MSTR Earnings Date: Feb 10, 2027 (Estimated) — Strategy Inc
NASDAQ · Technology · Software - Application
Updated
When is MSTR's next earnings date?
Strategy Inc (MSTR) is expected to report Q4 2026 earnings on Wednesday, February 10, 2027 at 4:00 PM ET (after market close); the date is an estimate and has not been confirmed by the company. The consensus estimate is EPS of $20.48 on revenue of $126.9M.
How did MSTR do in its last earnings report?
In its most recent report on Oct 29, 2026 (Q3 2026), Strategy Inc posted EPS of $44.75 versus the $20.19 estimate, a beat of 121.6%. Revenue was $125.4M against a $127.8M estimate.
How much does MSTR stock move after earnings?
MSTR beat EPS estimates in 4 of its last 8 reported quarters. Over the last 7 reports the stock moved an average of 7.4% (up or down) in the day after earnings.
About Strategy Inc
Strategy Inc, together with its subsidiaries, operates as a bitcoin treasury company in the United States, Europe, the Middle East, Africa, and internationally. It offers investors varying degrees of economic exposure to Bitcoin by offering a range of securities, including equity and fixed income instruments. The company also provides AI-powered enterprise analytics software, including Strategy One, which provides non-technical users with the ability to directly access novel and actionable insights for decision-making. In addition, the company provides Strategy Mosaic, a universal intelligence layer that offers enterprises with consistent definitions and governance across data sources, regardless of where that data resides or which tools access it. The company was formerly known as MicroStrategy Incorporated and changed its name to Strategy Inc in August 2025. The company was incorporated in 1989 and is headquartered in Tysons Corner, Virginia.
🤖 AI Earnings Analysis
Strategy’s preferred-stockholders approved daily dividends across four series, underscoring its financing-first Bitcoin treasury strategy as weaker rivals exit. Results are mixed: EPS of $44.75 far exceeded estimates, but revenue fell 3% year over year to $125 million and missed.
AI-generated summary — powered by BigEarnings.
Earnings History
| Date | Period | EPS Est. | EPS Act. | Surprise | Revenue | Result | 1D Δ | 1W Δ | 1M Δ |
|---|---|---|---|---|---|---|---|---|---|
| 2026-10-29 | Q3 2026 | 20.19 | 44.75 | +121.64% | $125.4M | ✅ Beat | — | — | — |
| 2026-07-30 | Q2 2026 | 3.07 | -24.45 | -896.42% | $122.4M | ❌ Miss | -4.56% | -0.91% | +30.25% |
| 2026-05-05 | Q1 2026 | -15.87 | -38.25 | -141.02% | $124.3M | ❌ Miss | -0.04% | -1.33% | -30.78% |
| 2026-02-05 | Q4 2025 | -18.64 | 16.37 | +187.82% | $123.0M | ✅ Beat | +26.11% | +14.96% | +29.87% |
| 2025-10-30 | Q3 2025 | 5.76 | 8.42 | +46.18% | $128.7M | ✅ Beat | +5.87% | -6.82% | -32.66% |
| 2025-07-31 | Q2 2025 | -0.07 | 32.52 | +46557.14% | $114.5M | ✅ Beat | -8.77% | +0.04% | -16.78% |
| 2025-05-01 | Q1 2025 | -0.02 | -16.53 | -82550.00% | $111.1M | ❌ Miss | +3.35% | +8.59% | -2.37% |
| 2025-02-05 | Q4 2024 | 0.06 | -3.20 | -5433.33% | $120.7M | ❌ Miss | -3.34% | -2.93% | -14.71% |
Showing last 8 quarters.
Revenue by segment & region
By segment
Q2 FY26 · $133.1M total
| Segment | Share | Revenue | YoY | Q4 FY24 | Q1 FY25 | Q2 FY25 | Q3 FY25 |
|---|---|---|---|---|---|---|---|
| Product Licenses And Subscription Services | 50.0% | $66.5M | +38.6% | — | — | $48.0M | $63.3M |
| Subscription And Circulation | 47.2% | $62.9M | +54.0% | $31.9M | $37.1M | $40.8M | $46.0M |
| License | 2.8% | $3.7M | -48.9% | $15.3M | $7.3M | $7.2M | $17.4M |
By region
Q2 FY26 · $122.4M total
| Segment | Share | Revenue | YoY | Q4 FY24 | Q1 FY25 | Q2 FY25 | Q3 FY25 |
|---|---|---|---|---|---|---|---|
| North America | 55.9% | $68.4M | +4.7% | $67.5M | $63.5M | $65.3M | $74.6M |
| E M E A | 34.7% | $42.5M | +7.7% | $41.6M | $37.9M | $39.4M | $42.3M |
| Other Regions | 9.4% | $11.5M | +18.0% | $11.6M | $9.7M | $9.7M | $11.9M |
Source: company filings via FMP. YoY compares the same fiscal period a year earlier.