The Nebius Group N.V. (NASDAQ: NBIS) SEC filings page on Stock Titan provides access to the company’s regulatory disclosures as a foreign private issuer. Nebius files reports such as Form 20-F and multiple Forms 6-K, which include operating and financial reviews, unaudited condensed consolidated financial statements, capital markets documentation, and press releases that are incorporated by reference into its registration statements.
In its Form 6-K filings, Nebius has furnished Operating and Financial Review and Prospects for specific periods, together with unaudited condensed consolidated financial statements. These materials explain the performance of Nebius’s core AI infrastructure business, Nebius AI Cloud, as well as its additional businesses Avride and TripleTen, and describe how Toloka’s results were reclassified to discontinued operations after Nebius ceased to hold majority voting power. The company also discusses the use of non-GAAP measures such as Adjusted EBITDA (loss) and Adjusted net income (loss), and provides reconciliations to U.S. GAAP metrics.
Other Nebius 6-K filings relate to capital markets and financing activities. For example, the company has filed indentures and forms of its 1.00% Convertible Senior Notes due 2030 and 2.75% Convertible Senior Notes due 2032, along with press releases announcing the closing of public offerings of Class A ordinary shares and concurrent private offerings of convertible notes. Additional 6-Ks describe the exercise of underwriters’ options to purchase additional Class A shares and the establishment of an equity distribution agreement for an at-the-market equity program.
Nebius also uses Form 6-K to disclose material commercial agreements. One filing details a commercial agreement between Nebius, Inc., a wholly owned subsidiary, and Meta Platforms, Inc., under which Nebius will provide Meta access to two dedicated GPU infrastructure capacity clusters over a five-year term, with a total contract value of approximately $2.9 billion. The filing outlines deployment tranches, associated storage and connectivity services, and customary provisions such as termination rights, service level commitments, discounted fees for late delivery, representations and warranties, indemnities, and limitations of liability.
Additional 6-Ks incorporate press releases related to subsidiary activities, such as Avride’s strategic investment and commitments backed by Uber and Nebius, and group-level announcements about financial results and shareholder communications. Many of these filings are expressly incorporated by reference into Nebius’s automatically effective shelf registration statement on Form F-3ASR and its Form S-8, which are used for securities offerings and equity compensation plans.
On Stock Titan, Nebius filings are updated as they appear on EDGAR, and AI-powered summaries can help readers quickly understand the focus of each document. Users can review quarterly and annual discussions of Nebius’s AI-native cloud platform, its additional businesses, capital structure, and major commercial contracts, as well as track how the company presents non-GAAP measures and reconciliations over time.
Nebius Group N.V. reported extremely rapid scale-up of its core Nebius AI cloud platform, with total revenues rising from $105.1M to $582.3M for the quarter and from $156.0M to $981.3M for the first half of 2026. Nebius AI cloud revenues grew more than sixfold to $574.9M in the quarter, driving group Adjusted EBITDA from a $21.0M loss to a $236.2M profit, despite a reported operating loss of $175.9M largely due to heavy depreciation and rapidly expanding cost base.
Net income from continuing operations swung to a $190.4M quarterly loss from a $502.5M profit a year earlier, mainly because a prior-year $597.4M non-recurring gain on ClickHouse did not repeat and interest expense on new convertible debt rose to $119.1M. For the first half, net income from continuing operations increased to $430.8M, helped by a larger $780.6M ClickHouse revaluation gain. Nebius invested heavily in GPUs and data centers, with first-half 2026 capex of $8.13B, funded by $4.34B of new convertible notes, $2.85B of treasury share sales and $2.0B of prefunded warrants, lifting cash and cash equivalents to $8.04B. Deferred revenue rose to $5.98B, reflecting substantial advance customer commitments.
Nebius Group N.V. reported very rapid growth in its AI-focused businesses for the quarter ended June 30, 2026. Revenues rose to $582.3 million from $105.1 million a year earlier, and six‑month revenues reached $981.3 million. Adjusted EBITDA swung from a loss of $21.0 million in Q2 2025 to a positive $236.2 million, with six‑month Adjusted EBITDA at $365.7 million.
Despite stronger operating performance, GAAP net income from continuing operations moved from a profit of $502.5 million in Q2 2025 to a loss of $190.4 million, largely reflecting the absence of prior‑year investment revaluation gains and higher interest expense. Adjusted net loss narrowed to $33.2 million for the quarter. Operating cash flow from continuing operations improved sharply to $2,246.1 million in Q2 2026, but Nebius is investing heavily, with purchases of property, equipment and intangibles of $5,657.4 million in the quarter.
The balance sheet expanded significantly as total assets increased to $27,961.5 million, supported by cash and cash equivalents of $8,042.1 million and large additions to property and equipment. Total debt (current and non‑current) rose to about $8.5 billion, reflecting proceeds from convertible notes and pre‑funded warrants. Shares outstanding as of June 30, 2026 were 271,855,218 (excluding 50,185,726 Class A treasury shares).
