| Quarter | Call date | Disclosure | Financial quality | Kept | Missed | |
|---|---|---|---|---|---|---|
| Q2'26 | August 10, 2026 | 6/12 | 2 high, 4 medium, 2 low flags | 2 | 0 | Call sheet → |
| Marked | Status | Promise |
|---|---|---|
| Q2'26 | Pending | Wenatchee, Washington and first phase of Knoxville, Tennessee targeted for completion in Q4 2026. Period has not ended; Knoxville was redesigned into a single monolithic phase this quarter but management says it 'aligns with the second phase' timing and is 'not pushing out a lot'. |
| Q2'26 | Pending | Anticipate starting construction on Reno, Nevada seal miner factory by Q3 2026. Current call describes a Sparks, Nevada manufacturing site breaking ground in July; location naming differs (Sparks vs. Reno) and cannot be independently confirmed as the same site from the transcript alone, so marked pending/unverified rather than delivered. |
| Q2'26 | Pending | Reiterated FY26 crypto mining infrastructure CapEx guidance of $180M-$200M. Full fiscal year has not ended; guidance was revised upward to $200M-$280M this quarter, a revision not a miss/beat per period-open rules. |
| Q2'26 | Delivered | Break ground on 101 megawatt Fox Creek, Alberta site in June 2026. Confirmed: 'In June, we broke ground on our Fox Creek, Alberta site.' |
| Q2'26 | Delivered | Signing the TETL lease agreement is management's highest priority. TETL/Volta lease executed and announced August 4th, with terms detailed on this call. |
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