Welcome to our dedicated page for IREN SEC filings (Ticker: IREN), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
The IREN Limited (NASDAQ: IREN) SEC filings page on Stock Titan provides centralized access to the company’s regulatory disclosures, including current reports on Form 8-K, proxy materials and other key documents. As an Australia-incorporated issuer listed on Nasdaq, IREN uses its SEC filings to report material events related to its data center, Bitcoin mining and AI cloud services businesses.
Recent Form 8-K filings describe several important developments. One 8-K outlines a Partner Statement of Work between a wholly owned IREN subsidiary and Microsoft, under which IREN will provide Microsoft access to dedicated GPU infrastructure capacity at Horizon data center facilities in Childress, Texas over a five-year average term, with a total contract value of approximately $9.7 billion through 2031. The same filing also summarizes a Dell Purchase Agreement for GPUs and ancillary products and services with an aggregate purchase price of approximately $5.8 billion.
Other 8-Ks detail IREN’s financing activities, including the issuance of 0.00% convertible senior notes due 2031 and additional convertible senior notes due 2032 and 2033. These filings explain the terms of the notes, redemption and conversion features, capped call transactions intended to reduce potential dilution, and the intended use of proceeds for capped call costs, repurchases of existing convertible notes, GPU-related capital expenditures and general corporate purposes. Additional 8-Ks report pricing and closing of these offerings and related equity placements.
Governance and shareholder matters are also covered in IREN’s SEC filings. The company’s definitive proxy statement on Schedule 14A and a subsequent 8-K dated November 24, 2025 describe amendments to IREN’s constitution, approval of the 2025 Omnibus Incentive Plan, and advisory votes on executive compensation and the frequency of such votes. Results of operations are furnished via 8-Ks that attach earnings press releases for quarterly and annual periods.
On Stock Titan, users can review these filings as they are pulled from EDGAR and use AI-powered summaries to understand complex documents such as convertible note indentures, major commercial agreements and proxy materials. This includes quick views of items like Form 8-K entries for material definitive agreements, capital structure changes, incentive plans and other events that shape IREN’s financial and operational profile.
IREN Limited updated its at-the-market share sale program by filing a new prospectus supplement that allows offers and sales of up to
The company has already sold 66,707,732 ordinary shares for an aggregate offering price of
IREN Limited updates its at‑the‑market shelf to offer ordinary shares having an aggregate offering price of up to $6,000,000,000 under an amended sales agreement with multiple sales agents, replacing a prior $1.0 billion prospectus supplement.
The company states the offering may be conducted from time to time as an "at the market offering" and that ordinary shares outstanding were 332,280,383 as of January 30, 2026. The supplement notes prior sales of 66,707,732 ordinary shares for approximately $1.0 billion in gross proceeds under the earlier prospectus supplement.
IREN Limited has entered into large-scale GPU purchase agreements with Dell entities in Canada and the U.S. A Canadian subsidiary agreed to buy GPUs and related products from Dell Canada for an aggregate purchase price of approximately $2.3 billion, while a U.S. subsidiary agreed similar purchases from Dell USA for approximately $1.2 billion. Deliveries are scheduled in phases during the second half of 2026, with payments due within 30 days of each shipment, and IREN is unconditionally guaranteeing its subsidiaries’ obligations.
In a related announcement, IREN said these orders cover over 50,000 NVIDIA B300 GPUs, expanding its fleet to 150,000 GPUs. The company expects this fleet to support AI Cloud annualized run-rate revenue of over $3.7 billion by the end of 2026 and plans approximately $3.5 billion of additional capex for these orders in H2 2026. IREN reports securing $9.3 billion of funding in the past eight months and has also established an at-the-market equity program as part of its capital management framework.
IREN Limited received an amended Schedule 13G filing showing that a group of affiliated Susquehanna entities reports beneficial ownership of 13,954,021 ordinary shares, or 4.2% of the company’s outstanding stock as of December 31, 2025.
The reporting group includes Capital Ventures International, Susquehanna Advisors Group, G1 Execution Services, SIG Brokerage, Susquehanna Portfolio Strategies, and Susquehanna Securities. The filing notes that SIG Brokerage’s stake includes options to buy 154,900 shares and Susquehanna Securities’ stake includes options to buy 12,567,300 shares. The group certifies the position is held in the ordinary course of business and not to change or influence control.
