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| Date | Value |
|---|---|
| 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 |