Boost Run (“BRUN”) Begins Trading on Nasdaq with $940 Million of Contracted Customer Revenue
Rhea-AI Summary
Boost Run (Nasdaq: BRUN), an NVIDIA Preferred Cloud Partner, began trading on Nasdaq and reported strong contracted demand aligned with deployment capacity.
The company has $940 million in long-term contracted revenue, expects FCF-positive operations, targets at least $375 million FY2026 ARR, and is expanding U.S. data center capacity beyond 125MW.
Positive
- $940M long-term contracted customer revenue with ~3-year average terms
- Majority of contracted revenue already in production, remainder scheduled in FY2026
- Track record of free cash flow generation and FCF-positive expectations
- FY2026 annualized recurring revenue expected to be at least $375M
- Six U.S. data centers operating, five additional locations in progress
- Accessible infrastructure capacity expanding to over 125MW
Negative
- None.
Key Figures
Key Terms
annualized recurring revenue financial
AI-generated analysis. How Rhea-AI works. Not financial advice.
NORTHBROOK, Ill., May 11, 2026 (GLOBE NEWSWIRE) -- Boost Run, Inc. (Nasdaq: BRUN), an NVIDIA Preferred Cloud Partner operating in adherence with NVIDIA Reference Architecture standards, today provided an operational and financial update reflecting continued commercial momentum, expanding deployment capacity and disciplined execution.
“Contracted demand and deployment continue moving in lockstep,” said Andrew Karos, Founder and CEO of Boost Run. “With the majority of our contracted revenue already in production and the remainder tied to scheduled deployments through fiscal 2026, we have clear visibility into recurring revenue as capacity comes online.”
Operational and Financial Highlights
Contracted Revenue
Boost Run enters its Nasdaq listing with
Free Cash Flow
Boost Run enters its Nasdaq listing with a continued track record of free cash flow generation and expects to maintain FCF positive operations through its ongoing deployments and expansion.
FY2026 Revenue Outlook
Boost Run expects to exit FY2026 with at least
Infrastructure Expansion
Boost Run operates six U.S. data center locations today, with five additional locations in progress, expanding the Company's total accessible infrastructure capacity to over 125MW.
About Boost Run, Inc.
Boost Run is an NVIDIA Preferred Cloud Provider that has also achieved NVIDIA Exemplar Cloud status on the NVIDIA Blackwell architecture. The Boost Run platform provides GPU compute, CPU nodes, managed Kubernetes orchestration, and shared storage through an intuitive management console and a robust API layer, enabling organizations to provision and scale resources across thousands of nodes in minutes. Enterprises rely on Boost Run to power their most demanding AI workloads with the performance, security, and reliability their operations require. Boost Run maintains SOC 2 Type II, HIPAA, ISO 27001, and ISO 27701 certifications at the operator level, and partners with data center facilities that uphold equivalent security and compliance standards.
Forward-Looking Statements
This press release contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995, including statements regarding Boost Run’s contracted revenue, free cash flow expectations, anticipated annualized recurring revenue, infrastructure expansion plans, and business outlook. These forward-looking statements are based on current expectations and assumptions and involve known and unknown risks, uncertainties, and other factors that may cause actual results, performance, or achievements to differ materially from those expressed or implied by such statements. Such risks and uncertainties include, but are not limited to: (i) the Company’s ability to execute on contracted revenue; (ii) changes in customer demand or contract cancellations; (iii) supply chain disruptions, including GPU availability; (iv) the Company’s reliance on relationships with NVIDIA and other key partners; (v) general economic and market conditions, including interest rates and inflation; (vi) regulatory changes affecting the data center or AI industries; (vii) competition in the cloud infrastructure market; (viii) execution risks related to facility expansion and deployment; and (ix) other risks detailed in the Company’s filings with the Securities and Exchange Commission. Boost Run undertakes no obligation to update any forward-looking statements to reflect events or circumstances after the date hereof, except as required by law.
Use of Non-GAAP Financial Measures
This press release includes references to certain non-GAAP financial measures, including “free cash flow” and “annualized recurring revenue” (ARR). Boost Run defines free cash flow as net cash provided by operating activities less capital expenditures. Annualized recurring revenue represents the annualized value of active customer contracts at a given point in time. These non-GAAP measures are provided as supplemental information and should not be considered in isolation or as a substitute for financial information prepared in accordance with generally accepted accounting principles (GAAP). Investors are encouraged to review the Company’s SEC filings for additional information.
No Offer or Solicitation
This press release is for informational purposes only and does not constitute an offer to sell or the solicitation of an offer to buy any securities of Boost Run, Inc., nor shall there be any sale of securities in any jurisdiction in which such offer, solicitation, or sale would be unlawful prior to registration or qualification under the securities laws of any such jurisdiction.
Investor and Media Relations
investors@boostrun.com
www.boostrun.com
