Welcome to our dedicated page for Strategy news (Ticker: MSTR), a resource for investors and traders seeking the latest updates and insights on Strategy stock.
Strategy Inc. reports recurring developments around its role as a Bitcoin treasury company and its enterprise analytics software business. Company updates center on bitcoin purchases and holdings, at-the-market offering programs, preferred-stock securities such as STRC, STRK, STRF, and STRD, financial results, dividend matters, and capital-structure activity tied to its treasury strategy.
The company also operates a Software Business segment that designs, markets, and sells AI-powered enterprise analytics software through cloud subscriptions, licensing arrangements, product support, consulting, and education services.
Strategy (Nasdaq: STRF/STRC/STRK/STRD/MSTR; LuxSE: STRE) reported Q2 2026 results and reinforced its position as the largest institutional bitcoin holder. As of July 26, 2026, Strategy held approximately 843,775 bitcoin, up 25% year to date, generating a 4.5% BTC Yield and $1.95 billion BTC $ Gain in 2026 YTD.
Q2 2026 total revenue was $122.4 million, up 6.9% year over year, with gross profit of $81.6 million (66.6% margin). A bitcoin price decline drove an $8.33 billion operating loss, including an $8.32 billion unrealized loss on digital assets, and a net loss of $8.22 billion.
Strategy raised $8.41 billion via ATM offerings in Q2 plus $1.28 billion in early Q3, and $7.53 billion of STRC digital credit year to date (254% growth). The company reduced convertible notes from $8.21 billion to $6.71 billion, grew its USD Reserve to $3.75 billion (about 2.1 years of dividend and interest coverage), initiated a $1.0 billion STRC repurchase program buying $28.9 million notional at a discount, and established a $1.0 billion MSTR repurchase authorization.
Strategy (Nasdaq: STRF/STRC/STRK/STRD/MSTR; LuxSE: STRE) repurchased 288,930 shares of its Variable Rate Series A Perpetual Stretch Preferred Stock (STRC) between July 20 and July 26, 2026, for approximately $25.0 million at an average price of about $86.52 per share. Approximately $975 million remains available under Strategy’s Digital Credit Securities Repurchase Program announced in June 2026, with future repurchases subject to market conditions, legal requirements, liquidity, and capital-allocation priorities.
Strategy added $525 million to its USD Reserve from sales of its class A common stock (MSTR) under its at-the-market program, increasing the reserve to a record $3.75 billion, equal to roughly 25 months of expected preferred dividend payments. Under the board-approved USD Reserve Policy, this reserve supports preferred dividends and interest on indebtedness and is not authorized for STRC buybacks. Management intends to fund future STRC repurchases from non-reserve sources, which may include additional MSTR sales and, depending on market conditions, bitcoin sales. Strategy’s current policy is not to issue STRC below $100 per share and management will recommend maintaining the 12.00% annualized STRC dividend rate until STRC trades sustainably near $100, although issuance and dividend policies may be changed or discontinued at any time and dividends remain subject to board declaration.
A group of leading financial institutions and Bitcoin companies has launched the Bitcoin Security Consortium, backed by an aggregate $15 million in independently directed member pledges over the next three years to support long-term security and resilience of the Bitcoin network.
Founding members include Anchorage Digital, ARK Invest, BlackRock, Block (NYSE: XYZ), Blockstream, Coinbase (NASDAQ: COIN), Fidelity Digital Assets, Galaxy Digital (Nasdaq: GLXY), and Strategy (Nasdaq: STRF/STRC/STRK/STRD/MSTR; LuxSE: STRE). The consortium will fund developers and researchers working on Bitcoin security, including post-quantum cryptography, and act as a reliable information source for investors, the public, and media, while not directing Bitcoin protocol development.
Strategy (Nasdaq:MSTR), described as the largest corporate holder of bitcoin and a Bitcoin Treasury Company, will release its Q2 2026 financial results after U.S. market close on Thursday, July 30, 2026.
A live Zoom Video Webinar to discuss results starts at 5:00 p.m. ET, with concurrent streams on X and YouTube and an archived replay on the investor relations site.
Bitmine Immersion Technologies (NYSE:BMNR, BMNP) reported combined crypto, cash, marketable securities and “moonshots” of $11.1 billion as of July 5, 2026. Holdings include 5.74 million ETH (4.8% of ETH supply), 206 BTC, $527 million cash/securities, and stakes in Beast Industries and Eightco.
Bitmine closed a 3.5 million-share, 9.50% Series A preferred offering for about $273.8 million net and was added to the Russell 1000. Staked ETH totals 4.88 million, with projected annualized staking rewards of $235–$277 million, according to Bitmine.
Strategy (Nasdaq:MSTR) adopted a five-part Digital Credit Capital Framework to support its preferred securities, liquidity, and Bitcoin strategy. Key elements include a $2.55B USD Reserve dedicated to preferred dividends and interest, a higher 12.00% STRC dividend rate, up to $1B Digital Credit and $1B MSTR repurchase authorizations, and a BTC Monetization Program allowing sales of BTC to fund reserves, obligations, and buybacks, targeting about 25.9 months of preferred dividend and interest coverage through cash and authorized BTC monetization.
TEOCO selected Strategy One, Strategy’s cloud-native AI + BI platform, to enhance its SmartCOGS BillTrak Analysis Module (BAM), used within a system processing over $2 billion in monthly telecom and utility invoices.
The collaboration adds generative AI, modern curated reporting, and flexible self-service analytics to help communications service providers access secure, trusted data faster and reduce custom report requests.
Strategy (MSTR) and Diageo showcased how a universal context layer can reduce data complexity and boost AI readiness at Gartner Data & Analytics Summit London 2026.
Using Strategy Mosaic, Diageo reports new data products delivered in hours instead of weeks, with shared, governed metrics across tools and AI agents.
Strategy (Nasdaq:MSTR) announced stockholder approval of Proposal 5 at the 2026 annual meeting, changing STRC preferred stock dividends from monthly to semi-monthly.
Record dates will be the 15th and last day of each month, with payments on the subsequent record date, starting late June 2026.
Strategy (Nasdaq:MSTR) reported completing a series of capital structure and bitcoin transactions from May 11–25, 2026. The company repurchased $1.5 billion of 0% 2029 convertible notes for approximately $1.38 billion in cash, an ~8% discount, reducing total convertible notes to $6.7 billion.
Strategy issued $2.0 billion notional Variable Rate Series A Perpetual Stretch Preferred (STRC) and $84 million of common stock (MSTR), using proceeds to buy 24,869 bitcoin. As of May 25, it holds 843,738 bitcoin, has $15.5 billion preferred outstanding, and a $871 million USD Reserve. Year-to-date BTC Yield is 13.3%, with BTC Gain of 89,378 bitcoin and BTC $ Gain of $6.8 billion. Strategy expects preferred distributions to be treated as non-taxable return of capital for U.S. holders, based on its E&P outlook.