Revenue segments as reported by the company.

Product licenses

Subscription services

Product support

Other services

Revenue Segments

Gross Profit, Operating Income, and Net Income as a percentage of Revenue

Gross Margin

Operating Margin

Profit Margin

Margins

An operating expense is an expense a business incurs through its normal business operations. Often abbreviated as OPEX.

Sales and marketing

General and admin

Digital asset impairment losses

Operating Expenses

Year over year growth in Revenue and Operating Expenses.

Revenue Y/Y

OpEx Y/Y

Growth

Shares outstanding refer to a company's stock currently held by all its shareholders, including share blocks held by institutional investors and restricted shares owned by the company's officers and insiders.

Outstanding Shares

Market Cap

Also known as Price/Sales Ratio. Calculated using Average market cap for the quarter / Annualized quarterly revenue.

Revenue Multiple

MicroStrategy Incorporated

MicroStrategy, Inc. engages in the provision of enterprise analytics and mobility software. The firm designs, develops, markets, and sells software platform through licensing arrangements and cloud-based subscriptions and related services. Its product packages include Hyper.Now, Consumer User Bundle, and Power User Bundle. The company was founded by Michael J. Saylor and Sanjeev K. Bansal on November 17, 1989 and is headquartered in Vienna, VA.

Earnings data Q1 2021

Earnings data Q2 2021

Earnings data Q3 2021

Earnings data Q4 2021

Earnings data Q1 2022

Earnings data Q2 2022

Earnings data Q3 2022

Earnings data Q4 2022

Earnings data Q1 2023

Earnings data Q2 2023

Earnings data Q3 2023

Earnings data Q4 2023

Earnings data Q1 2024

Earnings data Q2 2024

Earnings data Q3 2024

Earnings data Q4 2024

MicroStrategy reports strong Q4 revenue, bullish on Bitcoin strategy

MicroStrategy's Q4 2022 performance reflects growth in revenue and a strong focus on Bitcoin acquisition and cloud adoption.
The company's successful Bitcoin strategy and emphasis on innovation position it for future growth.
Challenges include increased expenses and regulatory uncertainties, while opportunities lie in Lightning network adoption and institutional adoption of Bitcoin.
Overall, MicroStrategy remains committed to its strategies and poised for growth in 2023.

MicroStrategy reports Q1 revenue growth, Bitcoin strategy success

MicroStrategy's Q1 performance showed revenue growth driven by software and subscription services, alongside strategic Bitcoin acquisitions and loan repayments. The company's strengths lie in innovation, Bitcoin strategy success, and optimism about Bitcoin's future role. Challenges include macroeconomic environment impacts and selling expansion deals. Opportunities exist in cloud offerings and Bitcoin adoption catalysts.

MicroStrategy reports mixed Q2 revenue, excels in Bitcoin strategy

MicroStrategy's Q2 2023 performance showed mixed revenue but strong growth in cloud business and recurring revenue.
The company's Bitcoin strategy and unique investment options position it as a leader in the evolving digital asset landscape.
Challenges in product license revenue and impact from Bitcoin holdings require strategic management.
Opportunities lie in institutional adoption milestones and potential approval of spot ETFs for broader market impact.

MicroStrategy reports Q3 revenue growth, eyes AI and cloud expansion

MicroStrategy's Q3 performance showed revenue growth and strong subscription billings, underlining a focus on cloud-native models and AI integration for future growth.
The company's strategic strengths lie in AI partnerships, innovative AI features, and a prudent financial approach through Bitcoin investments.
Challenges include macroeconomic uncertainties, organizational transformations, and regulatory adjustments, while opportunities exist in partnerships, Bitcoin ETF approval, and tech sector growth drivers.

MicroStrategy reports Q4 revenue challenges but drives growth through bitcoin strategy

MicroStrategy's Q4 performance reflects revenue challenges but highlights strong growth in subscription services and a robust bitcoin strategy.
The company's focus on customer success, strategic partnerships, and innovative software development positions it well for long-term value creation.
While facing revenue declines and upcoming financial decisions, MicroStrategy remains committed to driving growth through bitcoin acquisitions and software development.
Opportunities in expanding the bitcoin network, capitalizing on digital transformation, and leveraging market acceptance of bitcoin present avenues for future growth and innovation.

MicroStrategy reports Q1 earnings, emphasizes Bitcoin holdings and cloud growth

MicroStrategy's Q1 2024 performance reflects a focus on cloud adoption, BI innovation, and Bitcoin holdings. Despite revenue decline and increased expenses, the company's strategic goals for cloud growth and AI innovation position it for long-term success. Leveraging Bitcoin assets and strategic capital raising indicate a forward-looking approach to driving growth and profitability.

MicroStrategy reports strong bitcoin acquisitions and BTC Yield targets

MicroStrategy's bitcoin strategy and BTC Yield targets are key drivers of performance and investor confidence.
The company faces challenges in revenue decline during the cloud transition but shows strength in operational flexibility.
Opportunities in AI adoption, institutional bitcoin adoption, and cloud conversions pave the way for growth.
Careful management of debt, interest expenses, and leverage capacity is crucial for financial stability.

MicroStrategy leads in bitcoin holdings, plans $21B capital raise

MicroStrategy's performance as a bitcoin treasury company is driving growth and valuation premiums, supported by a strong focus on transparency and shareholder trust.
While facing challenges related to governance dynamics and market volatility, the company's innovative approach and strategic vision present opportunities for expansion and market leadership.
With a commitment to long-term value creation and global adoption of BTC, MicroStrategy is poised to continue its growth trajectory and solidify its position as a market leader.
By leveraging their $18 billion of permanent capital and issuing new securities backed by bitcoin, MicroStrategy is set to capitalize on the evolving landscape of digital finance and cryptocurrency markets.

Revenue

Cost of revenue

Gross profit

Operating expenses

SG&A

Other

Operating income

EBITDA

Net income

Earnings per share

Total assets

Current assets

Cash & equivalents

Receivables

Inventory

Non-current assets

Net PPE

Intangibles

Total liabilities

Current liabilities

Short term debt

Income tax payable

Non-current liabilities

Long-term debt

Total equity

Stockholders equity

Minority interest

Total liabilities & equity

Total debt

Net debt

Book value per share

Cash from operations

Funds from operations

Change in working capital

Cash from investing

Capital expenditure

Purchase/sale of investments

Purchase/sale of business

Other sources

Cash from financing

Change in stock

Change in debt

Cash dividends paid

Cash from other sources

Net change in cash

Free cash flow

MicroStrategy, Inc. engages in the provision of enterprise analytics and mobility software. The firm designs, develops, markets, and sells software platforms through licensing arrangements and cloud-based subscriptions and related services. Its product packages include Hyper. The company was founded by Michael J. Saylor and Sanjeev K. Bansal on November 17, 1989, and is headquartered in Vienna, VA.

Stock-split euphoria has taken hold on Wall Street, with 12 prominent businesses announcing or completing a split over the last six months. MicroStrategy is set to complete its largest forward-stock split following the close of trading on August 7.

MicroStrategy's 10-for-1 Stock Split Is Imminent: 10 Things You Need to Know

Coinbase

Riot Blockchain

There are many trends that the best blockchain stocks can take advantage of. Among the most important trends, one can note the expansion of Decentralized Finance (DeFi).

3 Blockchain Stocks Positioned for Potential Industry Adoption

Marathon Digital Holdings

Former President Donald Trump has shifted from his previous criticism to a more favorable view of cryptocurrencies, recognizing their potential benefits.

3 Blockchain Stocks That Could Benefit from a Trump Presidency

For investors in a wide range of crypto stocks, today's session has brought a lot of pain and not enough relief. Shares of Coinbase (NASDAQ: COIN ), Marathon Digital (NASDAQ: MARA ), Riot Platforms (NASDAQ: RIOT ) and MicroStrategy (NASDAQ: MSTR ) are down between 1% and 8% in today's session, although these early afternoon declines have improved from the morning's initial plunge.

COIN, MARA, RIOT, MSTR: Why Are Crypto Stocks Crashing Today?

Apple

Adobe

Amazon

Trump Media & Technology Group Corp

Alphabet

Robinhood

Intel

Microsoft

ServiceNow

NVIDIA

Speculative stocks, especially those tied to the technology sector, are leading the stock market down on Aug. 5. Trump Media & Technology (NASDAQ: DJT ) is down over 8% as of this writing.

Today's Biggest Stock Losers: 6 Names That Are Tanking the Most

Crypto stocks are collapsing today amid the extended broad-market selloff , especially as Bitcoin (BTC) drops below $50,000 for the first time since February.

2 Crypto Stocks to Watch Amid Sector Crash

MSTR introduced a new KPI called "BTC Yield" to measure the growth in BTC holdings per share, setting the foundation for greater clarity on their Bitcoin strategy. MSTR's use of convertibles to finance BTC purchases at low interest rates is a clever strategy to maximize BTC Yield and leverage their capital structure. Despite a mediocre software business, MSTR's focus on BTC Yield make it a compelling buy, although short-term BTC price volatility remains a risk.

All About That Yield: MicroStrategy's Biggest Earnings Call Yet

Cipher Mining

Terawulf

U.S. stock futures were lower this morning, with the Dow futures falling around 700 points on Monday.

MicroStrategy, Cipher Mining, TeraWulf And Other Big Stocks Moving Lower In Monday's Pre-Market Session

Cintas Corp

Stock-split euphoria has been one of Wall Street's hottest trends in 2024. A dozen prominent businesses have announced or completed a stock split over the last six months.

3 Stock-Split Stocks That Can Plunge Up to 98%, According to Select Wall Street Pundits

MicroStrategy Incorporated (NASDAQ:MSTR ) Q2 2024 Earnings Conference Call August 1, 2024 5:00 PM ET Company Participants Shirish Jajodia - Vice President of Investor Relations and Treasury Phong Le - President and Chief Executive Officer Andrew Kang - Senior Executive Vice President and Chief Financial Officer Michael Saylor - Executive Chairman Shirish Jajodia [Starts abruptly] -- Investor Relations and Treasury at MicroStrategy. I'll be your moderator for MicroStrategy's 2024 Second Quarter Earnings Webinar.

