Nebius (NBIS): FY25 Q3 earnings call, Nov 11, 2025
On its Nov 11, 2025 earnings call (FY25 Q3), Nebius said 5 of the 10 words Kalshi listed; Parrot’s count agreed with 9 of 10 settlements. Quotes below are at most 25 words each.
UpdatedMarkets
10 words · 5 settled yes · our count agreed on 9 of 10- Kalshi: company speakers + operator
Kalshi
backtest The probabilities on settled rows are a walk-forward backtest: the model as of before each event, computed after Parrot went live; they were not published at the time.
| Word | Result | Our count | All speakers | Agrees | Probability | Market |
|---|---|---|---|---|---|---|
| Microsoft | Yes | 11 | 11 | ✓ | 26%transcripts from the transcript model | – |
| Token | Yes | 3 | 3 | ✓ | 16%transcripts from the transcript model | – |
| Cash | Yes | 1 | 1 | ✓ | 86%transcripts from the transcript model | – |
| Neocloud | Yes | 1 | 1 | ✓ | 43%transcripts from the transcript model | – |
| Aether | Yes | 1 | 1 | ✓ | 16%transcripts from the transcript model | – |
| Robotic | No | 1 | 1 | ✗ | 26%transcripts from the transcript model | – |
| Uber | No | 0 | 0 | ✓ | 72%transcripts from the transcript model | – |
| ClickHouse / Click House | No | 0 | 0 | ✓ | 63%transcripts from the transcript model | – |
| Hyperscaler | No | 0 | 0 | ✓ | 51%transcripts from the transcript model | – |
| TripleTen / Triple Ten | No | 0 | 0 | ✓ | 51%transcripts from the transcript model | – |
Market prices are mid quotes from Kalshi and Polymarket, shown for context, may be delayed by several minutes and are not a signal. Quotes as of Oct 20, 2026 15:46 UTC.
Transcript
quotes of at most 25 wordsSpeaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.
11 matches for “Microsoft”; 5 quoted, at least 25 words apart.
…we could have sold more. This deal comes on top of the Microsoft deal we announced early September, with a contract value between $17.4 billion…
…and beyond. In terms of the mega deals, we will begin serving Microsoft and Meta late in the quarter, and almost all of the revenue…
…capacity, we could have signed a bigger deal, probably. After we announced Microsoft in September, we said that we would have more deals of this…
…billion ARR target? And is this based on preexisting core business plus Microsoft and Meta? Is there anything else in terms of signing up for…
…has already been sold, and the long-term contracts that we signed with Microsoft and Meta give us the confidence that we can achieve the $7…
Where the listed words were said
…folks who've been submitting questions. We're getting a lot of questions on Microsoft and Meta revenue. How should we be thinking about revenue contribution from…
…Mark. Keeping with our online investor base, you know, you recently launched Token Factory. What is the opportunity around this? And does this expand your…
…startups like Courser, Black Forest Labs, and others. The economics and the cash flow of mega deals are attractive in their own right, but they…
…How do you think about partnering with or buying potential companies that already have secured power or land? Consolidating or consolidating other neo clouds. Arkady?
…As you saw with the launch of Nebius 3.0, what we call Aether, we've delivered a number of AI cloud improvements to support enterprise requirements.…
Agents: this page as TSV at /api/v1/appearances/nebius:2025-11-11:earnings_call · words: /api/v1/brief?appearance=nebius:2025-11-11:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP