Strategy Inc (STRF) Q3 2026 Earnings Call

Concluded Oct 29, 2026

Oct 29, 2026

Revenue $125.43M -2.5% YoY

Diluted EPS $44.75 +431.5% YoY

Gross margin 71.5% +1.0 pp YoY

Net income $19.53B +601.4% YoY

Executive readout · one minute

What the filings say

8-K earnings release · filed Oct 29, 2026: Strategy Inc reported third-quarter 2026 net income of $19.53 billion and diluted EPS of $44.75, held approximately 848,517 bitcoin, and announced CFO succession: Andrew Kang resigns effective November 5, 2026, and Reza Virasteh becomes CFO effective January 1, 2027.
10-Q report · filed Nov 2, 2026: As of October 25, 2026, Strategy held approximately 848,517 bitcoins worth $68.27 billion; third-quarter digital-asset gains were $20.91 billion, while nine-month losses were $1.86 billion.

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Presentation 96 pages 8-K earnings release Filed Oct 29, 2026 10-Q report Filed Nov 2, 2026 Company webcastOpen the original investor-relations page

How the reported period landed and where the business moved.

Software Segment$125.43M -2.5% YoY

Bitcoin Segment$0