View Future GrowthNebius Group 過去の業績過去 基準チェック /16Nebius Groupの収益は年間平均-20.1%の割合で減少していますが、 Software業界の収益は年間 増加しています。収益は年間9.4% 31.4%割合で 減少しています。 Nebius Groupの自己資本利益率は0.2%であり、純利益率は1.8%です。主要情報-20.06%収益成長率-20.57%EPS成長率Software 業界の成長-1.17%収益成長率-31.40%株主資本利益率0.21%ネット・マージン1.85%次回の業績アップデート13 May 2026最近の業績更新お知らせ • May 02Nebius Group N.V. to Report Q1, 2026 Results on May 13, 2026Nebius Group N.V. announced that they will report Q1, 2026 results Pre-Market on May 13, 2026すべての更新を表示Recent updatesお知らせ • May 02Nebius Group N.V. to Report Q1, 2026 Results on May 13, 2026Nebius Group N.V. announced that they will report Q1, 2026 results Pre-Market on May 13, 2026お知らせ • Apr 17TD SYNNEX Expands AI Infrastructure-As-A-Service Portfolio With Dedicated NVIDIA HGX B300 Clusters On Nebius AI CloudTD SYNNEX announced the expansion of its AI Infrastructure-as-a-Service portfolio with dedicated NVIDIA HGX B300 clusters deployed on Nebius AI Cloud. The offering, delivered through the TD SYNNEX x Nebius AI Cloud, provides partners with reserved access to AI factory-grade GPU infrastructure designed to support enterprise-scale AI development and deployment. This deployment marks the first time a global IT distributor has reserved a dedicated NVIDIA AI factory-grade cluster from an AI-native cloud provider, enabling TD SYNNEX to activate predictable, high-performance AI infrastructure across its partner ecosystem. By securing dedicated GPU capacity in advance, TD SYNNEX helps partners overcome one of the most significant barriers to enterprise AI adoption: inconsistent access to high-performance compute. Partners can allocate reserved capacity directly to customer workloads, accelerating the transition from AI experimentation to production-ready solutions. The TD SYNNEX x Nebius AI Cloud is aligned with NVIDIA Enterprise Reference Architecture and supports sustained training and inference workloads. Built-in security, isolation and operational reliability provide a production-ready foundation for partners delivering enterprise AI solutions. Through the TD SYNNEX partner ecosystem, the infrastructure can be combined with NVIDIA AI Enterprise software — including NVIDIA NIM microservices and NVIDIA AI Blueprints — along with ISV software and services to deliver complete, enterprise-ready AI solutions. TD SYNNEX enables commercialization and go-to-market execution, while Nebius operates the underlying infrastructure, allowing partners to focus on solution development and customer outcomes. Partners such as Aible, an enterprise AI agent platform, will be able to leverage Nebius infrastructure through TD SYNNEX to scale agentic AI workflows for enterprise customers. Nebius makes it easy for Aible to move customer use cases from experimentation to production. Its alignment with NVIDIA Enterprise Reference Architecture meant they are able to install and optimize platform on Nebius in under two hours and made full agent marketplace, as well as long-running agents, available for enterprise-scale workloads — now accessible to more partners through TD SYNNEX. TD SYNNEX showcased the TD SYNNEX x Nebius AI Cloud with partners at its annual High Growth Conference, taking place this week in Puerto Rico, and at NVIDIA GTC 2026 last month. Partners and enterprise customers interested in accessing dedicated GPU capacity to unlock stalled AI deployments are encouraged to visit to learn more.お知らせ • Apr 11Nebius Reportedly in Talks to Acquire AI21 LabsDespite denials by the company, Israeli artificial intelligence company AI21 Labs Ltd. looks set to be acquired sooner or later. The company, co-founded by Prof. Amnon Shashua, is in talks to be acquired by Dutch AI cloud provider Nebius Group N.V. (NasdaqGS:NBIS), founded by Israelis and former Yandex executives Arkady Volozh and Roman Chernin, "The Information" reported. AI21 Labs, despite previously denying talks on a sale to Nvidia, is looking for an exit after failing to penetrate the market with its language models. It has recently been gaining relative success with its AI agent management product, Maestro. AI21 Labs was given a $1.4 billion price tag in 2023, and investors in the company, including Pitango, Intel Capital, B2 Ventures, Coatue, Google and Nvidia, are estimated to be looking for a premium on the investment and hoping to sell AI21 Labs for several billion dollars. Nebius shares have risen 49% since the start of the year and 523% over the past year, riding a wave of investment in AI-related capital equipment.