Strategy hosts three Bitcoin analysts for live Q3 2026 earnings call Q&A

3 days ago 8



Strategy, the company formerly known as MicroStrategy, is turning its Q3 2026 earnings call into something closer to a panel discussion. Three equity analysts who specialize in Bitcoin will join a live Q&A session when the company reports results. The call is set for October 29, 2026, at 5:00 PM ET. The timing matters: Strategy recently shifted how it spends its money, and the analysts will likely want to talk about that. The call and the cast The analysts slated to participate come from Citi, Barclays and BTIG. That is a notable lineup for a company whose stock has long been treated as a proxy for Bitcoin itself. The event will stream on Zoom, X and YouTube. On the numbers side, analysts project approximately $128 million in software revenue for the quarter. That is the part of the business that still resembles the original MicroStrategy, the enterprise analytics company. Earnings per share is a different story. EPS estimates vary widely because Strategy applies fair-value accounting to its Bitcoin holdings. Put simply, fair-value accounting means the company marks its Bitcoin to the market price at the end of each reporting period. When the price moves, reported profit moves ...

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