In this earnings call, Strategy announced a rebrand from MicroStrategy (MSTR) to Strategy. They also announced a new KPI called BTC Gain, to further develop the KPI BTC Yield. They also gave forward guidance on new BTC Yield targets and the capital markets activities they plan to use for their next Bitcoin purchases.
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Timestamps:
0:00 Strategy Rebrand
1:30 NEW Merch/Dashboard
2:40 Corporate Highlights
4:15 $STRK Perpetual Preferred Stock Description
5:40 Bitcoin Acquisition Mechanisms
6:50 2025 Fixed Income Focus
8:24 $21B ATM Update
9:30 Target Leverage
11:30 BTC Yield and BTC Gain
12:50 Bitcoin Adoption Updates
15:50 Massive SP500 Outperformance
18:20 NEW Strategy Dashboard
19:45Capital Structure and New KPIs
25:00 $STRK Dividend
26:55 CAMT Concerns
Disclosure: Matt is long $MSTR stock and derivatives; not investment advice.
$MSTR $BTC