Recent 8-K filings for IREN

• July 20, 2026, 7:12 AM ET other material materiality 0.85 positive item 2.02item 9.01

  IREN signs $2.8bn in AI cloud contracts, raises 2026 ARR target to >$4bn

  New multi-year cloud services contracts with leading AI developers total $2.8bn in contract value.

• July 1, 2026, 4:05 PM ET other material materiality 0.60 positive item 5.02

  IREN grants 9.1M RSUs each to co-CEOs with 6-year combined vesting/holding period

  Each co-CEO (William Roberts and Daniel Roberts) receives 9,099,328 RSUs; total 18,198,656 RSUs.

• June 1, 2026, 7:06 AM ET debt materiality 0.90 positive item 1.01item 2.03 ◈ Material Agreements ×4

  IREN subsidiary secures $3.6B financing for GPU infrastructure under Microsoft contract

  $1.5B delayed draw term loan (SOFR + 2.25%) and $2.1B 5.96% senior notes due Dec 31, 2031.

• May 26, 2026, 5:13 PM ET other material materiality 0.90 positive item 1.01item 7.01item 9.01 ◈ Material Agreements

  IREN signs $1.6B Dell deal for Blackwell GPUs; ARR target raised to $4.4B

  Entered $1.6B purchase agreement with Dell for air-cooled Blackwell systems to service $3.4B AI cloud contract.

• May 14, 2026, 4:06 PM ET debt materiality 0.80 neutral item 1.01item 2.03item 3.02item 8.01item 9.01 ◈ Debt Financings◈ Material Agreements

  IREN closes $3.0B 1% convertible notes due 2033; net proceeds $2.96B

  $3.0B principal amount, 1.00% coupon, matures December 1, 2033.

• May 12, 2026, 6:06 AM ET debt materiality 0.80 neutral item 8.01item 9.01

  IREN prices upsized $2.6B 1.00% convertible notes due 2033, increased from $2.0B

  $2.6B aggregate principal of 1.00% convertible senior notes due 2033; initial purchasers have option for additional $400M.

• May 11, 2026, 7:59 PM ET debt materiality 0.80 neutral item 8.01item 9.01

  IREN launches $2B convertible notes offering due 2033, plus $300M overallotment

  $2B aggregate principal of 2033 convertible senior notes, with $300M overallotment option for initial purchasers.

• May 8, 2026, 7:59 PM ET earnings materiality 0.90 positive item 2.02item 9.01 ◈ Earnings Releases

  IREN reports $144.8M revenue, net loss $247.8M; signs $3.4B NVIDIA AI cloud deal and 5GW partnership

  $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.

• March 4, 2026, 6:59 PM ET other material materiality 0.85 positive item 1.01item 7.01item 9.01 ◈ Material Agreements ×2

  IREN expands GPU fleet to 150,000, targets $3.7bn AI cloud revenue run-rate by end-2026

  Purchased over 50,000 NVIDIA B300 GPUs under Dell agreements for aggregate ~$3.5B, with deliveries in H2 2026.

• March 4, 2026, 6:59 PM ET other material materiality 0.75 neutral item 8.01item 9.01

  IREN upsizes ATM equity offering capacity to $6B from $1B; agents expanded

  IREN filed new prospectus supplement to sell up to $6.0B in ordinary shares, replacing prior $1.0B capacity.

• February 5, 2026, 6:59 PM ET earnings materiality 0.85 negative item 2.02item 9.01

  IREN reports Q2 FY26 revenue $184.7M, net loss $155.4M; secures $3.6B GPU financing for Microsoft contract

  Revenue $184.7M (down from $240.3M Q1); net loss $(155.4)M vs net income $384.6M in Q1.

• December 8, 2025, 6:59 PM ET debt materiality 0.85 positive item 1.01item 2.03item 3.02item 8.01item 9.01 ◈ Material Agreements ×3◈ Debt Financings◈ Equity Issuances

  IREN closes $2.3B convertible notes offering, repurchases $544.3M existing notes

  Issued $1.15B 0.25% notes (2032) and $1.15B 1.00% notes (2033); greenshoe fully exercised.

• December 3, 2025, 6:59 PM ET debt materiality 0.85 neutral item 8.01item 9.01

  IREN prices $2B convertible notes, launches $1.6B equity offering to refinance existing notes

  $1B 0.25% notes due 2032 and $1B 1.00% notes due 2033 priced; initial conversion price ~$51.40 (25% premium).

• December 1, 2025, 6:59 PM ET debt materiality 0.75 neutral item 8.01item 9.01

  IREN announces $2B convertible notes offering and equity offering to repurchase existing notes

  IREN plans $1B convertible notes due 2032 and $1B due 2033, with options for additional $150M each.

• November 6, 2025, 6:59 PM ET earnings materiality 0.90 positive item 2.02item 9.01

  IREN Q1 revenue $240.3M (+355% YoY); secures $9.7B Microsoft AI cloud contract targeting $3.4B ARR by 2026

  Revenue $240.3M (+355% YoY); net income $384.6M (vs. loss $(51.7)M prior year).

• November 3, 2025, 6:59 PM ET other material materiality 0.95 positive item 1.01item 7.01item 9.01

  IREN signs $9.7B AI cloud contract with Microsoft; $5.8B GPU purchase from Dell

  Total contract value ~$9.7 billion with Microsoft over five-year average term; 20% prepayment per tranche.

• October 14, 2025, 7:59 PM ET debt materiality 0.80 positive item 1.01item 2.03item 3.02item 8.01item 9.01 ◈ Debt Financings◈ Equity Issuances

  IREN closes $1.0B 0.00% convertible note offering due 2031; oversubscribed

  Offering upsized to $1.0B from $875M with full exercise of $125M greenshoe.

• October 9, 2025, 7:59 PM ET debt materiality 0.70 neutral item 8.01item 9.01

  IREN prices $875M zero-coupon convertible notes due 2031 with 42.5% conversion premium

  $875M principal, 0.00% coupon, due July 1, 2031; initial conversion price ~$85.63/share ($60.09 reference).

• October 7, 2025, 7:59 PM ET debt materiality 0.65 neutral item 8.01item 9.01

  IREN launches $875M convertible notes offering due 2031; provides ATM and cash update

  Proposes $875M principal of convertible senior notes due 2031; initial purchasers may buy up to $125M additional.

• July 7, 2025, 7:59 PM ET other material materiality 0.60 positive item 7.01item 9.01

  IREN reports record June revenue, reaches 50 EH/s self-mining target, expands AI Cloud with Blackwell GPUs

  Record monthly revenue of $68M and hardware profit of $51M in June 2025.

• July 3, 2025, 7:59 PM ET other material materiality 0.75 positive item 7.01item 9.01

  IREN buys 2.4k NVIDIA Blackwell GPUs for ~$130M; AI Cloud fleet grows to 4.3k

  Purchase of 2,400 NVIDIA Blackwell B200 (1,300) and B300 (1,100) GPUs for ~$130M, including fit-out costs.

Earnings & guidance

Materiality & sentiment trend

Max materiality 0.95 · Median 0.78 · Most common event debt

12 positive 1 negative 15 neutral

source · IREN on sec.gov