Every 8-K that Boost Run Inc. Warrant (BRUNW) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 8-K covers material events a company has to report between its quarterly reports, so if you follow BRUNW and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full BRUNW filings page.
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. is redeeming all outstanding public warrants to purchase its Class A common stock. Any warrant not exercised by 5:00 p.m., New York City time, on August 20, 2026 will be redeemed for $0.01 per warrant.
Each whole warrant can be exercised for cash into one share of Class A common stock at an exercise price of $11.50 per share. As of July 24, 2026, warrant exercises have generated $58.8m in gross cash proceeds, reflecting approximately 45% of public warrants exercised. If all remaining warrants are exercised, Boost Run could receive an additional $73.1m, for total gross proceeds of $131.9m.
Boost Run Inc. reported that it has received over $45 million in gross cash proceeds from the exercise of its public warrants since the closing of its business combination on May 8, 2026. These exercises are part of the company’s capital markets initiatives.
To date, approximately 4.0 million of the 11.47 million public warrants issued have been exercised, leaving about 7.5 million public warrants outstanding. Boost Run plans to use the net proceeds for general corporate purposes, including continued investment in AI cloud infrastructure and high-performance compute capacity, while also reducing warrant overhang and simplifying its capital structure.
Boost Run Inc. furnished an investor presentation that outlines its financial and operating performance, including annual recurring revenue, contracted revenue backlog and other key metrics. The presentation, dated June 2, 2026, is attached as Exhibit 99.1 and posted on the company’s investor relations website.
The information in the presentation is stated as of June 1, 2026 unless otherwise noted, is provided under Items 2.02 and 7.01, and is being furnished rather than filed, so it is not subject to certain Exchange Act liabilities or automatically incorporated into other securities law filings.
Boost Run Inc. entered into a material service agreement with Thinking Machines Lab Inc. for high-performance managed GPU compute and cloud infrastructure services. Two related Order Forms cover an initial 36‑month term with a combined total contract value of about $471.7 million.
The Orders call for deployment of 5,000 NVIDIA B300 GPUs across Boost Run’s data centers, along with shared storage and CPU node services. Once an Order is placed it is non‑cancelable for its term and fees are non‑refundable, and the customer must pay all fees for the full term regardless of actual usage, subject to limited exceptions.