Nebius (NBIS): FY26 Q2 earnings call, Aug 12, 2026
On its Aug 12, 2026 earnings call (FY26 Q2), Nebius said 8 of the 17 words Kalshi listed; Parrot’s count agreed with all 17 settlements. Quotes below are at most 25 words each.
UpdatedMarkets
17 words · 8 settled yes · our count agreed on 17 of 17- 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 |
|---|---|---|---|---|---|---|
| Token | Yes | 10 | 10 | ✓ | 83%n=3+tx from settlement history blended with transcripts | – |
| Cash | Yes | 9 | 9 | ✓ | 93%n=3+tx from settlement history blended with transcripts | – |
| Vera Rubin | Yes | 5 | 7 | ✓ | 48%transcripts from the transcript model | – |
| Blackwell | Yes | 4 | 4 | ✓ | 68%transcripts from the transcript model | – |
| Gigawatt | Yes | 2 | 3 | ✓ | 87%transcripts from the transcript model | – |
| Hyperscaler | Yes | 2 | 2 | ✓ | 76%n=3+tx from settlement history blended with transcripts | – |
| TripleTen / Triple Ten | Yes | 1 | 1 | ✓ | 49%n=3+tx from settlement history blended with transcripts | – |
| Convertible | Yes | 1 | 2 | ✓ | 33%transcripts from the transcript model | – |
| Meta | No | 0 | 0 | ✓ | 90%n=1+tx from settlement history blended with transcripts | – |
| Nvidia | No | 0 | 0 | ✓ | 78%n=1+tx from settlement history blended with transcripts | – |
| ClickHouse / Click House | No | 0 | 0 | ✓ | 74%n=3+tx from settlement history blended with transcripts | – |
| Pennsylvania | No | 0 | 0 | ✓ | 48%transcripts from the transcript model | – |
| Aether | No | 0 | 0 | ✓ | 46%n=3+tx from settlement history blended with transcripts | – |
| Uber | No | 0 | 0 | ✓ | 33%n=3+tx from settlement history blended with transcripts | – |
| Neocloud | No | 0 | 0 | ✓ | 26%n=3+tx from settlement history blended with transcripts | – |
| Robotic | No | 0 | 0 | ✓ | 20%n=3+tx from settlement history blended with transcripts | – |
| No | 0 | 0 | ✓ | 16%transcripts from the transcript model | – |
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.
7 matches for “Vera Rubin”; 3 quoted, at least 25 words apart.
…post-training and inference to support their revenue plans and growth, and with all of them on significant additional capacity and next-generation chips, including Vera Rubins.
Is this reflective of initial pricing from selling Vera Rubin capacity? Andrey, do you want to talk about the ramp of Vera Rubin capacity?
…all, I wanted to mention that step between the Grace Blackwell and Vera Rubin is somewhat easier from the technical perspective than the step from…
Where the listed words were said
…Q1, higher utilization, and high-margin revenue from our new asset-light business model, Token Factory, and our recent acquisitions. Higher utilization was driven by improvements in…
…year, directly reducing the capital we need from debt and equity. Operating cash flow was $2.3 billion in the quarter, and we ended the period…
…successful and cleared at the highest price we have seen for the Blackwell generation of chips, 15% above the highest price we ever charged before.
…for the independent players like us. Yes, we want to build a gigawatt capacity per year. Yes, there is not so many companies doing that.…
…cases, the customer already had an existing supplier, in some cases a hyperscaler, and they were looking to partner and expand with next-generation capacity and…
…and the Nebius AI business margin reflects our investments in Avride and TripleTen. Both are still early-stage companies, and we expect the Nebius AI business…
…business scales. Equity and equity-linked financing, such as the ATM or potentially convertibles, offer additional sources of funding. We evaluate those alongside all of our…
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