Boost Run Inc. (BRUN) director Sean Goodrich, through Goodrich ILJMS LLC, corrected a prior insider report to show the exercise or conversion of a derivative security into 1,968,750 shares of Class A Common Stock at $1.75 per share on June 9, 2026. Following this transaction, 4,034,135 shares are reported as indirectly held. The amendment also states that an earlier filing inadvertently reported both a smaller share acquisition and a disposition of warrants; no warrants were actually disposed of or acquired on the transaction date.
Boost Run Inc. (BRUN) is having a class of its securities, specifically a warrant, removed from listing and registration on the Nasdaq Stock Market LLC. The action is taken on Nasdaq’s Form 25 filing under Section 12(b) of the Securities Exchange Act of 1934. Nasdaq states it has complied with its rules for striking the warrant from listing, and Boost Run Inc. has complied with the Exchange’s rules and SEC requirements for voluntary withdrawal of this class of securities.
Boost Run Inc. (BRUN) filed a sticker supplement to its prospectus covering the resale of up to 58,738,753 shares of Class A common stock and 4,007,216 warrants to purchase Class A common stock by certain selling holders. The registered shares include stock issued in connection with a prior business combination, founder-share exchanges, earnout consideration, shares issuable upon conversion of Class B common stock, and shares underlying private warrants. The Class A common stock is listed on the Nasdaq Global Market under the symbol BRUN. The supplement also incorporates by reference the company’s Form 10-Q for the quarter ended June 30, 2026 and Form 10-Q/A for the quarter ended March 31, 2026.
Boost Run Inc. (BRUN) reports explosive top-line growth but a large loss for the quarter and year-to-date as it scales its GPU infrastructure business and completes its SPAC merger with Willow Lane Acquisition Corp. For the three months ended June 30, 2026, revenue was $31.1 million, up sharply from $8.4 million a year earlier, driven mainly by GPU lease income. For the six months, revenue rose to $42.1 million from $12.6 million.
Despite this, Boost Run posted a quarterly net loss of $75.0 million and a six‑month net loss of $79.2 million, compared with modest profits in 2025, largely due to much higher depreciation, lease costs, interest, and a $55.7 million income tax provision tied to its change in tax status after the business combination. Operating cash flow was strong at $114.2 million for the first half, supported by large customer deposits of $128.4 million (current and non‑current) and non‑cash charges.
At June 30, 2026, Boost Run held $120.2 million of cash and $13.0 million of restricted cash, versus $9.7 million cash at year‑end 2025, after raising approximately $114.1 million of net SPAC proceeds and $43.4 million from warrant exercises. Total assets were $742.3 million, with large operating and finance lease right‑of‑use assets, and total liabilities were $642.2 million, including $238.1 million of finance lease liabilities and $78.5 million of other financial obligations from a new $100.0 million software licensing and support arrangement.
Boost Run Inc. (BRUN) filed an amended quarterly report for the period ended March 31, 2026, primarily to update its controls and procedures disclosures and related officer certifications; the underlying operating and financial results remain unchanged.
At the registrant level, Boost Run Inc. functioned as a SPAC-merger holding entity with no cash, $51,000 of general and administrative expense, and a quarterly net loss of $51,000, resulting in an accumulated deficit of $102,450. Subsequent to quarter-end, the company completed its business combination, receiving approximately $95.381 million of proceeds and repaying bridge and related-party loans.
Operating subsidiary Boost Run Holdings, LLC generated strong top-line growth, with revenue of $10.956 million for the quarter versus $4.140 million a year earlier, but reported a net loss of $4.118 million driven by higher depreciation, lease, and operating costs. As of March 31, 2026, Boost Run Holdings held $13.241 million of cash and $264.098 million in total assets, offset by $259.882 million in liabilities, including significant operating and finance lease obligations, bridge debt, and customer deposits, leaving members’ capital at $4.216 million and a material working capital deficit. Subsequent agreements added approximately $1.44 million of minimum purchase commitments and $100,000 of software license fees over about five years.
TOMS Capital Investment Management LP reported beneficial ownership of Class A Common Stock of Boost Run Inc. on a Schedule 13G. The firm, a Delaware investment adviser, reported that funds and accounts it manages collectively hold 3,125,000 shares of Boost Run Class A Common Stock.
This stake represents 9.8% of the 31,895,656 shares of Class A Common Stock outstanding as of June 1, 2026, based on Boost Run’s Form 10-Q. TOMS Capital has shared voting and dispositive power over these shares, with no sole voting or dispositive power reported. The filing states it should not be construed as an admission that TOMS Capital is the beneficial owner for Section 13 purposes.
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.
Boost Run Inc. notified regulators that it will not file its Quarterly Report on Form 10-Q for the fiscal quarter ended June 30, 2026 by the original deadline. The company states it needs additional time to compile information required for the report and that filing on time would require unreasonable effort or expense.
Boost Run Inc. currently expects to submit the Form 10-Q within the five-calendar-day extension period permitted under Rule 12b-25 of the Securities Exchange Act of 1934. The notice also includes standard cautionary language regarding forward-looking statements and related risks.
Boost Run Inc. reported that it will release its second quarter 2026 financial results, for the period ended June 30, 2026, pre-market on Friday, August 14, 2026. On the same day, the company plans to host a conference call at 8:00 a.m. Eastern Time to discuss these results, with a live webcast and an archived replay available through its investor relations website.
Boost Run describes itself as an NVIDIA Preferred Cloud Provider and NVIDIA Exemplar Cloud on the Blackwell architecture, offering GPU compute, CPU nodes, managed Kubernetes orchestration, and shared storage via its platform. The company highlights multiple security and compliance certifications, including SOC 2 Type II, HIPAA, ISO 27001, and ISO 27701, and notes that forward-looking statements in its announcement are subject to various operational, market, and regulatory risks.
FMR LLC has filed as a significant shareholder of Boost Run Inc., reporting beneficial ownership of 1,782,250 shares of Class A common stock, representing 5.6% of the class. FMR LLC has sole voting and sole dispositive power over these shares, with no shared voting or dispositive power reported.
Abigail P. Johnson is also listed as a reporting person. She reports 1,782,250 shares beneficially owned with sole dispositive power but no voting power, reflecting her position in relation to FMR LLC and its subsidiaries. The filing notes that one or more other persons have rights to dividends or sale proceeds from these shares, but no single other person holds an interest exceeding five percent of Boost Run Inc.’s outstanding Class A common stock.