View Future GrowthNebius Group 과거 순이익 실적과거 기준 점검 1/6Nebius Group은 연평균 1.8%의 비율로 수입이 증가해 온 반면, Software 산업은 수입이 11.8% 증가했습니다. 매출은 연평균 37.5%의 비율로 감소했습니다. Nebius Group의 자기자본이익률은 0.4%이고 순이익률은 3.1%입니다.핵심 정보1.81%순이익 성장률5.53%주당순이익(EPS) 성장률Software 산업 성장률-1.17%매출 성장률-37.47%자기자본이익률0.41%순이익률3.13%최근 순이익 업데이트30 Jun 2026최근 과거 실적 업데이트공고 • Jul 29Nebius Group N.V. to Report Q2, 2026 Results on Aug 12, 2026Nebius Group N.V. announced that they will report Q2, 2026 results Pre-Market on Aug 12, 2026모든 업데이트 보기Recent updates공고 • Aug 06Nebius Announces Appointment of Lindsey Irvine as Chief Marketing OfficerNebius announced the appointment of Lindsey Irvine as Chief Marketing Officer as the company continues to accelerate its global expansion following a year of record growth. Lindsey joins Nebius from Square, where she led global marketing across brand, demand, product, and hardware supporting more than 4.5 million sellers. Previously, she served as CMO at Benchling, where she helped define the R&D cloud category for the biotechnology industry, and before that as CMO at MuleSoft, a Salesforce company, where ARR grew from $250 million to more than $1 billion during her tenure.공고 • Jul 29Nebius Group N.V. to Report Q2, 2026 Results on Aug 12, 2026Nebius Group N.V. announced that they will report Q2, 2026 results Pre-Market on Aug 12, 2026공고 • Jul 28Nebius Group N.V., Annual General Meeting, Aug 25, 2026Nebius Group N.V., Annual General Meeting, Aug 25, 2026. Location: the companys offices at burgerweeshuispad 101, 1076 er, amsterdam Netherlands공고 • Jul 16Nebius Introduces Business Model To Scale AI Cloud Globally Through Infrastructure PartnershipsNebius announced a new business model that lets infrastructure partners deploy Nebius’s full-stack AI cloud platform in their own AI data centers. Under the model, partners finance and own the infrastructure and hardware, and operate the data centers. Nebius supplies its systems architecture and supply-chain access; deploys and maintains its hardware design and software and services stack on the partner infrastructure; and takes the resulting capacity to market through its global sales organization. Partners get fully-owned AI infrastructure assets, designed to Nebius standards, and a fast route to serve the AI cloud market. Nebius’s architecture and platform transform a partner’s raw capacity into a production-ready AI cloud, which Nebius then connects to customers. Because Nebius brings the demand, partners can begin generating a return as soon as the capacity goes live. For Nebius, this asset-light approach expands the capacity it can offer its customers, such as AI natives and enterprises, with minimal incremental capital requirements. Partners’ data centers will join the Nebius capacity pool, adding incremental capacity to that coming online from Nebius’s owned data centers and colocations. Nebius anticipates pursuing a variety of economic arrangements under this partnership model, including revenue-sharing agreements, licensing fees and commissions, as well as committed capacity arrangements that would provide Nebius with access to additional compute to be sold to customers. The company has already entered into initial arrangements under this asset-light model. As part of the partnership agreements, Nebius will equip partner teams to run the site and will remain responsible for the cloud software and service levels, while the partner manages the facility and hardware. Customers receive the same standard of service whether they run on Nebius’s own infrastructure or a partner’s.