IREN $IREN JUST REPORTED Q4 AND FY26 EARNINGS
- Revenue: $137.2M, beating est. of $137M ๐ข
- Net Income: -$684.0M, missing est. of -$190M ๐ด (incl. $450.4M non-cash impairment)
- Adj EBITDA: $19.2M, missing est. of $41.1M ๐ด
- 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
๋ ๋ณด๊ธฐ
