Earnings Releases·Oct 29, 2026, 4:03 PM ET

Strategy Inc — Third Quarter 2026 Earnings Summary

Q3 2026 net income surged to $19.53 billion (up from $2.79 billion in Q3 2025) and diluted EPS reached $44.75, driven by a $20.91 billion gain on digital assets, while total revenues declined 3% year-over-year to $125.4 million.
Management expects preferred equity distributions to be treated as non-taxable return of capital for the foreseeable future and plans to lead a tokenized financial system via the Digital Credit segment, which upgraded STRC to daily dividends starting November 1, 2026.
The company holds 848,517 bitcoins (26% growth year-to-date) with a market value of $68.90 billion, raised $21.23 billion in capital year-to-date, and repurchased $2.04 billion of STRC shares year-to-date.
Leadership changes include Andrew Kang stepping down as CFO effective November 5, 2026, with Reza Virasteh taking over on January 1, 2027, alongside the adoption of ASU 2023-08 requiring bitcoin measurement at fair value.