Nebius Group stock sinks following Q4 results

Published 20/02/2025, 14:50
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Investing.com -- Nebius Group N.V. (NASDAQ:NBIS), a prominent AI infrastructure company, saw its shares decline by 10% after releasing its unaudited financial results for the fourth quarter and full year ended December 31, 2024. Despite reporting a significant increase in revenue, the company’s stock suffered a downturn, which may be attributed to investor concerns over its substantial losses and operational cash outflows.

In the fourth quarter, Nebius Group’s revenue soared to $37.9 million, marking a 466% increase YoY, primarily driven by its core AI infrastructure business that grew 602% YoY. However, the company reported an adjusted EBITDA loss of $75.5 million and a net loss from continuing operations of $136.6 million for the same period. The full-year figures painted a similar picture, with revenue up 462% YoY to $117.5 million, but accompanied by a full-year adjusted EBITDA loss of $266.4 million and a net loss from continuing operations of $396.9 million.

Arkady Volozh, the CEO of Nebius Group, highlighted the company’s eventful quarter, citing the resumption of trading on Nasdaq, a successful capital raise, and the rapid expansion of their AI infrastructure footprint. Volozh confirmed that the projected December 2025 annualized run-rate revenue (ARR) of $750 million to $1 billion is within reach, based on contracts already in place and potential deals in the pipeline.

Despite the positive revenue growth and strategic expansions, Nebius Group’s December 2024 ARR of $90 million fell short of previous guidance due to longer customer acquisition lead times and the migration to a new AI cloud platform. The company’s cash and cash equivalents stood at $2,449.6 million, with capital expenditures of $808.1 million for the year and a cash outflow from operations of $319.6 million.

The report also detailed advancements across Nebius Group’s business segments, including the launch of new AI platforms, GPU cluster deployments, and partnerships aimed at diversifying and growing their customer base. However, the company’s ambitious expansions and investments have yet to translate into profitability, as reflected in the stock’s negative response to the Q4 and full-year results.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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