お知らせ • Mar 27Nebius Unveils Nebius AI Cloud 3.5 And Introduces Serverless AI, NVIDIA RTX PRO 6000 Blackwell Server Edition, And Data Transfer ServiceNebius unveiled Nebius AI Cloud 3.5, adding significant new capabilities to its full-stack cloud platform that reduce operational friction and enable AI builders to prototype, test, and ship products faster. The introduction of serverless features gives developers the ability to launch workloads almost instantly, eliminating the need for AI teams to spend significant time configuring infrastructure before they can run experiments, train or serve models in production. Infrastructure configuration and runtime management are handled by the Nebius platform, enabling developers to focus on building applications instead of managing environments. Alongside serverless capabilities, Nebius is expanding its GPU offering with NVIDIA RTX PRO 6000 Blackwell Server Edition for a range of workloads including AI inference, industrial robotics, physical AI simulations, visual computing, and drug discovery. Version 3.5 of Nebius AI Cloud “Aether” also introduces Nebius’s Data Transfer Service, which reduces data management overhead for teams working across environments by simplifying data migration and replication between external S3-compatible storage systems and Nebius cloud regions. Configuration setup for Managed Soperator, Nebius’s fully managed Slurm-on-Kubernetes solution, has also been overhauled to offer more options and granularity when creating a Slurm cluster for self-service users. Managed Kubernetes observability has also been updated to give teams additional cluster-level control. The AI application marketplace has also been redesigned to help users access faster tools, models and applications required in their workflows. Other updates in Aether 3.5 include improved user administration and role-based permissions, making it easier for organizations to manage access across teams. New public APIs for billing data streamline the export process for finance and operations teams. All the new features that the Aether 3.5 release delivers are available now on the global Nebius AI Cloud infrastructure, with the serverless service available in public preview. NVIDIA RTX PRO 6000 Blackwell Server Edition is available today. Serverless AI: Elastic, pay-as-you-go compute accelerated by NVIDIA. Simplified access to AI workloads without managing infrastructure. Designed for prototyping, experimentation, and model inference evaluation. NVIDIA RTX PRO 6000 Blackwell Server Edition: GPU option designed for a range of workloads including AI inference, industrial robotics, physical AI simulations, visual computing, engineering research, and drug discovery. Enables cost-efficient AI inference and simulation-heavy workloads. Data Transfer Service: User-friendly tool for data transfer and replication across Nebius regions and S3-compatible object storage services. Managed Soperator: An updated cluster configuration wizard for Nebius’ fully managed Slurm-on-Kubernetes solution. Platform enhancements: Updated navigation for the AI/ML application marketplace. Improved disk encryption, boot image management, and Kubernetes-level observability. Expanded controls for user administration and role-based permissions. Public API for exporting billing data in standardized formats.