Strategy Inc
Strategy Inc is classed by the SEC under Finance Services (industry code 6199), based in Tysons Corner, VA. In its latest annual figures on file, for the fiscal year ended 2025-12-31, it reported revenue of $477 million and a loss of $4.2 billion (its filed statements).
vs its business-model standard
Three tenses, nine metrics. Unseen metrics stay unseen; the grade never fakes a number. Proxy era: provisional values, marked. Weighed as a lending business: prior from its industry code (SEC 6199, Finance Services); the filing read can change it. All three tenses have at least two readings, so the archetype blend applies as printed.
The grade, in three tenses
Headline 5.2 out of ten, 8 of 9 metrics filed and 1 estimated: past 6.0 out of ten, present 5.0 out of ten, future 4.2 out of ten. The past asks what it actually did, the present what it is doing right now, the future what it is set up to do next.
The nine metrics
- Surviving crises (past): 8.4 out of ten. No warning events in its filings since 2017. 84th percentile among 130 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
- Track record (past): 4.5 out of ten. -0.8% a year over 10 filed years; profitable in 5 of 10. 46th percentile among 104 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
- Shareholder treatment (past): 3.8 out of ten. CrossAssetData estimate 3.8/10, confidence 35 of 100 (one part). 38th percentile among 115 sector filers. A CrossAssetData estimate, not a filed reading: one part, confidence 35 of 100; a filing that carries the missing parts replaces this estimate with the filed reading.
- Financial health (present): 4.8 out of ten. ROE -9%: lost 9¢ per shareholder dollar. Leverage 28%: owes 28¢ per asset dollar. 48th percentile among 117 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
- Industry position (present): 4.4 out of ten. bottom 44% of 114 in its family; net margin -806.3%. 44th percentile among 114 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
- Leadership (present): 6.2 out of ten. top 38% of 49 in its family for leadership; chief executive since 2022. 62nd percentile among 49 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-09).
- Room to expand (future): 5.0 out of ten. top 50% of 108 in its family for room to expand. 50th percentile among 108 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
- Growth drivers (future): 4.4 out of ten. bottom 44% of 100 in its family for growth drivers. 44th percentile among 100 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
- Expectations vs reality (future): 3.1 out of ten. bottom 32% of 79 in its family for expectations against reality. 32nd percentile among 79 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
The filing record
Newest annual report: Form 10-K filed 2026-02-19 for the period ended 2025-12-31 (on EDGAR). Newest quarterly report: Form 10-Q filed 2026-08-03 for the period ended 2026-06-30 (on EDGAR). Newest results release: Form 8-K filed 2026-07-30 (on EDGAR). Newest filing: Form 144, 2026-10-09. Filings on record since 1998. Read from EDGAR 2026-10-12.
Where the revenue comes from
Product and service lines in fiscal 2025: Product Support 43%, Subscription and Circulation 37%, Service Other 12%, License 8%. By geography: United States 57%, EMEA 34%, Other Regions 9%. As tagged in its annual report (Form 10-K, filed 2026-02-19).
Who runs it
Le, Phong (President & CEO); Kang, Andrew (EVP & CFO); Chow, Thomas C. (EVP & General Counsel); Montgomery, Jeanine (VP & CAO); Shao, Wei-Ming (EVP & General Counsel); Patten, Jarrod M (director); Briger, Peter L Jr (director); Brooks, Brian P (director); Dietze, Jane A (director); Graham, Stephen X (director); and 2 more. 12 officers and directors have filed their own trades in the last fifteen months, names and titles as filed with the SEC, through 2026-09-30.
This file: Overview · Past · Present · Future · Filings · every company on file
Every stock is a company. We grade the company behind the stock. CrossAssetData is a company research product: no investment advice, no price targets, no price predictions; every claim carries its source, and unseen means unseen. The full file draws when the page's script runs: the essentials, the balance sheet, the estimators, the trend, and every filing of the last ten years.