Nebius Group NV（NBIS）の財務NBISNebius Group NV

Nebius Group NV (NBIS) generates its revenue through a diversified portfolio of business segments. Currently, the largest contributor to its top-line growth is Nebius, accounting for 98.7% of total sales, equivalent to $574.90M. Other significant revenue streams include TripleTen and Avride. Understanding this composition is critical for investors evaluating how NBIS navigates market cycles within the Business Support Services industry.

Evaluating the bottom line, Nebius Group NV maintains a gross margin of 32.46%. This metric reflects the company's pricing power and manufacturing efficiency. Further down the income statement, the operating margin stands at -21.64%, while the net margin is -32.70%. These profitability ratios, combined with a Return on Equity (ROE) of 0.59%, provide a clear picture of how effectively NBIS converts its operational activities into shareholder value.

In the context of the broader market, NBIS competes directly with industry leaders such as BILI and ADSK. With a market capitalization of $75.49B, it holds a leading position in the sector. When comparing efficiency, NBIS's gross margin of 32.46% stands against BILI's 37.22% and ADSK's 90.76%. Such benchmarking helps identify whether Nebius Group NV is trading at a premium or discount relative to its financial performance.

Nebius reported a staggering 454% year-over-year revenue increase in Q2, reaching $582 million, indicating robust demand in the AI infrastructure market. However, the company has experienced significant net losses, with a net income of -$190.4 million in Q2 2026, and a gross margin of 32.46%, which is an improvement but still reflects challenges in profitability.