Strategy reports Q1 EPS ($38.25), consensus ($18.98)

Reports Q1 revenue $124.3M, consensus $125.1M. Bitcoin Summary (as of May 3, 2026): BTC Yield: Achieved BTC Yield of 9.4% in 2026 YTD; BTC Gain: Achieved BTC Gain of 63,410 in 2026 YTD. “Adoption of Bitcoin continues to grow in 2026. Digital Credit, highlighted by STRC, has been a big success. STRC has shown strong demand, high liquidity, and low volatility. We raised $5.6 billion year-to-date of STRC gross proceeds, increased daily trading volume to $375 million, while bringing volatility down to 3%, all done during a bitcoin bear market. We also continue to see traditional finance and major banks including Morgan Stanley, Goldman Sachs, and Citi announcing bitcoin ETFs, trading, custody, and lending services,” said Phong Le, President and Chief Executive Officer. “Strategy (MSTR) is the dominant issuer of Digital Credit in the world, with over $13.5 billion of preferred equity outstanding, supported by a fortress Bitcoin balance sheet. We continue to extend our track record of servicing our dividends, having now met our payment obligations on time and in full across 23 consecutive distributions, totaling over $693 million since the launch of our preferred equity products in early 2025. Strong demand for our Digital Credit instrument, STRC, has driven a BTC Yield of 9.4% and BTC $ Gain of approximately $5 billion through the first four months of the year,” said Andrew Kang, Chief Financial Officer.