Strategy Inc (NASDAQ:MSTR) reported financial results for the fourth quarter after the market close on Thursday. Here’s a look at the key details from the report.
- Strategy shares are trading near critical lows. Why is MSTR stock at lows?
Strategy Tops Estimates In Q4
Strategy posted fourth-quarter revenue of $122.99 million, beating analyst estimates of $118.48 million. The Bitcoin (CRYPTO: BTC) treasury company reported adjusted earnings of $16.37 per share for the quarter, beating analyst estimates of $10.96 per share, according to Benzinga Pro.
Total revenue was up 1.9% year-over-year. Here’s a breakdown of revenue by segment.
- Subscription Services: $51.8 million, up 62.1% year-over-year
- Product Licenses and Subscription Services: $59.6 million, up 26.3% year-over-year
- Product Support: $48.5 million, down 16.9% year-over-year
- Other Services: $14.9 million, down 1.8% year-over-year
Strategy ended the second quarter with $2.3 billion in cash and cash equivalents, up from $38.1 million at the end of 2025.
Bitcoin Holdings Update
Strategy achieved a “BTC Yield” of 22.8% in full-year 2025. The company reported a 2025 Bitcoin gain of 101,873. Strategy said it held a total of 713,502 Bitcoin as of Feb. 1, 2026, acquired at an average price of $76,052 per Bitcoin.
“Strategy has built a digital fortress anchored by 713,502 bitcoins and our shift to Digital Credit, which aligns with our indefinite bitcoin horizon,” said Michael Saylor, executive chairman of Strategy.
Strategy executives will further discuss the quarter on an earnings call with investors and analysts at 5 p.m. ET.
MSTR Moves Lower After Earnings
MSTR Price Action: Strategy shares hit new 52-week lows ahead of earnings as Bitcoin faced heavy selling pressure. The stock was approximately flat in after-hours, trading at $107.42 at the time of publication on Thursday, according to Benzinga Pro.
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