Overview

• Strategy now holds 553,555 Bitcoin, valued at $53.5 billion, maintaining its position as the largest corporate Bitcoin holder.
• The company reported Q1 revenue of $111.1 million, missing the consensus estimate of $116.3 million, and a net loss of $16.49 per share, far below expectations.
• Management increased its 2025 Bitcoin yield target to 25% and its dollar-gain target to $15 billion, citing strong market momentum.
• A new $21 billion at-the-market equity offering was announced to fund further Bitcoin acquisitions.
• BlackRock’s iShares Bitcoin Trust now holds 604,049 BTC, surpassing Strategy's holdings, as Bitcoin’s price rebounds to over $97,000.