Earnings Surprise & Bridge Breakdown ($ Millions)
Key Driver: $IREN outperformed consensus by $2.00M in revenue and $1.43/share on EPS, driven by rapid high-performance AI cloud compute deployment and operational efficiency gains against power contracts.
Operational Segment Breakdown
| Operating Segment | Capacity / Metric | Revenue ($M) | Op Margin | Net Contribution |
|---|
Compute Levers & Sensitivity
AI HPC Capacity
810 MW
Bitcoin Hashrate
31.0 EH/s
Blended Power Cost
$0.034 / kWh
AI Cloud Hosting Rate
$2.10 / GPU-hr
Model Output Projection
Modeled Qtr Revenue:
$137.0M
Modeled Qtr OpEx:
$62.7M
Modeled Net Income:
-$109.8M
Projected EPS:
-$0.61