Nebius

Nebius posted official Q3 2026 results on November 12: $980.8 million of revenue, 2026 guidance now at the low end of $3.0–$3.4 billion, and an initial 2027 outlook. This is a post-results account, not a preview rewrite.

After official CoreWeave and Nebius third-quarter prints, this guide shows how to read neocloud earnings without treating ARR as revenue or coverage ratios as closed financings. It is a method piece, not a second results rewrite.

CoreWeave reported official Q3 revenue of $3,661 million and a GAAP net loss of $709 million, or $1.27 a share, while raising 2026 guidance. This analysis uses the November 10 release, presentation and official call transcript.

CoreWeave has already posted official third-quarter 2026 results, including $3.661 billion of revenue. Thursday’s Nebius, Applied Materials, and Cisco reports were still unreleased and are not treated as known.

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.