Nebius第三季收入9.808亿美元、增571%：超级智能（SI）云收入9.738亿美元，前九月收入19.621亿美元，11月12日公布
Nebius 集团11月12日公布截至2026年9月30日的第三季业绩。集团收入为9.808亿美元，同比增长571%，去年同期为1.461亿美元；2026年前九月收入为19.621亿美元。核心业务 Nebius 超级智能（SI）云第三季收入为9.738亿美元，约占集团收入的99%。
公司在股东信中披露，第三季确认了约3.25亿美元的一次性收入，来自其轻资产模式的首批落地，即由伙伴出资的算力容量使用 Nebius 的架构与软件。剔除这一项后的收入规模与增速，低于报表标题数字所显示的水平，公司在信中对此作了专门说明。
展望方面，首席执行官 Arkady Volozh 在股东信中表示，2026年全年收入预计落在原指引区间30亿至34亿美元的低端。原因是部分原定今年启用的第三方算力容量推迟至2027年上半年上线，公司称相关合同仍然有效。股东信同时给出2027年初步收入展望为120亿至130亿美元。
资本开支方面，股东信与业绩材料显示，公司2026年资本开支指引约为270亿美元，2027年的初步资本开支展望达400亿至450亿美元。业绩材料还提到，自第三季开始以来，客户已承诺逾120亿美元的合同金额。
Nebius 是一家以图形处理器算力租赁为主业的超级智能（SI）云服务商，总部位于荷兰阿姆斯特丹，在纳斯达克上市。公司于11月12日美股开盘前发布业绩，并于当天上午8时（美东时间）举行网络业绩说明会。
Nebius Third Quarter Revenue Reaches 980.8 Million Dollars, Up 571 Percent, With AI Cloud Revenue of 973.8 Million and Nine-Month Revenue of 1,962.1 Million, Reported November 12
Nebius Group reported on November 12 its results for the third quarter ended September 30, 2026. Group revenue was 980.8 million dollars, up 571 percent from 146.1 million a year earlier. Revenue for the first nine months of 2026 was 1,962.1 million. Nebius AI Cloud, the core business, generated 973.8 million in the quarter, about 99 percent of group revenue.
In its shareholder letter, the company disclosed that it recognized approximately 325 million dollars of non-recurring revenue in the quarter as part of the first rollout of its asset-light model, under which partners fund capacity themselves while paying for Nebius architecture and software. The letter addressed this item specifically, noting that revenue and growth excluding it were lower than the headline figures suggest.
For the outlook, Chief Executive Officer Arkady Volozh said in the shareholder letter that 2026 revenue is expected at the low end of the prior range of 3.0 billion to 3.4 billion dollars. The company said some third-party capacity expected to switch on this year is now scheduled for the first half of 2027, and that the contracts behind that capacity remain in place. The letter also gave a preliminary 2027 revenue outlook of 12 billion to 13 billion dollars.
On capital spending, the shareholder letter and results materials put 2026 capital expenditure guidance at about 27 billion dollars, with an initial 2027 outlook of 40 billion to 45 billion. The materials also said customers had committed more than 12 billion dollars of contract value since the start of the third quarter.
Nebius is an AI cloud company whose main business is renting out GPU computing capacity. It is headquartered in Amsterdam, the Netherlands, and listed on Nasdaq. The company released its results before the United States market open on November 12 and held its earnings webcast at 8:00 a.m. Eastern Time that day.
来源：Nebius集团
发布：GSM·美国（发布链接）
图片来源：图：Nebius 数据中心建筑。来源：Nebius 官方发布。 / Photo: A Nebius data center building. Credit: Nebius.
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