secwatch.observer — SEC 8-K summary
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Issuer:     Strategy Inc (MSTR)
CIK:        0001050446
Form:       8-K
Filed at:   2026-07-30T20:00:23+00:00
Accession:  0001628280-26-051027
Event type: earnings
Sentiment:  negative
Materiality: 0.80
Item codes: 2.02, 7.01, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

Strategy Q2 net loss $8.22B; bitcoin holdings 843,775; revenue up 6.9% YoY
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- Net loss of $8.22B ($24.45 diluted EPS loss) vs net income of $10.02B ($32.60 diluted EPS) in Q2 2025.
- Revenue $122.4M, up 6.9% YoY; gross margin 66.6% vs 68.8%.
- Bitcoin holdings 843,775 as of July 26, 2026; average cost $75,476, market price $64,915.
- Raised $17.06B YTD via ATM programs; STRC issuances $7.53B YTD.
- Repurchased $28.9M notional of STRC for $25M (13% discount); $1.5B convertible notes repurchased at 8% discount.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1050446/000162828026051027/0001628280-26-051027-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1050446/000162828026051027/mstr-20260730.htm
  HTML page:      https://secwatch.observer/filing/0001628280-26-051027

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer