Loading company
Just reported
From IREN's results release of November 5, 2026; its quarterly report has since been filed.
Actual
$228M
-5.0% y/y
+66% q/q
Guided
—
No guide given
Actual
-$0.66
Guided
—
No guide given
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.
Shares of revenue are estimates for quarter ended March 31, 2026, not figures from a filing.
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.
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.
Built from IREN Limited’s own filings with the U.S. Securities and Exchange Commission (SEC). Figures are as reported, with per-share history restated onto today’s share basis. This describes a business — it is not investment advice and not a recommendation to buy or sell anything.
IREN builds and runs data centers that rent computing capacity for artificial intelligence, and still mines Bitcoin while shifting toward cloud computing.
The themes IREN is part of, the highest-graded companies in its industry, and the companies in its sector whose grade rose recently.
Graded A or B and worth $2B or more: A first, then the largest.
Rose to A or B on a filing in the last 90 days, worth $2B or more: largest first.
Grade F-
The band under the price shows the grade on each date, built only from filings that were public by then.
Showing 2 of 13 quarters of IREN Limited’s grade history. The other 11 go back to September 2022.
