HIVE Digital Technologies (NASDAQ: HIVE) — Q1 FY2027 Pre Earnings

Pre earnings note company quarterly analysis

Operations

As of August 14, 2026
Q4 Revenue ↑ 130.5% YoY $71.81M
Divisions
Digital Currency Mining 93.5%
High Performance Computing Hosting 6.5%

Key Earnings Driver

High Performance Computing Hosting High Performance Computing Hosting revenue increased 54% year over year to $4.64M from $3.01M. FY2026 HPC revenue reached a record $19.5M, up 94% from $10.0M in FY2025, driven by deployment of the NVIDIA H200 GPU cluster and strong demand on the GPU marketplace. Digital Currency Mining revenue increased 42.6% year over year, but declined 23.9% sequentially from Q3.

Key Operating Metrics¹

METRIC

STATUS

Digital Currency Mining↑ 42.6%

High Performance Computing Hosting↑ 54%

🟢 Scaling

Key Operating Metrics¹: Core operating metrics relevant to revenue, sourced from website and/or SEC filings for Q, with status based on reported data.

Nebius Group (NASDAQ: NBIS) — Q2 2026 Post Earnings

Post earnings note company quarterly analysis

Operations¹

As of August 13, 2026
Q2 Revenue ↑ 454% YoY $582.3M
Divisions
Nebius AI cloud 98.1%
Avride 0.2%
TripleTen 1.7%

Key Earnings Driver

Nebius AI Cloud Nebius AI cloud revenue increased 514% to $574.9M representing 98% of group revenue. Management attributed revenue growth to capacity added in Q1, higher utilization, and high margin revenue from Token Factory and recent acquisitions.

Key Operating Metrics²

METRIC

STATUS

Nebius AI Cloud↑ 514%

Token Factory

🟢 Scaling

Key Financial Metrics

Gross Margin 77.10% +6 pp YoY
Backlog / Revenue N/A
CapEx Intensity 971.56% 9.71x Revenue

Operations¹: Total revenue is after inter-segment elimination. Division revenue percentages are before inter-segment elimination.

Key Operating Metrics²: Core operating metrics relevant to revenue, sourced from website and/or SEC filings for Q, with status based on reported data.

Nebius Group (NASDAQ: NBIS) — Q2 2026 Pre Earnings

Pre earnings note company quarterly analysis

Operations¹

As of August 12, 2026
Q1 Revenue ↑ 684% YoY $399M
Divisions
Nebius AI cloud 96.9%
Avride 0.2%
TripleTen 2.9%

Key Earnings Driver

Nebius AI Cloud Nebius AI cloud revenue increased 841% to $389.7M. Management attributed group revenue growth to capacity scaling, supported by pricing and utilization.

Key Operating Metrics²

METRIC

STATUS

Nebius AI Cloud↑ 841%

🟢 Scaling

Key Financial Metrics

Gross Margin 74.00% +23 pp YoY
Backlog / Revenue N/A
CapEx Intensity 619.77% 6.19x Revenue

Operations¹: Total revenue is after inter-segment elimination. Division revenue percentages are before inter-segment elimination.

Key Operating Metrics²: Core operating metrics relevant to revenue, sourced from website and/or SEC filings for Q, with status based on reported data.