IREN $4B ARR target delayed
Company: IREN
The claim, verbatim
IREN expects to reach $4 billion ARR in early fiscal Q2 2027, in January or possibly February 2027, later than previously expected because of Microsoft-related delays at the Horizon sites.
Source (primary)
Inside IREN’s Earnings ($200M AI Cloud). Plus TeraWulf & Bitcoin Mining - Yahoo Finance (-, news_article)
View cached copy (2026-11-12)Live source ↗Archive.org ↗
Quote: “It's going to hit sometime in January 2027, Dan Roberts said, or maybe in February of 2027 as well”
How we checked this
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Additional evidence
confirms Inside IREN’s Earnings ($200M AI Cloud). Plus TeraWulf & Bitcoin Mining - Yahoo Finance
Quote: “It's going to hit sometime in January 2027, Dan Roberts said, or maybe in February of 2027 as well”