Azioni Strategy Inc. (MSTR) — è una buona azienda?

Azioni Strategy Inc. (MSTR) — è una buona azienda? — InspectStocks

Just reported

Q3 2026 results

From Strategy's results release of 29 ottobre 2026; its quarterly report has since been filed.

Revenue
Actual
125,4M USD
-2,5% y/y
+2,5% q/q
Guided
—
No guide given
EPS, GAAP
Actual
44,75 USD
Guided
—
No guide given
Operating income, GAAP
Actual
20,91B USD
Guided
—
No guide given

Set against the company's own guidance and the same quarter a year earlier, not analysts' estimates, which we do not hold. Adjusted figures are the company's own non-GAAP measures, as stated in the release.

Come guadagna

Cloud software subscriptions47%
Product support36%
Services13%
Software licenses4%

Le quote di ricavo sono stime per quarter ended 2026-03-31, non cifre tratte da un documento depositato.

Compete con

Che cosa vende6

Strategy One
Business analytics software for dashboards, reports, and analysis, available for use in cloud services or on customers’ own systems.
Strategy Mosaic
Software that helps organizations use consistent definitions and rules for data stored in different places.
Auto
An artificial-intelligence assistant that lets users ask questions in everyday language and helps create dashboards and find information in data.

Mostra altri 3

HyperIntelligence
A feature that shows relevant business information when a user points to selected words on a screen.
Strategy Professional Services
Paid consulting, training, and education to help customers design and use the company’s analytics software.
Digital credit preferred securities
Preferred shares with different dividend and conversion terms that give investors varying indirect exposure to the company’s shares and bitcoin holdings.

Chi lo compra4

Companies in industries including retail, banking, technology, manufacturing, insurance, consulting, health care, and telecommunications buy analytics software, mainly through Strategy’s direct sales force.
Government departments and agencies buy analytics software for public-sector use.
Independent software vendors buy or license analytics technology to include in their own applications.
Investors buy the company’s common shares and preferred securities through public offerings and at-the-market share sales.

Su cosa si regge e cosa potrebbe romperlo

Da che cosa dipende l'attività

1Bitcoin purchases depend substantially on the company’s ability to raise money by selling shares or preferred securities and, at times, borrowing.
2The company relies on Anchorage Digital Bank, Coinbase Custody Trust Company, and Fidelity Digital Assets to hold most of its bitcoin.
3The software business relies on cloud hosting providers, including Amazon Web Services, Microsoft, and Google, as well as other technology partners.
4The software business earns revenue from its existing customer base and is shifting from software licenses installed at customers’ sites toward cloud subscriptions.

Che cosa potrebbe andare storto

1Bitcoin’s market price can change substantially, affecting the value of the company’s holdings and its reported results; bitcoin also produces no interest or dividends to help pay the company’s obligations.
2The bitcoin strategy depends on continued access to investors and credit markets to fund purchases and meet dividend, interest, and other cash needs.
3The company could lose access to some or all of its bitcoin through a custodian failure, cyberattack, or loss or compromise of the private keys used to control it.

Bilanci completi →

Informazioni su Strategy Inc.

Strategy makes software that helps organizations analyze business data, build reports and dashboards, and use artificial intelligence to ask questions about that data. It also raises money by issuing shares and preferred securities, and uses much of the proceeds to buy and hold bitcoin, a digital asset. The company’s software business earns revenue from subscriptions, product support, services, and software licenses.

Sede: Tysons, Virginia, United States
Fondata nel: 1989 (founding year, high confidence)
Dipendenti: 1,539 (2025-12-31, high)
Quotata su: Nasdaq
Chiusura dell'esercizio: December 31

Costruito dai documenti depositati da Strategy Inc. presso la Securities and Exchange Commission (SEC), l’autorità di vigilanza statunitense. Le cifre sono quelle dichiarate, con lo storico per azione ricalcolato sulla base azionaria di oggi. Questo descrive un’azienda: non è consulenza finanziaria né una raccomandazione di acquisto o vendita.

Just reported

Q3 2026 results

From Strategy's results release of 29 ottobre 2026; its quarterly report has since been filed.

Revenue
Actual
125,4M USD
-2,5% y/y
+2,5% q/q
Guided
—
No guide given
EPS, GAAP
Actual
44,75 USD
Guided
—
No guide given
Operating income, GAAP
Actual
20,91B USD
Guided
—
No guide given

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