IREN Reports FY26 Results
IREN reported FY26 total revenue of $707.0 million, up 41% year-over-year, driven by an AI Cloud Services revenue surge of nearly 8x to $128.8 million. The company secured $4 billion of contracted ARR for 2026 capacity, with $1 billion currently operating, including a new multi-year contract with a leading frontier AI lab and recent deliveries to Microsoft.
Key figures
- Revenue
- 707000000
- Revenue Yoy
- 41%
- Arr operating
- 1000000000
- Adjusted ebitda
- 245700000
- Ai cloud revenue
- 128800000
- New gpu financing
- 2800000000
- Arr contracted 2026
- 4000000000
- Bitcoin mining revenue
- 578200000
- Gpu financing microsoft
- 3600000000
AI analysis
Red flags1 · Pro
The rest of the AI analysis, red flags and sentiment are part of Signal8 Pro.
AI-generated analysis of a public disclosure. Not investment advice; verify against the original document.