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.
IREN Limited filings document an Australian public company reporting on AI cloud infrastructure, data center capacity, GPU deployments and related capital markets activity. Recent Form 8-K disclosures furnish quarterly operating and financial results, conference-call transcripts and press releases tied to the company’s AI cloud and data center platform.
The filing record also covers material-event disclosures for convertible senior notes, capped call use of proceeds, at-the-market ordinary-share issuance arrangements, and amendments to sales-agent agreements. Governance filings describe shareholder-approved constitutional changes, director-election provisions, meeting mechanics, forum selection language, universal proxy updates and the company’s omnibus incentive plan.
IREN Limited (IREN) describes a transformation from a Bitcoin miner into a vertically integrated AI Cloud Services platform spanning data centers, compute and software. As of June 30, 2026, it operated about 40MW of AI cloud capacity and continued to run Bitcoin mining during a planned transition.
The company controls land, power and substations and has grid connection agreements and similar arrangements for roughly 5GW of power across North America, Europe and Asia Pacific, with announced sites in Canada, the United States, Australia and Spain. Installed and on‑order GPUs include systems from NVIDIA and AMD.
IREN is decommissioning Bitcoin hardware, with 23.2 EH/s of installed capacity as of June 30, 2026, and aims to substantially complete reallocating about 380MW of data center capacity to AI by December 31, 2026. It highlights major supplier relationships, including an NVIDIA partnership and large-scale GPU financing, alongside extensive regulatory and policy risks around data centers, AI and digital assets.
IREN Ltd (IREN) reported full-year results for the year ended June 30, 2026, highlighting a major pivot from Bitcoin mining to AI Cloud Services. Total revenue was $707.0m, up from $501.0m in FY25, driven by AI Cloud Services revenue of $128.8m, which increased roughly eight-fold from $16.4m, while Bitcoin mining revenue rose to $578.2m from $484.6m.
The company posted a net loss of $702.6m versus net income of $86.9m a year earlier, largely due to $638.8m of non-cash asset impairments tied mainly to decommissioned Bitcoin mining hardware as sites are repurposed for AI. Adjusted EBITDA was $245.7m, down from $269.7m, with margins compressed by higher staffing and platform investments.
Management emphasized rapid growth in its AI infrastructure platform, citing $4bn contracted annualized run-rate revenue (ARR) for 2026 capacity and $1bn operating ARR. IREN reported $14bn of existing cash, committed GPU financing and prepayments, including major GPU financings of $3.6bn and $2.8bn, and year-end cash, cash equivalents and restricted cash of $7,619.5m, alongside substantial capex and higher debt supporting global data center expansion.
IREN Ltd, an Australian public company, is conducting an exempt equity offering in the United States under Regulation D Rule 506(b). This is a new notice, with the first sale on 2026-08-03. The company reports issuer size of over $100,000,000 in revenue. Total equity securities issued in the transaction amount to $464,866,211 USD, with $0 USD remaining to be sold.
The shares are issued as upfront consideration in connection with IREN Limited's indirect acquisition of Mirantis, Inc., in exchange for the recipients’ Mirantis shares. No finders’ fees are reported, with finders' fees of $0 USD. The offering is signed on behalf of IREN Limited by Director William Roberts.
IREN Limited reported that Horizon 1, the first of four planned AI cloud deployments at its Childress, Texas campus, has been delivered to and accepted by Microsoft. Horizon 1 is a 50MW (IT load) direct-to-chip liquid cooled AI Cloud deployment under a previously announced $9.7bn, five-year cloud services contract disclosed in November 2025.
The company also obtained NVIDIA Exemplar Cloud status for its NVIDIA GB300 NVL72 deployment at Horizon 1, following NVIDIA testing. IREN continues to target expansion to 480MW (gross) AI Cloud capacity in 2026 and 1.2GW (gross) in 2027, leveraging its vertically integrated model across data center design, engineering and construction.
The Goldman Sachs Group, Inc. and its subsidiary Goldman Sachs & Co. LLC report beneficial ownership of ordinary shares of IREN Limited on a Schedule 13G. They report 33,639,454.40 ordinary shares with shared voting and dispositive power, and an aggregate beneficial ownership of 33,642,054.40 shares, representing 9.4% of IREN’s ordinary shares.
