Wczytywanie spółki
Just reported
Q3 2026 results
From Strategy's results release of 29 października 2026; its quarterly report has since been filed.
Revenue
Actual
125,4M USD
-2,5% y/y
+2,5% q/qGuided
—
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.
The full earnings report →Keep exploring
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 SE287,7B USDA+
SHOPShopify Inc.192,7B USDA+
CRMSalesforce, Inc.179,4B USDA+
ADPAutomatic Data Processing, Inc.120,9B USDA+
NOWServicenow, Inc.106,7B USDA
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 Corporation22 paź 2026BAGraded B, now A
IBMInternational Business Machines Corporation21 paź 2026BAGraded B, now A
CDNSCadence Design Systems, Inc.28 paź 2026BAGraded B, now A
NXPINXP Semiconductors N.V.27 paź 2026BAGraded B, now A
UIUbiquiti Inc.6 lis 2026BAGraded B, now A
Jak zarabia
- Cloud software subscriptions47%
- Product support36%
- Services13%
- Software licenses4%
Udziały w przychodach to szacunki za quarter ended 2026-03-31, a nie dane z raportu złożonego do regulatora.
Konkuruje z
Co sprzedaje6
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.
Pokaż 3 więcej
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.
Kto to kupuje4
- 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.
Na czym się opiera i co może to zburzyć
Od czego zależy ta działalność
- 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.
Co może pójść nie tak
- 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.
Pełne sprawozdania finansowe →
O spółce 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.
- Siedziba
- Tysons, Virginia, United States
- Rok założenia
- 1989 (founding year, high confidence)
- Zatrudnienie
- 1,539 (2025-12-31, high)
- Notowana na
- Nasdaq
- Koniec roku obrotowego
- December 31
Zbudowane z własnych raportów spółki Strategy Inc. składanych do amerykańskiej Komisji Papierów Wartościowych i Giełd (SEC). Liczby są takie, jak zaraportowano, a historia na akcję przeliczona na dzisiejszą bazę akcji. To opisuje firmę — nie jest poradą inwestycyjną ani rekomendacją kupna lub sprzedaży.
