Strategy (MSTR): FY26 Q2 earnings call, Jul 30, 2026

Thu, Jul 30Earnings callSpeaker-labelled transcriptStrategy

No Kalshi or Polymarket word markets were listed for Strategy’s Jul 30, 2026 earnings call (FY26 Q2). 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.

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

Andrew Kangcompanyprepared

…$8.2 billion to $6.7 billion, driven by the $1.5 billion repurchase of convertible debt, which we executed at an 8% discount in Q2. Preferred equity…

Andrew Kangcompanyprepared

…a net reserve of approximately $36.3 billion, which nets out our out-of-the-money convertible debt and preferred equity balances. Here, amplification calculated as our BTC reserve…

Andrew Kangcompanyprepared

…We have $15.4 billion of preferred equity outstanding and $6.7 billion of convertible debt outstanding, and a low net leverage of 5.4%, which reflects our…

Andrew Kangcompanyprepared

…rating. Over time, our plan remains to equitize, repay, or refinance existing convertible debt while continuing to maintain strong collateral coverage. As we demonstrated in…

Phong Lecompanyprepared

…buying Bitcoin through active issuance of MSTR, of our preferreds and our convertibles, to what we call active capital management. We're able to sell MSTR…

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