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Strategy's software revenue jumps 12% in Q1 2026, driven by 59% cloud growth and AI innovation.

Protocol Fundamentals
10 May 2026
Blockonomi
View Source
Bullish
pluang ai news

Strategy reported its strongest software business quarter in a decade during Q1 2026, with revenue up 12% year-over-year and cloud revenue surging 59%. The company expanded its controllable margin by 27%, helping to fund Bitcoin operations, which together with the software business create unique synergies. Strategy also launched Mosaic, an AI data platform integrating large language models and cloud services to automate workflows and improve enterprise software. CEO Phong Le highlighted how Bitcoin has energized staff and shifted customer sentiment from skepticism to support, reinforcing growth in both areas.

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