MicroStrategy Incorporated (MSTR) Q2 2024 Earnings Call Transcript

TYSONS CORNER, Va.--(BUSINESS WIRE)--MicroStrategy® Incorporated (Nasdaq: MSTR) (“MicroStrategy” or the “Company”), the largest corporate holder of bitcoin and the world's first bitcoin development company, today announced financial results for the three-month period ended June 30, 2024 (the second quarter of its 2024 fiscal year). “After yet another successful quarter for our bitcoin strategy, MicroStrategy today holds 226,500 bitcoins reflecting a current market value 70% higher than our cost.

MicroStrategy Announces Second Quarter 2024 Financial Results; Now Holds 226,500 BTC

Howmet Aerospace

Lennar

Rotation or not, certain stocks are screeching higher as we head into August. Strong earnings, economic tailwinds and positive sentiment are driving some of the hottest stocks to new heights and seeing them trade at or near 52-week highs.

What Are the Hottest Stocks Right Now? 3 Top Picks.

Sirius XM Holdings Inc

A dozen time-tested businesses have announced and/or completed a stock split since 2024 began. Two ultra-popular stock-split stocks with nosebleed valuations are rife with red flags and worth avoiding.

1 Phenomenal Stock-Split Stock to Buy Hand Over Fist in August, and 2 to Absolutely Avoid

MicroStrategy is transitioning from a software licensing company to a SaaS company, struggling to reemerge and grow. The majority of BTC holdings are under MacroStrategy, a separate entity that shields MicroStrategy from any recourse by investors, leading to fewer shareholder rights and ownership. MSTR has raised $6.8b in the capital markets with limited benefits to generating real shareholder value.

MicroStrategy Holds Less Bitcoins Than You Think (Q2 Earnings Preview)

When a company's shares have been on a tear, or their high price tag is scaring away potential investors, a stock split can be just what the doctor ordered. Sure, fractional shares have made it easier than ever to invest in pricey stocks.

Stock Split Summer: The 3 Next Companies Investors Should Be Watching

Republican presidential candidate Donald Trump recently announced plans to create a Bitcoin (BTC) strategic reserve, a potentially monumental factor in the financial markets. Trump stated that if elected, he would ensure the United States maintains all Bitcoin it currently holds or acquires in the future as a strategic asset.

3 stocks to buy if US creates strategic Bitcoin reserve

Nu Holdings

A major consideration when choosing blockchain stocks is regulatory risk. Due to its young age, the blockchain industry does not yet have clear regulations.

What Are the Hottest Blockchain Stocks Right Now? 3 Top Pick

Chipotle

Stock-split euphoria has taken Wall Street by storm. The value proposition for the 12 top-notch businesses that have announced stock splits in 2024 differs greatly.

These Are 3 of the Priciest Stock-Split Stocks on Wall Street -- and Yes, They Should Be Avoided

CleanSpark

The world of cryptocurrency is still a developing thesis, with some raging bulls on every coin out there and others calling the asset class a complete scam and Ponzi scheme. Whether one side is right or wrong is up for debate, but one thing remains true: investor and trader psychology and behavior.

Is Crypto Cool Again? What Stocks You Should Be Watching

According to consultancy firm Deloitte, cloud computing is expected to be a major driver of the tech sector's growth in the second half of 2024 and into 2025.

Despite MicroStrategy Stock's 278% Gain, Short Sellers Are Not Backing Away

Investors should have a growing appreciation for the importance of blockchain stocks and the subsequent returns on investment that can come from them. I believe there are a few tailwinds to consider, prompting swift investor action before July 27.

7 Blockchain Stocks to Buy Before July 27

MicroStrategy announced plans for a 10-for-1 stock split. Stock splits can generate excitement in the markets, but they don't always result in strong returns afterwards.

Will a Stock Split Help Send MicroStrategy's Stock Higher in the Second Half?

Jumia

Avidity Biosciences

With a bull market barely showing signs of slowing down, one of the best outperforming stocks this year is Super Micro Computer (NASDAQ: SMCI ). The premier provider of AI-optimized computers, servers, networks, storage solutions and data center workstations is up 176% year-to-date.

3 Stocks Doing Even Better Than Superstar Super Micro (SMCI)

Netflix

Taiwan Semiconductor Manufacturing

Tech stocks dominated the first half of 2024 with the Nasdaq Composite index rising 20% in the year's first six months. Will the domination continue in the coming six months?

3 Tech Stock Giants Poised for Second-Half Domination

Crypto stocks have rebounded after recent outflows amid low market sentiment. This week, inflows reversed losses despite overall market downturns, aligning with cryptocurrency and broader stock market trends.

News for MicroStrategy Incorporated Stock (MSTR)