공고 • Jun 25Nebius Unveils Nebius AI Cloud 3.6 With New Developer Experience, Security, Governance, And Storage EnhancementsNebius unveiled Nebius AI Cloud 3.6, adding new developer experience, security and governance improvements, as well as enhanced storage capabilities for teams running AI in production on Nebius’s full-stack AI cloud platform. Version 3.6 of Nebius AI Cloud “Aether” introduces Nebius Echo, an AI agent for controlling cloud infrastructure using natural language. Built directly into the Nebius AI Cloud web console, Echo can answer questions and execute core operations, with guardrails to prevent unintentional actions. Nebius Echo runs on open-source models hosted on Nebius Token Factory, Nebius’s production inference platform. The first-look version released covers core cloud services, with infrastructure debugging and multi-step infrastructure-as-code deployments among upcoming features on the roadmap. Aether 3.6 delivers a broader set of developer experience improvements targeting the time teams lose before the real work begins. This includes one-click access and deeper integration with SkyPilot, with no control plane to maintain; a new step-by-step instance creation workflow; global search across all services and tenants; a unified Notification Center; and more. Nebius is opening the Nebius Builder Program in early preview, offering developers and ML engineers credits across Nebius AI Cloud, Nebius Token Factory, and Nebius Academy, plus engineer office hours and a builder community. Members of the Nebius Builder Program get early access to the new Nebius Certifications program developed by Nebius Academy, starting with AI Cloud Ops (Associate), available now. Additional tracks for AI application builders, solutions architects, infrastructure engineers, and business leaders across the Nebius ecosystem will be introduced in the coming weeks. The new release of Nebius AI Cloud extends the security and governance controls that teams need to run sensitive workloads in regulated environments. A new Key Management Service (KMS) with customer-managed encryption keys (CMEK) and cryptographic erasure puts control of data encryption into customers’ hands, while Workload Identity Federation enables credential-free authentication across environment boundaries. Other enhancements include more granular controls for Soperator, Nebius's managed Slurm-on-Kubernetes service, and Managed Kubernetes, including a new “Bring Your Own Image” (BYOI) feature for hardened or compliance-validated base images. The release introduces a new Budgets feature, letting FinOps teams set spending targets and threshold-based alerts across projects. Nebius AI Cloud 3.6 delivers local SSDs on GPU servers for high-performance caching, removing I/O bottlenecks during training and inference. A new Intelligent Object Storage Class automatically moves archived data to a lower-cost tier, with no request or egress fees. Using the Enhanced class, Object Storage shows 30% more read bandwidth for single-threaded client connections. On the shared filesystem, 4K file operations deliver 3x more IOPS, metadata-heavy workloads deliver up to 100x more IOPS, and validated cluster sizes now reach 100 PB. Nebius AI Cloud Aether 3.6 — at a glance: Developer experience: Nebius Echo, an AI agent for natural-language infrastructure control; Managed Service for SkyPilot; Unified Notification Center; Global Search; New instance creation workflow; Updated pricing calculator. Security and governance: KMS with customer-managed encryption keys (CMEK); Workload Identity Federation; Soperator IAM-based access; Managed Kubernetes API access control; Budgets; Bring Your Own Image (BYOI); Datadog Log Management integration; Disk snapshots. Storage and other platform improvements: Intelligent Object Storage Class with automatic cost-tier migration; 30% read Object Storage bandwidth improvement for single-thread connections; Local SSD disks on GPU servers; 3x more IOPS for 4K files operations and up to 100x more IOPS for metadata-heavy workloads for Shared Filesystem; Validated filesystem clusters size up to 100 PB; Kubernetes v1.34 support.매출 및 비용 세부 내역Nebius Group가 돈을 벌고 사용하는 방법. 최근 발표된 LTM 실적 기준.순이익 및 매출 추이SET:NBIS01 매출, 비용 및 순이익 (USD Millions)날짜매출순이익일반관리비연구개발비30 Jun 261,3554250824131 Mar 2687873546320831 Dec 255301038017730 Sep 2536311432617130 Jun 2522323226214331 Mar 25130-32526212431 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 15859219149190양질의 수익: NBIS01의 비현금 수익 수준이 높습니다.이익 마진 증가: NBIS01의 현재 순 이익률 (3.1%)은 지난해 보다 낮습니다.