Strategy Co-CEO Phong Le stated that the company’s software business and Bitcoin treasury business exhibit unique synergies. In the first quarter of 2026, its software business delivered its strongest financial quarter in nearly a decade, with revenue growing 12% year-over-year, cloud revenue increasing 59%, and controllable margins rising 27%, while also supporting Bitcoin operational expenses. Phong Le noted that Strategy currently employs approximately 1,500 people, serves over 3,000 customers and more than 500,000 active users, with clients covering nearly half of the Fortune 500 companies. He also mentioned that the company is increasing its investment in AI and has launched Mosaic, an AI data platform integrating large language models, hyperscale cloud providers, and data warehouses.
Strategy CEO: Software and Bitcoin Treasury Businesses Drive Synergy; Software Business Posts Strongest Q1 in a Decade
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Summary
Bitcoin breaking news: Strategy co-CEO Phong Le said the software and Bitcoin treasury businesses are generating strong synergies. In Q1 2026, the software business posted its best quarter in a decade, with 12% year-over-year revenue growth, a 59% increase in cloud revenue, and a 27% higher controlled profit margin. The company supports Bitcoin operational expenses and has launched Mosaic, an AI data platform integrating large language models, cloud providers, and data warehouses. Strategy serves over 3,000 clients, including nearly half of the Fortune 500, and has 500,000 active users.
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