{"filings":[{"id":1730158,"accession_number":"0001140361-26-028871","cik":1878848,"company_name":"IREN Ltd","ticker":"IREN","form_type":"8-K","filed_at":"2026-07-20T11:12:27+00:00","items":["2.02","9.01"],"status":"ready","headline":"IREN signs $2.8bn in AI cloud contracts, raises 2026 ARR target to >$4bn","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["New multi-year cloud services contracts with leading AI developers total $2.8bn in contract value.","2026 AI Cloud ARR target raised from $3.7bn to >$4bn; ~85% now under contract.","Customer base includes Microsoft, NVIDIA, Perplexity, Figure AI, Together AI, Fluidstack, Fireworks AI, Fal AI, Hume AI, and a new leading AI developer.","Customer prepayments cover ~45% of associated GPU capex, reducing IREN's net funding requirement.","Cash and equivalents ~$7.6bn as of June 30, 2026; AI Cloud capacity expanding from 3MW to 480MW in 2026, targeting 1.2GW in 2027."],"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":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":23331198360.539978,"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":1387676,"accession_number":"0001140361-26-027202","cik":1878848,"company_name":"IREN Ltd","ticker":"IREN","form_type":"8-K","filed_at":"2026-07-01T20:05:32+00:00","items":["5.02"],"status":"ready","headline":"IREN grants 9.1M RSUs each to co-CEOs with 6-year combined vesting/holding period","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Each co-CEO (William Roberts and Daniel Roberts) receives 9,099,328 RSUs; total 18,198,656 RSUs.","RSUs vest in equal annual installments over 4 years, plus a 2-year post-vesting holding period.","No further equity grants to co-CEOs until the Company's 2031 fiscal year.","Grant approved unanimously by independent directors on June 30, 2026; grant date on or about July 1, 2026.","Award is under the IREN Limited 2025 Omnibus Incentive Plan."],"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":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":23331198360.539978,"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":759278,"accession_number":"0001140361-26-023427","cik":1878848,"company_name":"IREN Ltd","ticker":"IREN","form_type":"8-K","filed_at":"2026-06-01T11:06:02+00:00","items":["1.01","2.03"],"status":"ready","headline":"IREN subsidiary secures $3.6B financing for GPU infrastructure under Microsoft contract","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["$1.5B delayed draw term loan (SOFR + 2.25%) and $2.1B 5.96% senior notes due Dec 31, 2031.","Proceeds fund GPU services for Microsoft under Nov 2, 2025 contract at Childress, TX data centers.","Parent guarantees limited to performance obligations and shortfalls from Microsoft non-acceptance/termination.","Covenants include debt service coverage ratio of at least 1.05:1.00; hedge agreements for interest rate and power.","Financing available until May 29, 2027; maturity Dec 31, 2031 with amortization schedules."],"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":0.9,"calibrated_materiality_score":0.9,"market_cap_usd":23331198360.539978,"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":669996,"accession_number":"0001878848-26-000030","cik":1878848,"company_name":"IREN Ltd","ticker":"IREN","form_type":"8-K","filed_at":"2026-05-26T21:13:41+00:00","items":["1.01","7.01","9.01"],"status":"ready","headline":"IREN signs $1.6B Dell deal for Blackwell GPUs; ARR target raised to $4.4B","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Entered $1.6B purchase agreement with Dell for air-cooled Blackwell systems to service $3.4B AI cloud contract.","GPUs to be deployed at Childress, Texas campus; commissioning targeted for early 2027.","Upon commissioning, expects ARR to increase from $3.7B to $4.4B.","Payment terms post-shipment; IREN advancing GPU financing for the deal.","Co-CEO cites time-to-compute as key; relationship with Dell ensures scale and speed."],"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":0.9,"calibrated_materiality_score":0.9,"market_cap_usd":23331198360.539978,"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":442557,"accession_number":"0001140361-26-021285","cik":1878848,"company_name":"IREN Ltd","ticker":"IREN","form_type":"8-K","filed_at":"2026-05-14T20:06:36+00:00","items":["1.01","2.03","3.02","8.01","9.01"],"status":"ready","headline":"IREN closes $3.0B 1% convertible notes due 2033; net proceeds $2.96B","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["$3.0B principal amount, 1.00% coupon, matures December 1, 2033.","Net proceeds ~$2.96B; $201.3M used for capped call transactions.","Initial conversion price ~$73.07/share (32.5% premium); cap price $110.30 (100% premium over $55.15).","Greenshoe of $400M fully exercised; total issuance $3.0B.","Terminated portion