What To Expect From Strategy's (MSTR) Q4 Earnings

Bitcoin development company Strategy (NASDAQ:MSTR) will be reporting results this Thursday afternoon. Here’s what investors should know.

Strategy beat analysts’ revenue expectations by 9.1% last quarter, reporting revenues of $128.7 million, up 10.9% year on year. It was a stunning quarter for the company, with an impressive beat of analysts’ EBITDA estimates and full-year EPS guidance exceeding analysts’ expectations.

Is Strategy a buy or sell going into earnings? Read our full analysis here, it’s free for active Edge members.

This quarter, analysts are expecting Strategy’s revenue to grow 1.3% year on year to $122.3 million, a reversal from the 3% decrease it recorded in the same quarter last year.

Analysts covering the company have generally reconfirmed their estimates over the last 30 days, suggesting they anticipate the business to stay the course heading into earnings. Strategy has missed Wall Street’s revenue estimates six times over the last two years.

Looking at Strategy’s peers in the data and analytics software segment, some have already reported their Q4 results, giving us a hint as to what we can expect. Palantir Technologies delivered year-on-year revenue growth of 70%, beating analysts’ expectations by 4.9%, and Commvault reported revenues up 19.5%, topping estimates by 4.9%. Palantir Technologies traded up 6.3% following the results while Commvault was down 30.5%.

Read our full analysis of Palantir Technologies’s results here and Commvault’s results here.

Questions about potential tariffs and corporate tax changes have caused much volatility in 2025. Investors in data and analytics software stocks have been spared in this environment as share prices are down 17.8% on average over the last month. Strategy is down 20.3% during the same time and is heading into earnings with an average analyst price target of $474.31 (compared to the current share price of $132.28).

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