IREN

• 10-KFY2026MixedImpairment / charge

  Filed Aug 27

  Microsoft and NVIDIA contracts anchor the mining-to-AI pivot, while asset write-downs and infrastructure funding drive losses and dilution.

  • Revenue$707.0MYoY +41.1%
  • Net income−$702.6Mvs $86.9M year ago

• 8-KEarningsNew guidanceImpairment / charge

  Filed Aug 27

  Bitcoin hardware retirements drove impairments as sites convert to AI Cloud; capacity ramp hinges on commissioning and customer acceptance.

• 8-KPositiveNew guidance

  Filed Aug 13

  Microsoft accepted Horizon 1 at Childress, the first of four AI Cloud deployments; NVIDIA testing supported Exemplar Cloud status.

• 8-KPositiveDeal completed

  Filed Aug 4

  Mirantis acquisition adds AI orchestration software, already helping facilitate announced and prospective AI Cloud contracts.

• 8-KPositiveEarningsGuidance raised

  Filed Jul 20

  Multi-year AI Cloud contracts lift the 2026 ARR target; customer prepayments reduce GPU deployment funding needs.

• 8-KExecutive pay

  Filed Jul 1

  Board approved RSU grants for Co-CEOs William and Daniel Roberts, pairing annual vesting with mandatory post-vesting holding periods.

Coverage: 10-K, 10-Q and 8-K filings filed since Jul 1, 2026.

Request longer coverage

Company data: Wikidata Q138585043