Get all your news in one place.
100's of premium titles.
One app.
Start reading
MarketBeat
MarketBeat
Business
Chris Markoch

Strategy Earnings Reveal the Real Risk Behind MSTR Stock

Strategy (NASDAQ: MSTR) stock is down a little over 2% after the company reported its fourth-quarter earnings following market close on Feb. 5. The report underscored a familiar theme for MSTR investors: quarterly results are now driven far more by Bitcoin accounting than by the company’s underlying software operations.

While Strategy continues to grow its analytics revenue at a steady, modest pace, the headline numbers remain volatile due to changes in the value of its massive Bitcoin holdings. This dynamic caused the report to look weak at a surface level, even as the company doubled down on its long-term Bitcoin-focused strategy.

Sign up to read this article
Read news from 100's of titles, curated specifically for you.
Already a member? Sign in here
Related Stories
Top stories on inkl right now
One subscription that gives you access to news from hundreds of sites
Already a member? Sign in here
Our Picks
Fourteen days free
Download the app
One app. One membership.
100+ trusted global sources.