Nebius Group N.V. (NBIS) Bank of America 2026 Global Technology Conference June 3, 2026 4:20 PM EDT
Company Participants
Roman Chernin – Chief Business Officer
Conference Call Participants
Tal Liani – BofA Securities, Research Division
Presentation
Tal Liani
BofA Securities, Research Division
Perfect. So I have to state my name at the beginning for the record. My name is Tal Liani. And I am very happy to host Roman Chernin, who is Chief Business Officer of Nebius, which is basically, as far as I understand your position, it’s a product manager. It’s a head of product. It’s a product guy.
Roman Chernin
Chief Business Officer
It’s different things, but I like to say that I do what needed now for the growth. And sometimes, it’s more on the product side. Sometimes it’s more on like go-to-market side.
Tal Liani
BofA Securities, Research Division
Yes. Got it. Okay.
Roman Chernin
Chief Business Officer
It’s a privileged position.
Question-and-Answer Session
Tal Liani
BofA Securities, Research Division
And I just mentioned it, so we’re not going deep into the numbers. I want to talk to you about strategy. I want to talk to you about basically where your product is heading, what’s your advantage in the market. And let me frame the discussion first as I normally do in kind of this meeting. So selling data center capacity now is selling water on a hot day in the desert, in middle of the day. So if you want to make it kind of even more dramatic. And the question is, what is the value that Nebius brings to the market? Meaning, is the growth today sustainable longer term? The question is, do you — is there a differentiation between Nebius and CoreWeave and maybe the data center of Oracle and Microsoft and all the hyperscalers. So I want to ask you about basically, it’s the sustainability of the growth, but it’s coming more from