The shares are attributed to Goldman Sachs & Co. LLC as a broker-dealer and investment adviser subsidiary of The Goldman Sachs Group, Inc. The Goldman Sachs reporting units disclaim beneficial ownership of certain securities held in client accounts and investment entities as described in the exhibits.
IREN Limited is registering for resale by certain former Mirantis shareholders and employees up to 11,981,668 Ordinary shares. These shares were issued in connection with IREN’s all-share acquisition of Mirantis, Inc., completed on August 3, 2026 under a Merger Agreement that provided aggregate consideration of 13,673,894 Ordinary shares, with unaccredited Mirantis holders instead receiving cash based on a per-share price of $45.66.
The company will not receive any proceeds from sales of these shares; all proceeds go to the selling holders, while IREN covers registration costs but no underwriting discounts or commissions. IREN’s Ordinary shares trade on Nasdaq under “IREN,” with a last reported price of $39.75 on August 3, 2026, and 357,378,674 Ordinary shares were outstanding as of April 30, 2026.
IREN operates large-scale, 100% renewable-energy-powered data centers supporting AI Cloud Services and Bitcoin mining. As of March 31, 2026, its platform included approximately 150,000 GPUs installed or on order for AI workloads and installed Bitcoin mining hashrate of about 38 EH/s. The company typically liquidates mined Bitcoin daily and held no Bitcoin on its balance sheet as of March 31, 2026. Investing in its shares is described as involving a high degree of risk.
IREN Limited completed its acquisition of Mirantis, Inc., a cloud software and services provider, through the issuance of approximately 12.6m ordinary shares, fixed at signing, plus cash, restricted stock units and other consideration of approximately $40m as of closing on August 3, 2026.
The company also filed a prospectus supplement under its Form S-3 registration statement to cover the resale from time to time by certain selling shareholders of up to 11,981,668 ordinary shares issued in connection with the merger. Management highlights that Mirantis adds an interoperable software layer for AI workload orchestration, monitoring and support, enhancing IREN’s vertically integrated AI Cloud platform.
Bank of America Corporation reported a significant ownership position in IREN Ltd ordinary shares. As of June 30, 2026, Bank of America and its wholly owned subsidiaries beneficially owned 21,027,180 IREN ordinary shares, representing 5.8% of the class, based on 357,378,674 shares outstanding as reported by IREN for April 30, 2026.
All of these shares are reported with shared rather than sole authority: shared voting power over 21,013,980 shares and shared dispositive power over 21,027,180 shares, with no sole voting or dispositive power. The filing is made by Bank of America Corporation on behalf of itself and subsidiaries including BofA Securities, Inc., Bank of America N.A., Merrill Lynch International, and Merrill Lynch Pierce Fenner & Smith, Inc.
IREN Limited announced new multi-year AI cloud services contracts with leading AI developers totaling $2.8bn in contract value. Based on these agreements, the company raised its year-end 2026 Cloud annualized run-rate revenue (ARR) target from $3.7bn to more than $4bn, with about 85% of that target now under contract.
The customer base now includes Microsoft, NVIDIA and a range of specialized AI firms across bare metal and managed cloud services. Recent contracts feature customer prepayments covering roughly 45% of associated GPU capital expenditure, lowering IREN’s net funding needs for those deployments. Across the portfolio, customer contracts have a weighted average term of about 4 years, and demand from hyperscalers, enterprises and AI developers exceeds current and planned capacity.
Management highlighted rapid expansion of the vertically integrated AI Cloud platform, growing self-built capacity from around 3MW to 480MW being delivered in 2026, with 1.2GW targeted for 2027. As of June 30, 2026, IREN held approximately $7.6bn in cash and cash equivalents to support its data center and GPU deployment program.
Lewis Anthony J reported acquisition or exercise transactions in this Form 4 filing.
IREN Ltd Chief Financial Officer Anthony J. Lewis received a grant of 26,968 restricted stock units of Ordinary Shares at no cash cost. These units will vest only if he meets the stated vesting conditions. Following this grant, he directly holds 221,483 Ordinary Shares. An additional 44,000 Ordinary Shares are held indirectly by a family member, with Lewis disclaiming beneficial ownership except for any pecuniary interest.