Boost Run Inc. (BRUN) surges to $31.1M Q2 revenue and $1.9B contracted TCV

Q: What were Boost Run Inc. (BRUN) Q2 2026 revenues?

Boost Run reported $31.1 million in total revenue for the quarter ended June 30, 2026, a 270% increase compared to $8.4 million in the prior-year period, reflecting significant growth in its AI infrastructure business.

Q: What guidance did Boost Run Inc. (BRUN) give for 2026 ARR and cash flow?

Management expects to exit fiscal 2026 with approximately $400 million in Annualized Recurring Revenue and targets a sustainable 15%–20% Net Cash Flow Margin in forward periods, outlining goals for both growth and profitability.

Q: What is Boost Run Inc. (BRUN)’s cash position after going public?

Boost Run ended Q2 2026 with $120.2 million in unrestricted cash, bolstered by $114.1 million in net proceeds from a business combination completed May 8, 2026, which transitioned the company to a Nasdaq-listed public entity.

Q: How extensive is Boost Run Inc. (BRUN)’s data center and power footprint?

Boost Run operates six U.S. data centers with three more coming online within six months, and has expanded partnerships to add 125MW of power capacity, bringing total accessible power to 253MW for AI workloads.

Q: What major hardware commitments has Boost Run Inc. (BRUN) made?

Boost Run fully committed and allocated a $1.44 billion purchase agreement with Dell and is processing an additional $4–$5 billion in compute hardware procurement across multiple OEMs, supporting large-scale GPU infrastructure expansion.

Filing Impact

(Moderate)

Filing Sentiment

(Neutral)

Form Type

8-K

Rhea-AI Filing Summary

Boost Run Inc. reported its first results as a public company for the quarter ended June 30, 2026. Total revenue for the quarter was $31.1 million, a 270% increase compared to $8.4 million in the prior-year period. Total long-term contracted revenue (TCV) stands at $1.9 billion, including over $1 billion in contracts signed during the quarter. Unrestricted cash was $120.2 million as of June 30, 2026, supported by $114.1 million in net proceeds from a May 8, 2026 business combination that took the company public on Nasdaq.

Operationally, Boost Run operates six U.S. data center locations, with three additional sites scheduled to come online over the next six months. The company expanded data center partnerships to add 125MW of power, bringing total accessibility to 253MW. It fully committed and allocated a $1.44 billion purchase agreement with Dell and is processing strategic procurement of an additional $4–$5 billion in compute hardware across multiple OEMs, and entered into 34 new finance lease agreements for GPU servers. For outlook, management targets exiting fiscal 2026 with approximately $400 million in Annualized Recurring Revenue and a sustainable 15%–20% Net Cash Flow Margin in forward periods.

Positive

Revenue surged 270% year over year to $31.1 million for Q2 2026, indicating rapid top-line growth.
Total Contract Value of $1.9 billion, with over $1 billion in new contracts signed in the quarter, provides substantial contracted demand.
Unrestricted cash of $120.2 million and $114.1 million in net proceeds from the business combination strengthen liquidity.
Management targets $400 million ARR exiting 2026 and a sustainable 15%–20% Net Cash Flow Margin, outlining an ambition for profitable growth.

Negative

None.

8-K Event Classification

3 items: 2.02, 7.01, 9.01

3 items

Item 2.02 Results of Operations and Financial Condition Financial

Disclosure of earnings results, typically an earnings press release or preliminary financials.

Item 7.01 Regulation FD Disclosure Disclosure

Material non-public information disclosed under Regulation Fair Disclosure, often investor presentations or guidance.

Item 9.01 Financial Statements and Exhibits Exhibits

Financial statements, pro forma financial information, and exhibit attachments filed with this report.