of 2029 capped calls tied to equitized 2029 notes from Nov 2025."],"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":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":23331198360.539978,"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":21803,"accession_number":"0001140361-26-020669","cik":1878848,"company_name":"IREN Ltd","ticker":"IREN","form_type":"8-K","filed_at":"2026-05-12T10:06:06+00:00","items":["8.01","9.01"],"status":"ready","headline":"IREN prices upsized $2.6B 1.00% convertible notes due 2033, increased from $2.0B","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["$2.6B aggregate principal of 1.00% convertible senior notes due 2033; initial purchasers have option for additional $400M.","Conversion premium 32.5%; initial conversion price ~$73.07 per share based on $55.15 closing price on May 11.","Net proceeds estimated at $2.57B; ~$174.5M used for capped call cost, remainder for general corporate purposes.","Capped call transactions with cap price of $110.30 per share (100% premium) to reduce potential dilution.","Offering expected to close on May 14, 2026; notes will mature December 1, 2033."],"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":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":23331198360.539978,"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":96492,"accession_number":"0001878848-26-000028","cik":1878848,"company_name":"IREN Ltd","ticker":"IREN","form_type":"8-K","filed_at":"2026-05-11T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"IREN holds Q3 FY26 earnings call; transcript lacks financial specifics in filing","summary_kind":"llm","event_type":"earnings","confidence":"low","bullets":["8-K announces Q3 FY26 conference call held May 7, 2026; transcript furnished as Exhibit 99.1.","Furnished transcript includes only introductory remarks, forward-looking statement, and operator instructions.","No revenue, EPS, segment results, or guidance numbers are present in the filing text.","Investors must refer to the full earnings release or presentation for actual financial figures.","Event is an earnings results announcement without disclosed performance data."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.06,"consensus_revenue_estimate":null,"consensus_revenue_actual":569782000.0,"consensus_period":"2026-Q3","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.2,"calibrated_materiality_score":0.2,"market_cap_usd":23331198360.539978,"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":96491,"accession_number":"0001140361-26-020370","cik":1878848,"company_name":"IREN Ltd","ticker":"IREN","form_type":"8-K","filed_at":"2026-05-11T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"IREN launches $2B convertible notes offering due 2033, plus $300M overallotment","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["$2B aggregate principal of 2033 convertible senior notes, with $300M overallotment option for initial purchasers.","Proceeds to fund capped call transactions and for general corporate purposes and working capital.","Interest rate, conversion rate and other terms to be determined at pricing; notes are senior unsecured.","Concurrently expects to unwind a portion of existing 2029 and 2030 capped call transactions.","Capped calls intended to reduce potential dilution upon conversion, subject to a cap price."],"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":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":23331198360.539978,"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":96490,"accession_number":"0001878848-26-000025","cik":1878848,"company_name":"IREN Ltd","ticker":"IREN","form_type":"8-K","filed_at":"2026-05-08T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"IREN reports $144.8M revenue, net loss $247.8M; signs $3.4B NVIDIA AI cloud deal and 5GW partnership","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["$3.4B, 5-year AI Cloud contract with NVIDIA for air-cooled Blackwell GPUs; ramp from early 2027; 5GW strategic partnership includes warrant for up to 30M shares at $70.","Net loss $(247.8)M vs $(155.4)M Q2, includes $140.4M non-cash impairments; Adj. EBITDA $59.5M vs $75.3M.","Revenue $144.8M, down $39.9M QoQ due to lower Bitcoin price and mining hardware decommissioning ahead of GPU installs.","2026 expansion to 480MW on track; $3.1B ARR under contract targeting $3.7B ARR by end of CY2026.","Cash $2.6B at Apr 30; acquired Nostrum (490MW Spain) and Mirantis (software) to strengthen AI cloud platform."