Year-end 2025 ARR guidance USD 750M-1.0B
Company: Nebius
What the later record shows
Delivered on time · happened December 31, 2025
The Q1 2026 shareholder letter says ARR was $1.25 billion as of the end of December 2025. That exceeds the top of the USD 750M-1.0B year-end 2025 guidance.
“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 24, 2026 against filings, releases and reporting published after the claim was made. Quotes are verbatim from the linked documents.
The claim, verbatim
Nebius narrowed its guidance and now expects to deliver annualized run-rate revenue of USD 750 million to USD 1.0 billion by year-end 2025.
Source (primary)
nebius 8-K exhibit (tm2429858d1_ex99-1.htm) (SEC EDGAR (8-K Ex), press_release)
View cached copy (2026-10-24)Live source ↗
Quote: “now expects to deliver an ARR by year-end 2025 of USD 750 million to USD 1.0 billion”
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 (tm2429858d1_ex99-1.htm)
Quote: “now expects to deliver an ARR by year-end 2025 of USD 750 million to USD 1.0 billion”
confirms nebius 8-K exhibit (tm2614392d1_ex99-2.htm)
Quote: “up 674% year-over-year and 54% from the $1.25 billion reported as of the end of December 2025”