Strategy CEO: Software Business Sees Strong Growth in Q1, Further Enhancing the "Finance + Software" Dual-Engine Model

May 11, 2026 — Strategy CEO Phong Le announced the company posted its strongest financial performance in Q1 2026, marking its best quarter in a decade. Highlights include 12% year-over-year revenue growth, a 59% jump in cloud business, and a 27% rise in controllable profit margin—all of which will fund its Bitcoin treasury operations. Over the past six years, the firm has shifted toward becoming a Bitcoin treasury enterprise while continuing to upgrade and expand its core software business. Today, Strategy employs roughly 1,500 people, serves more than 3,000 customers and 500,000 active users, and counts nearly half of the Fortune 500 among its clients—including organizations in finance, healthcare, retail, and government. It operates in 25 countries worldwide and maintains enterprise-grade capabilities via compliance frameworks (SOC 2 Type 2, ISO 27001, FedRAMP, and multiple data/security certifications) to drive long-term stable growth. Meanwhile, the company is ramping up AI and data platform development: it recently launched “Mosaic,” an AI data infrastructure that unifies large models, cloud services, and data warehouses into a single platform, and is pushing internal processes toward automation, intelligence, and self-optimization. Management notes the company’s Bitcoin strategy and software business are creating synergies—boosting employee and customer engagement while strengthening its long-term competitiveness in digital assets and enterprise software.