Strategy (MSTR): FY26 Q1 earnings call, May 5, 2026

No Kalshi or Polymarket word markets were listed for Strategy’s May 5, 2026 earnings call (FY26 Q1). 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.

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

Andrew Kangcompanyprepared

…and net leverage of 9% made up of the $8.2 billion of convertible debt. Strategy is building around Bitcoin as digital capital. We have approximately…

Phong Lecompanyprepared

…from issuances of our preferred, primarily Stretch. No longer are we issuing convertible debt to raise capital. How does that compare to the rest of…

Phong Lecompanyprepared

…reserve. We have used capital in the past to pay down our convertible debt, our secured loans, our Bitcoin-backed loans. We continue to do that…

Phong Lecompanyprepared

…debt. What does that mean? Considering retiring, potentially early some of our convertible notes using our common stock. Selling Stretch to buy U.S. dollars, right?…

Phong Lecompanyprepared

…would be an accretive trade to Bitcoin per share because Stretch inherently on sale is not dilutive in buying back future dilutive convertible shares. Right?

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