Company Dossier · Information Technology
MicroStrategy
- Nasdaq-100
- Russell 1000
What MicroStrategy is doing, read from its filings, its own words and the news, with every figure dated and sourced. Not investment advice: no ratings, no price targets.
Open the full company record in Palanor: guidance, KPIs, ownership, calls, prices →
The latest read
Computed from the data on Oct 22, 2026. Every figure links back to its source in the sections below.
- Revenue over the four quarters to June 30, 2026: $0.50 billion, up 8.7% from a year earlier.SEC EDGAR filings (XBRL)
- Free cash flow (operating cash flow minus capital expenditure) over the four quarters to June 30, 2026: −$0.03 billion.SEC EDGAR filings (XBRL)
- Capital expenditure over the four quarters to June 30, 2026: $0.01 billion, about level with a year earlier.SEC EDGAR filings (XBRL)
- Latest earnings call or results release (May 5, 2026): sentiment 0.70 on a −1 to +1 scale (confident, opportunity-framed), confidence 0.90 of 1.Palanor Discourse
- Latest annual report (filed February 19, 2026): 9 risk factors added, 2 removed.Risk Factor Changes (10-K Item 1A)
- Insiders were net sellers in Q3 2026: $1.9 million on the open market.SEC Form 4
- 853 institutional managers reported a position at June 30, 2026 (−90 on the quarter before).SEC Form 13F
- H-1B filings certified in Q2 2026: 13 (20 a year earlier).U.S. Department of Labor (OFLC)
- Headlines in the last 30 days: 6, of which 0 read positive and 0 negative.Palanor headline tone
Company Posture
How Company Posture is measured →Company Posture covers S&P 500 companies.
Credit
How these are built →No bond term sheets or tagged debt on file for MicroStrategy yet.
Charts
Live charts: each one redraws from today’s data and has an image link to paste into a document or slide.
Cash flow
Capital returned and raised
What the company says
Hiring and ownership
In the news
Headlines that name MicroStrategy, with the publisher and a link. The tone is read from each headline’s own words, never from a summary of the article.
- NeutralStrategy Stock: Trading Near Bitcoin NAV With Significant Upside (NASDAQ:MSTR)
seekingalpha.com · via Marketaux · Oct 8, 2026
- NeutralStrategy Inc (MSTR) Reports $20.9 Billion Digital Asset Gain, Stock Gains 2% Premarket
gurufocus.com · via Marketaux · Oct 5, 2026
- NeutralStrategy's $6 Billion Bitcoin Safety Net (NASDAQ:MSTR)
seekingalpha.com · via Marketaux · Oct 5, 2026
- NeutralBitcoin (BTC) Generates No Yield, Michael Saylor Explains How Strategy ($MSTR) Sources the Cash for Dividends
crowdfundinsider.com · via Marketaux · Oct 3, 2026
- NeutralIs Strategy Inc (MSTR) Overvalued After 4.8% Rally? GF Value Says Overvalued
gurufocus.com · via Marketaux · Oct 1, 2026
- NeutralStrategy's Preferred: Fundamentals Behind The Daily Dividends (NASDAQ:MSTR)
seekingalpha.com · via Marketaux · Oct 1, 2026
Filings and records
The last two years of notable 8-Ks, offerings, annual reports, federal awards, lobbying reports, patents and other public records, newest first.
- Oct 20, 2026LobbyingLobbying report (STRATEGY INC)third_quarter 2026 · $0.4 million
- Oct 19, 2026LobbyingLobbying report (DIROMA ECK & CO. LLP)third_quarter 2026 · $0.1 million
- Oct 15, 2026LobbyingLobbying report (STRATEGY INC)third_quarter 2026
- Oct 6, 2026Patent
- Jul 17, 2026LobbyingLobbying report (DIROMA ECK & CO. LLP)second_quarter 2026 · $0.1 million
- Jul 7, 2026Patent
- Jul 6, 20268-KDirector or officer changeItem 5.02
- Jun 10, 20268-KShareholder vote resultsItem 5.07
- Apr 13, 2026LobbyingLobbying report (DIROMA ECK & CO. LLP)first_quarter 2026 · $0.1 million
- Mar 23, 20268-KMaterial agreement signedItem 1.01
- Mar 23, 20268-KMaterial agreement terminatedItem 1.02
- Feb 19, 202610-KAnnual report (10-K)9 risk factors added, 2 removed
- Jan 20, 2026LobbyingLobbying report (DIROMA ECK & CO. LLP)fourth_quarter 2025 · $0.1 million
- Dec 30, 2025Patent
- Dec 1, 20258-KDirector or officer changeItem 5.02
- Nov 7, 20258-KMaterial agreement signedItem 1.01
- Nov 4, 20258-KMaterial agreement signedItem 1.01
- Nov 4, 20258-KMaterial agreement terminatedItem 1.02
- Oct 13, 2025LobbyingLobbying report (DIROMA ECK & CO. LLP)third_quarter 2025 · $0.1 million
- Oct 6, 20258-KDirector or officer changeItem 5.02
- Aug 19, 2025Patent
- Jul 25, 20258-KMaterial agreement signedItem 1.01
- Jul 14, 2025LobbyingLobbying report (DIROMA ECK & CO. LLP)second_quarter 2025 · $0.1 million
- Jul 8, 2025Patent
- Jul 1, 20258-KDirector or officer changeItem 5.02
- Jun 16, 20258-KShareholder vote resultsItem 5.07
- Jun 6, 20258-KMaterial agreement signedItem 1.01
- May 1, 20258-KMaterial agreement signedItem 1.01
- Mar 21, 20258-KMaterial agreement signedItem 1.01
- Mar 10, 20258-KMaterial agreement signedItem 1.01
- Feb 24, 20258-KMaterial agreement signedItem 1.01
- Feb 18, 202510-KAnnual report (10-K)17 risk factors added, 11 removed
- Jan 31, 20258-KMaterial agreement signedItem 1.01
- Jan 23, 20258-KDirector or officer changeItem 5.02
- Jan 23, 20258-KShareholder vote resultsItem 5.07
- Dec 20, 20248-KDirector or officer changeItem 5.02
- Nov 21, 20248-KMaterial agreement signedItem 1.01
- Oct 30, 20248-KMaterial agreement signedItem 1.01
- Feb 15, 202410-KAnnual report (10-K)3 risk factors added, 3 removed
Peers
Companies in the same industry in the S&P 500, Russell 1000 or MidCap 400, closest in revenue first. Trailing twelve months, from SEC filings.
| Company | Revenue | Free cash flow | Through |
|---|---|---|---|
| AppFolio APPF | $1.0B | $0.2B | Jun 30, 2026 |
| SailPoint SAIL | $1.2B | $0.2B | Jul 31, 2026 |
| Paylocity PCTY | $1.6B | $0.5B | Jun 30, 2026 |
| Paycom PAYC | $2.1B | $0.6B | Jun 30, 2026 |
| Fair Isaac FICO | $2.4B | $1.0B | Jun 30, 2026 |
| Tyler Technologies TYL | $2.4B | $0.7B | Jun 30, 2026 |
| PTC Inc. PTC | $3.0B | $0.9B | Jun 30, 2026 |
| Okta, Inc. OKTA | $3.1B | $1.0B | Jul 31, 2026 |