{"filings":[{"id":3274042,"accession_number":"0001493152-26-045861","cik":2090646,"company_name":"Boost Run Inc.","ticker":"BRUN","form_type":"8-K","filed_at":"2026-10-06T12:00:29+00:00","items":["1.01","9.01"],"status":"ready","headline":"Boost Run signs $525.6M GPU cloud deal with Cohere; rack term ~5 years, service start expected Q2 2027","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Boost Run LLC, a wholly owned subsidiary of Boost Run Inc., will give Cohere Inc. access to dedicated GPU cloud computing infrastructure under a Service Agreement dated September 30, 2026.","Cohere committed to pay approximately $525.6 million over the term, a portion payable as a prepayment; Boost Run invoices monthly in advance for committed-capacity and supplemental service fees.","Each rack's term is about five years, starting when Cohere accepts that rack; acceptance of the initial infrastructure is currently expected to begin in the second quarter of 2027.","If minimum infrastructure isn't accepted by July 15, 2027, Cohere may terminate and get prepaid amounts refunded; Boost Run Inc. guarantees refunds up to the prepayment received.","The Agreement does not automatically renew, runs until all orders expire or terminate, and bars liens on Boost Run equipment; Cohere must meet sanctions/KYC resale conditions on any direct resale."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":551016913.86,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":3266596,"accession_number":"0001493152-26-045765","cik":2090646,"company_name":"Boost Run Inc.","ticker":"BRUN","form_type":"8-K","filed_at":"2026-10-05T21:08:39+00:00","items":["5.02","9.01"],"status":"ready","headline":"Boost Run grants CFO Guckel 2.89M RSUs worth ~$48M; COO gets 300K RSUs plus $1M cash award","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["CFO Erik Guckel received 2,890,000 RSUs (grant-date value ~$48.1M); COO Harilaos Georgakopoulos 300,000 (~$5.0M); CTO Daniel Gormley-Rahn 1,400,000 (~$23.3M).","Guckel's RSUs: 40% vest May 15, 2027, remaining 60% in 8 quarterly installments through June 15, 2029; Gormley-Rahn vests in 9 quarterly installments from May 15, 2027.","Georgakopoulos also received a one-time $1,000,000 cash award payable $500K Oct 15, 2026, $300K Jan 15, 2027, $200K Apr 15, 2027; he recused himself from the vote.","Awards priced off the $16.65 grant-date close on Sept 29, 2026; the 2026 Plan reserves 9,214,301 shares, about 15% of shares outstanding at the Willow Lane combination.","Cash award is forfeited/repayable if Georgakopoulos leaves or is fired for Cause before the 24-month anniversary; RSUs vest in full on death or disability."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":551016913.86,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":2254077,"accession_number":"0001493152-26-038014","cik":2090646,"company_name":"Boost Run Inc.","ticker":"BRUN","form_type":"8-K","filed_at":"2026-08-14T12:46:39+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Boost Run Q2 revenue $31.1M (+270% YoY); TCV $1.9B, adds $1B+ contracts","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q2 revenue $31.1M, up 270% YoY from $8.4M; first earnings as public company after May 8 business combination.","Total contract value $1.9B; over $1B in new contracts signed in Q2; FY2026 ARR target ~$400M.","Unrestricted cash $120.2M at June 30, 2026, including $114.1M net proceeds from go-public transaction.","Expanded data center power to 253MW (+125MW); $1.44B Dell purchase agreement; $4-5B additional compute procurement.","34 new GPU server finance leases in H1 2026; six US data centers with three more sites in next six months."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":551016913.86,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":2143722,"accession_number":"0001493152-26-036693","cik":2090646,"company_name":"Boost Run Inc.","ticker":"BRUN","form_type":"8-K","filed_at":"2026-08-07T22:43:30+00:00","items":["7.01","9.01"],"status":"ready","headline":"Boost Run schedules Q2 2026 earnings release and call for Aug 14","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Q2 2026 results to be released pre-market on Friday, August 14, 2026.","Conference call scheduled for 8:00 a.m. ET on August 14, 2026.","Supplemental financial results will be posted at investors.boostrun.com.","No financial figures disclosed in this announcement."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.2,"calibrated_materiality_score":0.2,"market_cap_usd":551016913.86,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":1868197,"accession_number":"0001493152-26-034694","cik":2090646,"company_name":"Boost Run Inc.","ticker":"BRUN","form_type":"8-K","filed_at":"2026-07-27T11:30:24+00:00","items":["8.01","9.01"],"status":"ready","headline":"Boost Run calls warrants for redemption; $58.8M already received from 45% exercise","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Redemption price $0.01 per warrant; exercise deadline 5:00 p.m. ET on August 20, 2026.","Each warrant exercisable for one share of Class A common stock at $11.50 per share.","As of July 24, 2026, $58.8M gross proceeds received from ~45% of public warrants exercised.","If all remaining warrants exercised, total gross proceeds expected to reach $131.9M.","Warrants not exercised by deadline will be redeemed for $0.01 and become void."