Inferra AI / Company / MSTR

Strategy (MicroStrategy)

MSTR · Information Technology

Last earnings Oct 29, 2026

Important announcements

Key results

Operating incomequarter

$21 Billion

Operating Income of $21 Billion and

SEC original ↗Strategy (MicroStrategy) — Earnings release (8-K exhibit)EX-99Oct 29, 2026

EPSquarter

$44.75

Diluted EPS of $44.75 Digital Capital Highlights (as of October 25, 2026) 848,517 bitcoin holdings, 26% growth year to date 2026 $20.91 billion gain on digital assets in the third quarter of 2026 $14.33 billion of bitcoin purchased year to date 2026 Digital Equity Highlights (as of October 25

SEC original ↗Strategy (MicroStrategy) — Earnings release (8-K exhibit)EX-99Oct 29, 2026

Q3 operating income of $21 billion was the largest ever in Strategy s history.

SEC original ↗Strategy (MicroStrategy) — Earnings release (8-K exhibit)EX-99Oct 29, 2026

Q3 Financial Summary Operating Income Operating income for the third quarter of 2026 was $20.91 billion, compared to $3.89 billion of operating income for the third quarter of 2025.

SEC original ↗Strategy (MicroStrategy) — Earnings release (8-K exhibit)EX-99Oct 29, 2026

Operating income for the third quarter of 2026 includes a gain on the Company s digital assets of $20.91 billion, compared to a gain on the Company s digital assets of $3.89 billion for the third quarter of 2025.

SEC original ↗Strategy (MicroStrategy) — Earnings release (8-K exhibit)EX-99Oct 29, 2026

Net incomequarter

$19.53 billion

Net Income and Net Income Attributable to Common Stock For the third quarter of 2026, the Company reported a net income of $19.53 billion, or diluted earnings per common share of $44.75, as compared to a net income of $2.79 billion, or diluted earnings per common share of $8.42, for the third quarter of 2025.

SEC original ↗Strategy (MicroStrategy) — Earnings release (8-K exhibit)EX-99Oct 29, 2026

Dividendquarter

$419.6 million

Net income attributable to common stockholders for the third quarter of 2026 was $19.12 billion, reflecting $419.6 million of dividends on preferred stock, compared to net income attributable to common stockholders of $2.65 billion, reflecting $139.9 million of dividends on preferred stock, for the third quarter of 2025.

SEC original ↗Strategy (MicroStrategy) — Earnings release (8-K exhibit)EX-99Oct 29, 2026

Total revenuequarter

$125.4 million

Revenues Total revenues for the third quarter of 2026 were $125.4 million, compared to total revenues of $128.7 million for the third quarter of 2025, a 3% decrease year-over-year.

SEC original ↗Strategy (MicroStrategy) — Earnings release (8-K exhibit)EX-99Oct 29, 2026

AI analysis

Q3 2026 · reported Oct 29, 2026

Based on: Earnings release + parent 8-K — transcript not held

Total revenue · Q3 2026
$125.4M
EX-99 · Oct 29, 2026
EPS · Q3 2026
$44.75
EX-99 · Oct 29, 2026
Net income · Q3 2026
$19.53B
EX-99 · Oct 29, 2026
Operating income · Q3 2026
$21B
EX-99 · Oct 29, 2026

Headline figures

MetricQ3 2026Prior qtrYear ago
Operating income$21 Billion——
EPS$44.75——
Net income$19.53 billion——
Dividend$419.6 million——
Total revenue$125.4 million——

EX-99 · Oct 29, 2026

Guidance · company-stated

No guidance located in the held release

Next earningsNo verified date on fileNo date is estimated or imported

Capital allocation

Dividend$1.48B
Net income$19.12B

43% BTC price increase in the third quarter of 2026 Digital Credit Highlights (as of October 25, 2026) Returned STRC to health by executing $2.04 billion (1) of repurchases and growing USD Assets to $5.07 billion, providing 3.4 years of coverage on dividend and interest obligations Upgraded STRC to daily dividends starting November 1, 2026 and STRF, STRK, and STRD to daily dividends starting January 1, 2027 $1.48 billion in cumulative dividends paid on all preferred stock to date (1) Includes shares repurchased but not yet settled as of October 25, 2026.

General educational research only — not investment advice.Every figure is as stated in the held documents; values marked “computed from stated figures” are arithmetic on those stated figures. Guidance shown is the company’s own stated guidance. No price targets, no recommendations, no consensus estimates.

Event summary

Strategy (MicroStrategy) Q3 2026 — Operating Income of $21 Billion and

Based on: Earnings release + parent 8-K — transcript not held

Guidance & outlook

No guidance located in the held release

Capital allocation

43% BTC price increase in the third quarter of 2026 Digital Credit Highlights (as of October 25, 2026) Returned STRC to health by executing $2.04 billion (1) of repurchases and growing USD Assets to $5.07 billion, providing 3.4 years of coverage on dividend and interest obligations Upgraded STRC to daily dividends starting November 1, 2026 and STRF, STRK, and STRD to daily dividends starting January 1, 2027 $1.48 billion in cumulative dividends paid on all preferred stock to date (1) Includes shares repurchased but not yet settled as of October 25, 2026.

