Strategy Q1 2026 Software Business Surges, Transforming into a Bitcoin Treasury Company While Continuing Software Development

CEO Phong Le announced that the company's software business experienced its strongest performance in nearly a decade in the first quarter of 2026, with revenue increasing by 12%, cloud service income soaring by 59%, and controllable profit growing by 27%.

These impressive figures not only demonstrate the robust growth of the software business itself but also indirectly indicate that the company’s transition into a Bitcoin treasury company is happening alongside a healthy development trend in its traditional software operations.

As an enterprise software company with 1,500 employees, Strategy serves over 3,000 clients and 500k active users, nearly half of whom are Fortune 500 companies, covering sectors such as banking, healthcare, retail, and government agencies.

Since its founding in 1989, the company has developed over 35 years, operating in 25 countries, accumulating extensive industry experience and a global operational network.

Le stated that Strategy’s unique business model is reflected in the synergistic effects between its Bitcoin treasury and software business. The professional team and experience in the software sector provide institutional-level support for Bitcoin operations, a rare capability in the digital asset ecosystem.

Meanwhile, the Bitcoin mission also provides positive feedback to the software business. The Bitcoin strategy motivates employees, attracts talent, shifts client perception from skepticism to support, and involves them in the company’s digital asset strategy, creating a virtuous cycle.

In terms of technological innovation, Strategy recently launched the AI data platform “Mosaic.” This platform integrates large language models, massive-scale computing, and data warehouses, offering enterprises a streamlined AI-driven semantic layer, with AI agents serving as the end users.

Furthermore, the company’s pace of innovation is accelerating, with key software partners including industry giants such as Amazon, Google, Microsoft, Snowflake, and HCL.

Le also mentioned that the company is leveraging multiple AI models to rebuild internal processes and systems from scratch. He expects most core workflows to be automated within a year, replacing the majority of internal enterprise software.

As the business model continues to evolve, Strategy’s software will become more autonomous, adaptive, self-healing, and self-improving, thereby strengthening its competitive edge in the enterprise software and digital asset fields.