IREN Limited reports strong growth and a major strategic shift in its quarter ended December 31, 2025. Quarterly revenue rose to $184.7 million from $116.1 million, driven mainly by Bitcoin mining and rapidly expanding AI Cloud Services revenue of $17.3 million versus $2.7 million a year earlier.
Despite this, IREN posted a quarterly net loss of $155.4 million, compared with a $21.9 million loss last year, reflecting higher operating costs, large non‑cash items, and $31.8 million of asset impairments. For the six months, however, it generated net income of $229.2 million versus a $73.6 million loss, helped by a $557.6 million unrealized gain on financial instruments and earlier profitability.
The company is investing heavily in data centers and GPUs. Cash and cash equivalents jumped to $3.26 billion from $564.5 million at June 30, 2025, while property, plant and equipment increased to $3.17 billion. Convertible notes payable climbed to $3.69 billion, reflecting several large zero‑ or low‑coupon issuances.
IREN is pivoting toward high‑performance computing. AI Cloud Services revenue is backed by a new Microsoft agreement with approximately $9.7 billion total contract value for dedicated GPU services over about five years. Remaining performance obligations reached $289.4 million, and new connection‑rights intangibles and Oklahoma development support future capacity.
IREN Limited filed a current report to furnish its latest earnings release. The company reported financial results for the three months ended December 31, 2025, and attached the related press release as Exhibit 99.1.
The press release is incorporated by reference, but the company specifies that this information is being furnished, not filed, so it is not subject to liability under Section 18 of the Exchange Act and will only be incorporated into other securities filings if specifically referenced.
IREN Ltd received an amended Schedule 13G/A from Jane Street entities reporting a sizable but sub-5% ownership position in its ordinary shares. Jane Street Group, LLC and its affiliates report beneficial ownership of 15,447,088.34 ordinary shares, representing 4.7% of the class.
This total includes 342,817.34 shares that Jane Street Global Trading, LLC can acquire within 60 days through convertible bonds. All voting and dispositive powers are described as shared, and the filer certifies the holdings are not for the purpose of changing or influencing control of IREN Ltd.
IREN Limited reported the results of its 2025 Annual General Meeting held on November 19, 2025. Shareholders approved multiple amendments to the company’s constitution, including aligning quorum rules with Nasdaq requirements, providing for director elections at each annual general meeting, adding a forum selection clause, and updating advance notice provisions for universal proxies, along with other miscellaneous updates. Shareholders also approved the 2025 Omnibus Incentive Plan and authorized share repurchases in connection with prepaid forward and capped call transactions. In advisory votes, shareholders supported the company’s executive compensation and indicated a preference for annual say‑on‑pay votes, which the board has adopted until the next frequency vote expected at the 2031 annual meeting.
IREN Limited reported sharply improved quarterly results for the period ended September 30, 2025. Total revenue rose to $240.3 million from $52.8 million a year ago, led by Bitcoin mining revenue of $232.9 million and AI Cloud Services revenue of $7.3 million. Net income reached $384.6 million versus a prior-year loss, with diluted EPS of $1.08.
Results included a substantial $665.0 million unrealized gain on financial instruments tied to prepaid forward and capped call positions. Operating costs increased, including $138.4 million in SG&A and $85.2 million of depreciation and amortization, plus a $16.3 million impairment mainly on miner hardware. Cash and cash equivalents ended at $1.03 billion, supported by at-the-market share sales that raised gross proceeds of approximately $1.0 billion fiscal‑to‑date. The company disclosed $195.0 million in remaining performance obligations and $1.08 billion of commitments payable within 12 months. Shares outstanding were 283,465,490 as of October 31, 2025.
IREN Limited furnished a press release announcing its financial results for the three months ended September 30, 2025. The company submitted the update on November 6, 2025 under Item 2.02 of Form 8-K, with the press release attached as Exhibit 99.1 and incorporated by reference.
The company states this information is being furnished, not filed, under the Exchange Act, which means it is not subject to Section 18 liabilities and will only be incorporated into other filings if specifically referenced.