Every material Form 8-K Ionic Digital Inc. has filed with the SEC since August 19, 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.
Ionic Digital reported third quarter 2026 revenue of $49 million, up 32% from a year earlier, and swung to net income of $17 million from a $5 million loss in the prior-year quarter. The results include a $73 million non-cash gain on cryptocurrency and a $66 million non-cash charge tied to warrant fair value, and the company reaffirmed its full-year 2026 outlook of $190 million to $195 million in total revenue. For shareholders, the quarter shows the shift from bitcoin mining to digital infrastructure leasing, with $381 million in cash and no outstanding borrowings as of September 30, 2026.
Q3 2026 total revenue was $49 million, up 32% year over year; digital infrastructure leasing was about 90% of revenue.
Q3 net income was $17.4 million, compared with a net loss of $4.5 million a year earlier; Adjusted EBITDA was $35 million, compared with $0.2 million.
Full-year 2026 outlook reaffirmed: total revenue of $190 million to $195 million and Adjusted EBITDA of $137.5 million to $142.5 million.
As of September 30, 2026, the company had $381 million in cash and cash equivalents, bitcoin valued at $247 million, and no outstanding borrowings.
Ionic Digital said the Texas grid operator ERCOT has provisionally classified the remaining 466 megawatt energization request for its Ward County campus as Base Load in its Batch Zero process. The classification is provisional and remains subject to ERCOT verification, audit and final determination under PUCT oversight, and the company continues to target energization of the final tranche by the end of 2027.
ERCOT provisionally classified the remaining 466 MW request as Base Load in the Batch Zero process.
Full energization would bring the Ward County campus to an aggregate demand of 700 MW.
The company continues to target energization of the final tranche by the end of 2027.
The classification remains provisional, subject to ERCOT's ongoing verification, audit and final classification, with PUCT oversight.
Ionic Digital reported second-quarter 2026 revenue of $48.6 million, up 31% from a year earlier, with 90% coming from digital infrastructure leasing. The company swung to a net loss of $35.3 million, driven in part by a $28.2 million non-cash loss on cryptocurrency and a $27.2 million tax provision, and it reaffirmed its full-year 2026 outlook.
Q2 2026 revenue was $48.6 million, up 31% year-over-year; digital infrastructure leasing made up 90% of revenue.
Net loss was $35.3 million, compared with net income of $31.9 million in the prior-year quarter; basic and diluted loss per share was $0.94 versus earnings of $0.85.
Adjusted EBITDA was $37.6 million, compared with $3.8 million a year earlier; the company now excludes cryptocurrency gains and losses from this measure.
Full-year 2026 outlook reaffirmed: total revenue of $190 million to $195 million and Adjusted EBITDA of $137.5 million to $142.5 million.
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