IREN shares rise as company beats revenue estimates, secures NVIDIA partner status

Published 28/08/2025, 21:24
© Reuters.

Investing.com -- IREN Limited (NASDAQ:IREN) reported fourth-quarter fiscal 2025 revenue of $187.3 million, exceeding analyst expectations of $183.02 million, as the cryptocurrency mining and AI cloud company continues its transformation into a diversified data center operator.

The company’s shares rose 5% in Thursday postmarket trade following the announcement, as investors responded positively to the revenue beat and news that IREN has secured NVIDIA Preferred Partner status. The company also announced the procurement of an additional 2,400 GPUs worth approximately $168 million, expanding its total GPU fleet to 10,900 NVIDIA GPUs.

For the full fiscal year 2025, IREN reported record total revenue of $501.0 million, a 168% increase compared to $187.2 million in fiscal 2024. The company posted net income of $86.9 million for the year, reversing a net loss of $28.9 million in the previous fiscal year.

"FY25 was a breakout year financially and operationally, with record results that included strong net income and more than 10x EBITDA growth," said Daniel Roberts, Co-Founder and Co-CEO of IREN. "We expanded our contracted, grid-connected power to nearly 3GW, more than tripled operating data center capacity to 810MW, and completed our 50 EH/s expansion."

The company secured approximately $96 million in financing to support its GPU expansion through a 24-month lease representing 100% of the purchase price for the NVIDIA GB300 GPUs, with lease payments calculated using a high single-digit interest rate.

IREN’s Bitcoin mining capacity increased 400% YoY to 50 EH/s, while its AI Cloud capacity grew 132% to 1,900 NVIDIA GPUs. The company expects to generate $200-250 million in annualized revenue from its AI Cloud business by December 2025 with its expanded GPU fleet.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

Latest comments

Risk Disclosure: Trading in financial instruments and/or cryptocurrencies involves high risks including the risk of losing some, or all, of your investment amount, and may not be suitable for all investors. Prices of cryptocurrencies are extremely volatile and may be affected by external factors such as financial, regulatory or political events. Trading on margin increases the financial risks.
Before deciding to trade in financial instrument or cryptocurrencies you should be fully informed of the risks and costs associated with trading the financial markets, carefully consider your investment objectives, level of experience, and risk appetite, and seek professional advice where needed.
Fusion Media would like to remind you that the data contained in this website is not necessarily real-time nor accurate. The data and prices on the website are not necessarily provided by any market or exchange, but may be provided by market makers, and so prices may not be accurate and may differ from the actual price at any given market, meaning prices are indicative and not appropriate for trading purposes. Fusion Media and any provider of the data contained in this website will not accept liability for any loss or damage as a result of your trading, or your reliance on the information contained within this website.
It is prohibited to use, store, reproduce, display, modify, transmit or distribute the data contained in this website without the explicit prior written permission of Fusion Media and/or the data provider. All intellectual property rights are reserved by the providers and/or the exchange providing the data contained in this website.
Fusion Media may be compensated by the advertisers that appear on the website, based on your interaction with the advertisements or advertisers
© 2007-2025 - Fusion Media Limited. All Rights Reserved.