SEC original ↗Strategy (MicroStrategy) — Earnings release (8-K exhibit)EX-99Oct 29, 2026

We grew our USD Assets to $5.1 billion, increased USD Duration to 3.4 years, and repurchased $2.0 billion of STRC.

SEC original ↗Strategy (MicroStrategy) — Earnings release (8-K exhibit)EX-99Oct 29, 2026

With shareholder approval on October 28, we upgraded STRF, STRC, STRK, and STRD to daily dividends, so investors can accrue dividends every calendar day of the year, including weekends and holidays.

SEC original ↗Strategy (MicroStrategy) — Earnings release (8-K exhibit)EX-99Oct 29, 2026

Daily dividends are a natural step toward the tokenized, 24 7 365 financial system.

SEC original ↗Strategy (MicroStrategy) — Earnings release (8-K exhibit)EX-99Oct 29, 2026

Net income attributable to common stockholders for the third quarter of 2026 was $19.12 billion, reflecting $419.6 million of dividends on preferred stock, compared to net income attributable to common stockholders of $2.65 billion, reflecting $139.9 million of dividends on preferred stock, for the third quarter of 2025.

SEC original ↗Strategy (MicroStrategy) — Earnings release (8-K exhibit)EX-99Oct 29, 2026

Digital Credit Capital Framework Summary (as of October 25, 2026) USD Assets The Company has grown the USD Reserve to $4.83 billion, while also establishing and growing USD Cash to $242.4 million, representing approximately 3.4 years of coverage reserved for preferred stock dividend payments and interest on outstanding indebtedness.

SEC original ↗Strategy (MicroStrategy) — Earnings release (8-K exhibit)EX-99Oct 29, 2026

Strategy & priorities

htm EX-99.1 Document Exhibit 99.1 Contact Strategy CJ (Chaitanya Jain) Head of Investor Relations ir strategy.

SEC original ↗Strategy (MicroStrategy) — Earnings release (8-K exhibit)EX-99Oct 29, 2026

com Strategy Announces Third Quarter Financial Results Operating Income of $21 Billion and Diluted EPS of $44.75 Digital Capital Highlights (as of October 25, 2026) 848,517 bitcoin holdings, 26% growth year to date 2026 $20.91 billion gain on digital assets in the third quarter of 2026 $14.33 billion of bitcoin purchased year to date 2026 Digital Equity Highlights (as of October 25, 2026) $19.12 billion net income attributable to common stockholders and $44.75 diluted EPS in the third quarter of 2026 $21.23 billion of capital raised year to date, 4 th largest equity issuer in the U.

SEC original ↗Strategy (MicroStrategy) — Earnings release (8-K exhibit)EX-99Oct 29, 2026

, October 29, 2026 Strategy Inc (Nasdaq STRF STRC STRK STRD MSTR LuxSE STRE) ( Strategy or the Company ), the largest institutional holder of bitcoin and the world s first Bitcoin Treasury Company, today announces financial results for the three-month period ended September 30, 2026 (the third quarter of its 2026 fiscal year).

SEC original ↗Strategy (MicroStrategy) — Earnings release (8-K exhibit)EX-99Oct 29, 2026

Strategy demonstrated its commitment to returning STRC to health.

SEC original ↗Strategy (MicroStrategy) — Earnings release (8-K exhibit)EX-99Oct 29, 2026

Digital Credit is being built for that world, and Strategy intends to lead it, said Phong Le, President and Chief Executive Officer.

SEC original ↗Strategy (MicroStrategy) — Earnings release (8-K exhibit)EX-99Oct 29, 2026

Risks & headwinds

Forward-looking statements inherently involve risks and uncertainties that could cause actual results of Strategy Inc and its subsidiaries (the Company ) to differ materially from the forward-looking statements.

SEC original ↗Strategy (MicroStrategy) — Earnings release (8-K exhibit)EX-99Oct 29, 2026

What changed vs prior quarter

Net income — prior quarter passage and this quarter's passage are both cited.

SEC original ↗Strategy (MicroStrategy) — Earnings release (8-K exhibit)EX-99Oct 29, 2026

Dividend — prior quarter passage and this quarter's passage are both cited.

SEC original ↗Strategy (MicroStrategy) — Earnings release (8-K exhibit)EX-99Oct 29, 2026

Total revenue — prior quarter passage and this quarter's passage are both cited.

SEC original ↗Strategy (MicroStrategy) — Earnings release (8-K exhibit)EX-99Oct 29, 2026

Competitors

Competitors & peers

Same GICS sector — classification peers, not declared competitors

Documents

Filings

63 documents

Earnings releases

6 documents

Presentations

0 documents

No presentations for Strategy (MicroStrategy) are held in this edition of the library.

Transcripts

0 documents

No transcripts for Strategy (MicroStrategy) are held in this edition of the library.

Mentioned by

1 company

Other tracked companies whose held documents mention Strategy (MicroStrategy) by name or ticker. A mention is counted once per document, from the document text the library holds.

See also the earnings calendar for every tracked company’s next earnings date.