2025 year-end ARR guidance raised
Company: Nebius
What the later record shows
Delivered on time · happened December 31, 2025
ARR was reported as $1.25 billion at the end of December 2025, above the top of the $900 million to $1.1 billion guidance range.
“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 annualized run-rate revenue (ARR) guidance for the end of 2025 to $900 million to $1.1 billion (amount recorded is the low end of the range).
Source (primary)
nebius 8-K exhibit (tm2522866d1_ex99-1.htm) (SEC EDGAR (8-K Ex), press_release)
View cached copy (2026-10-08)Live source ↗
Quote: “Annualized run-rate revenue (1) (ARR) guidance increased to $900 million to $1.1 billion for the end of 2025”
How we checked this
Checked on October 13, 2026. The cited source supports every part of this claim.
Nebius's Q2 2025 earnings release states that ARR guidance was increased to $900 million to $1.1 billion for the end of 2025, and $900 million is the low end of that range.
Confirmed in the source:
- Nebius raised its annualized run-rate revenue (ARR) guidance for 2025
- The raised ARR guidance applies to the end of 2025
- The raised ARR guidance range is $900 million to $1.1 billion
- $900 million is the low end of the stated range
What we did: Read our cached copy of SEC EDGAR (8-K Ex) (https://www.sec.gov/Archives/edgar/data/1513845/000110465925075028/tm2522866d1_ex99-1.htm) in full (21,441 characters, retrieved October 8, 2026) and checked each assertion in the claim against it.
Additional evidence
confirms nebius 8-K exhibit (tm2522866d1_ex99-1.htm)
Quote: “Annualized run-rate revenue (1) (ARR) guidance increased to $900 million to $1.1 billion for the end of 2025”
confirms nebius 8-K exhibit (tm2614392d1_ex99-2.htm)
Quote: “54% from the $1.25 billion reported as of the end of December 2025.”