Strategy CEO: Software business Q1 revenue grew by 12%, creating a synergistic effect with the Bitcoin treasury

Strategy CEO Phong Le posted on platform X that the company's software business achieved its strongest quarterly performance in nearly a decade in Q1 2026, with revenue growth of 12%, including a 59% increase in cloud business revenue and a 27% increase in controllable profits. The company has 1,500 employees, serving over 3,000 clients and more than 500,000 active users, including nearly half of the Fortune 500 companies.

Le stated that the combination of the Bitcoin treasury business and the software business has a unique synergy: the world-class engineering, security, enterprise sales, and compliance experience of the software business provides institutional-level expertise for the Bitcoin business; conversely, the Bitcoin mission inspires employees, attracts talent, and accelerates innovation in the software business. The company recently built the AI data platform Mosaic, integrating large language models, massive-scale computing, and data warehousing. Le expects to leverage multiple AI models in the coming year to restructure internal processes and systems, achieving workflow automation and system autonomy.