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":551016913.86,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":1453437,"accession_number":"0001493152-26-032070","cik":2090646,"company_name":"Boost Run Inc.","ticker":"BRUN","form_type":"8-K","filed_at":"2026-07-06T11:00:44+00:00","items":["7.01","9.01"],"status":"ready","headline":"Boost Run receives over $45M from public warrant exercises since business combination close","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Since May 8, 2026 business combination close, received over $45M gross proceeds from public warrant exercises.","Approximately 4.0M of 11.47M public warrants exercised; ~7.5M remain outstanding.","Proceeds to be used for general corporate purposes, including AI cloud infrastructure and HPC capacity investment.","Company believes warrant exercises simplify capital structure, reduce warrant overhang, and may increase trading liquidity.","Also engaging with SPAC sponsor syndicate to optimize post-combination capital structure."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":551016913.86,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":788159,"accession_number":"0001493152-26-026771","cik":2090646,"company_name":"Boost Run Inc.","ticker":"BRUN","form_type":"8-K","filed_at":"2026-06-02T12:30:29+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Boost Run files 8-K referencing investor presentation; exhibit content not included in filing","summary_kind":"llm","event_type":"other_material","confidence":"low","bullets":["Exhibit 99.1 (Investor Presentation) is referenced but its content is not present in the provided filing text.","The filing states the presentation includes annual recurring revenue, contracted revenue backlog, and other key metrics.","Information is as of June 1, 2026; includes forward-looking statements. No quantitative results disclosed in the 8-K itself."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.2,"calibrated_materiality_score":0.2,"market_cap_usd":551016913.86,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":724516,"accession_number":"0001493152-26-025672","cik":2090646,"company_name":"Boost Run Inc.","ticker":"BRUN","form_type":"8-K","filed_at":"2026-05-28T21:28:34+00:00","items":["1.01","9.01"],"status":"ready","headline":"Boost Run signs $471.7M GPU compute deal with Thinking Machines Lab for 5,000 NVIDIA B300 GPUs","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["36-month non-cancelable agreement with Thinking Machines Lab Inc. for high-performance GPU compute services.","Combined total contract value of approximately $471.7 million for the rental of 5,000 NVIDIA B300 GPUs.","Deployment of GPUs and related shared network storage and CPU node services across Boost Run data centers.","Fees are non-refundable and payable for full term regardless of usage; customer may terminate only for uncured material breach.","No material relationship between Boost Run and Thinking Machines Lab prior to this agreement."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":551016913.86,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":445236,"accession_number":"0001493152-26-023208","cik":2090646,"company_name":"Boost Run Inc.","ticker":"BRUN","form_type":"8-K","filed_at":"2026-05-14T21:28:56+00:00","items":["1.01","1.02","2.01","9.01","3.01","3.02","3.03","4.01","5.01","5.02","5.03","5.06","7.01"],"status":"ready","headline":"Boost Run completes SPAC merger with Willow Lane; no redemptions, $441.5M equity value","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Boost Run completed merger with SPAC Willow Lane; no redemptions from $134.5M trust account.","Issued 44.15M shares to former Boost Run holders (14.62M Class A, 29.53M Class B) valued at $441.5M.","Andrew Karos holds all Class B shares (10 votes each), controlling 90.25% of voting power post-merger.","Karos received $8.5M promissory note and is eligible for up to 7.875M earnout shares based on stock price.","Pubco Class A common and warrants begin trading on Nasdaq under BRUN and BRUNW on May 11, 2026."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.95,"calibrated_materiality_score":0.95,"market_cap_usd":551016913.86,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":97659,"accession_number":"0001493152-26-022136","cik":2090646,"company_name":"Boost Run Inc.","ticker":"BRUN","form_type":"8-K","filed_at":"2026-05-11T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"Boost Run lists on Nasdaq with $940M contracted revenue; FY2026 ARR target $375M+","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["$940M in long-term contracted revenue; majority in production, remainder scheduled for FY2026.","Expects to exit FY2026 with at least $375M annualized recurring revenue from current contracts.","Free cash flow positive and expects to maintain FCF positive through ongoing expansions.","Operates 6 U.S. data centers; 5 more in progress, expanding total capacity to over 125MW.","NVIDIA Preferred Cloud Partner with Exemplar status on Blackwell; holds SOC2, HIPAA, ISO certifications."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":551016913.86,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null}],"next_cursor":null}