Application Software

Strategy

Spotify

Conference Minutes

COST

STRK

SPOT

MSTR

STRC

STRD

STRF

Below is Dolphin Research's FY25 Q4 earnings call Trans for $Spotify(SPOT.US). For our earnings take, see 'Multiple narratives breaking down? Spotify remains small but beautiful'.Core metrics recap. 1) In Q4, MAU net adds hit a quarterly record, taking total MAUs past 750mn. Q1 guidance: MAUs at 759mn and Premium subs at 293mn.2) Q1 (2026) financial guidance. Total revenue: €4.5bn...

Costco Wholesale

Mirae Asset Global Investments Co., Ltd.

MicroStrategy Pref Shares MSTR 8.0 Perp

CloudFlare

Microstrategy Inc Pref Shares STRC 9.0 Perp

MicroStrategy Pref Shares MSTR 10.0 Perp

SPOT (Trans): AI unlocks content at scale, boosts personalization and user engagement

---

Bank of America Increases Stake in Strategy by 117,374 Shares, Total Holding Reaches 3.96 Million Shares

BlackRock Increases Stake in Strategy by 3.14M Shares, Total Holdings Reach $3.02 Billion

STRATEGY Plans to Repurchase $1.5 Billion of 2029 Convertible Bonds

CAP Partners LLC Boosts Holdings in Strategy Inc, Which Purchased Bitcoin

Norway's Largest Pension Fund KLP Increases Holdings in Bitcoin Financial Firm

Strategy Inc. Director Jarrod M Patten Sells 3,750 Class A Ordinary Shares

Strategy Buys 535 Bitcoins for About $43 Million

Legacy Wealth Management LLC ID significantly reduced holdings in Strategy Inc

Swiss National Bank Buys $9 Million Worth of Bitcoin-Related Firm Strategy Shares

Deutsche Bank increases holdings in Strategy stocks to $140 million

Benchmark downgrades Strategy's target price to $570

Strategy Reports Lower Than Expected Quarterly Earnings Per Share

Strategy released FY2026 Q1 earnings on May 5 After-Market EST, actual revenue USD 124.3 M (forecast USD 125.07 M), actual EPS USD -38.25 (forecast USD -18.9825)

Strategy Reports Q1 Revenue Above Expectations

Canadian Pension Giant AIMCo Purchases Significant Amount of Strategy Stocks in Q1

Alberta Investment Management First Buys Bitcoin-Related Stock

Strategy Proposes Changing STRC Dividend Payment Frequency from Monthly to Biweekly

Strategy's Q1 2026 Earnings Report Predicted EPS Loss

Strategy to Release FY2026 Q1 Earnings on May 5 After-Market EST, Forecast Revenue USD 125.07 M, EPS USD -15.33

Jarrod M. Patten Exercised Options and Sold Shares

Amesite

InMed Pharmaceuticals

Meiwu Tech

Co-Diagnostics

Phoenix Asia

Generation Income Properties

Rubico

MetaVia

Virax Biolabs

Agilysys

MicroStrategy (MSTR.US) Q1 2026 Earnings Conference Call

MicroStrategy (MSTR.US) Q4 2025 Earnings Conference Call

MicroStrategy (MSTR.US) Q3 2025 Earnings Conference Call

MicroStrategy (MSTR.US) Q2 2025 Earnings Conference Call

MicroStrategy, Inc. (MSTR.US) Q1 2025 Earnings Conference Call

MicroStrategy (MSTR.US) Q4 2024 Earnings Conference Call

MicroStrategy, Inc. (MSTR.US) Q3 2024 Earnings Conference Call

MicroStrategy, Inc. (MSTR.US) Q2 2024 Earnings Conference Call

MicroStrategy, Inc. (MSTR.US) Q1 2024 Earnings Conference Call

MicroStrategy, Inc. (MSTR.US) Fourth Quarter 2023 Earnings Conference Call

GBTC

BITB

MSTW

Spot Bitcoin ETFs experienced $1B in weekly outflows, with YTD inflows at $3.9B. MicroStrategy purchased 24,869 BTC, raising its total to 843,738 BTC. Following the CLARITY Act's progression, BTCUSD fell by $6,000, impacting Bitcoin's market cap by $126B. Approximately $804M in crypto derivatives were liquidated, contributing to downward pressure on Bitcoin prices. The US holds 328,000 seized BTC, with potential positive updates expected. Long-term holder dominance increased, while short-term holders faced unrealized losses.

TradingView

Grayscale Bitcoin Trust BTC - ETF

Bitwise Bitcoin ETF

YieldMax MSTR Short Opt Inc Stgy ETF

Franklin Bitcoin ETF

WisdomTree Bitcoin Fund

Valkyrie Bitcoin and Ether Strategy ETF

iShares Bitcoin Trust ETF

ARK 21Shares Bitcoin ETF

T-REX 2X Long MSTR Daily Target ETF

Leverage Shares 2x Cpd Acclrtd MSTRMnETF

Roundhill MSTR WeeklyPay ETF

Daily Target 2X Long MSTR ETF

Key facts: ETF $1B Outflows; MSTR Buys 24,869 BTC; CLARITY Cuts $126B

COIW

TD Cowen has raised its price target for Strategy to $400 while maintaining a Buy rating. The firm raised approximately $1.95 billion in Q2 through preferred stock issuance to purchase Bitcoin and repurchased $1.5 billion of convertible notes at an 8% discount. TD Cowen expects Strategy to acquire about 100,000 BTC in Q2 after spending roughly $2.01 billion on 24,869 BTC from May 11 to May 17.

