Strategy CEO Reports Strong Software Business Performance in Early 2026

Strategy CEO Phong Le announced on the X platform that the company's software business achieved its strongest performance in nearly a decade during the first quarter of 2026, with revenue increasing by 12%. According to Odaily, cloud business revenue grew by 59%, and profits rose by 27%. Le highlighted the unique synergy between the company's Bitcoin treasury and software business, noting that the software division's expertise in engineering, security, and compliance provides institutional-level capabilities to the Bitcoin operations, while the Bitcoin mission attracts talent and accelerates software innovation. Additionally, the company has developed an AI data platform named Mosaic and plans to utilize multiple AI models over the next year to restructure internal processes and achieve system autonomy.