Key Figures

Q2 2026 Revenue: $31.1 million Prior-Year Q2 Revenue: $8.4 million Total Contract Value: $1.9 billion +5 more

8 metrics

Q2 2026 Revenue $31.1 million Total revenue for the three months ended June 30, 2026

Prior-Year Q2 Revenue $8.4 million Revenue in the prior-year period; basis for 270% increase

Total Contract Value $1.9 billion Total long-term contracted revenue (TCV)

New Contracts Signed Q2 over $1 billion Contracts signed during the second quarter of 2026

Unrestricted Cash $120.2 million Cash balance as of June 30, 2026

Business Combination Proceeds $114.1 million Net proceeds from May 8, 2026 business combination

ARR Target $400 million Expected Annualized Recurring Revenue exiting fiscal 2026

Net Cash Flow Margin Target 15%–20% Target sustainable net cash flow margin in forward periods

Key Terms

Total Contract Value, Annualized Recurring Revenue, Net Cash Flow Margin, finance lease agreements, +2 more

6 terms

Total Contract Value financial

"Total long-term contracted revenue (TCV) stands at $1.9 billion."

Total contract value is the full dollar amount a company expects to receive from a customer under a contract over its entire life, including recurring charges, one-time fees and any guaranteed add‑ons. Investors use it like a deal’s headline price to gauge the size of future revenue tied to sales, but it can overstate near‑term cash because it bundles multi‑year payments into one number—think of it as the sticker price on a multi‑year subscription.

Annualized Recurring Revenue financial

"expects to exit fiscal 2026 with approximately $400 million in ARR."

Annualized recurring revenue is the predictable income a business expects to earn over a year from ongoing customer subscriptions or contracts. It’s similar to estimating how much money you would make in a year if your current monthly income stayed the same. Investors use this figure to assess the stability and growth potential of a company's revenue stream.

Net Cash Flow Margin financial

"expects to achieve a sustainable Net Cash Flow Margin of 15% to 20%"

Net cash flow margin is the percentage of a company’s sales that is converted into actual cash from its operations, typically calculated by dividing net cash provided by operating activities by total revenue and expressing the result as a percent. It matters to investors because it shows how much real cash a business generates from its sales—like how much money you actually put in your pocket from each dollar you earn—helping assess liquidity, sustainability of operations, and the quality of reported earnings.

finance lease agreements financial

"Entered into 34 new finance lease agreements for GPU servers"

A finance lease agreement is a long-term rental contract in which a company uses an asset and assumes most of the benefits and risks of ownership while the legal title usually stays with the lessor. Like leasing a car for years where you pay, maintain, and effectively treat it as yours, the lease is recorded on the balance sheet as both an asset and a liability, so it changes reported debt, depreciation, and cash-flow metrics investors watch.

NVIDIA Reference Architecture technical

"operating in adherence with NVIDIA Reference Architecture standards"

SOC 2 Type II technical

"Boost Run maintains SOC 2 Type II, HIPAA, ISO 27001, and ISO 27701 certifications"

A SOC 2 Type II report is an independent audit that verifies a company’s operational controls for protecting customer data work effectively over a sustained period, not just at a single point in time. Think of it like a multi-month health inspection for a business’s data practices: it reassures customers and investors that systems are managed reliably, lowering the risk of breaches, service interruptions, and regulatory or liability costs.

Earnings Snapshot

Revenue: $31.1 million · Guidance included

Quarter ended June 30, 2026

Revenue $31.1 million 270% increase from $8.4 million in prior-year period

Total Contract Value $1.9 billion Includes over $1 billion in contracts signed during Q2 2026

Unrestricted Cash $120.2 million Supported by $114.1 million in net proceeds from business combination

Guidance

Company expects to exit fiscal 2026 with approximately $400 million in ARR and achieve a sustainable Net Cash Flow Margin of 15% to 20% in forward periods.

FAQ

What were Boost Run Inc. (BRUN) Q2 2026 revenues?

Boost Run reported $31.1 million in total revenue for the quarter ended June 30, 2026, a 270% increase compared to $8.4 million in the prior-year period, reflecting significant growth in its AI infrastructure business.

