Boost Run Inc. Class A Common Stock Q3 2026 Earnings Recap

Boost Run shares fell 19.8% after earnings, with the clearest likely concern being execution timing: a data-center delay pushed a project out of Q4 and reduced the company’s expected exit ARR by about $435 million versus what it otherwise would have been. The company also emphasized a large deployment ramp and substantial funding needs, leaving investors focused on delivery risk despite rapid revenue growth and new financing.

Key Takeaways

• Q3 revenue was $39.9 million, up approximately 496% year over year and 27% sequentially.
• A data-center delay prevented one project from going live in Q4; management said the issue was resolved. Without the delay, exit ARR would have been approximately $435 million.
• Boost Run reported $2.7 billion in total contract value, with about 26% expected to be live by the end of November 2026; the contracted projects are scheduled for deployment in 2027.
• The company had $157 million in unrestricted cash at quarter-end and secured approximately $600 million in nondilutive project financing year to date. It also cited $482 million of customer prepayments due for upcoming deployments.
• Management expects deployed colocation power capacity to reach approximately 40 megawatts by year-end 2026 and said it has secured 253 megawatts of accessible capacity for its 2027–2028 ramp.