Boost Run has signed over $2.6B of contracts and tripled revenue, but recognizes just $31M a quarter against a $75M loss
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“boost run - key up to date facts and key metrics about the company”
All 7 verified research rows on Boost Run Inc. (Nasdaq: BRUN) — SEC filings, the Q2 2026 earnings release, October 2026 contract and deployment announcements, and an intraday market snapshot — from 7 URLs across 6 independent hosts, current through October 27, 2026. All figures in US dollars.
Signed commitments dwarf recognized revenue — log scale, USD
Signed commitments (company-reported, not revenue)
Recognized revenue (SEC 10-Q)
GAAP net loss
Cash, financing & market snapshot
Findings
Q2 2026 revenue was $31.138M vs $8.423M a year earlier — roughly 270% growth — while GAAP net loss reached $75.047M.
sec.govThe October 6 five-year, $525.6M AI-cloud compute agreement lifted aggregate signed TCV above $2.6B; initial infrastructure acceptance is expected in early Q2 2027.
businesswire.comOn October 26 the company said it expects about 40 MW of deployed colocation capacity by end-2026 and has closed more than $600M of non-dilutive project financing year to date.
morningstar.comMarket snapshot, October 27 (intraday/recent): about $8.306 per share (
marketbeat.com) and roughly $671M market capitalization (
kalkine.com) — about a quarter of signed TCV.
TCV is not current revenue: recognition depends on fulfillment, customer acceptance, infrastructure deployment, financing and execution. The model is capital-intensive and depends on GPU supply, power and data-center capacity; forward-looking capacity, financing and contract figures are company-reported statements, not completed outcomes.
Company profile — SEC Form S-1
Company
Boost Run Inc. — purpose-built cloud infrastructure for high-performance AI workloads (HPC, inference, training) on the latest NVIDIA GPU servers (B300, B200, H200 referenced).
sec.govListing
Class A common stock on Nasdaq Global Market as “BRUN”; warrants on Nasdaq Capital Market as “BRUNW”.
Leadership
Andrew Karos, founder/CEO (about 90% of voting power as of July 1, 2026); Erik Guckel, CFO.
Headquarters
5 Revere Drive, Suite 200, Northbrook, IL 60062 — boostrun.com.
Operating scale
Four active data-center facilities as of Q3 2025 via TierPoint partnerships; about 40 MW of deployed colocation capacity expected by end-2026 (company-reported).
Partners
TierPoint (data centers), Lenovo (OEM), Lumen (connectivity), Carahsoft (government contracts).
May–October 2026 timeline
Jun 30, 2026
Quarter-end: revenue $31.138M (vs $8.423M), GAAP net loss $75.047M, unrestricted cash $120.2M.
sec.govAug 14, 2026
First earnings as a public company; results supported by $1.9B total contract value at that date.
lifestyle.travelshq.comOct 6, 2026
Five-year, $525.6M AI-cloud compute agreement announced; aggregate signed TCV above $2.6B; initial acceptance expected early Q2 2027.
businesswire.comOct 26, 2026
Backlog-to-revenue conversion update: about 40 MW deployed colocation capacity expected by end-2026; over $600M non-dilutive project financing closed YTD.
morningstar.com
Research dashboard on Boost Run Inc. (Nasdaq: BRUN) built from 7 verified rows across 7 URLs on 6 independent hosts, current through 2026-10-27. Values in USD; SEC 10-Q figures preferred where two revenue observations exist ($31.138M / $8.423M); the earnings-release row supports the rounded $120.2M cash figure. Market data is an intraday/recent snapshot. Contract, capacity and financing figures are company-reported and forward-looking; nothing cut.