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.
4 matches for “Token”; 3 quoted, at least 25 words apart.
…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…
…by the way, about the new products that we have launched, like Token Factory and the Aether releases, which have opened up TAM and give…
…per GPU-hour. We are exploring other monetization models including consumption-based, such as per-token pricing with Token Factory, so Josh, stay tuned for more monetization in…
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,…
…year. Because we have already delivered all of our capacity for the Meta contract. Because we are on track to deliver the capacity for Microsoft…
…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…
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