earnings
confidence high
sentiment positive
materiality 0.80
Boost Run Q2 revenue $31.1M (+270% YoY); TCV $1.9B, adds $1B+ contracts
Boost Run Inc.
- 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.