$NBIS outlook is pretty insane yet again. $582.3M revenue (+454% Y/Y, +46% Q/Q) off ~50% adjusted EBITDA margin (AI Cloud). $8.04B cash on hand. Reite...
Twitter @Serenity
$NBIS outlook is pretty insane yet again. $582.3M revenue (+454% Y/Y, +46% Q/Q) off ~50% adjusted EBITDA margin (AI Cloud). $8.04B cash on hand. Reite...
$NBIS outlook is pretty insane yet again.$582.3M revenue (+454% Y/Y, +46% Q/Q) off ~50% adjusted EBITDA margin (AI Cloud). $8.04B cash on hand. Reiterates financial guide (2026 revenue: $3.0–$3.4B2026 EoY ARR: $7–$9B), I was hoping for a raise, but it's already massive growth. Not really about this quarter financials, but these signals:- "We could sell our entire 2027 capacity...