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).
UpdatedTranscript
quotes of at most 25 wordsSpeaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.
13 matches for “Leverage”; 5 quoted, at least 25 words apart.
…We have $13.5 billion of preferred equity, representing 34% amplification and net leverage of 9% made up of the $8.2 billion of convertible debt. Strategy…
…have approximately $6 billion of net debt, which represents just 9.3% net leverage against our Bitcoin reserve, which is effectively a 10.8x BTC rating. Our…
…a BTC rating, which is the amount that our debt and our leverage is over-collateralized by Bitcoin. We have an MSTR duration, which is the…
…a quarterly lockup or an annual lockup in order to put more leverage on it or create a different characteristic. You can program the yield…
…on the risk. Generally, we'll stretch the duration, we'll dramatically decrease the leverage, we'll slightly increase the risk, and we'll of course generate massive BTC…
Agents: this page as TSV at /api/v1/appearances/strategy:2026-05-05:earnings_call · words: /api/v1/brief?appearance=strategy:2026-05-05:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP