Strategy CEO Phong Le posted on platform X, stating that in the first quarter of 2026, Strategy's software business achieved its strongest performance in nearly a decade, with revenue growing 12%. This included a 59% increase in cloud business revenue and a 27% rise in profits. Le noted the unique synergies between the company's bitcoin treasury and its software business, explaining that the software business's expertise in engineering, security, and compliance provides institutional-grade capabilities for the bitcoin operations, while the bitcoin mission helps attract talent and accelerate software innovation.
Additionally, the company has built an AI data platform called Mosaic and plans to leverage multiple AI models within the next year to redesign internal processes and achieve system autonomy.