New Segment Reporting Structure
Beginning Q2 2026, the company reports two segments—Software and Bitcoin—separating bitcoin treasury operations from AI enterprise analytics, providing greater visibility into each business.
Strategy Inc is expected to release its Q3 2026 10-Q filing on October 28, 2026. Last quarter: Strategy reported a net loss of $8.2 billion in Q2 FY2026 due to an $8.3 billion unrealized loss on its bitcoin holdings, even as software revenue grew 6.9% and its bitcoin stash rose to 846,000 coins.
EPS Estimate
$10.53
Revenue Estimate
$132.11M
Analyst consensus from Finnhub and Financial Modeling Prep. Actual results posted within minutes of the SEC filing on the MSTR page.
Drawn from management commentary in the Q2 2026 10-Q:
Beginning Q2 2026, the company reports two segments—Software and Bitcoin—separating bitcoin treasury operations from AI enterprise analytics, providing greater visibility into each business.
BTC Yield for Q2 2026 was 5.0%, down from 8.7% a year ago, as a larger bitcoin base and lower common stock premium made high percentage accretion harder; equity sales partly funded non-bitcoin uses like the USD Reserve and dividends.
In June 2026, the board approved a formal USD Reserve policy, revised STRC dividend rate-setting, repurchase programs for preferred and common stock, and a discretionary BTC monetization program to support financial obligations.
Revenue
$122.37M
+6.88% YoY
EPS (Diluted)
-$24.45
-175.00% YoY
Gross Margin
66.6%
-2.1 pts YoY
Operating Income
-$8.33B
-159.37% YoY
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