1 statement has no outcome document yet. 6 of the 8 are specific enough to score; the rest are tracked and shown but carry no number to check. 3 of the selected rows for this company are specific, which is what the accuracy score would rest on. Every company's statements.
2026-08-27directionalsettledother
We continue to operate Bitcoin miners at certain of our data centers while we transition this data center capacity toward AI Cloud Services. We aim to substantially complete this transition by December 31, 2026.
- Projected
- Bitcoin mining substantially wound down by 2026-12-31, by 2026-12-31
- Actual
- pending; installed hashrate already down from 50 EH/s (June 2025) to 23.2 EH/s (June 2026) as of 2026-06-30
- Variance
- not computed
The outcome document says: The following table reconciles the movement in the fair value of the Capped Call Transactions: (in USD thousands) | Total Capped Call Transactions | Balance as at July 1, 2025 | $ 122,100 | Initial recognition of new Capped Call transactions | 448,152 | Unrealized gain (loss) recognized | 101,848 | Reclassification to equity | ( 259,600 ) | Balance as at June 30, 2026 | $ 412,500 | Cash flow hedges In May 2026, in connection with the Group’s GPU Financing (see Note 23.
Said in 10-K FY2026 filed 2026-08-27, grade verified. Outcome from 10-K FY2026 filed 2026-08-27, grade verified.
2026-05-07specificsettledHPC MW
2026 expansion to 480MW on track ... Horizon 1-4 on track for delivery by year-end ... 2027 expansion to 1,210MW in build
- Projected
- 480MW gross AI Cloud capacity by end-2026; 1,210MW in 2027, by 2026-12-31
- Actual
- Horizon 1 delivered Aug 2026; Horizon 2 commissioning, Horizon 3-4 'targeting delivery in Q4 2026' (FY26 release); 2026 cumulative delivery target restated as ~0.3GW (IT) and 2027 as ~0.8GW (IT); 8-K 2026-08-13 still 'target[s] ... 480MW (gross) AI Cloud capacity in 2026 and 1.2GW (gross) ... in 2027'. Pending. as of 2026-08-27
- Variance
- not computed
The outcome document says: $1bn ARR operating today1,2 o 2026: capacity largely sold out o 2027: late-stage discussions with a range of new customers over a significant portion of capacity o 2028: customer and financing discussions progressing in parallel • Contracted pricing increasing, driving more value per MW o Recent 3-year contracts >$20m revenue per MW (IT), representing a ~2 year payback3 o Active discussions at ~$25m per MW (IT) o Recent customer prepayments represent 45-55% of GPU capex4 o Shorter duration contracts and Mirantis managed services provide further revenue upside • Horizon 1 delivered to Microsoft
Said in 8-K EX-99.1 2026-05-08 (Q3 FY26 results release dated 2026-05-07), grade verified. Outcome from 8-K EX-99.1 2026-08-27 (FY26 results release), grade verified.
2025-11-06specificsettledrevenue
New multi-year contracts including Together AI, Fluidstack and Fireworks AI, supporting growth to target AI Cloud ARR of >$500m by end of Q1 2026
- Projected
- >$500m ARR (Prince George GPU deployments) by end of Q1 2026, by 2026-03-31
- Actual
- ~$0.4bn ARR under contract at Prince George as of 2026-02-05; '$0.5bn ARR under contract from GPU deployments at Prince George' as of 2026-05-07 (contracted, not yet all revenue-generating) as of 2026-05-07
- Variance
- not computed
The outcome document says: ARR under contract of $3.1bn represents expected $1.9bn average annual revenue under Microsoft contract, expected $0.7bn average annual revenue under NVIDIA contract, plus $0.5bn ARR under contract from GPU deployments at Prince George.
Said in 8-K EX-99.1 2025-11-06 (Q1 FY26 results release), grade verified. Outcome from 8-K EX-99.1 2026-05-08 (Q3 FY26 results release dated 2026-05-07), grade verified.
