Business description: Strategy Incorporated

Strategy Incorporated (formerly MicroStrategy Incorporated) is the world's No. 1 Bitcoin holding and long-term management company. The group is also developing a business publishing analytical enterprise software based on artificial intelligence, in the field of business intelligence and data analysis. Net sales break down by source of revenue as follows:

- sales of professional services and technical support (52.6%);

- sales of subscriptions (23%);

- sales of services (13.9%);

- sales of licences (10.5%).

Number of employees: 1,546

Sales by Activity: Strategy Incorporated

Fiscal Period: December 2020 (USD) 2021 (USD) 2022 (USD) 2023 (USD) 2024 (USD)

Software Business

481M - 499M 496M 463M

Geographical breakdown of sales: Strategy Incorporated

Fiscal Period: December 2020 (USD) 2021 (USD) 2022 (USD) 2023 (USD) 2024 (USD)

United States

- - - 284M 260M

Europe, The Middle East, and Africa

155M 171M 153M 156M 156M

Other Regions

46.04M 53.49M 48.13M 56.17M 47.95M

United States and Canada

279M 286M 299M - -

Executive Committee: Strategy Incorporated

Manager TitleAgeSince
Chief Executive Officer 49 2022-08-07
Director of Finance/CFO 49 2022-05-08
Chief Tech/Sci/R&D Officer - 2018-10-31
Investor Relations Contact - 2021-09-30
Corporate Officer/Principal - 2016-08-31

Composition of the Board of Directors: Strategy Incorporated

Director TitleAgeSince
Chairman 61 1989-11-16
Director/Board Member 54 2004-10-31
Director/Board Member 65 2002-09-30
Director/Board Member 73 2014-03-31
Director/Board Member 49 2022-08-07
Director/Board Member 57 2024-12-19
Director/Board Member 60 2024-12-19
Director/Board Member 56 2024-12-19
Director/Board Member 62 2025-06-30

Shareholders: Strategy Incorporated

NameEquities%Valuation
The Vanguard Group, Inc.
8.988 %
24,062,886 8.988 % 3 602 M $
Vanguard Fiduciary Trust Co.
8.988 %
24,062,886 8.988 % 3 602 M $
Capital Research & Management Co. (International Investors)
7.795 %
20,869,464 7.795 % 3 124 M $
Capital Research & Management Co. (International Investors)
7.7 %
20,614,868 7.7 % 3 086 M $
Jane Street Capital LLC
7.284 %
19,501,420 7.284 % 2 920 M $
NameEquities%Valuation
Gerval Investimentos Ltda.
0.1117 %
1,794,933 0.1117 % 4 M $
Seival Investimentos Ltda.
0.0154 %
246,900 0.0154 % 528 173 $
BTG Pactual WM Gestão de Recursos Ltda.
0.003031 %
48,700 0.003031 % 104 180 $
BRAM - Bradesco Asset Management SA DTVM
0.001649 %
26,500 0.001649 % 56 689 $
NameEquities%Valuation
Uniplan Investment Counsel, Inc.
0.2236 %
26,735 0.2236 % 2 M $
Nomura Corporate Research & Asset Management, Inc.
0.0535 %
6,399 0.0535 % 466 103 $
0.0418 %
5,000 0.0418 % 364 200 $
0.0376 %
4,500 0.0376 % 327 780 $
0.0295 %
3,527 0.0295 % 256 907 $
NameEquities%Valuation
Taiwan Cooperative Securities Investment Trust Co., Ltd.
0.0232 %
6,503 0.0232 % 643 732 $
RM Capital Markets Ltd.
0.0179 %
5,000 0.0179 % 494 950 $
Ethos Financial Group LLC
0.009 %
2,521 0.009 % 249 554 $
FMR Investment Management (UK) Ltd.
0.000007 %
2 0.000007 % 198 $
NameEquities%Valuation
0.3123 %
220,000 0.3123 % 33 M $
0.0416 %
29,335 0.0416 % 4 M $
0.0213 %
15,000 0.0213 % 2 M $
0.0142 %
10,000 0.0142 % 1 M $
0.007995 %
5,631 0.007995 % 843 017 $
NameEquities%Valuation
Capital Research & Management Co. (International Investors)
16.37 %
2,092,400 16.37 % 178 M $
Capital Research & Management Co. (World Investors)
4.978 %
636,284 4.978 % 54 M $
Voya Investment Management Co. LLC
4.89 %
625,000 4.89 % 53 M $
Van Eck Associates Corp.
3.284 %
419,669 3.284 % 36 M $
LPL Financial LLC
2.021 %
258,356 2.021 % 22 M $
NameEquities%Valuation
0.1765 %
15,000 0.1765 % 2 M $
0.0441 %
3,750 0.0441 % 561 413 $
0.005882 %
500 0.005882 % 74 855 $
NameEquities%Valuation
WesBanco Bank, Inc. (Investment Management)
0.1313 %
13,800 0.1313 % 1 M $
0.0951 %
10,000 0.0951 % 1 000 000 $
0.0571 %
6,000 0.0571 % 600 000 $
0.0143 %
1,500 0.0143 % 150 000 $
0.004756 %
500 0.004756 % 50 000 $
NameEquities%Valuation
99.88 %
19,616,680 99.88 % 2 937 M $
Architas Multi-Manager Europe Ltd.
0.0937 %
18,407 0.0937 % 3 M $
Scottish Widows Schroder Person Wealth (ACD) Ltd.
0.0462 %
9,080 0.0462 % 1 M $
State Street Global Advisors France SA
0.0448 %
8,800 0.0448 % 1 M $
abrdn Alternative Investments Ltd.
0.0397 %
7,788 0.0397 % 1 M $

Company details: Strategy Incorporated

Strategy, Inc.

1850 Towers Crescent Plaza

22182, Tyson's Corner

+703 848 8600

http://www.strategy.com
address Strategy Incorporated(MSTR)

Enterprise Software

Change 5d. change 1-year change 3-years change Capi.($)
-2.70%-0.69%-62.51%+325.78% 42.84B
+1.43%-0.63%-13.14%+78.93% 443B
+2.20%+2.59%-37.71%+58.37% 234B
+1.79%+7.19%-45.96%+22.79% 111B
+5.26%+2.27%-51.98%+0.27% 35.04B
+1.13%+0.27%-23.82%+100.37% 32.06B
+0.04%-1.25%-33.98%+42.04% 16.29B
+1.95%+2.73%-10.95%+21.21% 15.61B
+1.14%+19.50%-68.86%-38.18% 13.04B
+1.24%+2.42%-59.97%-13.69% 11.15B
Average +1.25%-1.94%-40.89%+59.79% 95.3B
Weighted average by Cap. +0.74%-1.22%-28.62%+72.02%
Sell
Consensus
Buy
Mean consensus
BUY
Number of Analysts
14
Last Close Price
125.20USD
Average target price
396.00USD
Spread / Average Target
+216.29%

Quarterly revenue - Rate of surprise

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