Strategy CEO: Strategy software business achieves strongest performance in nearly a decade

Strategy CEO Phong Le posted on the X platform, stating that in the first quarter of 2026, Strategy's software business achieved its strongest performance in nearly a decade, with revenue growing by 12%, cloud business revenue increasing by 59%, and profit growing by 27%. Le pointed out that the combination of the company's Bitcoin treasury and software business creates a unique synergistic effect. The software business's experience in engineering, security, and compliance can provide institutional-grade capabilities for the Bitcoin business, while the Bitcoin mission can attract talent and accelerate software innovation.

Additionally, the company has built an AI data platform called Mosaic and plans to use multiple AI models to restructure internal processes and achieve system autonomy within the next year.