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Iris Energy (IREN) - 2026 Q2 - Earnings Call Transcript
2026-02-05 23:00
IREN (NasdaqGS:IREN) Q2 2026 Earnings call February 05, 2026 05:00 PM ET Speaker13Good day, and thank you for standing by. Welcome to IREN Q2 FY 2026 results. At this time, all participants are in a listen-only mode. After the speaker's presentation, there will be a question and answer session. To ask a question during the session, you'll need to press star one one on your telephone. You will then hear an automated message advising your hand is raised. To withdraw your question, please press star one one ag ...
IREN Stock Sinks After Q2 Earnings: Here's Why
Benzinga· 2026-02-05 21:38
IREN Limited (NASDAQ:IREN) shares dropped in Thursday's extended trading after the company released its second-quarter earnings report, missing analyst estimates on the top and bottom lines. Here's a look at the key figures from the quarter. IREN stock is moving. Watch the price action here.The Details: IREN reported quarterly losses of 52 cents per share, which missed the consensus estimate for losses of 14 cents, according to Benzinga Pro.Quarterly sales of $184.69 million, which missed the analyst consen ...
BLOK's January Winners Point to the Future of Computing
Etftrends· 2026-02-05 21:13
BLOK's January Winners Point to the Future of ComputingETF Trends is now VettaFi. Read More --Pure- play miners remain tightly tethered to the price of bitcoin. Still, a growing subset of mining companies is beginning to trade on a different narrative: high-performance computing and AI infrastructure. That shift is showing up clearly in [the Amplify Blockchain Technology ETF (BLOK)], where several top holdings are evolving from simple crypto plays into broader computing platforms.As of January 30, the follo ...
Iris Energy (IREN) - 2026 Q2 - Quarterly Report
2026-02-05 21:08
UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 ________________________ FORM 10-Q ________________________ (Mark One) x QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended December 31, 2025 or o TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from ___________________ to ___________________ Commission File Number: 001-41072 ________________________ IRE ...
IREN Reports Q2 FY26 Results
Globenewswire· 2026-02-05 21:03
$3.6bn GPU Financing Secured for Microsoft Contract1 Targeted 140k GPU Expansion on Track to Deliver $3.4bn ARR by End of CY262 New 1.6GW Data Center Campus in Oklahoma NEW YORK, Feb. 05, 2026 (GLOBE NEWSWIRE) -- IREN Limited (NASDAQ: IREN) (“IREN” or “the Company”) today reported its financial results for the three months ended December 31, 2025. Highlights $3.6bn GPU financing secured for Microsoft contract1 Interest rate of <6% p.a.Together with Microsoft prepayment ($1.9bn) covers 95% of GPU-related cap ...
IREN Limited Earnings Preview: A Deep Dive into AI Cloud Services Growth
Financial Modeling Prep· 2026-02-05 10:00
IREN Limited (NASDAQ:IREN) is set to release its quarterly earnings with an anticipated EPS of -$0.24 and projected revenue of $227.3 million.The company expects a significant revenue surge of over 92% year-over-year, driven by AI cloud-led growth and data center expansion.Despite positive revenue projections, IREN faces challenges with substantial capital spending and potential funding and dilution risks.IREN Limited, listed on the NASDAQ as IREN, is set to release its quarterly earnings on February 5, 202 ...
IREN Earnings: Inside The $9.7B Microsoft Bet - IREN (NASDAQ:IREN)
Benzinga· 2026-02-04 19:26
Core Viewpoint - IREN Ltd has transitioned from a Bitcoin mining company to focusing on AI infrastructure, with a significant partnership with Microsoft valued at $9.7 billion, and the upcoming Q2 earnings will determine the success of this strategic shift [1][2][6] Group 1: Company Transformation - IREN, formerly known as Iris Energy, is pivoting towards AI infrastructure by converting its Bitcoin mining sites into data centers for AI workloads [2] - The partnership with Microsoft aims to host next-generation computing, marking a dramatic transformation from its previous business model [2] Group 2: Financial Concerns - IREN's stock has experienced a significant decline, down nearly 19% intraday and 28% over the past five days, primarily due to concerns over dilution risk rather than revenue [3][4] - The company requires approximately 140,000 GPUs by year-end, raising fears that equity issuance may be necessary to fund this expansion [4] Group 3: Earnings Significance - The upcoming Q2 earnings report is critical as it will serve as a credibility test for IREN's cloud ambitions, moving away from its Bitcoin mining roots [5][6] - Investors are looking for clear milestones and financing clarity in the earnings report to assess whether the Microsoft partnership is a strategic platform or a risky gamble [5]
IREN's $9.7 Billion Microsoft Bet Hits The Earnings Moment Of Truth
Benzinga· 2026-02-04 19:26
IREN Ltd (NASDAQ:IREN) used to dig for Bitcoin (CRYPTO: BTC) . Now it wants to mine the cloud. In less than two years, the company has leapt from crypto pioneer to "Neocloud" upstart — and Thursday’s second quarter earnings will decide whether that reinvention looks visionary or overreach.Track IREN stock here.$9.7B Microsoft PartnershipOnce known as Iris Energy, IREN has pivoted hard into AI infrastructure, locking in a $9.7 billion partnership with Microsoft Corp (NASDAQ:MSFT) to host next-generation comp ...
加密货币概念股重挫 IREN Ltd(IREN.US)跌近11%
Zhi Tong Cai Jing· 2026-02-04 15:40
Group 1 - Cryptocurrency concept stocks experienced significant declines, with mining companies leading the drop [1] - IREN Ltd (IREN.US) fell nearly 11%, Hut8 (HUT.US) dropped over 9%, Cipher Mining (CIFR.US) decreased nearly 9%, and TeraWulf (WULF.US) declined over 8% [1] - Other stocks such as MicroStrategy (MSTR.US) and Bitmine Immersion Technologies (BMNR.US) also saw declines of over 3% [1] Group 2 - Bitcoin plummeted over 4%, falling below $75,000 [1] - Ethereum dropped more than 5%, trading at $2,181.25 [1]
美股异动 | 加密货币概念股重挫 IREN Ltd(IREN.US)跌近11%
智通财经网· 2026-02-04 15:40
智通财经APP获悉,周三,加密货币概念股重挫,加密矿企跌幅居前,IREN Ltd(IREN.US)跌近11%, Hut 8(HUT.US)跌超9%,Cipher Mining(CIFR.US)跌近9%,TeraWulf(WULF.US)跌超8%;囤币股 Strategy(MSTR.US)、Bitmine Immersion Technologies(BMNR.US)跌超3%。消息面上,比特币大跌超 4%,跌破75000美元;以太坊大跌超5%,报2181.25美元。 ...