2026 Q2 -tulosraportti
29 päivää sitten
‧56 min
Tarjoustasot
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Rahastot ja ETF:t, joilla on osaketta
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q3 -tulosraportti 10.11. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 -tulosraportti 12.8. | ||
2026 Q1 -tulosraportti 13.5. | ||
2025 Q4 -tulosraportti 12.2. | ||
2025 Q3 -tulosraportti 11.11.2025 | ||
2025 Q2 -tulosraportti 7.8.2025 |
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
·3 t sittenOn June 22, Nebius hit $299.86. An all-time high record for the stock. Since then, the following has happened: (The following is compiled by AI, because I couldn't manage) Q2: Revenue $582 million USD, +454% YoY, ARR reached $3 billion USD, adjusted EBITDA $236 million USD, and the AI-cloud margin hit 50%.  Four new mega-deals: Average contract value over $1 billion USD each. Total contract value grew almost 4× quarter over quarter.  Significantly higher MW prices: Q2 deals were entered into at $20-25 million USD per MW, while the first short-term Q3 deal was around $40-50 million USD per MW.  Better contract economics: 70% of deals included prepayments, covering 50-60% of capex. Payback period fell to approximately 22 months.  Vineland approved: Planning Board approved phase 2 of the planned 300 MW campus, which will provide capacity to Microsoft. This reduces a significant execution risk.  Japan expansion: Nebius is working on new regional infrastructure in Japan, expanding the company's geographical reach and providing access to the Asian AI market. Asset-light scaling: Partners can finance and own the infrastructure, while Nebius provides software, design, and customers. This can create faster capacity growth with less own capex.  $775 million USD in cheap secured financing: First asset-backed loan at SOFR + 2.50%, supported by GPU assets and contractual cash flows.  Palantir partnership: Nebius became Palantir's preferred sovereign AI infrastructure partner, opening a strong distribution channel to large enterprise customers.  $5.75 billion USD raised: Large capital buffer for GPUs and data centers. Financing was scaled up due to strong investor demand.  Nebius is trading at around 233ish now 👀
·4 t sitten
·10 t sittenThe Firechat with Goldman, this is what I picked up. The main message was that the shortage of computational capacity is far from over. Management foresees that the supply deficit of GPUs will persist for at least two more years. Customers are so desperate for capacity that they are already trying to lock in agreements for the first half of 2028. For Nebius' part, this means very strong pricing power. They consciously choose to hold back some of their future capacity instead of locking everything into long-term agreements immediately, which allows them to sell slots closer to operational start at significantly higher prices. They also placed great emphasis on the recently announced collaboration with Palantir regarding secure and locally adapted AI infrastructure. The trend among larger companies is increasingly towards using open models on fully dedicated infrastructure to maintain full control over their own data. By building Nebius' cloud directly into Palantir's platform, companies can train their own models without risk of data leakage, which opens up a large and financially strong customer group beyond the usual AI startups. Regarding the expansion, they confirmed what many had already suspected: the biggest bottleneck right now is not the availability of the chips themselves, but the availability of electricity and how quickly data centers can be completed. To shorten lead times, Nebius is investing heavily in modular data center solutions at existing power connections. Overall, the company feels very well positioned in the current market climate, where they can act significantly faster than the slow-moving hyperscalers.
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Nordnet Socialin käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Välittäjätilasto
Dataa ei löytynyt
2026 Q2 -tulosraportti
29 päivää sitten
‧56 min
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- ·3 t sittenOn June 22, Nebius hit $299.86. An all-time high record for the stock. Since then, the following has happened: (The following is compiled by AI, because I couldn't manage) Q2: Revenue $582 million USD, +454% YoY, ARR reached $3 billion USD, adjusted EBITDA $236 million USD, and the AI-cloud margin hit 50%.  Four new mega-deals: Average contract value over $1 billion USD each. Total contract value grew almost 4× quarter over quarter.  Significantly higher MW prices: Q2 deals were entered into at $20-25 million USD per MW, while the first short-term Q3 deal was around $40-50 million USD per MW.  Better contract economics: 70% of deals included prepayments, covering 50-60% of capex. Payback period fell to approximately 22 months.  Vineland approved: Planning Board approved phase 2 of the planned 300 MW campus, which will provide capacity to Microsoft. This reduces a significant execution risk.  Japan expansion: Nebius is working on new regional infrastructure in Japan, expanding the company's geographical reach and providing access to the Asian AI market. Asset-light scaling: Partners can finance and own the infrastructure, while Nebius provides software, design, and customers. This can create faster capacity growth with less own capex.  $775 million USD in cheap secured financing: First asset-backed loan at SOFR + 2.50%, supported by GPU assets and contractual cash flows.  Palantir partnership: Nebius became Palantir's preferred sovereign AI infrastructure partner, opening a strong distribution channel to large enterprise customers.  $5.75 billion USD raised: Large capital buffer for GPUs and data centers. Financing was scaled up due to strong investor demand.  Nebius is trading at around 233ish now 👀
- ·4 t sitten
- ·10 t sittenThe Firechat with Goldman, this is what I picked up. The main message was that the shortage of computational capacity is far from over. Management foresees that the supply deficit of GPUs will persist for at least two more years. Customers are so desperate for capacity that they are already trying to lock in agreements for the first half of 2028. For Nebius' part, this means very strong pricing power. They consciously choose to hold back some of their future capacity instead of locking everything into long-term agreements immediately, which allows them to sell slots closer to operational start at significantly higher prices. They also placed great emphasis on the recently announced collaboration with Palantir regarding secure and locally adapted AI infrastructure. The trend among larger companies is increasingly towards using open models on fully dedicated infrastructure to maintain full control over their own data. By building Nebius' cloud directly into Palantir's platform, companies can train their own models without risk of data leakage, which opens up a large and financially strong customer group beyond the usual AI startups. Regarding the expansion, they confirmed what many had already suspected: the biggest bottleneck right now is not the availability of the chips themselves, but the availability of electricity and how quickly data centers can be completed. To shorten lead times, Nebius is investing heavily in modular data center solutions at existing power connections. Overall, the company feels very well positioned in the current market climate, where they can act significantly faster than the slow-moving hyperscalers.
