US listed company and Bitcoin holdings leader MicroStrategy (Strategy), will release its Q2 2025 earnings call at 5 AM Taiwan time on August 1st. On the eve of the meeting, founder Michael Saylor posted on X platform, stating this is the most important event in MicroStrategy's history, hinting that a major announcement may be coming:
This will be the most important event in Strategy's history. If you are interested in $BTC or $MSTR, you should attend.
MicroStrategy Holds 628,000 Bit
It is worth mentioning that MicroStrategy just announced purchasing 21,021 Bit with $2.46 billion in funding, at an average cost of $117,256. After this additional purchase, MicroStrategy's holdings have reached 628,791 Bit, accounting for about 3% of global circulation. Its market value is estimated at nearly $80 billion, far higher than its cumulative cost of $46.8 billion. Saylor repeatedly emphasized:
"The only thing better than Bit is more Bit."
He even promoted the "42-42 Capital Plan" with the goal of raising $84 billion in financing to expand holdings by 2027.
Bit Strategy Public Test
The upcoming earnings report is both a report card and a stress test. Market analysts point out that investors should focus on MicroStrategy's Bit holdings, accounting treatment of unrealized gains, expected earnings per share and revenue performance, dilution effect of preferred stock financing and debt structure, and the stability of MicroStrategy's software business. The earnings report results may directly impact its stock price fluctuations and market confidence in its high-leverage Bit strategy, with extreme scenarios requiring vigilance against the risk of selling Bit due to Bit price drops or MicroStrategy's tight cash flow.
In terms of earnings expectations, MicroStrategy's earnings per share in the previous quarter (2025 Q1) was -$16.53, far below the expected -$0.11; revenue was $111.1 million, not meeting the expected $117.08 million. The market expects this quarter's earnings per share to be around -$0.10 and revenue around $113.54 million.
MicroStrategy Earnings Viewing Address:https://www.youtube.com/live/Jez7rIVeClE?si=B00_eGl3dajSLlAC/
