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The themes Strategy is part of, the highest-graded companies in its industry, and the companies in its sector whose grade rose recently.
Highest-graded in Software Application
Graded A or B and worth $2B or more: A first, then the largest.
SAPSAP SEUS$287.7BA+
SHOPShopify Inc.US$192.7BA+
CRMSalesforce, Inc.US$179.4BA+
ADPAutomatic Data Processing, Inc.US$120.9BA+
NOWServicenow, Inc.US$106.7BA
Grade rose recently in Technology
Rose to A or B on a filing in the last 90 days, worth $2B or more: largest first.
LRCXLAM Research Corporation2026년 10월 22일BAGraded B, now A
IBMInternational Business Machines Corporation2026년 10월 21일BAGraded B, now A
CDNSCadence Design Systems, Inc.2026년 10월 28일BAGraded B, now A
NXPINXP Semiconductors N.V.2026년 10월 27일BAGraded B, now A
UIUbiquiti Inc.2026년 11월 6일BAGraded B, now A
어떻게 돈을 버는가
- Cloud software subscriptions47%
- Product support36%
- Services13%
- Software licenses4%
매출 비중은 quarter ended 2026-03-31 기준 추정치이며, 제출된 보고서의 수치가 아닙니다.
경쟁 상대
무엇을 파는가6
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.
3개 더 보기
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.
누가 사는가4
- 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.
무엇에 기대고 있고, 무엇이 무너뜨릴 수 있는가
사업이 기대고 있는 것
- 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.
잘못될 수 있는 일
- 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.
Strategy Inc. 소개
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.
- 본사
- Tysons, Virginia, United States
- 설립
- 1989 (founding year, high confidence)
- 임직원 수
- 1,539 (2025-12-31, high)
- 상장 시장
- Nasdaq
- 회계연도 종료
- December 31
Strategy Inc.이(가) 미국 증권거래위원회(SEC)에 직접 제출한 공시로 만들었습니다. 수치는 보고된 그대로이며, 주당 이력은 오늘의 주식 수 기준으로 재계산했습니다. 이것은 사업을 설명하는 자료입니다. 투자 자문이 아니며 어떤 매수나 매도도 권유하지 않습니다.
