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2026 annual ARR guidance

Company: Nebius

Subject kind
guidance
Statement date
2026-02-11
Promised by
2026-12-31
Current status
stated

The claim, verbatim

Nebius is on track to end the year with $7 billion to $9 billion in ARR by the end of 2026

Source (primary)

nebius 8-K exhibit (tm266173d1_ex99-2.htm) (SEC EDGAR (8-K Ex), press_release)
View cached copy (2026-09-13)Live source ↗

Quote: “We are on track to end the year with ARR of $7 billion to $9 billion”

How we checked this

Checked on September 21, 2026. The cited source supports every part of this claim.

The Q4'25 letter dated February 2026 states Nebius is on track to end the year with ARR of $7 billion to $9 billion.

Confirmed in the source:

What we did: Read our cached copy of SEC EDGAR (8-K Ex) (https://www.sec.gov/Archives/edgar/data/1513845/000110465926013946/tm266173d1_ex99-2.htm) in full (33,978 characters, retrieved September 13, 2026) and checked each assertion in the claim against it.

Additional evidence

confirms nebius 8-K exhibit (tm266173d1_ex99-2.htm)

Quote: “We are on track to end the year with ARR of $7 billion to $9 billion”

View cached copy (2026-09-13)Live source ↗