Year-end 2025 ARR outlook raised
Company: Nebius
What the later record shows
Delivered on time · happened December 31, 2025
Nebius reported ARR of $1.25 billion at the end of December 2025, which exceeds the raised $900M–$1.1B year-end outlook.
“54% from the $1.25 billion reported as of the end of December 2025”
2026-05-12 · nebius 8-K exhibit (tm2614392d1_ex99-2.htm) View cached copy (2026-09-07)Live source ↗
Checked October 10, 2026 against filings, releases and reporting published after the claim was made. Quotes are verbatim from the linked documents.
The claim, verbatim
Nebius raised its year-end 2025 annualized run-rate revenue outlook from $750M-$1.0B to $900M-$1.1B.
Source (primary)
nebius 8-K exhibit (tm2522866d1_ex99-2.htm) (SEC EDGAR (8-K Ex), press_release)
View cached copy (2026-10-08)Live source ↗
Quote: “we are raising our annualized run-rate revenue outlook for the year end from $750 million-$1.0 billion to $900 million-$1.1 billion”
How we checked this
Checked on October 13, 2026. The cited source supports every part of this claim.
The Q2 2025 shareholder letter states that Nebius raised its year-end ARR outlook from $750M-$1.0B to $900M-$1.1B.
Confirmed in the source:
- Nebius raised its year-end annualized run-rate revenue outlook
- The prior outlook was $750 million to $1.0 billion
- The new outlook is $900 million to $1.1 billion
What we did: Read our cached copy of SEC EDGAR (8-K Ex) (https://www.sec.gov/Archives/edgar/data/1513845/000110465925075028/tm2522866d1_ex99-2.htm) in full (32,613 characters, retrieved October 8, 2026) and checked each assertion in the claim against it.
Additional evidence
confirms nebius 8-K exhibit (tm2522866d1_ex99-2.htm)
Quote: “we are raising our annualized run-rate revenue outlook for the year end from $750 million-$1.0 billion to $900 million-$1.1 billion”
confirms nebius 8-K exhibit (tm2614392d1_ex99-2.htm)
Quote: “54% from the $1.25 billion reported as of the end of December 2025”