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.06,"consensus_revenue_estimate":null,"consensus_revenue_actual":569782000.0,"consensus_period":"2026-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.9,"calibrated_materiality_score":0.9,"market_cap_usd":23331198360.539978,"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":110440,"accession_number":"0001140361-26-007919","cik":1878848,"company_name":"IREN Ltd","ticker":"IREN","form_type":"8-K","filed_at":"2026-03-04T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"IREN upsizes ATM equity offering capacity to $6B from $1B; agents expanded","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["IREN filed new prospectus supplement to sell up to $6.0B in ordinary shares, replacing prior $1.0B capacity.","Company has already sold 66.7M shares for $1.0B under the prior program; no capacity remains.","Citizens JMP, Goldman Sachs, and Jefferies joined as sales agents under the amended Agreement."],"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":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":23331198360.539978,"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":110439,"accession_number":"0001140361-26-007905","cik":1878848,"company_name":"IREN Ltd","ticker":"IREN","form_type":"8-K","filed_at":"2026-03-04T23:59:59+00:00","items":["1.01","7.01","9.01"],"status":"ready","headline":"IREN expands GPU fleet to 150,000, targets $3.7bn AI cloud revenue run-rate by end-2026","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Purchased over 50,000 NVIDIA B300 GPUs under Dell agreements for aggregate ~$3.5B, with deliveries in H2 2026.","Total GPU fleet to reach 150,000 by end-2026, deployed across existing data centers in BC and Texas.","AI cloud annualized run-rate revenue expected to exceed $3.7bn by end-2026.","Secured $9.3bn funding over past 8 months via customer prepayments, convertible notes, GPU leasing, and financing.","Payment terms post-shipment; also established at-the-market equity program as part of capital management."],"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":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":23331198360.539978,"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":110438,"accession_number":"0001878848-26-000014","cik":1878848,"company_name":"IREN Ltd","ticker":"IREN","form_type":"8-K","filed_at":"2026-02-05T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"IREN reports Q2 FY26 revenue $184.7M, net loss $155.4M; secures $3.6B GPU financing for Microsoft contract","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $184.7M (down from $240.3M Q1); net loss $(155.4)M vs net income $384.6M in Q1.","Adj. EBITDA $75.3M (down from $91.7M Q1); EBITDA $(243.9M) impacted by unrealized losses and debt conversion expense.","Secured $3.6B GPU financing at <6% p.a. for Microsoft contract; together with $1.9B prepayment covers 95% of GPU capex.","New 1.6GW data center campus in Oklahoma; total secured grid-connected power >4.5GW.","Targeted 140k GPU expansion on track to deliver $3.4B ARR by end of CY26."],"consensus_eps_estimate":null,"consensus_eps_actual":0.68,"consensus_revenue_estimate":null,"consensus_revenue_actual":424987000.0,"consensus_period":"2026-Q2","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":23331198360.539978,"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":127043,"accession_number":"0001140361-25-044888","cik":1878848,"company_name":"IREN Ltd","ticker":"IREN","form_type":"8-K","filed_at":"2025-12-08T23:59:59+00:00","items":["1.01","2.03","3.02","8.01","9.01"],"status":"ready","headline":"IREN closes $2.3B convertible notes offering, repurchases $544.3M existing notes","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Issued $1.15B 0.25% notes (2032) and $1.15B 1.00% notes (2033); greenshoe fully exercised.","Repurchased $227.7M of 3.25% 2030 notes and $316.6M of 3.50% 2029 notes for ~$1.632B total.","Funded via registered direct offering of 39,699,102 shares at $41.12/share, raising net ~$2.27B.","Capped call transactions cost $201M, cap price $82.24/share (100% premium over $41.12).","Net proceeds of ~$2.068B for general corporate purposes after repurchases and fees."],"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":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":23331198360.539978,"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":127042,"accession_number":"0001140361-25-044095","cik":1878848,"company_name":"IREN Ltd","ticker":"IREN","form_type":"8-K","filed_at":"2025-12-03T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"IREN prices $2B convertible notes, launches $1.6B equity offering to refinance existing notes","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["$1B 0.25% notes due 2032 and $1B 1.00% notes due 2033 priced; initial conversion price ~$51.40 (25% premium).","Registered direct offering of 39.7M shares at $41.12 for ~$1.63B gross proceeds to fund repurchase.","Repurchase of ~$544M principal of existing 2029 and 2030 convertible notes for ~$1.63B (including accrued interest).","Capped call transactions entered with