Nebius (NBIS): FY25 Q4 earnings call, Feb 12, 2026
On its Feb 12, 2026 earnings call (FY25 Q4), Nebius said 6 of the 11 words Kalshi and Polymarket listed; Parrot’s count agreed with all 11 settlements. Quotes below are at most 25 words each.
UpdatedMarkets
11 words · 6 settled yes · our count agreed on 11 of 11- Kalshi: company speakers + operator
Kalshi - Polymarket: anyone
Polymarket
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 |
|---|---|---|---|---|---|---|
| Cash | Yes | 12 | 12 | ✓ | 84%n=1+tx from settlement history blended with transcripts | – |
| Meta | Yes | 7 | 7 | ✓ | 65%transcripts from the transcript model | – |
| Token | Yes | 4 | 4 | ✓ | 50%n=1+tx from settlement history blended with transcripts | – |
| Hyperscaler | Yes | 4 | 4 | ✓ | 35%n=1+tx from settlement history blended with transcripts | – |
| ClickHouse / Click House | Yes | 3 | 3 | ✓ | 44%n=1+tx from settlement history blended with transcripts | – |
| Aether | Yes | 1 | 1 | ✓ | 40%n=1+tx from settlement history blended with transcripts | – |
| Nvidia | No | 0 | 0 | ✓ | 85%transcripts from the transcript model | – |
| Neocloud | No | 0 | 0 | ✓ | 64%n=1+tx from settlement history blended with transcripts | – |
| Uber | No | 0 | 0 | ✓ | 53%n=1+tx from settlement history blended with transcripts | – |
| TripleTen / Triple Ten | No | 0 | 0 | ✓ | 35%n=1+tx from settlement history blended with transcripts | – |
| Robotics | No | 0 | 0 | ✓ | 35%n=1+tx from settlement history blended with transcripts | – |
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 21, 2026 04:22 UTC.
Transcript
quotes of at most 25 wordsSpeaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.
9 matches for “Microsoft”; 5 quoted, at least 25 words apart.
…Meta contract. Because we are on track to deliver the capacity for Microsoft through the course of 2026 exactly as planned. And lastly, the demand…
…now fully servicing their contract. After delivering the first tranche of our Microsoft commitment on time, we expect to continue to deliver the remaining tranches…
…very pleased with the progress there. We delivered the first tranche to Microsoft on time, and we are well on track to deliver the remaining…
…on where you stand as it pertains to the delivery schedule with Microsoft and Meta? And remind us again about how those two contracts layer…
Yeah. Thanks, Neil. As I mentioned earlier, the first tranche to Microsoft was delivered according to the plan in November. And the remaining capacity is…
Where the listed words were said
…Turning to the balance sheet, we ended the year with $3,000,000,000 in cash and cash equivalents and generated $834,000,000 in operating cash flow in Q4,…
…About Meta, early in this month, we delivered both contracted tranches to Meta on time, and we are now fully in servicing stage. And, Dado,…
…can enhance and accelerate the development of this platform. We recently launched Token Factory, and this is an example, a testament, actually, to our in-house…
…both from our cloud clients as well as from AI labs and hyperscalers. And we are positive that these investments, with the interest that we…
…an additional alternative for opportunistic capital. In addition, our equity stakes in ClickHouse and other businesses such as AV Wright can also be future sources…
…the new products that we have launched, like Token Factory and the Aether releases, which have opened up TAM and give us an opportunity to…
Agents: this page as TSV at /api/v1/appearances/nebius:2026-02-12:earnings_call · words: /api/v1/brief?appearance=nebius:2026-02-12:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP