jain.com

ARR above $4B by December 2026 quarter-end

Company: IREN

Subject kind
guidance
Statement date
2026-10-29
Promised by
2026-12-31
Promised amount
4000000000.0 USD
Current status
stated

The claim, verbatim

Management expects annual recurring revenue to exceed $4 billion by the end of the December 2026 quarter, with the associated revenue contribution becoming more visible in the March 2027 quarter.

Source (primary)

Nebius vs. IREN: Which AI Infrastructure Stock is the Better Buy? - TradingView (-, news_article)
View cached copy (2026-11-04)Live source ↗

Quote: “Management expects ARR to exceed $4 billion by the December 2026 quarter-end, with the associated revenue contribution becoming more visible in the March 2027 quarter.”

How we checked this

This claim has not yet been checked assertion-by-assertion against its source. It carries a cited source and quote, but the deeper check has not run. When it does, the result appears here whatever it says.

Additional evidence

confirms Nebius vs. IREN: Which AI Infrastructure Stock is the Better Buy? - TradingView

Quote: “Management expects ARR to exceed $4 billion by the December 2026 quarter-end, with the associated revenue contribution becoming more visible in the March 2027 quarter.”

View cached copy (2026-11-04)Live source ↗