MSTR · Strategy Inc · Earnings Call Transcripts & Audio
$154.30
+1.21 (+0.79%)
At close · Oct 1
Return incl. dividend (before tax)
Market Cap
$60.94B
Shares
384.23M
Volume · Sep 30
17.56M
Avg daily vol (3M)
22.05M
Strategy Inc Earnings Call Transcripts
Quarterly earnings calls for Strategy Inc (MSTR), with available speaker-labelled transcripts, captured audio replays, call highlights, 8-K earnings releases and periodic filings. Investor days and conferences appear here too.
Revenue & result across quarters
Revenue Net income YoY up YoY down artefacts
▼2.6%
$122.07M
−$1.06B
'22 Q2
22-02-01
▼1.5%
$132.55M
−$249.67M
'22 Q4
22-06-30
▼2.1%
$125.36M
−$27.08M
'22 Q3
22-09-30
▲2.2%
$121.92M
$461.19M
'23 Q1
22-09-30
▼1.4%
$120.40M
$22.24M
'23 Q2
23-02-02
▲3.3%
$129.46M
−$143.44M
'23 Q3
23-03-31
▼6.1%
$124.48M
$89.13M
'23 Q4
24-02-06
▼5.5%
$115.25M
−$53.12M
'24 Q1
24-04-29
▼7.4%
$111.44M
−$102.56M
'24 Q2
24-08-01
▼10.3%
$116.07M
−$340.17M
'24 Q3
24-10-30
▼3%
$120.70M
−$670.81M
'24 Q4
25-02-05
▲2.7%
$114.49M
$10.02B
'25 Q2
25-07-31
▲10.9%
$128.69M
$2.79B
'25 Q3
25-10-30
▲1.9%
$122.99M
−$12.44B
'25 Q4
26-02-05
▲11.9%
$124.30M
−$12.54B
'26 Q1
26-05-05
LATEST
▲6.9%
$122.37M
−$8.22B
'26 Q2
26-07-09
Earnings call
FY26 · Q2
2026-07-09
Strategy Inc (MSTR) Q2 2026 Earnings Call Transcript
Confident tone
Bitcoin Holdings and Accumulation
Capital Structure and Fundraising
Digital Credit Platform and Tokenization
Revenue
$122.37M
▲ 6.9% YoY Diluted EPS
$-24.45
▼ 175% YoY Gross margin
66.6%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY26 · Q1
2026-05-05
Strategy Inc (MSTR) Q1 2026 Earnings Call Transcript
Confident tone
Bitcoin accumulation and holdings
Stretch preferred equity instrument
Capital raising and balance sheet
Revenue
$124.30M
▲ 11.9% YoY Diluted EPS
$-38.25
Gross margin
67.1%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q4
2026-02-05
Strategy Inc (MSTR) Q4 2025 Earnings Call Transcript
Positive tone
Bitcoin accumulation and treasury strategy
Credit instruments for conservative investors
Capital raising and preferred equity
Revenue
$122.99M*
▲ 1.9% YoY Gross margin
66.1%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY25 · Q3
2025-10-30
Strategy Inc (MSTR) Q3 2025 Earnings Call Transcript
Confident tone
Bitcoin holdings and accumulation
Capital raising and STRC preferred
Bitcoin per share and BTC yield
Revenue
$128.69M
▲ 10.9% YoY Diluted EPS
$8.42
Gross margin
70.5%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q2
2025-07-31
Strategy Inc (MSTR) Q2 2025 Earnings Call Transcript
Confident tone
Bitcoin Holdings & Treasury Accumulation
BTC Yield & Financial Performance Metrics
Bear Market Resilience & Stress Testing
Revenue
$114.49M
▲ 2.7% YoY Diluted EPS
$32.60
Gross margin
68.8%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q4
2025-02-05
Strategy Inc (MSTR) Q4 2024 Earnings Call Transcript
Confident tone
Bitcoin Treasury Holdings and Performance
Corporate Rebrand to Strategy
Capital Markets and 21-21 Plan
Revenue
$120.70M*
▼ 3% YoY Gross margin
71.7%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY24 · Q3
2024-10-30
Strategy Inc (MSTR) Q3 2024 Earnings Call Transcript
Confident tone
Capital markets fundraising and 42-42 plan
BTC financial framework and dilution
Bitcoin accumulation and holdings
Revenue
$116.07M
▼ 10.3% YoY Diluted EPS
$-1.72
Gross margin
