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WLACU

Willow Lane Acquisition Corp.

WLACU

Willow Lane Acquisition Corp. • NASDAQ
$12.50 ▼ -3.18% (-0.41)
Market Cap $158.13 M
52w High $21.34
52w Low $9.95
Dividend Yield 0%
P/E 0
Volume 11
Outstanding Shares 12.65M

Income Statement

Period Revenue Operating Expense Net Income Net Profit Margin Earnings Per Share EBITDA
Q3-2025 $0 $604.405K ▲ $785.531K ▼ 0% $0.05 ▼ $0 ▲
Q2-2025 $0 $162.835K ▲ $1.223M ▼ 0% $0.071 ▼ $-162.835K ▼
Q1-2025 $0 $131.226K ▲ $1.233M ▲ 0% $0.071 ▲ $-131.226K ▼
Q4-2024 $0 $123.907K ▲ $160.014K ▲ 0% $0.009 ▲ $160.014K ▲
Q3-2024 $0 $43.124K $-43.124K 0% $-0.003 $-43.124K

Balance Statement

Period Cash & Short-term Total Assets Total Liabilities Total Equity
Q3-2025 $561.174K ▼ $132.013M ▲ $4.522M ▲ $-3.793M ▼
Q2-2025 $1.122M ▼ $131.217M ▲ $4.512M ▼ $126.705M ▲
Q1-2025 $1.235M ▼ $130.011M ▲ $4.529M ▲ $125.482M ▲
Q4-2024 $1.369M ▲ $128.754M ▲ $4.504M ▲ $124.249M ▲
Q3-2024 $0 $51.14K $69.264K $-18.124K

Cash Flow Statement

Period Net Income Cash From Operations Cash From Investing Cash From Financing Net Change Free Cash Flow
Q3-2025 $3.124M ▲ $-350.267K ▼ $126.879M ▲ $-128.705M ▼ $-807.434K ▼ $-350.264K ▼
Q1-2025 $1.233M ▲ $-133.236K ▲ $0 ▲ $0 ▼ $-133.236K ▼ $-133.236K ▲
Q4-2024 $160.014K ▲ $-457.167K ▼ $-126.879M ▼ $128.705M ▲ $1.369M ▲ $-457.17K ▼
Q3-2024 $-43.124K $0 $0 $0 $0 $0

Five-Year Company Overview

Income Statement

Income Statement Willow Lane is still a SPAC, so its current income statement is essentially empty: no real revenue, no operating business, and only small accounting items. The meaningful future income story comes from Boost Run after the merger closes. Boost Run operates in a fast‑growing AI infrastructure niche, where revenue can scale quickly but costs can also be heavy, especially for hardware and data center capacity. Their focus on lower pricing than the big cloud providers could help attract customers, but it may also limit margins if not carefully managed. Overall, current reported earnings for WLACU don’t yet reflect the real business risk and potential of the combined company.

Balance Sheet

Balance Sheet Right now, Willow Lane’s balance sheet looks like a typical SPAC: mostly financial assets and equity, with little or no operating debt and no tangible operating assets like servers or data centers. The “real” balance sheet, once Boost Run is merged in, will likely show significant technology assets and data center commitments, along with a strong need for capital to buy GPUs and secure capacity. Leverage appears low at the SPAC level today, but future debt levels and obligations will depend on how the merger is funded and how aggressively Boost Run expands. The key balance‑sheet risk is capital intensity: building and leasing AI infrastructure can quickly absorb whatever cash is raised in the deal.

Cash Flow

Cash Flow Current cash flow for WLACU is minimal and mostly relates to SPAC setup and routine public company costs, not an ongoing business. After the merger, cash flows will be driven by Boost Run’s ability to turn AI infrastructure usage into steady, recurring revenue. In the near term, the combined company is likely to face negative or tight free cash flow as it spends heavily on GPUs, data center expansion, and software development. That means dependence on capital markets and careful cash management will be important. The long‑term opportunity is to convert those upfront investments into a more predictable stream of usage‑based or contract‑based cash inflows, but that path is not guaranteed and timing is uncertain.

Competitive Edge

Competitive Edge Willow Lane itself has no operating business; its competitive position is really that of Boost Run. Boost Run is trying to carve out a strong position in AI cloud infrastructure by focusing on bare‑metal GPU servers with lower prices than the big public clouds. This cost advantage, combined with direct access to hardware, is attractive for AI and high‑performance computing workloads. Partnerships with major hardware vendors and data center providers, plus a dedicated government distributor, give it additional reach and credibility. However, it operates in a crowded field with extremely powerful competitors like AWS, Google Cloud, and Microsoft Azure, as well as specialized GPU cloud providers. Hardware supply constraints, rapid technology cycles, and the need to win trust in regulated industries all add competitive pressure. The moat is promising—price, specialization, and partnerships—but still early and unproven at large scale.

Innovation and R&D

Innovation and R&D The innovation story is largely Boost Run’s. Its core innovation is making high‑end AI compute easier and cheaper to access by using bare‑metal infrastructure rather than heavily virtualized setups. The platform emphasizes automation, fast provisioning, and “infrastructure as code,” which appeals to developers who want to spin up large AI workloads quickly. A strong focus on security and compliance (with certifications aimed at healthcare, finance, and government) helps differentiate it from more generalist providers. The roadmap includes expanding GPU capacity, rolling out more advanced software and APIs, and deepening offerings for the public sector. This is less about classic lab‑style R&D and more about applied innovation: combining hardware sourcing, infrastructure design, and software orchestration into a service that is simpler and cheaper for customers to use.

Summary

WLACU today is essentially a financial shell; the real story is its planned combination with Boost Run, an AI cloud infrastructure provider. The SPAC’s current financials are thin and not very informative about future performance. The investment case shifts entirely to whether Boost Run can scale profitably in a capital‑intensive, highly competitive AI compute market. On the positive side, Boost Run brings a focused product (bare‑metal GPU infrastructure), attractive pricing, experienced leadership, and strategic partnerships that open doors to enterprises and government clients. On the risk side, the business will require large, ongoing spending on GPUs and capacity, will compete with some of the strongest companies in technology, and faces uncertainties around customer adoption, contract wins, and hardware availability. In short, WLACU is a high‑potential, high‑execution‑risk gateway into AI infrastructure, with limited historical financial data and a future that depends heavily on how well Boost Run delivers on its expansion and technology plans after the merger.