RI
RIOT
RIOT What Riot Platforms promised, and what happened
Guidance
What management said, and what became of it
4 of 9 judged targets kept · 10 open · verdicts reflect calls analysed to Jun 2026.
| Target | Original wording | Said | Latest call | Verdict |
|---|---|---|---|---|
| AMD initial lease Phase 2 delivery (remaining 20MW of critical IT capacity at Rockdale) | delivery in May 2026 | Dec 2025 | We commissioned and delivered the final phase of the first 25 megawatts of capacity in May to AMD on time and on budget, with AMD operating on the site since January. | Achieved |
| AMD lease expansion Phase 3 delivery (10MW at Rockdale) | delivery in November 2026 | Mar 2026 | with the initial 10 megawatts expected this November and the remaining 15 megawatts expected in May 2027. | On Track |
| Q1 FY26 deployed hash rate forecast | 45 EH/s | Jun 2025 | Riot produced 1,473 Bitcoin in the first quarter and ended the quarter with a deployed hash rate of 42.5 exahash. | Missed |
The full ledger
Open Riot Platforms’s full ledger
A free account opens 5 company ledgers a month. All 19 tracked commitments, with each call’s wording and source.
The rest of the ledger
Pro opens all 19 tracked commitments for Riot Platforms
Above is what the last two calls moved. Pro adds every quarter's revision, the source quote behind each one, and the topics management has stopped answering.