Q2 revenue concentration among three customers
Company: Nebius
The claim, verbatim
Three unnamed customers made up 24%, 21%, and 14% of second-quarter revenue.
Source (primary)
Nebius Has $40 Billion of Customer Commitments. Most of It Comes From 2 Customers. - The Motley Fool (-, news_article)
View cached copy (2026-10-06)Live source ↗Archive.org ↗
Quote: “Three customers Nebius doesn't name made up 24%, 21%, and 14% of second-quarter revenue.”
How we checked this
Checked on October 8, 2026. The cited source supports every part of this claim.
The article gives these three revenue-share figures for unnamed customers in the second quarter.
Confirmed in the source:
- Three customers Nebius does not name made up 24%, 21%, and 14% of its second-quarter revenue
What we did: Read our cached copy of the publisher (https://www.fool.com/investing/2026/10/05/nebius-has-usd40-billion-of-customer-commitments-most-of-it-comes-from-2-customers/) in full (11,475 characters, retrieved October 6, 2026) and checked each assertion in the claim against it.
Additional evidence
confirms Nebius Has $40 Billion of Customer Commitments. Most of It Comes From 2 Customers. - The Motley Fool
Quote: “Three customers Nebius doesn't name made up 24%, 21%, and 14% of second-quarter revenue.”