お知らせ • Mar 11Nebius Group N.V. announced that it has received $2 billion in funding from NVIDIA CorporationNebius Group N.V announced a private placement and entered into a securities purchase agreement with NVIDIA Corporation and issued pre-funded Class A ordinary shares purchase warrants for aggregate gross proceeds of $2,000,000,000 on March 11, 2026. The Warrant is exercisable at a purchase price of $0.0001 per Class A ordinary share to purchase an aggregate of 21,065,936 Class A ordinary shares, subject to certain adjustments in accordance with the terms of the Warrant. The Warrant may be exercised by the Purchaser at any time and from time to time on or after the Issue Date, subject to certain conditions, and will expire on the date on which the Warrant is exercised in full. Until the date that is six (6) months following the Issue Date, the Purchaser agrees that, without the prior written consent of the Company, it shall not offer, sell, contract to sell, pledge or otherwise dispose of, directly or indirectly, either the Warrant or the Warrant Shares. The Private Placement is exempt from the registration requirements of the Securities Act of 1933, as amended, pursuant to the exemption for transactions by an issuer not involving any public offering under Section 4(a)(2) of the Securities Act and Rule 506 of Regulation D of the Securities Act and in reliance on similar exemptions under applicable state laws.お知らせ • Mar 10Nebius Announces Appointment of Dan Lawrence as Senior Vice President for the AmericasNebius announced the appointment of Dan Lawrence as Senior Vice President and General Manager for the Americas. Lawrence will lead the company’s rapid North American expansion and scale its commercial organization to meet unprecedented demand for purpose-built AI infrastructure. Based in the Boston area, Lawrence is tasked with significantly scaling Nebius’s regional go-to-market engine across four key customer segments: strategic, enterprise, ISV and AI-native. As Nebius continues building out gigawatts of capacity in the US, Lawrence will ramp up the teams and operational foundations required to capture demand in the company’s key market and support customers deploying next-generation AI workloads. Lawrence brings deep experience building and operating cloud businesses at multi-billion-dollar scale. Most recently, he served as Senior Vice President of Global Sales for Cloud at Akamai Technologies, where he built the go-to-market model and rapidly scaled its compute business to approach $1 billion in revenue. Prior to Akamai, Lawrence held senior leadership roles at Amazon Web Services, managing global enterprise engagements and supporting hyperscale cloud, AI and next-generation infrastructure businesses.収支内訳Nebius Group の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。収益と収入の歴史SET:NBIS03 収益、費用、利益 ( )USD Millions日付収益収益G+A経費研究開発費31 Dec 255301038017730 Sep 2536311432617130 Jun 2524919028515831 Mar 25161-42729314531 Dec 2492-35225611530 Sep 24-5,834-852-1,563-58330 Jun 24-3,964-742-986-37231 Mar 248,6571292,8461,11431 Dec 2310-2991608730 Sep 237,3303192,33993930 Jun 237,1967452,27592231 Mar 237,4567492,34097131 Dec 2214-180575830 Sep 227,7625002,6201,11430 Jun 227,808-3022,7261,14231 Mar 224,782-3211,72469631 Dec 214,759-1961,64264830 Sep 214,360-1361,43861130 Jun 213,8902111,19657031 Mar 213,23321195752131 Dec 202,94633384949030 Sep 202,55432674744330 Jun 202,60111276945531 Mar 202,35619967938131 Dec 192,82620481047130 Sep 192,50729367641630 Jun 192,37430363839731 Mar 192,10870958136531 Dec 181,83266051332430 Sep 181,78168851533530 Jun 181,71265052333331 Mar 181,75118152835131 Dec 171,62915946532730 Sep 171,53411344331030 Jun 171,42713637229131 Mar 171,42411734829331 Dec 161,23411129125730 Sep 161,14513424824130 Jun 161,06516121522631 Mar 1695312818720831 Dec 1583213516118730 Sep 1585921914919030 Jun 15972261162205質の高い収益: NBIS03 非現金収入 のレベルが高いです。利益率の向上: NBIS03過去に利益を上げました。フリー・キャッシュフローと収益の比較過去の収益成長分析収益動向: NBIS03の収益は過去 5 年間で年間20.1%減少しました。成長の加速: NBIS03は昨年収益を上げたため、収益成長率を 5 年間の平均と比較することは困難です。収益対業界: NBIS03昨年収益を上げたため、昨年の収益成長をSoftware業界 ( 10.9% ) と比較することは困難です。株主資本利益率高いROE: NBIS03の 自己資本利益率 ( 0.2% ) は 低い とみなされます。総資産利益率使用総資本利益率過去の好業績企業の発掘7D1Y7D1Y7D1YSoftware 、過去の業績が好調な企業。View Financial Health企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/07 03:08終値2026/05/07 00:00収益2025/12/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Nebius Group N.V. 17 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。31 アナリスト機関Andrew Charles BealeArete Research Services LLPBoris VilidnitskyBarclaysTal LianiBofA Global Research28 その他のアナリストを表示
