Strategy CEO: Strategy Software Business Achieves Strongest Performance in Nearly a Decade

Odaily Strategy CEO Phong Le posted on 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 12%, cloud business revenue increasing 59%, and profit growing 27%. Le pointed out that the combination of the company's Bitcoin treasury and software business creates unique synergies. 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 within the next year to restructure internal processes and achieve system autonomy.