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Nordnet Socialin käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Tarjoustasot
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Rahastot ja ETF:t, joilla on osaketta
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q3 -tulosraportti 10.11. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 -tulosraportti 12.8. | ||
2026 Q1 -tulosraportti 13.5. | ||
2025 Q4 -tulosraportti 12.2. | ||
2025 Q3 -tulosraportti 11.11.2025 | ||
2025 Q2 -tulosraportti 7.8.2025 |
Välittäjätilasto
Dataa ei löytynyt
2026 Q2 -tulosraportti
29 päivää sitten
‧56 min
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
Yhtiötapahtumat
Datan lähde: Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q3 -tulosraportti 10.11. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 -tulosraportti 12.8. | ||
2026 Q1 -tulosraportti 13.5. | ||
2025 Q4 -tulosraportti 12.2. | ||
2025 Q3 -tulosraportti 11.11.2025 | ||
2025 Q2 -tulosraportti 7.8.2025 |
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- ·3 t sittenOn June 22, Nebius hit $299.86. An all-time high record for the stock. Since then, the following has happened: (The following is compiled by AI, because I couldn't manage) Q2: Revenue $582 million USD, +454% YoY, ARR reached $3 billion USD, adjusted EBITDA $236 million USD, and the AI-cloud margin hit 50%.  Four new mega-deals: Average contract value over $1 billion USD each. Total contract value grew almost 4× quarter over quarter.  Significantly higher MW prices: Q2 deals were entered into at $20-25 million USD per MW, while the first short-term Q3 deal was around $40-50 million USD per MW.  Better contract economics: 70% of deals included prepayments, covering 50-60% of capex. Payback period fell to approximately 22 months.  Vineland approved: Planning Board approved phase 2 of the planned 300 MW campus, which will provide capacity to Microsoft. This reduces a significant execution risk.  Japan expansion: Nebius is working on new regional infrastructure in Japan, expanding the company's geographical reach and providing access to the Asian AI market. Asset-light scaling: Partners can finance and own the infrastructure, while Nebius provides software, design, and customers. This can create faster capacity growth with less own capex.  $775 million USD in cheap secured financing: First asset-backed loan at SOFR + 2.50%, supported by GPU assets and contractual cash flows.  Palantir partnership: Nebius became Palantir's preferred sovereign AI infrastructure partner, opening a strong distribution channel to large enterprise customers.  $5.75 billion USD raised: Large capital buffer for GPUs and data centers. Financing was scaled up due to strong investor demand.  Nebius is trading at around 233ish now 👀
- ·4 t sitten
- ·10 t sittenThe Firechat with Goldman, this is what I picked up. The main message was that the shortage of computational capacity is far from over. Management foresees that the supply deficit of GPUs will persist for at least two more years. Customers are so desperate for capacity that they are already trying to lock in agreements for the first half of 2028. For Nebius' part, this means very strong pricing power. They consciously choose to hold back some of their future capacity instead of locking everything into long-term agreements immediately, which allows them to sell slots closer to operational start at significantly higher prices. They also placed great emphasis on the recently announced collaboration with Palantir regarding secure and locally adapted AI infrastructure. The trend among larger companies is increasingly towards using open models on fully dedicated infrastructure to maintain full control over their own data. By building Nebius' cloud directly into Palantir's platform, companies can train their own models without risk of data leakage, which opens up a large and financially strong customer group beyond the usual AI startups. Regarding the expansion, they confirmed what many had already suspected: the biggest bottleneck right now is not the availability of the chips themselves, but the availability of electricity and how quickly data centers can be completed. To shorten lead times, Nebius is investing heavily in modular data center solutions at existing power connections. Overall, the company feels very well positioned in the current market climate, where they can act significantly faster than the slow-moving hyperscalers.
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Nordnet Socialin käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Tarjoustasot
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Rahastot ja ETF:t, joilla on osaketta
Asiakkaat katsoivat myös
Välittäjätilasto
Dataa ei löytynyt