WOLF(@WOLF_Financial):IREN $IREN JUST REPORTED Q4 AND FY26 EARNINGS - Revenue: $137.2M, beating est. of $137M 🟢 - Net Income: -$684.0M, missing est. of -$190M 🔴 (incl. $450.4M non-cash impairment) - Adj EBITDA: $19.2M, missing est. of $41.1M 🔴 - AI Cloud Revenue: $70.5M - Bitcoin Mining Revenue: $66.7M - FY26 Revenue: $707.0M - FY26 AI Cloud Revenue: $128.8M (~8x YoY) Key Updates: - New multi-year AI Cloud contract signed with a leading frontier AI lab - $4B contracted ARR for 2026 capacity; $1B operating ARR today - New $2.8B GPU financings fund 90% of associated GPU capex - Horizon 1 delivered to Microsoft; NVIDIA Exemplar Cloud status achieved on GB300 NVL72

2026.08.27 20:18

IREN $IREN JUST REPORTED Q4 AND FY26 EARNINGS - Revenue: $137.2M, beating est. of $137M 🟢 - Net Income: -$684.0M, missing est. of -$190M 🔴 (incl. $450.4M non-cash impairment) - Adj EBITDA: $19.2M, missing est. of $41.1M 🔴 - AI Cloud Revenue: $70.5M - Bitcoin Mining Revenue: $66.7M - FY26 Revenue: $707.0M - FY26 AI Cloud Revenue: $128.8M (~8x YoY) Key Updates: - New multi-year AI Cloud contract signed with a leading frontier AI lab - $4B contracted ARR for 2026 capacity; $1B operating ARR today - New $2.8B GPU financings fund 90% of associated GPU capex - Horizon 1 delivered to Microsoft; NVIDIA Exemplar Cloud status achieved on GB300 NVL72 - 2026 capacity largely sold out