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High materiality8/10

Boost Run reports Q2 results with $1.9B TCV and $400M ARR target

Aug 14, 2026, 7:34 AM EDT1 sourcesAI-analyzed

Why it may matterVerify against the original reporting

Substantial backlog growth (TCV $1.9B), large Dell procurement ($1.44B), and clear ARR trajectory ($400M) support a positive re-rating if execution aligns with guidance; however, one-time IPO effects and supply-chain risks temper outsized moves.

AI summary

What happened, with direct paths to the underlying reporting

Boost Run posted strong Q2 results as a newly public cloud provider, reporting $31.1M revenue and $1.9B in TCV. The company signed over $1B in contracts in Q2 and outlined a path to roughly $400M ARR with a planned $1.44B Dell deal and six operating data centers.

Q2 revenue $31.1M; up 270% YoY.
TCV $1.9B; over $1B contracts signed in Q2.
Unrestricted cash $120.2M as of 6/30/2026.
Completed May 8, 2026 business combination; $114.1M net proceeds.
ARR target $400M; net cash flow margin 15–20%.

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