70.4%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q2
2024-08-01
Strategy Inc (MSTR) Q2 2024 Earnings Call Transcript
Confident tone
Bitcoin Acquisition Strategy
BTC Yield KPI
Capital Markets & Financing
Revenue
$111.44M
▼ 7.4% YoY Diluted EPS
$-0.57
▼ 475% YoY Gross margin
72.2%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q1
2024-04-29
Strategy Inc (MSTR) Q1 2024 Earnings Call Transcript
Confident tone
Cloud Transition
Stock Sales / 10b5-1 Plan
MicroStrategy World Conference
Revenue
$115.25M
▼ 5.5% YoY Diluted EPS
$-0.31
▼ 109.8% YoY Gross margin
74.0%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q4
2024-02-06
Strategy Inc (MSTR) Q4 2023 Earnings Call Transcript
Confident tone
Bitcoin Holdings and Acquisition Strategy
Cloud Platform Transition and Subscription Growth
Spot Bitcoin ETFs and Institutional Adoption
Revenue
$124.48M*
▼ 6.1% YoY Gross margin
77.3%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY23 · Q3
2023-03-31
Strategy Inc (MSTR) Q3 2023 Earnings Call Transcript
Revenue
$129.46M
▲ 3.3% YoY Diluted EPS
$-1.01
Gross margin
79.4%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q2
2023-02-02
Strategy Inc (MSTR) Q2 2023 Earnings Call Transcript
Revenue
$120.40M
▼ 1.4% YoY Diluted EPS
$0.15
Gross margin
77.5%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q1
2022-09-30
Strategy Inc (MSTR) Q1 2023 Earnings Call Transcript
Revenue
$121.92M
▲ 2.2% YoY Diluted EPS
$3.18
Gross margin
77.1%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q3
2022-09-30
Strategy Inc (MSTR) Q3 2022 Earnings Call Transcript
Revenue
$125.36M
▼ 2.1% YoY Diluted EPS
$-0.24
Gross margin
79.8%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q4
2022-06-30
Strategy Inc (MSTR) Q4 2022 Earnings Call Transcript
Revenue
$132.55M*
▼ 1.5% YoY Gross margin
79.8%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY22 · Q2
2022-02-01
Strategy Inc (MSTR) Q2 2022 Earnings Call Transcript
Revenue
$122.07M
▼ 2.6% YoY Diluted EPS
$-9.40
Gross margin
79.4%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q1
2021-09-30
Strategy Inc (MSTR) Q1 2022 Earnings Call Transcript
Revenue
$119.28M
▼ 2.9% YoY Diluted EPS
$-1.16
Gross margin
78.5%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q4
2021-06-30
Strategy Inc (MSTR) Q4 2021 Earnings Call Transcript
Revenue
$134.51M*
▲ 2.4% YoY Gross margin
82.2%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY21 · Q2
2021-01-28
Strategy Inc (MSTR) Q2 2021 Earnings Call Transcript
Revenue
$125.35M
▲ 13.4% YoY Diluted EPS
$-3.07
▼ 8874.3% YoY Gross margin
81.6%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q3
2020-09-30
Strategy Inc (MSTR) Q3 2020 Earnings Call Transcript
Revenue
$127.41M
▲ 6.4% YoY Diluted EPS
$-0.15
▼ 257.4% YoY Gross margin
82.9%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q4
2020-06-30
Strategy Inc (MSTR) Q4 2020 Earnings Call Transcript
Revenue
$131.32M
▼ 1.7% YoY Diluted EPS
$0.03
▼ 77.1% YoY Gross margin
84.2%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY20 · Q2
2020-01-28
Strategy Inc (MSTR) Q2 2020 Earnings Call Transcript
Revenue
$110.58M
▼ 6.1% YoY Diluted EPS
$0.04
▼ 82.3% YoY Gross margin
78.3%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Showing 1–22 of 22 earnings calls
Key facts
CIK
1050446
CUSIP
594972408
13F (30d)
31 filings
17 filers
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