잉여현금흐름 대비 순이익 분석과거 순이익 성장 분석수익추이: NBIS01의 수익은 지난 5년 동안 연평균 1.8% 증가했습니다.성장 가속화: NBIS01은 지난 1년 동안 수익이 감소하여 5년 평균과 비교할 수 없습니다.수익 대 산업: NBIS01은 지난 1년 동안 수익이 감소(-81.7%)하여 Software 업계 평균(11.9%)과 비교하기 어렵습니다.자기자본이익률높은 ROE: NBIS01의 자본 수익률(0.4%)은 낮음으로 평가됩니다.총자산이익률투하자본수익률우수한 과거 실적 기업을 찾아보세요7D1Y7D1Y7D1YSoftware 산업에서 과거 실적이 우수한 기업.View Financial Health기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/08/17 11:02종가2026/08/17 00:00수익2026/06/30연간 수익2025/12/31데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델의 세부 정보는 당사의 GitHub 페이지에서 확인하실 수 있습니다. 또한 보고서 사용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스Nebius Group N.V.는 34명의 분석가가 다루고 있습니다. 이 중 19명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Andrew Charles BealeArete Research Services LLPRobert OliverBairdBoris VilidnitskyBarclays31명의 분석가 더 보기
공고 • Jul 29Nebius Group N.V. to Report Q2, 2026 Results on Aug 12, 2026Nebius Group N.V. announced that they will report Q2, 2026 results Pre-Market on Aug 12, 2026
공고 • Aug 06Nebius Announces Appointment of Lindsey Irvine as Chief Marketing OfficerNebius announced the appointment of Lindsey Irvine as Chief Marketing Officer as the company continues to accelerate its global expansion following a year of record growth. Lindsey joins Nebius from Square, where she led global marketing across brand, demand, product, and hardware supporting more than 4.5 million sellers. Previously, she served as CMO at Benchling, where she helped define the R&D cloud category for the biotechnology industry, and before that as CMO at MuleSoft, a Salesforce company, where ARR grew from $250 million to more than $1 billion during her tenure.
공고 • Jul 29Nebius Group N.V. to Report Q2, 2026 Results on Aug 12, 2026Nebius Group N.V. announced that they will report Q2, 2026 results Pre-Market on Aug 12, 2026
공고 • Jul 28Nebius Group N.V., Annual General Meeting, Aug 25, 2026Nebius Group N.V., Annual General Meeting, Aug 25, 2026. Location: the companys offices at burgerweeshuispad 101, 1076 er, amsterdam Netherlands
공고 • Jul 16Nebius Introduces Business Model To Scale AI Cloud Globally Through Infrastructure PartnershipsNebius announced a new business model that lets infrastructure partners deploy Nebius’s full-stack AI cloud platform in their own AI data centers. Under the model, partners finance and own the infrastructure and hardware, and operate the data centers. Nebius supplies its systems architecture and supply-chain access; deploys and maintains its hardware design and software and services stack on the partner infrastructure; and takes the resulting capacity to market through its global sales organization. Partners get fully-owned AI infrastructure assets, designed to Nebius standards, and a fast route to serve the AI cloud market. Nebius’s architecture and platform transform a partner’s raw capacity into a production-ready AI cloud, which Nebius then connects to customers. Because Nebius brings the demand, partners can begin generating a return as soon as the capacity goes live. For Nebius, this asset-light approach expands the capacity it can offer its customers, such as AI natives and enterprises, with minimal incremental capital requirements. Partners’ data centers will join the Nebius capacity pool, adding incremental capacity to that coming online from Nebius’s owned data centers and colocations. Nebius anticipates pursuing a variety of economic arrangements under this partnership model, including revenue-sharing agreements, licensing fees and commissions, as well as committed capacity arrangements that would provide Nebius with access to additional compute to be sold to customers. The company has already entered into initial arrangements under this asset-light model. As part of the partnership agreements, Nebius will equip partner teams to run the site and will remain responsible for the cloud software and service levels, while the partner manages the facility and hardware. Customers receive the same standard of service whether they run on Nebius’s own infrastructure or a partner’s.