cap price $82.24/share (100% premium) to reduce dilution potential.","Net proceeds from notes offering ~$1.97B; settlement expected Dec 8, 2025."],"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":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":23331198360.539978,"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":127041,"accession_number":"0001140361-25-043803","cik":1878848,"company_name":"IREN Ltd","ticker":"IREN","form_type":"8-K","filed_at":"2025-12-01T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"IREN announces $2B convertible notes offering and equity offering to repurchase existing notes","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["IREN plans $1B convertible notes due 2032 and $1B due 2033, with options for additional $150M each.","Concurrent registered direct equity offering (size tied to repurchase amount) to fund repurchase of existing 3.25% 2030 and 3.50% 2029 convertible notes.","Net proceeds will fund capped call transactions, repurchase of existing notes, and general corporate purposes.","Each offering is not contingent on the others; completion subject to market conditions and no assurance given.","Placement agents for equity offering: Citigroup, Goldman Sachs, and J.P. Morgan."],"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":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":23331198360.539978,"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":127040,"accession_number":"0001140361-25-043599","cik":1878848,"company_name":"IREN Ltd","ticker":"IREN","form_type":"8-K","filed_at":"2025-11-28T23:59:59+00:00","items":["4.01","9.01"],"status":"ready","headline":"IREN appoints KPMG as new auditor, dismisses prior auditor RCGT","summary_kind":"llm","event_type":"regulatory","confidence":"high","bullets":["KPMG appointed as independent registered public accounting firm effective November 27, 2025.","Raymond Chabot Grant Thornton (RCGT) dismissed as auditor on November 26, 2025.","No disagreements with RCGT on accounting principles or audit scope during covered periods.","Only reportable event: material weakness in internal controls over financial reporting disclosed in FY 2024 20-F.","RCGT's FY 2024 audit included a going concern explanatory paragraph; FY 2025 audit unmodified."],"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":23331198360.539978,"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":127039,"accession_number":"0001140361-25-043142","cik":1878848,"company_name":"IREN Ltd","ticker":"IREN","form_type":"8-K","filed_at":"2025-11-24T23:59:59+00:00","items":["3.03","5.07","5.02","9.01"],"status":"ready","headline":"IREN shareholders approve constitutional amendments, omnibus plan, and share repurchases at 2025 AGM","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Shareholders approved five constitutional amendments including quorum alignment with Nasdaq and universal proxy advance notice.","Approved 2025 Omnibus Incentive Plan; 214.9M for, 29.3M against, 4.7M abstain.","Approved share repurchases via prepaid forward transactions (223.7M for) and capped call transactions (223.4M for).","Advisory say-on-pay passed 215.6M for, 29.4M against; board set future say-on-pay to annual frequency.","All proposals passed with substantial majorities; effective November 19, 2025."],"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":23331198360.539978,"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":127038,"accession_number":"0001878848-25-000079","cik":1878848,"company_name":"IREN Ltd","ticker":"IREN","form_type":"8-K","filed_at":"2025-11-06T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"IREN Q1 revenue $240.3M (+355% YoY); secures $9.7B Microsoft AI cloud contract targeting $3.4B ARR by 2026","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $240.3M (+355% YoY); net income $384.6M (vs. loss $(51.7)M prior year).","Adj. EBITDA $91.7M (+3,568% YoY); EBITDA $662.7M includes unrealized gains.","Secured $9.7B contract with Microsoft: 5-year term, 20% prepayment, $1.9B expected ARR contribution.","Targeting $3.4B AI Cloud ARR by end of 2026 with expansion to 140k GPUs.","Cash $1.8B as of Oct 31, 2025; $1.0B zero-coupon convertible notes issued Oct 14."],"consensus_eps_estimate":-0.1932,"consensus_eps_actual":1.08,"consensus_revenue_estimate":null,"consensus_revenue_actual":240295000.0,"consensus_period":"2026-Q1","consensus_source":"xbrl+finnhub","sentiment":"positive","materiality_score":0.9,"calibrated_materiality_score":0.9,"market_cap_usd":23331198360.539978,"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":127037,"accession_number":"0001140361-25-040072","cik":1878848,"company_name":"IREN Ltd","ticker":"IREN","form_type":"8-K","filed_at":"2025-11-03T23:59:59+00:00","items":["1.01","7.01","9.01"],"status":"ready","headline":"IREN