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Just reported
Q1 FY2027 results
From IREN's results release of 2026年11月5日; its quarterly report has since been filed.
Revenue
Actual
$228M
-5.0% y/y
+66% q/qGuided
—
No guide given
EPS, GAAP
Actual
-$0.66
Guided
—
No guide given
Operating income, GAAP
Actual
-$186M
Guided
—
No guide given
Set against the company's own guidance and the same quarter a year earlier, not analysts' estimates, which we do not hold. Adjusted figures are the company's own non-GAAP measures, as stated in the release.
Keep exploring
The themes IREN is part of, the highest-graded companies in its industry, and the companies in its sector whose grade rose recently.
The themes it is part of
- キュレーション
Neoclouds & AI hosts
InspectStocks 編集 · 15 companies
Companies that rent out GPU computing power, or build and lease the data halls it runs in. Several are former bitcoin miners.
- 株価、1 年
- -31.3%
- 売上、1 年
- -27.1%
+9A 1D 6F 8
- キュレーション
Cloud platforms
InspectStocks 編集 · 15 companies
Companies that rent computing power, storage and AI capacity over the internet.
- 株価、1 年
- -8.4%
- 売上、1 年
- +16.5%
+9A 4B 1C 3D 5F 2
Highest-graded in Capital Markets
Graded A or B and worth $2B or more: A first, then the largest.
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GSThe Goldman Sachs Group, Inc.$264.4BA
SCHWSchwab Charles Corp.$160.5BA+
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TWTradeweb Markets Inc.$28BA+
Grade rose recently in Financials
Rose to A or B on a filing in the last 90 days, worth $2B or more: largest first.
BLKBlackRock, Inc.2026年11月4日CAGraded C, now A
HSBCHsbc Holdings plc2026年10月27日CBGraded C, now B- GSThe Goldman Sachs Group, Inc.2026年11月2日BAGraded B, now A
WFCWells Fargo & Company2026年10月13日BAGraded B, now A
CMECME Group Inc.2026年10月21日BAGraded B, now A
どうやって稼いでいるか
- AI Cloud Services23%
- Bitcoin mining77%
売上構成比はquarter ended March 31, 2026の推計であり、提出された報告書の数字ではありません。
競合
何を売っているか4
Dedicated AI computing
Reserved access to servers equipped with GPUs, networking and storage for customers running AI training or inference workloads.
Managed AI cloud services
Computing capacity with software and support to help customers set up, operate and monitor AI workloads.
k0rdent AI
Software for managing AI computing equipment and workloads, including setting up GPU clusters, scheduling work and monitoring operations. IREN acquired its provider, Mirantis, in August 2026.
Bitcoin mining
Computing power contributed to the Bitcoin network in return for Bitcoin rewards and transaction fees; IREN is shifting some of this capacity to AI services.
誰が買っているか4
- Large technology companies that reserve substantial amounts of dedicated computing capacity, often under multi-year contracts.
- Businesses using AI in their products or internal work, which may buy managed services and technical support or reserve flexible computing capacity.
- AI developers and research labs that need computing capacity to train or run AI models; they may use dedicated servers or managed services.
- Cloud providers and other intermediaries that resell IREN's computing capacity as part of their own services.
何に支えられ、何に崩されうるか
事業が頼っているもの
- 1The business depends on access to electricity and grid connections for its data centers. Its projects also require utility arrangements, permits and approvals, and changes to grid procedures can delay or change the power available to sites.
- 2IREN relies on a limited number of suppliers for GPUs and other computing equipment, including NVIDIA and AMD, as well as suppliers and manufacturers of servers, networking and storage equipment.
- 3Building and equipping data centers requires substantial capital, construction work and equipment deliveries; IREN says it generally acts as its own general contractor rather than using a traditional fixed-price construction contract.
- 4AI services depend on customers taking delivery of and accepting computing capacity, and on IREN's ability to manage contract terms, customer payments and equipment financing together.
うまくいかなくなる可能性
- 1Power access, electricity prices and grid approvals can affect whether and when IREN can operate or expand its data centers. The filing describes evolving Texas grid review procedures that may delay or change the energization of projects, as well as new requirements for large electricity users in Texas and Oklahoma.
- 2IREN needs large amounts of capital and timely deliveries of GPUs and other equipment from a limited group of suppliers. Delayed or more costly equipment, construction or financing could disrupt expansion plans and the delivery of contracted computing capacity.
- 3The AI services business has significant customer concentration, and contract terms can affect when revenue starts and whether it continues. Construction delays, customer acceptance tests, service commitments or a customer's inability to pay could affect expected payments from those contracts.
IREN Limitedについて
IREN owns and operates data centers, power connections and cooling equipment, and installs graphics processing units (GPUs), servers, storage and networking to run artificial intelligence (AI) workloads. It rents computing capacity either as dedicated servers for a customer or as managed services that help customers run and monitor their workloads. Its operating AI computing capacity was approximately 40 megawatts (June 30, 2026, high); it also continues Bitcoin mining while reallocating some mining capacity to AI services.
- 本社
- Sydney, Australia
- 設立
- 2018
- 従業員数
- 685 (June 30, 2026, high)
- 上場市場
- NASDAQ
- 決算期
- June 30
IREN Limited 自身が米国証券取引委員会（SEC）に提出した書類にもとづきます。数字は報告されたままで、1 株当たりの履歴は今日の株数基準に修正済みです。 これは事業の説明です——投資助言ではなく、売買を勧めるものでもありません。