December 2025 ARR target
Company: Nebius
What the later record shows
Delivered on time · happened December 31, 2025
The Q1 2026 letter reports ARR of $1.25 billion at the end of December 2025. That exceeds the projected $750 million to $1 billion range.
“Annualized run-rate revenue (ARR)1 of $1.92 billion as of the end of March was up 674% year-over-year and 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 19, 2026 against filings, releases and reporting published after the claim was made. Quotes are verbatim from the linked documents.
The claim, verbatim
The company confirmed projected December 2025 ARR of $750 million to $1 billion, which it says is well within reach.
Source (primary)
nebius 8-K exhibit (tm257185d1_ex99-1.htm) (SEC EDGAR (8-K Ex), press_release)
View cached copy (2026-10-19)Live source ↗
Quote: “I am pleased to confirm that our projected December 2025 ARR of $750 million to $1 billion is well within reach”
How we checked this
This claim has not yet been checked assertion-by-assertion against its source. It carries a cited source and quote, but the deeper check has not run. When it does, the result appears here whatever it says.
Additional evidence
confirms nebius 8-K exhibit (tm257185d1_ex99-1.htm)
Quote: “I am pleased to confirm that our projected December 2025 ARR of $750 million to $1 billion is well within reach”
confirms nebius 8-K exhibit (tm2614392d1_ex99-2.htm)
Quote: “Annualized run-rate revenue (ARR)1 of $1.92 billion as of the end of March was up 674% year-over-year and 54% from the $1.25 billion reported as of the end of December 2025.”