お知らせ • May 02Nebius Group N.V. to Report Q1, 2026 Results on May 13, 2026Nebius Group N.V. announced that they will report Q1, 2026 results Pre-Market on May 13, 2026
お知らせ • May 02Nebius Group N.V. to Report Q1, 2026 Results on May 13, 2026Nebius Group N.V. announced that they will report Q1, 2026 results Pre-Market on May 13, 2026
お知らせ • Apr 17TD SYNNEX Expands AI Infrastructure-As-A-Service Portfolio With Dedicated NVIDIA HGX B300 Clusters On Nebius AI CloudTD SYNNEX announced the expansion of its AI Infrastructure-as-a-Service portfolio with dedicated NVIDIA HGX B300 clusters deployed on Nebius AI Cloud. The offering, delivered through the TD SYNNEX x Nebius AI Cloud, provides partners with reserved access to AI factory-grade GPU infrastructure designed to support enterprise-scale AI development and deployment. This deployment marks the first time a global IT distributor has reserved a dedicated NVIDIA AI factory-grade cluster from an AI-native cloud provider, enabling TD SYNNEX to activate predictable, high-performance AI infrastructure across its partner ecosystem. By securing dedicated GPU capacity in advance, TD SYNNEX helps partners overcome one of the most significant barriers to enterprise AI adoption: inconsistent access to high-performance compute. Partners can allocate reserved capacity directly to customer workloads, accelerating the transition from AI experimentation to production-ready solutions. The TD SYNNEX x Nebius AI Cloud is aligned with NVIDIA Enterprise Reference Architecture and supports sustained training and inference workloads. Built-in security, isolation and operational reliability provide a production-ready foundation for partners delivering enterprise AI solutions. Through the TD SYNNEX partner ecosystem, the infrastructure can be combined with NVIDIA AI Enterprise software — including NVIDIA NIM microservices and NVIDIA AI Blueprints — along with ISV software and services to deliver complete, enterprise-ready AI solutions. TD SYNNEX enables commercialization and go-to-market execution, while Nebius operates the underlying infrastructure, allowing partners to focus on solution development and customer outcomes. Partners such as Aible, an enterprise AI agent platform, will be able to leverage Nebius infrastructure through TD SYNNEX to scale agentic AI workflows for enterprise customers. Nebius makes it easy for Aible to move customer use cases from experimentation to production. Its alignment with NVIDIA Enterprise Reference Architecture meant they are able to install and optimize platform on Nebius in under two hours and made full agent marketplace, as well as long-running agents, available for enterprise-scale workloads — now accessible to more partners through TD SYNNEX. TD SYNNEX showcased the TD SYNNEX x Nebius AI Cloud with partners at its annual High Growth Conference, taking place this week in Puerto Rico, and at NVIDIA GTC 2026 last month. Partners and enterprise customers interested in accessing dedicated GPU capacity to unlock stalled AI deployments are encouraged to visit to learn more.
お知らせ • Apr 11Nebius Reportedly in Talks to Acquire AI21 LabsDespite denials by the company, Israeli artificial intelligence company AI21 Labs Ltd. looks set to be acquired sooner or later. The company, co-founded by Prof. Amnon Shashua, is in talks to be acquired by Dutch AI cloud provider Nebius Group N.V. (NasdaqGS:NBIS), founded by Israelis and former Yandex executives Arkady Volozh and Roman Chernin, "The Information" reported. AI21 Labs, despite previously denying talks on a sale to Nvidia, is looking for an exit after failing to penetrate the market with its language models. It has recently been gaining relative success with its AI agent management product, Maestro. AI21 Labs was given a $1.4 billion price tag in 2023, and investors in the company, including Pitango, Intel Capital, B2 Ventures, Coatue, Google and Nvidia, are estimated to be looking for a premium on the investment and hoping to sell AI21 Labs for several billion dollars. Nebius shares have risen 49% since the start of the year and 523% over the past year, riding a wave of investment in AI-related capital equipment.
