Strategy (STRF) Leases (2019 - 2026)

Strategy's (STRF) quarterly Leases came in at $58.3 million in Q1 2026, up 9.8% year-on-year from $53.1 million in Q1 2025, and up 24.04% quarter-over-quarter from $47.0 million in Q4 2025.

Strategy (STRF) Leases (2019 - 2026) Analysis & Trends

Strategy has disclosed Leases across 8 years of filings, most recently posting $58.3 million for Q1 2026.

  • Leases for Q1 2026 came in at $58.3 million, up 9.8% year-over-year; the trailing twelve-month figure through Mar 2026 was $58.3 million (up 9.8% YoY), and the FY2025 annual result was $47.0 million, down 13.9% from the prior year.
  • Leases came in at $58.3 million for Q1 2026 at Strategy, up from $47.0 million in the prior quarter.
  • In the past five years, Leases ranged from a high of $65.2 million in Q2 2022 to a low of $47.0 million in Q4 2025.
  • The 5-year median for Leases is $55.3 million (2024), against an average of $56.6 million.
  • Across the five-year window, Leases fell 13.9% in 2025 and rose 9.8% in 2026, its largest moves.
  • Strategy's Leases stood at $61.3 million in 2022, then decreased by 6.46% to $57.3 million in 2023, then declined by 4.85% to $54.6 million in 2024, then dropped by 13.9% to $47.0 million in 2025, then gained by 24.04% to $58.3 million in 2026.
  • The last three Leases figures came in at $58.3 million (Q1 2026), $47.0 million (Q4 2025), and $49.2 million (Q3 2025), per Business Quant data.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Leases (Qtr)
1 Sap Se 262.33 Bn 244.36 Bn 8.16 Bn -
2 Full Truck Alliance 173.49 Bn 170.93 Bn - 11.91 Mn
3 Salesforce 158.80 Bn 146.96 Bn 8.56 Bn 1.89 Bn
4 Shopify 144.36 Bn 138.62 Bn 1.55 Bn 84.00 Mn
5 Uber Technologies 144.25 Bn 143.21 Bn 11.88 Bn 1.46 Bn
6 ServiceNow 118.74 Bn 113.56 Bn 2.83 Bn 831.00 Mn
7 Cadence Design Systems 107.33 Bn 105.92 Bn 1.26 Bn -
8 Adobe 100.50 Bn 93.61 Bn 5.73 Bn 305.00 Mn
9 Automatic Data Processing 92.49 Bn 89.26 Bn 2.87 Bn 400.80 Mn
10 Strategy - - 83.35 Mn 58.27 Mn

Historic Data

Download Data
DateValue
Mar 31, 2026 58.27 Mn
Dec 31, 2025 46.98 Mn
Sep 30, 2025 49.24 Mn
Jun 30, 2025 51.57 Mn
Mar 31, 2025 53.07 Mn
Dec 31, 2024 54.56 Mn
Sep 30, 2024 55.31 Mn
Jun 30, 2024 53.59 Mn
Mar 31, 2024 55.09 Mn
Dec 31, 2023 57.34 Mn
Sep 30, 2023 54.54 Mn
Jun 30, 2023 58.26 Mn
Mar 31, 2023 59.66 Mn
Dec 31, 2022 61.30 Mn
Sep 30, 2022 62.90 Mn
Jun 30, 2022 65.17 Mn
Mar 31, 2022 64.64 Mn
Dec 31, 2021 66.76 Mn
Sep 30, 2021 68.76 Mn
Jun 30, 2021 70.34 Mn