# NBIS Reports 4th qt 2024 **URL:** \ **Category:** Saul’s Investing Discussions\ **Created:** [February 20, 2025, 5:22pm UTC](https://discussion.fool.com/t/nbis-reports-4th-qt-2024/113684 "2025-02-20T17:22:29Z")\ **Posts on this page:** 1\ **Showing post:** 5
**Author:** ![jonathan1](https://sea2.discourse-cdn.com/motleyfoolfree/user_avatar/discussion.fool.com/jonathan1/32/511_2.png) [@jonathan1](https://discussion.fool.com/u/jonathan1)\ **Post date:** [February 21, 2025, 12:05pm UTC](https://discussion.fool.com/t/nbis-reports-4th-qt-2024/113684/5 "2025-02-21T12:05:53Z")
> [@MillennialFalcon](#): > > Lumpy quarter — but with such a small and new revenue base that isn’t terribly shocking. Yes, I agree with you. I was not too concerned by the revenue miss in this quarter. The most important thing in their CC was that they reaffirmed the ARR of 750m- 1B. This is huge. They still have almost 2.5B in cash and cash equivalents, so the fact that they are losing a lot in EBITDA is not concerning. This is a new company in hypergrowth mode. It will be volatile, as we saw yesterday. But I think that they have a very bright future ahead. I think that AV ride itself has the potential to be a massive growth area for them. I think their food delivery robots, and the autonomous vehicles in South Korea, are a huge growth area. As is their AI business. Its my number 3 holding. Im happy to keep holding. Jonathan PS. Edit… The revenue “miss” was explained as a timing issue, so it’s more a delay than a miss. --- _[View the full topic](https://discussion.fool.com/t/nbis-reports-4th-qt-2024/113684)._