Larger revenue impact from Q4 capacity expected in Q1 2027
Company: IREN
The claim, verbatim
The larger effect on reported revenues from December quarter capacity should appear mainly in the March 2027 quarter
Source (primary)
IREN's $4B Contracted ARR: How Quickly Can It Convert Into Revenues? - Yahoo Finance (-, news_article)
View cached copy (2026-09-02)Live source ↗Archive.org ↗
Quote: “the larger effect on reported revenues should appear mainly in the March 2027 quarter”
How we checked this
Checked on September 16, 2026. The cited source supports every part of this claim.
The article reports CFO Anthony Lewis making exactly this point about the timing lag into the March 2027 quarter.
Confirmed in the source:
- Much of IREN's December-quarter capacity is expected to come online late in that quarter
- The larger effect on reported revenues should appear mainly in the March 2027 quarter
What we did: Read our cached copy of the publisher (https://finance.yahoo.com/markets/stocks/articles/irens-4b-contracted-arr-quickly-172200534.html) in full (10,133 characters, retrieved September 2, 2026) and checked each assertion in the claim against it.
Additional evidence
confirms IREN's $4B Contracted ARR: How Quickly Can It Convert Into Revenues? - Yahoo Finance
Quote: “the larger effect on reported revenues should appear mainly in the March 2027 quarter”