Earnings call transcript: MicroStrategy Q3 2026 EPS beats as stock falls

Resumen del corpus

MicroStrategy reported a record third quarter, driven by a $21 billion fair value gain on its Bitcoin holdings, resulting in a diluted EPS of $44.75, significantly beating analyst expectations. However, the stock price fell due to missed revenue forecasts and no traditional earnings guidance. The company maintains a long-term strategy focused on increasing Bitcoin per share through Bitcoin accumulation and expanding its digital credit business, aiming to double Bitcoin per share over seven years.