Strategy Inc reported second-quarter 2026 results showing revenue of $122.4M, up 6.9% year over year, while the company recorded a net loss attributable to common stockholders of $(8.62)B and diluted EPS of $(24.45), a large swing from the year-ago quarter driven by fair-value changes in digital assets.
Financial Highlights
- Revenue: $122.4M for Q2 2026, up from $114.5M in the year-ago quarter (6.9% YoY).
- Net income: Net loss attributable to common stockholders $(8.62)B for Q2 2026, vs. net income $9.97B in the year-ago quarter (large YoY swing driven by digital asset fair-value changes).
- Diluted EPS: $(24.45) for Q2 2026 vs. $32.60 in the year-ago quarter (YoY swing driven by unrealized loss on digital assets).
Business Highlights
- Revenue growth was driven by subscription services and software: software revenue rose year over year (Q2 $122M; YTD $247M), offsetting declines in product license and support.
- Ongoing channel shift to cloud: migration from on-premise to cloud subscriptions is accelerating recurring revenue and reducing perpetual license sales.
- Product momentum: expanded AI-powered analytics and adoption of the Mosaic universal data layer; generative AI features are broadening enterprise usage.
- Operational investment: increased cloud infrastructure and sales & marketing spending to support subscription growth and customer conversions.
- Bitcoin treasury operations: launched a formal Bitcoin segment and capital framework; treasury strategy and a monetization program are influencing liquidity and operational planning.
Original SEC Filing:
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