How large is Boost Run Inc. (BRUN)’s contracted revenue base?

Boost Run reports total long-term contracted revenue (TCV) of $1.9 billion, including over $1 billion in contracts signed during Q2 2026, indicating a sizable backlog of committed business for its GPU cloud platform.

What guidance did Boost Run Inc. (BRUN) give for 2026 ARR and cash flow?

Management expects to exit fiscal 2026 with approximately $400 million in Annualized Recurring Revenue and targets a sustainable 15%–20% Net Cash Flow Margin in forward periods, outlining goals for both growth and profitability.

What is Boost Run Inc. (BRUN)’s cash position after going public?

Boost Run ended Q2 2026 with $120.2 million in unrestricted cash, bolstered by $114.1 million in net proceeds from a business combination completed May 8, 2026, which transitioned the company to a Nasdaq-listed public entity.

How extensive is Boost Run Inc. (BRUN)’s data center and power footprint?

Boost Run operates six U.S. data centers with three more coming online within six months, and has expanded partnerships to add 125MW of power capacity, bringing total accessible power to 253MW for AI workloads.

What major hardware commitments has Boost Run Inc. (BRUN) made?

Boost Run fully committed and allocated a $1.44 billion purchase agreement with Dell and is processing an additional $4–$5 billion in compute hardware procurement across multiple OEMs, supporting large-scale GPU infrastructure expansion.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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Understanding 8-K Material Events →

Available on EDGAR 08/14/2026 - 08:47 AM Accepted by SEC EDGAR 08/14/2026 - 08:46 AM

UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

Washington, D.C. 20549

FORM 8-K

CURRENT REPORT

PURSUANT TO SECTION 13 OR 15(d) OF THE

SECURITIES EXCHANGE ACT OF 1934

Date of Report (Date of earliest event reported): August 14, 2026

BOOST RUN INC.

(Exact Name of Registrant as Specified in Its Charter)

Delaware

001-43277

39-4824850

(State or other jurisdiction of

incorporation or organization)

(Commission

File Number)

(I.R.S. Employer

Identification No.)

5 Revere Drive, Suite 200

Northbrook, IL 60062

(Address of principal executive offices)

(647) 487-3367

(Registrant’s telephone number, including area code)

N/A

(Former name or former address, if changed since last report)

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions:

☐	Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)

☐	Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)

☐	Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))

☐	Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))

Securities registered pursuant to Section 12(b) of the Act:

Title of each class	Trading Symbol(s)	Name of each exchange on which registered
Class A Common Stock, $0.0001 par value	BRUN	The Nasdaq Stock Market LLC
Warrants, each whole warrant is exercisable for one share of Class A Common Stock at an exercise price of $11.50 per share	BRUNW	The Nasdaq Stock Market LLC

Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter).

Emerging growth company ☒

If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ☐

Item 2.02. Results of Operations and Financial Condition.

On August 14, 2026, Boost Run Inc. (the “Company”) issued a press release (the “Earnings Press Release”) announcing the Company’s financial and operational results for the quarter ended June 30, 2026. A copy of the Company’s Earnings Press Release is attached hereto as Exhibit 99.1 and incorporated herein by reference.

Item 7.01. Regulation FD Disclosure.

On August 14, 2026, the Company held an earnings conference call to discuss the Company’s earnings results for the quarter ended June 30, 2026. The Company is furnishing as Exhibit 99.2 to this Current Report on Form 8-K the presentation materials that were provided and discussed during the earnings conference call.

The information included in Items 2.02 and 7.01, including Exhibit 99.1 and 99.2 hereto, is being furnished and shall not be deemed to be “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “Exchange Act”), or otherwise subject to the liabilities of that section, nor shall it be deemed incorporated by reference into any filing of the Company under the Securities Act of 1933, as amended, or the Exchange Act, whether made before or after the date hereof, regardless of any general incorporation language in such filing, except as shall be expressly set forth by specific reference in such filing.