공고 • Jun 25Nebius Unveils Nebius AI Cloud 3.6 With New Developer Experience, Security, Governance, And Storage EnhancementsNebius unveiled Nebius AI Cloud 3.6, adding new developer experience, security and governance improvements, as well as enhanced storage capabilities for teams running AI in production on Nebius’s full-stack AI cloud platform. Version 3.6 of Nebius AI Cloud “Aether” introduces Nebius Echo, an AI agent for controlling cloud infrastructure using natural language. Built directly into the Nebius AI Cloud web console, Echo can answer questions and execute core operations, with guardrails to prevent unintentional actions. Nebius Echo runs on open-source models hosted on Nebius Token Factory, Nebius’s production inference platform. The first-look version released covers core cloud services, with infrastructure debugging and multi-step infrastructure-as-code deployments among upcoming features on the roadmap. Aether 3.6 delivers a broader set of developer experience improvements targeting the time teams lose before the real work begins. This includes one-click access and deeper integration with SkyPilot, with no control plane to maintain; a new step-by-step instance creation workflow; global search across all services and tenants; a unified Notification Center; and more. Nebius is opening the Nebius Builder Program in early preview, offering developers and ML engineers credits across Nebius AI Cloud, Nebius Token Factory, and Nebius Academy, plus engineer office hours and a builder community. Members of the Nebius Builder Program get early access to the new Nebius Certifications program developed by Nebius Academy, starting with AI Cloud Ops (Associate), available now. Additional tracks for AI application builders, solutions architects, infrastructure engineers, and business leaders across the Nebius ecosystem will be introduced in the coming weeks. The new release of Nebius AI Cloud extends the security and governance controls that teams need to run sensitive workloads in regulated environments. A new Key Management Service (KMS) with customer-managed encryption keys (CMEK) and cryptographic erasure puts control of data encryption into customers’ hands, while Workload Identity Federation enables credential-free authentication across environment boundaries. Other enhancements include more granular controls for Soperator, Nebius's managed Slurm-on-Kubernetes service, and Managed Kubernetes, including a new “Bring Your Own Image” (BYOI) feature for hardened or compliance-validated base images. The release introduces a new Budgets feature, letting FinOps teams set spending targets and threshold-based alerts across projects. Nebius AI Cloud 3.6 delivers local SSDs on GPU servers for high-performance caching, removing I/O bottlenecks during training and inference. A new Intelligent Object Storage Class automatically moves archived data to a lower-cost tier, with no request or egress fees. Using the Enhanced class, Object Storage shows 30% more read bandwidth for single-threaded client connections. On the shared filesystem, 4K file operations deliver 3x more IOPS, metadata-heavy workloads deliver up to 100x more IOPS, and validated cluster sizes now reach 100 PB. Nebius AI Cloud Aether 3.6 — at a glance: Developer experience: Nebius Echo, an AI agent for natural-language infrastructure control; Managed Service for SkyPilot; Unified Notification Center; Global Search; New instance creation workflow; Updated pricing calculator. Security and governance: KMS with customer-managed encryption keys (CMEK); Workload Identity Federation; Soperator IAM-based access; Managed Kubernetes API access control; Budgets; Bring Your Own Image (BYOI); Datadog Log Management integration; Disk snapshots. Storage and other platform improvements: Intelligent Object Storage Class with automatic cost-tier migration; 30% read Object Storage bandwidth improvement for single-thread connections; Local SSD disks on GPU servers; 3x more IOPS for 4K files operations and up to 100x more IOPS for metadata-heavy workloads for Shared Filesystem; Validated filesystem clusters size up to 100 PB; Kubernetes v1.34 support.