Core AI ARR Dec-2025 target
Company: Nebius
What the later record shows
Delivered on time · happened December 31, 2025
Core AI cloud ARR was $1.25 billion at the end of December 2025, above the $750m-$1bn target.
“Annualized run-rate revenue (ARR) 1 of $1.25 billion as of the end of December 2025 exceeded our outlook for $900 million to $1.1 billion”
2026-02-11 · nebius 8-K exhibit (tm266173d1_ex99-2.htm) View cached copy (2026-09-13)Live source ↗
Checked October 14, 2026 against filings, releases and reporting published after the claim was made. Quotes are verbatim from the linked documents.
The claim, verbatim
Nebius targets Core AI segment annualized run-rate revenue of $750m-$1bn by December 2025.
Source (primary)
nebius 8-K exhibit (tm2515580d1_ex99-3.htm) (SEC EDGAR (8-K Ex), press_release)
View cached copy (2026-10-14)Live source ↗
Quote: “Core AI segment ARR2 $750m-$1bn for Dec-2025E”
How we checked this
Checked on October 16, 2026. The cited source supports every part of this claim.
The guidance slide states Core AI segment ARR of $750m-$1bn for Dec-2025E and defines ARR as annualized run-rate revenue.
Confirmed in the source:
- Nebius targets Core AI segment ARR of $750m-$1bn for December 2025
- ARR is defined as annualized run-rate revenue (last month's revenue multiplied by twelve)
What we did: Read our cached copy of SEC EDGAR (8-K Ex) (https://www.sec.gov/Archives/edgar/data/1513845/000110465925050975/tm2515580d1_ex99-3.htm) in full (12,863 characters, retrieved October 14, 2026) and checked each assertion in the claim against it.
Additional evidence
confirms nebius 8-K exhibit (tm2515580d1_ex99-3.htm)
Quote: “Core AI segment ARR2 $750m-$1bn for Dec-2025E”
confirms nebius 8-K exhibit (tm266173d1_ex99-2.htm)
Quote: “Annualized run-rate revenue (ARR) 1 of $1.25 billion as of the end of December 2025 exceeded our outlook for $900 million to $1.1 billion”