기업 정보 불러오는 중
Just reported
Q1 FY2027 results
From IREN's results release of 2026년 11월 5일; its quarterly report has since been filed.
Revenue
Actual
US$228M
-5.0% y/y
+66% q/qGuided
—
No guide given
EPS, GAAP
Actual
-US$0.66
Guided
—
No guide given
Operating income, GAAP
Actual
-US$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
- 큐레이션
Neoclouds & AI hosts
InspectStocks 제공 · 15 companies
Companies that rent out GPU computing power, or build and lease the data halls it runs in. Several are former bitcoin miners.
- 주가, 1년
- -26.5%
- 매출, 1년
- -28.1%
+9A 1D 6F 8
- 큐레이션
Cloud platforms
InspectStocks 제공 · 15 companies
Companies that rent computing power, storage and AI capacity over the internet.
- 주가, 1년
- -8.4%
- 매출, 1년
- +16.4%
+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.
MSMorgan StanleyUS$295.6BA
GSThe Goldman Sachs Group, Inc.US$263.5BA
SCHWSchwab Charles Corp.US$158.3BA+
HOODRobinhood Markets, Inc.US$74.1BA+
TWTradeweb Markets Inc.US$27.8BA+
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.2026년 11월 4일CAGraded C, now A
HSBCHsbc Holdings plc2026년 10월 27일CBGraded C, now B- GSThe Goldman Sachs Group, Inc.2026년 11월 2일BAGraded B, now A
WFCWells Fargo & Company2026년 10월 13일BAGraded B, now A
CMECME Group Inc.2026년 10월 21일BAGraded B, now A
어떻게 돈을 버는가
- AI Cloud Services23%
- Bitcoin mining77%
매출 비중은 quarter ended March 31, 2026 기준 추정치이며, 제출된 보고서의 수치가 아닙니다.
경쟁 상대
무엇을 파는가4
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.
누가 사는가4
- 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.
무엇에 기대고 있고, 무엇이 무너뜨릴 수 있는가
사업이 기대고 있는 것
- 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.
잘못될 수 있는 일
- 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 소개
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.
- 본사
- Sydney, Australia
- 설립
- 2018
- 임직원 수
- 685 (June 30, 2026, high)
- 상장 시장
- NASDAQ
- 회계연도 종료
- June 30
IREN Limited이(가) 미국 증권거래위원회(SEC)에 직접 제출한 공시로 만들었습니다. 수치는 보고된 그대로이며, 주당 이력은 오늘의 주식 수 기준으로 재계산했습니다. 이것은 사업을 설명하는 자료입니다. 투자 자문이 아니며 어떤 매수나 매도도 권유하지 않습니다.