IREN says $4 billion in annualized revenue is being delayed at a customer's request
The neocloud's guidance slip fed a broad selloff in AI-infrastructure names that also hit mining-adjacent stocks.
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- Yahoo FinanceTeraWulf Falls 4% Despite Google Backstop for $19 Billion Anthropic Leases; Cipher Digital Plunges 18%, IREN Tumbles 9%
- UA.NEWSIREN delays more than $4bn in annual recurring revenue until at least January - CNBC
- TheEnergyMagIREN AI Cloud Revenue Triples to $200M as $4B ARR Target Slips to 2027
- AOL.comIREN Sinks 9% After Report Links It to Microsoft’s AI Spending Delay; Nebius Tumbles 11%, CoreWeave Slides 7%
- TIKR.comIREN Sinks 20% on Report It’s Behind Microsoft’s AI Spending Delay Ahead of Earnings
- TradingViewIREN's $4B Contracted ARR: How Quickly Can It Convert Into Revenues?
- GlobeNewswireIREN Reports FY26 Results
- Central Oregon DailyIREN tops quarterly revenue estimates, delays some Microsoft AI infrastructure deliveries
- Blockspace MediaIREN AI Cloud revenue hits $200 million as $4 billion ARR target moves to January
- Seeking AlphaIREN: $4 Billion Of Contracted ARR Changes The Story (NASDAQ:IREN)
- 24/7 Wall St.IREN Just Locked In $4 Billion in ARR - Wall Street Still Sees Only Losses
- Stock TitanAI Chip Renter IREN Gets Twice the Price on New Deals for Older Nvidia Chips
- Investing.comEarnings call transcript: IREN Q4 2026 revenue misses as AI cloud expands
- Pulse 2.0IREN: Contracted ARR Reaches $4 Billion As AI Cloud Revenue Jumps Nearly Eightfold