December-quarter capacity comes online late in quarter
Company: IREN
The claim, verbatim
IREN warned that much of its December-quarter capacity comes online late in the quarter, which moves reported revenue mainly into the March quarter.
Source (primary)
IREN Sinks 9% After Report Links It to Microsoft’s AI Spending Delay; Nebius Tumbles 11%, CoreWeave Slides 7% - Yahoo Finance (-, news_article)
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Quote: “IREN's own warning that much of the December capacity comes online late in the quarter, which moves reported revenue mainly into the March quarter”
How we checked this
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Additional evidence
confirms IREN Sinks 9% After Report Links It to Microsoft’s AI Spending Delay; Nebius Tumbles 11%, CoreWeave Slides 7% - Yahoo Finance
Quote: “IREN's own warning that much of the December capacity comes online late in the quarter, which moves reported revenue mainly into the March quarter”