The latest call
FetchingIREN Limited reported on November 5, 2026. We are fetching the call transcript; its summary follows once the transcript is in.
$18.17-6.7%Nov 13 close
Figures through September 30, 2026, from the 10-Q filed November 5, 2026
IREN builds and runs data centers that rent computing capacity for artificial intelligence, and still mines Bitcoin while shifting toward cloud computing.
Just reported
From IREN Limited'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
| Measure | 3 months toSep 30, 2026 | 3 months toSep 30, 2025 | Change |
|---|---|---|---|
| Total Revenue | $228M | $240M | -5.00% |
| Profit | -$263M | $385M | -168.31% |
| Profit per share | -$0.66 | $1.08 | -161.11% |
| Free Cash Flow | -$1.6B | -$38M | -4,115.79% |
These are single quarters, not a trailing year — the figures elsewhere on this site cover twelve months and will be much larger. A seasonal business swings a long way between the two: ServiceNow earns $2.0B of free cash flow in its December quarter and $0.5B in its June one.
Compared against the same quarter a year earlier, not against an analyst forecast. A “beat” or “miss” needs a consensus estimate, which is licensed data we do not carry — and getting it wrong is worse than leaving it out.
IREN Limited reported on November 5, 2026. We are fetching the call transcript; its summary follows once the transcript is in.
“This quarter Horizon 1 went into service for Microsoft with NVIDIA Exemplar status, AI Cloud revenue nearly tripled to $200 million, and operating ARR doubled to a billion,”
Quoted verbatim from the release, and shown only when the filing attributes it to a named person.
Releases land before the open or after the close, so the window runs from the close before the report day to the close of the session after it — the reaction is inside it either way.
IREN is a vertically integrated AI Cloud platform, delivering data centers, compute and software for AI training and inference. IREN’s platform is underpinned by its expansive portfolio of land and grid-connected power in renewable-rich regions across North America, Europe and APAC.
The company’s own description, as it appears at the foot of the release.
The quote and the company description come from IREN Limited’s Item 2.02 8-K filed November 5, 2026; the table is built from its quarterly reports. Read the release on EDGAR Share prices are split- and dividend-adjusted.
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.