$Strategy(MSTR.US) reports tonight after the close. Honestly, at this point it trades like a leveraged Bitcoin ETF, so the core software numbers feel like a sideshow. The street expects EPS around $18.64.
The financials are wild—insane revenue growth (~11%) and net margin (over 2000%) thanks to Bitcoin accounting, but the Return on Equity is low at 5.3%. The balance sheet is solid with low debt.
The real focus tonight won't be the earnings print. It'll be all about their commentary on Bitcoin strategy and treasury management. That's what will move the needle.
The copyright of this article belongs to the original author/organization.
The views expressed herein are solely those of the author and do not reflect the stance of the platform. The content is intended for investment reference purposes only and shall not be considered as investment advice. Please contact us if you have any questions or suggestions regarding the content services provided by the platform.
