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.
23 matches for “Meta”; 5 quoted, at least 25 words apart.
…half of 2027, where we already have customer and commitments in place. Meta is one such customer. We need to invest to fully realize it.…
…variety of ways for us to do this. There is our recent Meta contract. First, let me just say that we're very proud of our…
On top of this, we also have our first contract with Meta and our Microsoft agreement that will provide additional financing opportunities. Obviously, there are…
For example, with our Microsoft contract and our two Meta contracts, we expect to unlock the ability to raise significant capital through asset-backed financing. We…
We delivered all our capacity commitments across our Microsoft and Meta customers. The first Meta, as we already spoke, I believe the first Meta contract…
Where the listed words were said
…adjustment on the back of ClickHouse recent RP round. This is a non-cash item that captures the growth in the underlying value of the asset.…
…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…
…a wide range of sources available to us. On the debt side, we expect to use asset-backed financing against our contracts with Microsoft and Meta.
…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…
…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.
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