CoinLive

Roundhill COIN WeeklyPay ETF

ProShares Bitcoin Strategy ETF

Grayscale Bitcoin Miners ETF

iShares Blockchain And Tech ETF

CoinShares Bitcoin ETF

Toronto Dominion Bank

Strategy's Bitcoin Acquisition Strategy: TD Cowen Raises Price Target to $400

RIOT

COIN

MARA

HODL

Excitement escalated significantly when the Securities and Exchange Commission (SEC) signaled acceptance of third-party tokenized stocks. In an unexpected move, Strategy invested an additional $2 billion in Bitcoin, despite this the price of Bitcoin continued to decline.

- The SEC's acceptance of third-party tokenized stocks has generated considerable excitement in the financial market.  
- In a surprising development, Strategy has invested an additional $2 billion in Bitcoin.  
- Despite this significant investment, Bitcoin's price continued to decline.

Unusual Whales

Riot Platforms

Coinbase

Mara

Defiance Daily Target 2X Long RIOT ETF

Fidelity Wise Origin Bitcoin Fund - ETF

Invesco Galaxy Bitcoin ETF

GraniteShares 2x Long MARA Daily ETF

VanEck Bitcoin ETF

SEC allows third-party tokenized stocks, HYPE rises. Another $2B BTC purchase, price drops.

GPUS

Hyperscale Data Bitcoin Treasury at Approximately 692 Bitcoin | GPUS Stock News

StockTitan

Hyperscale Data

Hut 8 Mining

Bitfarms Canada

HYPERSCALE DATA INC 13.00%CUM RED PER PREF STK SER D USD25

Alset AI Ventures Inc.

Hyperscale Data Bitcoin Treasury at Approximately 692 Bitcoin | GPUS Stock News

GLXY

BKKT

VanEck analyst Matthew Sigel predicts the digital credit market could grow to $2.5 trillion in the next decade. He also forecasts Bitcoin's price may reach $1 million, claiming this target is 'absolutely within reach.'

Galaxy Digital

Bakkt

GraniteShares 2x Long COIN Daily ETF

Amplify Transform Data Sharing ETF

VanEck Analyst Predicts Digital Credit Market Growth and Bitcoin Price Surge

On May 18, Eastern Time, Strategy options saw a total of 329268 contracts traded, with calls accounting for 58% and puts making up 41%.

Options Flow

Trending | MSTR Plummets 6% on Monday, Some Put options Soar 214%

IMRA

Bitcoin's recent price drop below $80K may reverse due to aggressive buying by Strategy, rising bond yields, and potential US-Iran deal. Strategy's $2 billion BTC acquisition and debt repurchase enhance market confidence. As Treasury yields rise, investors may seek scarce assets like Bitcoin, especially amid US dollar weakness. Despite a 7% decline, Bitcoin's recovery prospects remain strong, with the cryptocurrency currently 39% below its peak.

Cointelegraph

Bitwise MARA Option Income Strategy ETF

S&P 500

Bitcoin lost its hold on $80K, but three events may send it back sooner than markets expect

Strategy suddenly isn't buying bitcoin but may sell.

MSTR stock: Why this Bitcoin whale just took a risky turn

ABTC

Crypto industry experts believe the CLARITY Act is nearing a pivotal point for passage, with bipartisan support growing. Leaders like Matt Hougan predict stablecoins could reach trillions in value, emphasizing their shift from trading tools to mainstream payment systems. Major tech firms are integrating stablecoins, enhancing financial access for underbanked populations. The discussion also touched on the potential sale of Bitcoin by Strategy (NASDAQ:MSTR) to support its preferred-share ecosystem, with some arguing it could aid long-term accumulation.

- The CLARITY Act is receiving attention from crypto policy watchers, with industry leaders stating it has the potential to pass despite the removal of contentious provisions.  
- Analysts highlighted the impending growth of stablecoins, which are projected to reach "multiple trillions of dollars," and noted that major tech firms are increasingly integrating stablecoins into payment systems.  
- The discussion also touched on the potential sale of Bitcoin by Strategy (NASDAQ: MSTR) to support its preferred-share ecosystem, indicating a complex strategy for long-term accumulation.

Strategy(MSTR.US)

Key facts: ETF $1B Outflows; MSTR Buys 24,869 BTC; CLARITY Cuts $126B

Strategy's Bitcoin Acquisition Strategy: TD Cowen Raises Price Target to $400

SEC allows third-party tokenized stocks, HYPE rises. Another $2B BTC purchase, price drops.

Hyperscale Data Bitcoin Treasury at Approximately 692 Bitcoin | GPUS Stock News

VanEck Analyst Predicts Digital Credit Market Growth and Bitcoin Price Surge

Trending | MSTR Plummets 6% on Monday, Some Put options Soar 214%

Bitcoin lost its hold on $80K, but three events may send it back sooner than markets expect

MSTR stock: Why this Bitcoin whale just took a risky turn

CLARITY Act Is 'Good Enough To Pass,' Blockchain Industry Experts Argue