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$NBIS: A Monster Quarter Meets a Confused Market
Nebius delivered category-defining results, but investors fixated on a mild revenue miss. Let’s unpack the full story.
WhatsApp Business Calls, Now in Synthflow
Billions of customers already use WhatsApp to reach businesses they trust. But here’s the gap: 65% still prefer voice for urgent issues, while 40% of calls go unanswered — costing $100–$200 in lost revenue each time. That’s trust and revenue walking out the door.
With Synthflow, Voice AI Agents can now answer WhatsApp calls directly, combining support, booking, routing, and follow-ups in one conversation.
It’s not just answering calls — it’s protecting revenue and trust where your customers already are.
One channel, zero missed calls.
Nebius Group N.V. $NBIS ( ▲ 3.53% ) recently delivered one of the most staggering quarters in the entire AI infrastructure landscape with revenue nearly quadrupling year-over-year. The headline numbers briefly rattled investors, with a mild revenue miss triggering a pullback that pushed the stock below $100.

$NBIS ( ▲ 3.53% ) sell off despite strong earnings results
But a closer look makes the sell-off feel more like a misunderstanding than a justified reset. Management has guided toward a $7–$9 billion in ARR by the end of next year, with capacity almost fully pre-sold.
Hyperscaler demand continues to explode, and Nebius is increasingly becoming the name that enterprises can’t ignore. Let’s take a deeper look.
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