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← Nebius
Q1 2026 earningsWed, May 13, 2026

Nebius Q1 2026 earnings call transcript

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Key points

  • CEO Arkady Volozh described a strong start to the year as Nebius builds an AI-native hyperscaler, citing execution across capacity, product, customers and capital. The company announced a $27 billion five-year contractual partnership with Meta and raised 2026 capex guidance to $20-$25 billion on pre-committed customer demand for 2027 capacity. Nebius secured over 3.5 GW of contracted power and raised more than $6 billion of new capital.