signs $9.7B AI cloud contract with Microsoft; $5.8B GPU purchase from Dell","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Total contract value ~$9.7 billion with Microsoft over five-year average term; 20% prepayment per tranche.","IREN to deploy NVIDIA GB300 GPUs across four Childress data centers (Horizon 1–4) totaling 200MW IT load, phased through 2026.","Dell Purchase Agreement for ~$5.8 billion for GPU supply; IREN guarantees subsidiary's obligations.","Contract validates IREN's AI cloud platform and opens access to hyperscaler customer segment.","IREN expects to fund ~$5.8B capex via cash, prepayments, operating cashflows, and additional financing."],"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":0.95,"calibrated_materiality_score":0.95,"market_cap_usd":23331198360.539978,"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":127036,"accession_number":"0001140361-25-038083","cik":1878848,"company_name":"IREN Ltd","ticker":"IREN","form_type":"8-K","filed_at":"2025-10-14T23:59:59+00:00","items":["1.01","2.03","3.02","8.01","9.01"],"status":"ready","headline":"IREN closes $1.0B 0.00% convertible note offering due 2031; oversubscribed","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Offering upsized to $1.0B from $875M with full exercise of $125M greenshoe.","Net proceeds of ~$979M; $56.7M used for capped call transactions.","Initial conversion price ~$85.63 per share (42.5% premium) and cap price $120.18 (100% premium).","Notes are senior unsecured, zero coupon, mature July 1, 2031, with no put except on fundamental change.","Capped calls reduce dilution up to $120.18; intended to offset potential cash payments upon conversion."],"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":23331198360.539978,"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":127035,"accession_number":"0001140361-25-037753","cik":1878848,"company_name":"IREN Ltd","ticker":"IREN","form_type":"8-K","filed_at":"2025-10-09T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"IREN prices $875M zero-coupon convertible notes due 2031 with 42.5% conversion premium","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["$875M principal, 0.00% coupon, due July 1, 2031; initial conversion price ~$85.63/share ($60.09 reference).","Net proceeds ~$856.5M ($979M if full $125M option exercised); $49.6M for capped call transactions.","Capped calls provide hedge up to $120.18/share (100% premium) to reduce dilution on conversion.","Initial purchasers have option to buy additional $125M notes; settlement expected Oct 14, 2025.","Remaining net proceeds for general corporate purposes and working capital."],"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":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":23331198360.539978,"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":127034,"accession_number":"0001140361-25-037488","cik":1878848,"company_name":"IREN Ltd","ticker":"IREN","form_type":"8-K","filed_at":"2025-10-07T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"IREN launches $875M convertible notes offering due 2031; provides ATM and cash update","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Proposes $875M principal of convertible senior notes due 2031; initial purchasers may buy up to $125M additional.","Net proceeds partly fund capped call transactions; remainder for general corporate purposes and working capital.","ATM program: 66.7M shares issued for ~$1.0B aggregate proceeds as of Oct 7.","Cash balance ~$1.0B as of Sep 30, 2025.","Notes senior unsecured, interest semi-annual, mature July 1, 2031; conversion in cash/shares at IREN's election."],"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":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":23331198360.539978,"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":143832,"accession_number":"0001140361-25-034232","cik":1878848,"company_name":"IREN Ltd","ticker":"IREN","form_type":"8-K","filed_at":"2025-09-08T23:59:59+00:00","items":["5.02","7.01","9.01"],"status":"ready","headline":"IREN appoints Anthony Lewis as CFO; Belinda Nucifora departs effective September 8, 2025","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Anthony Lewis, previously Chief Capital Officer since July 2025, becomes CFO.","Lewis led GPU financings and IREN's capital structure evolution; prior 22 years at Macquarie Group.","Belinda Nucifora exits after 3.5 years; receives contractual severance.","Nucifora oversaw U.S. GAAP transition and process improvements, per Co-CEO Daniel Roberts.","Lewis will lead combined finance and capital markets functions."],"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":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":23331198360.539978,"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":143831,"accession_number":"0001878848-25-000062","cik":1878848,"company_name":"IREN