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
Headline figures
| Metric | Q3 2026 | Prior qtr | Year ago |
|---|---|---|---|
| Operating income | $21 Billion | — | — |
| EPS | $44.75 | — | — |
| Net income | $19.53 billion | — | — |
| Dividend | $419.6 million | — | — |
| Total revenue | $125.4 million | — | — |
Guidance · company-stated
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.
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
Filings
63 documents- Q3 2026
- 8-KMSTR
Oct 29, 2026
- 8-KMSTR
Oct 29, 2026
- 8-KMSTR
Oct 28, 2026
- 8-KMSTR
Oct 26, 2026
- 8-KMSTR
Oct 19, 2026
- 8-KMSTR
Oct 16, 2026
- 8-KMSTR
Oct 13, 2026
- 8-KMSTR
- 8-KMSTR
- Q2 2026
- 8-KMSTR
Sep 28, 2026
- 8-KMSTR
Sep 25, 2026
- 8-KMSTR
Sep 21, 2026
- 8-KMSTR
Sep 14, 2026
- 8-KMSTR
- 8-KMSTR
- 8-KMSTR
Aug 31, 2026
- 8-KMSTR
Aug 24, 2026
- 8-KMSTR
Aug 17, 2026
- 8-KMSTR
Aug 10, 2026
- 10-QMSTR
- 8-KMSTR
- 8-K/AMSTR
Jul 31, 2026
- 8-KMSTR
Jul 30, 2026
- 8-KMSTR
Jul 27, 2026
- 8-KMSTR
Jul 20, 2026
- 8-KMSTR
Jul 13, 2026
- 8-KMSTR
- Q1 2026
- 8-KMSTR
Jun 29, 2026
- 8-KMSTR
Jun 22, 2026
- 8-KMSTR
Jun 15, 2026
- 8-KMSTR
Jun 15, 2026
- 8-KMSTR
Jun 10, 2026
- 8-KMSTR
- 8-KMSTR
- 8-KMSTR
- 8-KMSTR
May 26, 2026
- 8-KMSTR
May 18, 2026
- 8-KMSTR
May 15, 2026
- 8-KMSTR
May 11, 2026
- 10-QMSTR
- 8-KMSTR
- 8-KMSTR
- 8-KMSTR
- 8-KMSTR
Apr 27, 2026
- 8-KMSTR
Apr 20, 2026
- 8-KMSTR
Apr 13, 2026
- 8-KMSTR
- 8-KMSTR
- Q4 2025
- 8-KMSTR
Mar 30, 2026
- 8-KMSTR
Mar 23, 2026
- 8-KMSTR
Mar 23, 2026
- 8-KMSTR
Mar 16, 2026
- 8-KMSTR
- 8-KMSTR
- 8-KMSTR
Feb 23, 2026
- 10-KMSTR
Feb 19, 2026
- 8-KMSTR
Feb 17, 2026
- 8-KMSTR
- 8-KMSTR
- 8-KMSTR
- 8-KMSTR
- 8-KMSTR
Jan 26, 2026
- 8-KMSTR
Jan 20, 2026
Earnings releases
6 documentsPresentations
0 documentsNo presentations for Strategy (MicroStrategy) are held in this edition of the library.
Transcripts
0 documentsNo transcripts for Strategy (MicroStrategy) are held in this edition of the library.
Mentioned by
1 companyOther 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.
“hereon. (2) Net proceeds are presented net of sales commission. (3) The net proceeds from MSTR Stock… …Repurchase Program Updates On October 12, 2026, Strategy announced the following update with respect to its share repurchase programs for the follo”
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