The Goldman Sachs Group, Inc. and its subsidiary Goldman Sachs & Co. LLC report beneficial ownership of Class A Ordinary Shares of Nebius Group N.V. on an amended Schedule 13G. Each reports aggregate beneficial ownership of 23,111,112.59 Class A shares, representing 10.5% of the class. Both entities report 0 sole voting and dispositive power, with 23,104,461.59 shares subject to shared voting power and 23,104,723.59 shares subject to shared dispositive power. Goldman Sachs & Co. LLC, a registered broker-dealer and investment adviser, is a subsidiary of The Goldman Sachs Group, Inc., which files as a parent holding company and includes standard disclaimers regarding beneficial ownership for client accounts and certain investment entities.
The Goldman Sachs Group, Inc. and Goldman Sachs & Co. LLC report beneficial ownership of Class A Ordinary Shares of Nebius Group N.V. They report aggregate beneficial ownership of 15,896,355.61 shares, representing 7.2% of the Class A Ordinary Shares.
Both entities report shared voting power over 15,891,852.61 shares and shared dispositive power over 15,891,899.61 shares, with no sole voting or dispositive power. Goldman Sachs & Co. LLC is identified as a broker-dealer and investment adviser subsidiary of The Goldman Sachs Group, Inc., and the filing is made on a joint basis under a Joint Filing Agreement. The Goldman Sachs reporting units disclaim beneficial ownership for certain client accounts and investment entities as described.
Nebius Group N.V. director Boynton John Wilson IV reported selling 5,812 Class A Shares on June 15, 2026 in ten open-market or private transactions at reported prices ranging from $246.17 to $262.09 per share, with several blocks priced on a weighted-average basis. The sales were made pursuant to a Rule 10b5-1 trading plan. Nebius states that, as a foreign private issuer under Rule 3a12-3(b), these transactions are exempt from Sections 16(b) and 16(c) of the Exchange Act, and the amendment corrects the number of securities beneficially owned following the trades.
Nebius Group N.V. is convening its 2026 Annual General Meeting on August 25, 2026 at 3 p.m. CET in Amsterdam. Shareholders are asked to approve the 2025 statutory accounts, extend the preparation period, discharge directors for 2025, and re-appoint the company’s executive and non-executive directors for one-year terms.
Proposals also cover appointing Deloitte & Touche LLP and Deloitte Accountants B.V. as auditors for 2026, authorizing the board for one year to issue and repurchase up to 20% of Class A share capital and to exclude pre-emptive rights, and cancelling 2,243,621 Class C shares previously held for conversion purposes. As of March 31, 2026, 220,406,311 Class A shares and 33,491,883 Class B shares were outstanding, with one and ten votes per share respectively.
Almog Yael reported acquisition or exercise transactions in this Form 4 filing.
Nebius Group N.V. reported an equity award to its General Counsel, Almog Yael. On July 22, 2026, Yael received 7,793 restricted share units, each representing one Class A Share, at a reported price of $218.16 per share. The RSUs vest in quarterly installments beginning September 30, 2026.
Nebius Group N.V. discloses that NVIDIA Corporation holds beneficial ownership of 22,256,412 Class A ordinary shares, representing 9.3% of this class. NVIDIA’s position comprises 1,190,476 already-held Class A shares and 21,065,936 Class A shares issuable upon exercise of a pre-funded Class A ordinary share purchase warrant acquired on March 11, 2026.
NVIDIA is currently prohibited from exercising this warrant and from selling the underlying shares before September 11, 2026, but the warrant is treated as exercisable within 60 days of July 13, 2026, so those underlying shares are deemed beneficially owned. NVIDIA reports sole voting and dispositive power over all 22,256,412 shares and no shared power.
Nebius Group N.V. states that two indirect subsidiaries, Nebius Compute II, LLC and Nebius Compute II Oy, have entered into a senior secured term loan facility of approximately $775 million with a syndicate of lenders led by MUFG. The asset-backed facility is secured by substantially all of each borrower’s assets and the borrowers’ shares, and bears interest at Term SOFR (with a 0.00% floor) plus a 2.50% margin for a one-month interest period, maturing on October 31, 2030. Covenants include a debt service coverage ratio of 1.15:1.00 and a minimum liquidity requirement, with customary affirmative and negative covenants and events of default.
The company explains that the facility, its first senior secured debt financing, is primarily intended to finance and accelerate the global buildout of its full-stack AI cloud platform, backed by deployed GPU infrastructure and contracted cash flows from an investment-grade customer. Together with customer cash flows, the facility covers more than 100% of the capital expenditure for the underlying GPU infrastructure and is described as a framework for future asset-level financings on other long-term customer deployments. Nebius also notes that this information is incorporated by reference into its existing registration statements on Form F-3ASR and Form S-8.