Updated

IREN said about $4 billion in annualized revenue is being delayed at a customer's request, pushing some revenue from 2026 into early next year. The disclosure came after a sharp fall in the company's stock price, CNBC Top News reported on November 5, 2026. The sources do not identify the customer or describe the effect on the company's guidance. The report links the delay to the stock's plunge but gives no further detail on the reasons behind the request.