お知らせ • Mar 27Nebius Unveils Nebius AI Cloud 3.5 And Introduces Serverless AI, NVIDIA RTX PRO 6000 Blackwell Server Edition, And Data Transfer ServiceNebius unveiled Nebius AI Cloud 3.5, adding significant new capabilities to its full-stack cloud platform that reduce operational friction and enable AI builders to prototype, test, and ship products faster. The introduction of serverless features gives developers the ability to launch workloads almost instantly, eliminating the need for AI teams to spend significant time configuring infrastructure before they can run experiments, train or serve models in production. Infrastructure configuration and runtime management are handled by the Nebius platform, enabling developers to focus on building applications instead of managing environments. Alongside serverless capabilities, Nebius is expanding its GPU offering with NVIDIA RTX PRO 6000 Blackwell Server Edition for a range of workloads including AI inference, industrial robotics, physical AI simulations, visual computing, and drug discovery. Version 3.5 of Nebius AI Cloud “Aether” also introduces Nebius’s Data Transfer Service, which reduces data management overhead for teams working across environments by simplifying data migration and replication between external S3-compatible storage systems and Nebius cloud regions. Configuration setup for Managed Soperator, Nebius’s fully managed Slurm-on-Kubernetes solution, has also been overhauled to offer more options and granularity when creating a Slurm cluster for self-service users. Managed Kubernetes observability has also been updated to give teams additional cluster-level control. The AI application marketplace has also been redesigned to help users access faster tools, models and applications required in their workflows. Other updates in Aether 3.5 include improved user administration and role-based permissions, making it easier for organizations to manage access across teams. New public APIs for billing data streamline the export process for finance and operations teams. All the new features that the Aether 3.5 release delivers are available now on the global Nebius AI Cloud infrastructure, with the serverless service available in public preview. NVIDIA RTX PRO 6000 Blackwell Server Edition is available today. Serverless AI: Elastic, pay-as-you-go compute accelerated by NVIDIA. Simplified access to AI workloads without managing infrastructure. Designed for prototyping, experimentation, and model inference evaluation. NVIDIA RTX PRO 6000 Blackwell Server Edition: GPU option designed for a range of workloads including AI inference, industrial robotics, physical AI simulations, visual computing, engineering research, and drug discovery. Enables cost-efficient AI inference and simulation-heavy workloads. Data Transfer Service: User-friendly tool for data transfer and replication across Nebius regions and S3-compatible object storage services. Managed Soperator: An updated cluster configuration wizard for Nebius’ fully managed Slurm-on-Kubernetes solution. Platform enhancements: Updated navigation for the AI/ML application marketplace. Improved disk encryption, boot image management, and Kubernetes-level observability. Expanded controls for user administration and role-based permissions. Public API for exporting billing data in standardized formats.
お知らせ • Mar 11Nebius Group N.V. announced that it has received $2 billion in funding from NVIDIA CorporationNebius Group N.V announced a private placement and entered into a securities purchase agreement with NVIDIA Corporation and issued pre-funded Class A ordinary shares purchase warrants for aggregate gross proceeds of $2,000,000,000 on March 11, 2026. The Warrant is exercisable at a purchase price of $0.0001 per Class A ordinary share to purchase an aggregate of 21,065,936 Class A ordinary shares, subject to certain adjustments in accordance with the terms of the Warrant. The Warrant may be exercised by the Purchaser at any time and from time to time on or after the Issue Date, subject to certain conditions, and will expire on the date on which the Warrant is exercised in full. Until the date that is six (6) months following the Issue Date, the Purchaser agrees that, without the prior written consent of the Company, it shall not offer, sell, contract to sell, pledge or otherwise dispose of, directly or indirectly, either the Warrant or the Warrant Shares. The Private Placement is exempt from the registration requirements of the Securities Act of 1933, as amended, pursuant to the exemption for transactions by an issuer not involving any public offering under Section 4(a)(2) of the Securities Act and Rule 506 of Regulation D of the Securities Act and in reliance on similar exemptions under applicable state laws.
お知らせ • Mar 10Nebius Announces Appointment of Dan Lawrence as Senior Vice President for the AmericasNebius announced the appointment of Dan Lawrence as Senior Vice President and General Manager for the Americas. Lawrence will lead the company’s rapid North American expansion and scale its commercial organization to meet unprecedented demand for purpose-built AI infrastructure. Based in the Boston area, Lawrence is tasked with significantly scaling Nebius’s regional go-to-market engine across four key customer segments: strategic, enterprise, ISV and AI-native. As Nebius continues building out gigawatts of capacity in the US, Lawrence will ramp up the teams and operational foundations required to capture demand in the company’s key market and support customers deploying next-generation AI workloads. Lawrence brings deep experience building and operating cloud businesses at multi-billion-dollar scale. Most recently, he served as Senior Vice President of Global Sales for Cloud at Akamai Technologies, where he built the go-to-market model and rapidly scaled its compute business to approach $1 billion in revenue. Prior to Akamai, Lawrence held senior leadership roles at Amazon Web Services, managing global enterprise engagements and supporting hyperscale cloud, AI and next-generation infrastructure businesses.