Strategy (MSTR): FY25 Q4 earnings call, Feb 6, 2026

No Kalshi or Polymarket word markets were listed for Strategy’s Feb 6, 2026 earnings call (FY25 Q4). The transcript is searchable below (quotes of at most 25 words).

Updated

Transcript

quotes of at most 25 words

Speaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.

5 matches for “Holdings”; 5 quoted, at least 25 words apart.

Andrew Kangcompanyprepared

…the year, which provided greater investor and market transparency of our Bitcoin holdings, which are now, as you know, marked to market each quarter. Second,…

Andrew Kangcompanyprepared

…slide. For the full year 2025, the market value of our Bitcoin holdings increased by approximately $17 billion from $41.8 billion at the end of…

Andrew Kangcompanyprepared

…but we significantly expanded our Bitcoin position, right? We increased our total holdings from 447,000 to 672,500 Bitcoin for the year. Next slide. Our total…

Andrew Kangcompanyprepared

…period around the proposal that could have excluded companies whose digital asset holdings represented more than 50% of total assets. We felt it was important…

Andrew Kangcompanyprepared

…2025, we generated $477 million in annual revenue. And while our Bitcoin holdings has grown significantly from a balance sheet perspective, we are an operating…

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