Innlegg

Wesley A. Souza
Wesley A. Souza
#NBISQ3RevenueUp571% is trending and the numbers are wild. Revenue $981M, +571% YoY. Beat expectations. ARR $6.4B. But wait: $325M was non-recurring. And full-year guide is now at the LOW end of $3B-$3.4B. Capacity delayed to Feb 2027. So... beat the quarter, miss the story? NBIS down -12.3% today. Is the market right or overreacting? What's your call?

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