IREN (NASDAQ: IREN) — Q4 FY2026 Pre Earnings

Pre earnings note company quarterly analysis

Operations

As of August 27, 2026
Q3 Total Revenue $144.8M
Divisions
Bitcoin Mining 76.8%
AI Cloud Services 23.2%

Key Earnings Driver: AI Cloud Services

IREN’s Q3 revenue was $144.8 million, flat year over year, while AI Cloud Services revenue increased 833% to $33.6 million. Bitcoin Mining revenue fell 21.3% year over year to $111.2 million. IREN reported that the decrease in Bitcoin Mining revenue was driven by lower average Bitcoin prices and decommissioning mining hardware ahead of GPU installation and billing.

Key Operating Metrics¹

METRIC

STATUS

AI Cloud Services

🟢 Scaling

Bitcoin Mining

🟠 Weakening

Hash Rate

🟢 Scaling

Key Financial Metrics

Gross Margin
72.42%
+1.38 pp YoY
Free Cash Flow Conversion
N/A

Key Operating Metrics¹: Core operating metrics relevant to revenue, sourced from website and/or SEC filings for Q, with status based on reported data.