{"schema_version":"secwatch.filing_event.v1","accession":"0001878848-26-000051","form_type":"8-K","ticker":"IREN","cik":"0001878848","company_name":"IREN Ltd","filed_at":"2026-08-27T20:13:20+00:00","discovered_at":"2026-08-27T20:14:00.472944+00:00","generated_at":"2026-08-27T20:14:12.018668+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"negative","materiality_score":0.8,"calibrated_materiality_score":0.8,"confidence":"high","headline":"IREN FY26 revenue $707M, net loss $702.6M; AI Cloud revenue up 8x to $128.8M","bullets":["FY26 total revenue $707.0M vs $501.0M prior year; AI Cloud Services revenue $128.8M (up ~8x from $16.4M).","FY26 net loss $702.6M including $638.8M non-cash impairments from decommissioning Bitcoin mining hardware.","Adjusted EBITDA $245.7M vs $269.7M prior year; Q4 adjusted EBITDA $19.2M on platform investment.","Signed multi-year contract with leading frontier AI lab; $4bn contracted ARR for 2026 capacity, $1bn operating ARR.","New $2.8bn GPU financings include $2.4bn led by Blue Owl/PIMCO at 9.0%; Microsoft contract financing at 6.0%."],"urls":{"canonical":"https://secwatch.observer/filing/0001878848-26-000051","json":"https://secwatch.observer/filing/0001878848-26-000051.json","markdown":"https://secwatch.observer/filing/0001878848-26-000051.md","text":"https://secwatch.observer/filing/0001878848-26-000051.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1878848/000187884826000051/0001878848-26-000051-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1878848/000187884826000051/iren-20260827.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-08-27T20:14:12.018668+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}