Q2 2026
EPS
-$24.45
est $3.07-$27.52
Revenue
$122M
est $124M-1.7%
MicroStrategy swallowed an $8.2 billion loss as bitcoin prices tanked, but CEO Phong Le doubled down, growing the company's holdings 11% to 846,000 BTC while subscription revenue surged 54% year-over-year. The software business is now carrying the financial weight as the core strategy pivots from licensing to recurring subscriptions.