2025-11-06specificsettledrevenue
Targeting $3.4bn in AI Cloud annualized run-rate revenue (ARR) by the end of 2026 (expansion to 140k GPUs)
- Projected
- $3.4bn ARR by end of CY2026, by 2026-12-31
- Actual
- Target raised to $3.7bn (2026-03-04, 150k GPUs), then to 'more than $4bn' (2026-07-20). As of 2026-08-26: $1bn operating ARR and '$4bn contracted ARR for 2026 capacity'. Unresolved until year-end. as of 2026-08-27
- Variance
- not computed
The outcome document says: EX-99.1 2 irenreportsfy26results.htm EX-99.1 irenreportsfy26results 1 IREN Reports FY26 Results New Multi-Year Contract with Leading Frontier AI Lab $4bn Contracted ARR for 2026 Capacity;
Said in 8-K EX-99.1 2025-11-06 (Q1 FY26 results release), grade verified. Outcome from 8-K EX-99.1 2026-08-27 (FY26 results release), grade verified.
2025-11-06directionalno outcome documentMW
Sweetwater 2 (600MW) substation energization targeting late 2027
- Projected
- Sweetwater 2 energized late 2027, by 2027-12-31
- Actual
- no outcome document yet
- Variance
- not resolved
Said in 8-K EX-99.1 2025-11-06 (Q1 FY26 results release), grade verified. No outcome document has been read for this statement yet.
2025-07-07specificsettledHPC MW
Horizon 1 (up to 50MW IT load) on track for Q4 2025 delivery, with foundations underway and long lead equipment continuing to arrive in line with initial expectations
- Projected
- Horizon 1, 50MW IT, delivered Q4 2025, by 2025-12-31
- Actual
- Horizon 1 delivered to and accepted by Microsoft in August 2026 (about 8 months after the original target; the Nov 2025 Microsoft contract re-based delivery to 2026, and the 10-K cites NVIDIA component shortages) as of 2026-08-13
- Variance
- not computed
The outcome document says: Horizon 1 is the first of four 50MW (IT load) direct-to-chip liquid cooled AI Cloud deployments scheduled for delivery to Microsoft at IREN’s Childress, Texas campus in 2026 under a five-year, $9.7bn cloud services contract announced in November 2025.
Said in 8-K EX-99.1 2025-07-07 (June 2025 Monthly Update), grade verified. Outcome from 8-K EX-99.1 2026-08-13 (Horizon 1 delivered to Microsoft), grade verified.
2025-07-07specificsettledhashrate
50 EH/s installed - reached target self-mining capacity by month end, with further expansion paused to prioritize continued build-out of AI verticals
- Projected
- 50 EH/s installed by mid-2025 (target set in 2024), by 2025-06-30
- Actual
- 50 EH/s installed June 2025 (met); subsequently reduced to 23.2 EH/s installed at 2026-06-30 as miners were decommissioned for AI Cloud as of 2026-06-30
- Variance
- 0.0%from 50 EH/s projected against 50 EH/s reported
The outcome document says: Intangible Assets, Net F-35 IREN Limited | | Notes to the consolidated financial statements | For the years ended June 30, 2026, 2025, and 2024 | Intangible assets, net consisted of the following: June 30, 2026 | (in USD thousands) | Acquired Intangibles, Gross | Accumulated Amortization | Acquired Intangibles, Net | Weighted-Average Finite Lives (in years) | Connection rights for electricity services | $ | 253,427 | $ | — | $ | 253,427 | 12 | Software Licenses | 64,636 | ( 631 ) | 64,005 | 5.5 | Total | $ | 318,063 | $ | ( 631 ) | $ | 317,431 | The Group did not have any intangible assets as
Said in 8-K EX-99.1 2025-07-07 (June 2025 Monthly Update), grade verified. Outcome from 10-K FY2026 filed 2026-08-27, grade verified.
2025-07-07specificsettledMW
Sweetwater 1 (1.4GW) ... Targeting energization April 2026
- Projected
- Sweetwater 1 substation energized April 2026, by 2026-04-30
- Actual
- 'We energized the Sweetwater 1 substation on schedule' (Q3 FY26 release, 2026-05-07) as of 2026-05-07
- Variance
- not computed
The outcome document says: We energized the Sweetwater 1 substation on schedule, advanced the Horizon 1-4 liquid-cooled data centers at Childress in support of our $9.7bn contract with Microsoft, and continued transitioning existing data centers from ASICs to GPUs for higher- value AI Cloud workloads.
Said in 8-K EX-99.1 2025-07-07 (June 2025 Monthly Update), grade verified. Outcome from 8-K EX-99.1 2026-05-08 (Q3 FY26 results release dated 2026-05-07), grade verified.