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.
9 matches for “Microsoft”; 5 quoted, at least 25 words apart.
…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…
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…
…at the Vineland, New Jersey site? Understanding you've delivered commitments so far, are there any delays to note for the remainder of the Microsoft contract?
…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.
…about concentration risk given how large your contracts are with Meta and Microsoft? What does the rest of your revenue base look like in terms…
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…
…are pairing these key strategic relationships with the likes of Meta and Microsoft with a diversified core of our AI cloud customer base. We do…
…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.
…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