Item 9.01 Financial Statements and Exhibits.

(d) Exhibits

Exhibit No.		Description
99.1		Earnings Press Release dated August 14, 2026.
99.2		Presentation materials dated August 14, 2026.
104		Cover Page Interactive File (the cover page XBRL tags are embedded in the Inline XBRL document).

SIGNATURES

Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.

Dated: August 14, 2026

	BOOST RUN INC.

	By:	/s/ Erik Guckel
		Erik Guckel
		Chief Financial Officer

Exhibit 99.1

Boost Run Inc. Reports First Earnings as a Public Company, Reporting Second Quarter 2026 Results, Supported by $1.9 Billion Total Contract Value

NORTHBROOK, Ill. | August 14, 2026, | Boost Run, Inc. (Nasdaq: BRUN), an NVIDIA Preferred Cloud Partner operating in adherence with NVIDIA Reference Architecture standards, today announced its financial results for the second quarter ended June 30, 2026.

Second Quarter and Year to Date 2026 Financial Highlights

	●	Total revenue for the three months ended June 30, 2026, was $31.1 million, a 270% increase compared to $8.4 million in the prior year period.
	●	Total long-term contracted revenue (TCV) stands at $1.9 billion.
	●	Added over $1 billion in contracts signed during the second quarter.
	●	Unrestricted cash balance was $120.2 million as of June 30, 2026.

2026 Financial Outlook

	●	Fiscal 2026 Annualized Recurring Revenue (ARR) Target: The Company expects to exit fiscal 2026 with approximately $400 million in ARR.
	●	Net Cash Flow Margin Target: The Company expects to achieve a sustainable Net Cash Flow Margin of 15% to 20% in forward periods.

Second Quarter and Year to Date 2026 Operational Highlights

	●	Completed a business combination on May 8, 2026, resulting in $114.1 million in net proceeds and transitioning the company to a publicly traded entity on Nasdaq.
	●	Currently operating six data center locations in the United States, with three additional sites scheduled to come online over the next six months.
	●	Expanded data center partnerships to add an additional 125MW of power, bringing total accessibility to 253MW.
	●	Fully committed and allocated a $1.44 billion purchase agreement with Dell and currently processing a strategic procurement of an additional $4 to $5 billion in compute hardware across multiple OEMs.
	●	Entered into 34 new finance lease agreements for GPU servers during the first half of the year.

“This is our first earnings call as a public company, and over the past quarter, we have added over $1 billion in contracts signed,” said Andrew Karos, Founder & Chief Executive Officer of Boost Run. “Currently our TCV stands at $1.9 billion. Demand is not our constraint. Everything we sold this quarter was contracted before the hardware was energized, and the pipeline behind it is larger than anything we have seen in the history of this company.”

“Our second quarter results reflect the aggressive scaling of our infrastructure and while impacted by the unique accounting dynamics of closing our ‘go-public’ transaction, when adjusting for these transaction-related and non-cash items, you can clearly see the underlying operating leverage in our model,” said Erik Guckel, Chief Financial Officer of Boost Run. “Our balance sheet is strong. We ended the quarter with $120.2 million in unrestricted cash, bolstered by $114.1 million in net proceeds from the business combination.”

Conference Call and Webcast

Boost Run will host a conference call today, Friday, August 14, 2026, at 8:00 a.m. Eastern Time to discuss its second quarter 2026 financial results.

You can listen to a live audio webcast of the conference call and access an archived replay at https://investors.boostrun.com/. Participants who want to join the call and ask a question may register for the call via the website to receive the dial-in numbers and a unique PIN.

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.

Contacts

Investor Relations Contact

The Blueshirt Group

Scott McCabe, Managing Director

Jennifer Ly, Director

(212) 871-3938

investors@boostrun.com

Media Contact

Boost Run, Inc.

(847) 489-3367

press@boostrun.com