NEBIUS盘前拉升涨9%，二季度营收同比大增625%

老虎资讯综合

Aug 07

8月7日（周四），NEBIUS盘前拉升涨9%，二季度营收1.05亿美元，同比大增625%

消息方面：Nebius发布2025年第二季度财务报告：

收入表现强劲，第二季度营收达1.051亿美元，同比（YoY）激增625%，环比（QoQ）增长106%；上半年累计收入1.56亿美元，同比增幅达545%。

盈利能力显著改善，核心业务调整后EBITDA提前转正，但整体调整后EBITDA亏损收窄至2100万美元（同比减少64%）；GAAP净利润因股权投资重估收益（单季5.974亿美元）带动，连续业务净利润报5.025亿美元，而调整后净亏损扩大至9150万美元（同比增加49%）。

成本结构优化，收入成本占比从去年同期的53%降至29%，产品开发费用占比从221%降至41%，反映经营杠杆效应显现。

战略投入加速，资本支出同比飙升221%至5.106亿美元（半年累计10.545亿美元），以支持AI基础设施扩张，目标在2026年底前确保超1GW电力供应。

前瞻指引上调，基于增长动能，2025年末年度化收入（ARR）预期调高至9-11亿美元。现金流承压，经营现金流出扩大至1.677亿美元（同比增69%），主因产能投入。

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