{"schema_version":"secwatch.filing_event.v1","accession":"0001193125-25-258690","form_type":"8-K","ticker":"MSTR","cik":"0001050446","company_name":"Strategy Inc","filed_at":"2025-10-30T23:59:59+00:00","discovered_at":"2026-05-14T18:02:38.661287+00:00","generated_at":"2026-05-17T01:13:04.432559+00:00","sec_items":["2.02","8.01","7.01","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"confidence":"high","headline":"Strategy Q3 net income $2.8B, EPS $8.42; BTC holdings 640,808; raises STRC dividend to 10.50%","bullets":["Net income of $2.8B, diluted EPS $8.42; operating income $3.9B (includes $3.9B unrealized gain on digital assets).","Bitcoin holdings 640,808 BTC as of Oct 26, 2025; average cost $74,032; BTC Yield YTD 26.0% (target 30%).","FY2025 guidance reaffirmed: operating income $34B, net income $24B, diluted EPS $80 (assumes BTC $150k year-end).","STRC dividend rate increased to 10.50% effective Nov 1, 2025; November cash dividend $0.875 per share.","Software revenue $128.7M, up 10.9% YoY; subscription services revenue up 65.4% YoY."],"urls":{"canonical":"https://secwatch.observer/filing/0001193125-25-258690","json":"https://secwatch.observer/filing/0001193125-25-258690.json","markdown":"https://secwatch.observer/filing/0001193125-25-258690.md","text":"https://secwatch.observer/filing/0001193125-25-258690.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1050446/000119312525258690/0001193125-25-258690-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1050446/000119312525258690/mstr-20251030.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-05-17T01:13:04.432559+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}