AI Cloud

Nebius Group will publish third-quarter results before the U.S. open on November 12, 2026. This preview uses official second-quarter revenue of $582.3 million, $3.0 billion of ARR and about $5.7 billion of capex, and does not treat Thursday as known.

An Amazon Q3 preview separates AWS growth from AI capex and cash flow, while testing fulfillment efficiency, advertising margins and the economics of retail-cloud integration.