Wu said that Strategy's CEO Phong Le posted on Twitter that Strategy's software revenue in the first quarter of 2026 grew by 12%, with cloud revenue increasing by 59%, and controllable profit margins growing by 27%, with related profits used to support Bitcoin operational expenses.


Phong Le stated that Strategy currently has 1,500 employees, serving over 3,000 clients, more than 500k active users, and nearly half of the Fortune 500 companies, with business coverage in more than 25 countries; the company is currently listed on NASDAQ and submits quarterly 10-Q and annual 10-K reports to the SEC, audited by KPMG.
Phong Le said that the company is investing in AI and has built an AI data infrastructure called Mosaic, integrating LLM, hyperscalers, and data warehouses into a single platform; in the next year, it is expected to automate multiple core workflows and replace a large number of internal enterprise software.
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