Nebius Group N.V. (NBIS) Q2 2026 Earnings Call

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WEBVTT 00:00:00.031 -- 00:00:05.372 Welcome to Nebius Group's Q2 2026 earnings conference call. 00:00:05.372 -- 00:00:08.853 The presentation will be followed by a Q&A session. 00:00:08.853 -- 00:00:13.215 If you would like to ask a question, you can click on the ask a question tab in the top 00:00:13.215 -- 00:00:18.096 right of the live stream player, then just type in your question and click submit. 00:00:18.096 -- 00:00:22.617 You can submit questions at any time during the presentation, and the Nebius management 00:00:22.617 -- 00:00:26.545 team will try and answer them during the Q&A portion of the call. 00:00:26.545 -- 00:00:31.126 I will now hand over to Gili Naftalovic, Head of Investor Relations, to start the call. 00:00:31.126 -- 00:00:33.226 GILI NAFTALOVIC 00:00:33.827 -- 00:00:38.928 Hi, everyone, and welcome to Nebius' second quarter 2026 earnings conference call. 00:00:38.928 -- 00:00:44.030 Joining us on the call today, we have our CEO Arkady, our CFO Dado, and the broader 00:00:44.030 -- 00:00:48.871 Nebius management team. Before we get started, I'll quickly cover the safe harbor. 00:00:48.871 -- 00:00:52.932 Some of the statements that we make today regarding our business operations and financial 00:00:52.932 -- 00:00:55.813 performance may be considered forward-looking. 00:00:55.813 -- 00:00:59.796 Such statements are based on current expectations and assumptions that are subject to 00:00:59.796 -- 00:01:04.440 a number of risks and uncertainties. Actual results could differ materially. 00:01:04.440 -- 00:01:08.313 Please refer to our Form 20F for a list of our risk factors. 00:01:08.313 -- 00:01:12.195 We undertake no obligation to update any forward-looking statements. 00:01:12.195 -- 00:01:16.297 During this call, we will present both GAAP and...