Boost Run (NASDAQ:BRUN – Get Free Report) released its quarterly earnings data on Friday. The company reported ($0.24) earnings per share for the quarter, FiscalAI reports.
Here are the key takeaways from Boost Run’s conference call:
- Rapid growth and expanding backlog: Q2 revenue rose 270% year over year to $31.1 million, while ARR increased to $145 million from $30 million at the end of 2025. Total contracted revenue value reached $1.9 billion, supported by approximately $1 billion of new Q2 contracts.
- 2026 outlook reaffirmed: Management continues to target approximately $400 million of exit ARR, with four projects expected to be handed over by year-end and additional capacity coming online through Q1 2027.
- Liquidity and customer prepayments support deployment: Boost Run reported $120.2 million of unrestricted cash at quarter-end, $134.7 million as of August 12, and $128.4 million in customer deposits. Management expects a sustainable 15%–20% net cash flow margin and cites average customer prepayments of 22% of TCV.
- Large hardware procurement under discussion: The $1.44 billion Dell purchase agreement is essentially allocated, and the company is pursuing an additional $4 billion–$5 billion of compute hardware from multiple OEMs. Executives said the procurement is tied to contracted demand and pipeline visibility, but the additional agreements have not yet been completed.
- GAAP losses remain substantial during the deployment phase: The company reported a $75 million GAAP net loss and $12.9 million operating loss, with results affected by $55.7 million of one-time deferred tax expense, $7.3 million of stock-based compensation, and $1.4 million of debt-extinguishment costs. Rapid expansion also drove quarterly depreciation and amortization to $18.1 million.
Boost Run Price Performance
BRUN stock traded up $0.38 on Friday, hitting $22.93. The company’s stock had a trading volume of 6,251,657 shares, compared to its average volume of 1,986,932. The firm’s 50 day simple moving average is $27.38. Boost Run has a 1 year low of $15.58 and a 1 year high of $42.00.
Wall Street Analysts Forecast Growth
Check Out Our Latest Stock Report on BRUN
Boost Run is a technology company in the Internet Services & Infrastructure industry.
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