Strategy CEO:软件业务与比特币财库业务形成协同,2026 年 Q1 软件业务创近十年最强季度

深潮 TechFlow 消息,5 月 11 日,Strategy 联席首席执行官 Phong Le 表示,公司软件业务与比特币财库业务存在独特协同。 2026 年第一季度,其软件业务创近十年最强财务季度,营收同比增长 12 %,其中云业务收入增长 59 %,可控利润率增长 27 %,并为比特币运营开支提供支持。Phong Le 称,Strategy 目前拥有约 1,500 名员工,服务超 3,000 家客户、超 50 万活跃用户,客户覆盖近半数《财富》 500 强企业。其还表示,公司正加码 AI 投入,已推出整合大语言模型、超大规模云服务商和数据仓库的 AI 数据平台 Mosaic。
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