Ltd","ticker":"IREN","form_type":"8-K","filed_at":"2025-08-28T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"IREN reports Q4 and FY2025 results; press release details unavailable in filing","summary_kind":"llm","event_type":"earnings","confidence":"low","bullets":["IREN Limited reported financial results for Q4 and fiscal year ended June 30, 2025.","Press release issued August 28, 2025, but the provided exhibit text is garbled and lacks specific figures.","No concrete financial metrics (revenue, EPS, etc.) can be extracted from the filing as furnished.","Investors should consult the full press release for actual results."],"consensus_eps_estimate":-0.1107,"consensus_eps_actual":0.39,"consensus_revenue_estimate":null,"consensus_revenue_actual":501023000.0,"consensus_period":"2025-FY","consensus_source":"xbrl+finnhub","sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":23331198360.539978,"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":143830,"accession_number":"0001140361-25-024971","cik":1878848,"company_name":"IREN Ltd","ticker":"IREN","form_type":"8-K","filed_at":"2025-07-07T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"IREN reports record June revenue, reaches 50 EH/s self-mining target, expands AI Cloud with Blackwell GPUs","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Record monthly revenue of $68M and hardware profit of $51M in June 2025.","Reached self-mining target of 50 EH/s installed hashrate at month end.","Expanded AI Cloud by procuring ~2,400 NVIDIA Blackwell GPUs (B200 & B300).","Completed $550M oversubscribed convertible notes offering and transitioned to US domestic issuer status.","Customer workstreams progressing across AI verticals, including powered shells and colocation."],"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":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":23331198360.539978,"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":143829,"accession_number":"0001140361-25-024747","cik":1878848,"company_name":"IREN Ltd","ticker":"IREN","form_type":"8-K","filed_at":"2025-07-03T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"IREN buys 2.4k NVIDIA Blackwell GPUs for ~$130M; AI Cloud fleet grows to 4.3k","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Purchase of 2,400 NVIDIA Blackwell B200 (1,300) and B300 (1,100) GPUs for ~$130M, including fit-out costs.","Total NVIDIA GPU fleet expands from 1,900 Hopper GPUs to approximately 4,300 GPUs.","GPUs will be installed at Prince George, BC campus; 50MW power can host >20,000 Blackwell GPUs.","Fully funded from existing cash; evaluating financing alternatives to support AI Cloud growth.","Demand rising from AI enterprises, cloud operators, and hyperscalers; expects attractive risk-adjusted returns."],"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":23331198360.539978,"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":143828,"accession_number":"0000950103-25-008477","cik":1878848,"company_name":"IREN Ltd","ticker":"IREN","form_type":"8-K","filed_at":"2025-07-03T23:59:59+00:00","items":["8.01"],"status":"ready","headline":"IREN loses foreign private issuer status, must file as U.S. domestic issuer effective July 1, 2025","summary_kind":"llm","event_type":"regulatory","confidence":"high","bullets":["Effective July 1, 2025, IREN required to file periodic reports on U.S. domestic issuer forms.","Previously eligible as foreign private issuer; change increases reporting detail and promptness.","Company will now file more extensive and timelier reports with the SEC under domestic issuer rules.","Status change may increase compliance costs and regulatory burden."],"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":0.3,"calibrated_materiality_score":0.3,"market_cap_usd":23331198360.539978,"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":143827,"accession_number":"0001140361-25-024305","cik":1878848,"company_name":"IREN Ltd","ticker":"IREN","form_type":"8-K","filed_at":"2025-07-01T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"IREN appoints Anthony Lewis as Chief Capital Officer to lead capital markets strategy","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Anthony Lewis appointed Chief Capital Officer, a newly created role overseeing capital markets activity.","Lewis brings 22 years at Macquarie Group, most recently as Co-Treasurer responsible for global funding and liquidity.","He will lead capital structure and financing strategy as IREN evaluates AI infrastructure investments.","Appointment effective July 1, 2025; reported via Form 8-K filed same day."],"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":23331198360.539978,"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}