PANews reported on May 11 that Strategy CEO Phong Le stated on the X platform that the company's software business achieved its strongest quarterly performance in nearly a decade in the first quarter of 2026, with revenue growing by 12%, including a 59% increase in cloud revenue and a 27% increase in controllable profit. The company has 1,500 employees, serves over 3,000 customers and more than 500,000 active users, including nearly half of the Fortune 500 companies.

Le stated that the combination of Bitcoin Treasury and the software business has unique synergies: the software business's world-class engineering, security, enterprise sales, and compliance experience provides the Bitcoin business with institutional-grade expertise; the Bitcoin mission, in turn, motivates employees, attracts talent, and accelerates innovation in the software business. The company recently built the AI ​​data platform Mosaic, integrating large language models, massive-scale computing, and a data warehouse. Le anticipates leveraging multiple AI models to restructure internal processes and systems over the next year, achieving workflow automation and system autonomy.