jain.com

Nebius ARR target ~USD 200M

Company: Nebius

Subject kind
guidance
Statement date
2024-07-15
Promised by
2025-04-15
Promised amount
200000000.0 USD
Current status
verified

What the later record shows

Delivered on time · happened March 31, 2025

Nebius reported core infrastructure ARR of $249 million as of March 31, 2025. That exceeds the ~USD 200 million target before the April 15, 2025 deadline.

“Our core infrastructure business delivered annualized run-rate revenue (ARR) 1 as of the end of Q1 of $249 million, up 684% year-over-year.”
2025-05-19 · nebius 8-K exhibit (tm2515580d1_ex99-2.htm) View cached copy (2026-10-14)Live source ↗

Checked November 1, 2026 against filings, releases and reporting published after the claim was made. Quotes are verbatim from the linked documents.

The claim, verbatim

Nebius believes its AI infrastructure business can reach annual recurring revenue of about USD 200 million within the next 6 to 9 months.

Source (primary)

nebius 8-K exhibit (tmb-20240716xex99d2.htm) (SEC EDGAR (8-K Ex), press_release)
View cached copy (2026-11-01)Live source ↗

Quote: “Over the next 6 to 9 months we believe Nebius can achieve ARR (annual recurring revenue) of about USD 200 million”

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 (tmb-20240716xex99d2.htm)

Quote: “Over the next 6 to 9 months we believe Nebius can achieve ARR (annual recurring revenue) of about USD 200 million”

View cached copy (2026-11-01)Live source ↗

confirms nebius 8-K exhibit (tm2515580d1_ex99-2.htm)

Quote: “Our core infrastructure business delivered annualized run-rate revenue (ARR) 1 as of the end of Q1 of $249 million, up 684% year-over-year.”

View cached copy (2026-10-14)Live source ↗

Record of changes

November 1, 2026 — stated
Automated extraction from the cited source. Recorded automatically from the cited source when it was published, then queued for evidence review.
November 1, 2026 — verified
Automated extraction from the cited source. Recorded automatically from the cited source when it was published, then queued for evidence review.