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Latest Bearings: Q3 2024 Report Analysis
Independent analysis of report released October 30, 2024
Key Market Signals
- • Total revenues: $116.1M (down 10.3% year-over-year)
- • Net loss: $340.2M
- • Recorded $412.1M in Bitcoin impairment losses
- • Raised $2.1B through equity and debt in Q3
Independent Analysis
Bitcoin Holdings & Strategy:
- • Holds 252,220 BTC (worth $16 billion at quarter end)
- • Average purchase price: $39,266 per BTC
- • Achieved 17.8% "BTC Yield" year-to-date
- • Announced "21/21 Plan" to raise $42 billion for more Bitcoin purchases
Major Developments:
- • Completed a 10-for-1 stock split
- • Issued $1.01B in convertible notes
- • Redeemed $500M in secured notes
- • Announced new $21B at-the-market equity offering program
Third-party analysis indicates continued focus on Bitcoin-focused treasury strategy, with significant capital raising plans, while traditional software revenue shows decline.
Next earnings call scheduled for January 15, 2025
Navigation Tools
Independent tools for tracking and analyzing MicroStrategy's Bitcoin strategy and market performance
BTC Position Monitor
Track MSTRs reported Bitcoin holdings, cost basis, and market position
Market Charts
MSTR performance analysis with Bitcoin correlation metrics
Signal Watch
Latest public filings, news, and strategy developments
Stay on Course
Set custom alerts for Bitcoin acquisitions, quarterly reports, and major announcements