MSTR · Strategy Inc
$93.04
-4.06 (-4.18%)
At close · Aug 14
Market Cap
$35.75B
Shares
384.23M
Strategy Inc Earnings Call Transcripts
Every quarterly earnings call for Strategy Inc (MSTR) — the full transcript with speaker labels, the audio replay, AI call highlights and a management-tone score, plus the matching 8-K earnings release and the quarter's 10-Q or 10-K. Investor days and conferences appear here too.
Revenue & result across quarters
Revenue Net income YoY up YoY down artefacts
▼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
▲1.9%
$122.99M
−$12.44B
'25 Q4
25-06-30
▲2.7%
$114.49M
$10.02B
'25 Q2
25-07-31
▲10.9%
$128.69M
$2.79B
'25 Q3
25-10-30
▲11.9%
$124.30M
−$12.54B
'26 Q1
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
26-07-30
Earnings call
FY26 · Q2
2026-07-30
Strategy Announces Earnings Release Date and Live Video Webinar for Second Quarter 2026 Financial Results
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 Q3 FY2026 Earnings Call
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 Q2 FY2026 Earnings Call
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
FY26 · Q1
2025-10-30
Strategy Inc Q1 FY2026 Earnings Call
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 · Q3
2025-10-30
Strategy Inc Q3 FY2025 Earnings Call
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 Q2 FY2025 Earnings Call
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
FY25 · Q4
2025-06-30
Strategy Inc Q4 FY2025 Earnings Call
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
FY24 · Q4
2025-02-05
Strategy Inc Q4 FY2024 Earnings Call
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 Q3 FY2024 Earnings Call
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 Q2 FY2024 Earnings Call
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 Q1 FY2024 Earnings Call
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 Q4 FY2023 Earnings Call
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 Q3 FY2023 Earnings Call
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 Q2 FY2023 Earnings Call
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 Q1 FY2023 Earnings Call
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 Q3 FY2022 Earnings Call
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 Q4 FY2022 Earnings Call
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 Q2 FY2022 Earnings Call
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 Q1 FY2022 Earnings Call
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 Q4 FY2021 Earnings Call
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 Q2 FY2021 Earnings Call
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
FY21 · Q1
2020-09-30
Strategy Inc Q1 FY2021 Earnings Call
Revenue
$122.90M
▲ 10.3% YoY Diluted EPS
$-1.14
▼ 16385.7% YoY Gross margin
81.7%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q3
2020-09-30
Strategy Inc Q3 FY2020 Earnings Call
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 Q4 FY2020 Earnings Call
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 Q2 FY2020 Earnings Call
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 1–25 of 25 earnings calls
Key facts
CIK
1050446
CUSIP
594972408
13F (30d)
825 filings
795 filers
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