Nebius (NBIS): FY26 Q1 earnings call, May 13, 2026
On its May 13, 2026 earnings call (FY26 Q1), Nebius said 7 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 · 7 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 |
|---|---|---|---|---|---|---|
| Cash | Yes | 10 | 10 | ✓ | 92%n=2+tx from settlement history blended with transcripts | – |
| Token | Yes | 10 | 10 | ✓ | 69%n=2+tx from settlement history blended with transcripts | – |
| Microsoft | Yes | 9 | 9 | ✓ | 83%n=1+tx from settlement history blended with transcripts | – |
| Hyperscaler | Yes | 5 | 5 | ✓ | 65%n=2+tx from settlement history blended with transcripts | – |
| TripleTen / Triple Ten | Yes | 2 | 2 | ✓ | 21%n=2+tx from settlement history blended with transcripts | – |
| ClickHouse / Click House | Yes | 1 | 1 | ✓ | 68%n=2+tx from settlement history blended with transcripts | – |
| Aether | Yes | 0 | 0 | ✗ | 52%n=2+tx from settlement history blended with transcripts | – |
| Neocloud | No | 0 | 0 | ✓ | 43%n=2+tx from settlement history blended with transcripts | – |
| Uber | No | 0 | 0 | ✓ | 41%n=2+tx from settlement history blended with transcripts | – |
| Robotic | No | 0 | 0 | ✓ | 25%n=2+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 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.
5 matches for “Hyperscaler”; 5 quoted, at least 25 words apart.
…have had a great start to the year. We're building an AI-native hyperscaler. I would say we're developing it across four dimensions. The first is…
…types are prepaying in order to lock in future capacity, including the hyperscalers. This improves our working capital position and gives us flexibility around external…
…is up 3.5x or quarter-over-quarter in 1Q 2026. Does this pipeline include hyperscalers like Meta, like the Meta deal? Can you also provide more details…
…is for our AI cloud business. It does not include any strategic hyperscaler deals like the Meta deal. It does include qualified opportunities across our…
…specialized inference platforms, the scale of AI specialized clouds, the scale of hyperscalers and specialization of AI specialized cloud. Token Factory is our primary inference…
Where the listed words were said
…$2 billion from NVIDIA equity investment. This leaves us with a strong cash position of more than $9 billion. More importantly, we have laid the…
…Clarifai optimizes at the system level, and they both strengthen our in-house Token Factory offering. We also acquired Tavily earlier this year, extending our platform…
…of this, we also have our first contract with Meta and our Microsoft agreement that will provide additional financing opportunities. Obviously, there are many other…
…capacity as demand continued to exceed available supply. Our Nebius AI business, which excludes our consolidated investments in TripleTen and Avride, delivered even stronger results.
…of $621 million benefited from a valuation adjustment on the back of ClickHouse recent RP round. This is a non-cash item that captures the growth…
Agents: this page as TSV at /api/v1/appearances/nebius:2026-05-13:earnings_call · words: /api/v1/brief?appearance=nebius:2026-05-13:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP