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Strategy CEO: The software business and Bitcoin treasury business create synergy, with the software business achieving its strongest quarter in nearly a decade in Q1 2026.
Deep Tide TechFlow News. On May 11, Strategy Co-CEO Phong Le said that the company’s software business and its Bitcoin treasury operations have unique synergies. In the first quarter of 2026, its software business delivered the strongest financial quarter in nearly a decade: revenue increased 12% year over year, cloud revenue grew by 59%, controllable profit margins rose 27%, and the results also supported Bitcoin operational expenses. Phong Le said that Strategy currently has about 1,500 employees, serving more than 3,000 customers and over 500,000 active users, with clients covering nearly half of the Fortune 500. He also said the company is ramping up its AI investment and has launched an AI data platform, Mosaic, integrating large language models, ultra-large cloud service providers, and data warehouses.