Every material Form 8-K Boost Run Inc. has filed with the SEC since August 14, 2026, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
On September 30, 2026, subsidiary Boost Run LLC entered a Service Agreement with Cohere Inc to provide dedicated GPU cloud computing infrastructure. Cohere has committed to pay approximately $525.6 million over the term, part of it as a prepayment, subject to delivery and acceptance. Payments depend on infrastructure delivery, and Cohere can terminate and receive refunds of prepaid amounts in certain cases, including if a minimum amount is not accepted by July 15, 2027.
Cohere has committed to pay approximately $525.6 million over the Agreement term, subject to delivery and acceptance requirements.
Each rack has a term of approximately five years from Cohere's acceptance; acceptance of the initial infrastructure is expected to begin in the second quarter of 2027.
If a specified minimum amount of infrastructure is not accepted by July 15, 2027, Cohere may terminate and receive a refund of all prepaid amounts.
Boost Run Inc. has guaranteed refunds of prepaid amounts, up to the prepayment received and not applied against fees.
On September 29, 2026, Boost Run's compensation committee approved time-based restricted stock unit (RSU) grants to CFO Erik Guckel, COO Harilaos Georgakopoulos and CTO Daniel Gormley-Rahn under its 2026 Omnibus Incentive Plan. The board also approved a one-time $1,000,000 cash recognition award to Georgakopoulos, who is also a director. The awards are material compensation arrangements that will dilute existing shareholders as the RSUs vest and settle, and they tie executive pay to continued service through 2029.
Guckel received 2,890,000 RSUs with a grant-date fair value of approximately $48,118,500; 40% vest May 15, 2027, and the rest in eight quarterly installments through June 15, 2029.
Gormley-Rahn received 1,400,000 RSUs valued at approximately $23,310,000, vesting in nine quarterly installments from May 15, 2027 through June 15, 2029.
Georgakopoulos received 300,000 RSUs valued at approximately $4,995,000, vesting in annual installments on September 29, 2027, 2028 and 2029.
The grant-date value is based on a closing share price of $16.65; Georgakopoulos's $1,000,000 cash award is payable in installments of $500,000 (October 15, 2026), $300,000 (January 15, 2027) and $200,000 (April 15, 2027).
Boost Run reported second-quarter 2026 results, its first as a public company after a May 8, 2026 business combination. Revenue for the quarter was $31.1 million, up from $8.4 million a year earlier, and total long-term contracted revenue stands at $1.9 billion. The filing does not disclose net income or earnings per share for the quarter.
Q2 2026 total revenue was $31.1 million, up 270% from $8.4 million in the prior-year period.
Total long-term contracted revenue stands at $1.9 billion, with over $1 billion in contracts signed during the quarter.
Unrestricted cash was $120.2 million at June 30, 2026, including $114.1 million in net proceeds from the business combination.
Targets include about $400 million in annualized recurring revenue at the end of fiscal 2026 and a net cash flow margin of 15% to 20% in forward periods.
Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.
Only material 8-Ks get a brief: results, deals, executive changes, restructuring, impairments, delisting notices, restatements, cybersecurity incidents and other disclosed events. Routine filings (vote results, exhibits only) are skipped. Every Boost Run Inc. filing is on SEC EDGAR ↗. 8-K briefs of other companies →