (ARR), targeting $7 billion to $9 billion. To put that in perspective, their ARR at the end of 2025 is $1B. I'm gavin gwynne digging into the Q3 2025 earnings numbers, the huge 355% revenue growth, the risks (like their $5B in CapEx spending), and what this all means for Nebius stock and the broader AI cloud industry. Is Nebius the next AI giant?Let's get into the data.Last Nebius Videos : Links discussed in this video : Hit file make a copy to use : Disclosure : I am long NBIS, MSFT, GOOGL, AMZN and may be long stocks discussed in this video in the near future. I am not a financial advisor and do stock analysis as a hobby. Opinions are my own. This is not financial advice. Consult with a financial advisor before making any investments as stock investing comes with risk of loss. The spreadsheet may have errors and should only be utilized for entertainment purposes.
Tag: #Uf, #hacks season 5, #finland, #dc weatherIn this video, I'm breaking down the explosive new earnings report from Nebius (NBIS). The company just dropped two massive bombshells that could change its future forever.First, Nebius announced a brand new $3 BILLION, five-year deal with udonis haslem Meta to provide AI infrastructure. This is their second major hyperscaler win, right after landing a $17.4 billion deal with Microsoft. I'll explain why Meta and Microsoft are betting billions on this AI infrastructure company. Second, Nebius gave absolutely massive guidance for its 2026 Annual Recurring samuel montembeault Revenue (ARR), targeting $7 billion to $9 billion. To put that in perspective, their ARR at the end of 2025 is $1B. I'm gavin gwynne digging into the Q3 2025 earnings numbers, the huge 355% revenue growth, the risks (like their $5B in CapEx spending), and what this all means for Nebius stock and the broader AI cloud industry. Is Nebius the next AI giant?Let's get into the data.Last Nebius Videos : Links discussed in this video : Hit file make a copy to use : Disclosure : I am long NBIS, MSFT, GOOGL, AMZN and may be long stocks discussed in this video in the near future. I am not a financial advisor and do stock analysis as a hobby. Opinions are my own. This is not financial advice. Consult with a financial advisor before making any investments as stock investing comes with risk of loss. The spreadsheet may have errors and should only be utilized for entertainment purposes.