May 10, 2026
Strategy CEO Says Software Unit Had Best Quarter in a Decade as Bitcoin Synergies Grow
TLDR: Strategy’s software revenue grew 12% in Q1 2026, marking its strongest financial quarter in ten years. Cloud revenue surged 59% year-over-year, with controllable margin expanding 27% to fund Bitcoin operations. Strategy launched Mosaic, an AI data foundation integrating LLMs, hyperscalers, and data warehouses in one platform. CEO Phong Le says Bitcoin and software create [...]
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