Will MicroStrategy Earnings Surprise Everyone Tonight?

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MicroStrategy—now rebranded as “Strategy”—is set to report earnings tonight, and the buzz around it isn't about enterprise software or quarterly performance. Instead, the spotlight is on its unconventional yet strategic Bitcoin-centered approach, led by none other than Michael Saylor.

Let’s explore why tonight’s earnings call could surprise the market, and how seasoned investors like Mark Yegge are positioning themselves in this volatile environment.

MicroStrategy: Beyond Software

At its core, MicroStrategy used to be a business intelligence software firm. But over the past few years, it has become synonymous with Bitcoin accumulation. Investors in the stock aren’t necessarily betting on product innovation or revenue growth—in fact, revenue is expected to be just $116.6 million, a mere 1% increase year-over-year.

Instead, the company has taken an unorthodox yet brilliant approach: leveraging its stock and borrowing capital to buy Bitcoin.

The ATM Strategy: Not What You Think

MicroStrategy frequently goes to the “ATM”—not the cash machine at your local bank, but an At-The-Market equity offering. This allows the company to raise capital from shareholders without traditional debt issuance. They borrow money backed by their own stock and use that capital to purchase more Bitcoin.

The idea? Simple. Decrease the available supply of a scarce asset (Bitcoin), and over time, its value should rise. Saylor’s strategy is dollar-cost averaging into Bitcoin, and it’s working: the value of their holdings has been appreciating at roughly 13% annually.

Why Michael Saylor Doesn’t Care About Tonight’s Earnings

For Saylor, the operational side of the business is secondary. His focus is clear: convert as many fiat dollars as possible into Bitcoin before the rest of the world catches on. With over 500,000 Bitcoins under MicroStrategy’s control, the company holds more than 1/40th of the total supply that will ever exist.

It’s a bold move—and it’s reshaping corporate balance sheets.

Inflation, the Dollar, and the Case for Bitcoin

Mark Yegge paints a broader picture of the economic backdrop. With rampant money printing, rising national debt, and increasing inflation (which he estimates to be closer to 11% annually), the U.S. dollar is slowly eroding in value.

In contrast, Bitcoin’s scarcity and decentralized nature make it an attractive alternative. And new FASB accounting guidelines now allow companies to mark Bitcoin to market, reflecting real-time value rather than the lowest historical price.

This change alone enhances the appeal of holding Bitcoin as a corporate asset—especially when the alternative is holding depreciating dollars.

Other Companies Are Following Suit

MicroStrategy isn’t alone. A new player named 21 is looking to secure 42,000 Bitcoin right off the bat. As more firms adopt a Bitcoin-on-the-balance-sheet model, the pressure on the supply side intensifies—and so does the value proposition for early movers like MicroStrategy.

What Happens If MSTR Drops After Earnings?

Despite tonight’s excitement, Yegge warns against taking undue risk. As part of his Cash Flow Machine strategy, he avoids speculative moves around earnings events. Instead, he focuses on generating reliable income by:

Owning stocks like MicroStrategy
Selling covered calls
Managing position risk based on implied volatility and market signals

This strategy ensures that whether the stock jumps or dips, the investor is positioned to earn consistent income rather than gamble on earnings surprises.

Life-Improving Tips from Mark’s Strategy

Create Passive Income from Stocks: You don’t need to trade daily to generate income. This method takes less than 1 hour per week to manage.
Protect Your Portfolio: Use in-the-money options to create a safety buffer while still earning income.
Think in Terms of Systems, Not Gambles: Mark uses a rules-based system, not hope. Every trade has structure, planning, and protection.
Let Time Work for You: LEAPS give time value. Weekly options add cash flow. The combination builds both stability and growth.

❓ FAQ: Covered Call Income with LEAPS

Q1: What is a LEAP?
A: A LEAP is a long-term options contract, typically expiring in 9+ months. They’re used to gain stock exposure with less capital.

Q2: What does "90 delta" mean?
A: It means the LEAP behaves almost like the stock itself—about a 90% correlation to stock price movement.

Q3: Why sell covered calls against LEAPS?
A: To generate weekly income. Even though you don’t own the stock, deep ITM LEAPS function similarly for this strategy.

Q4: Is this risky?
A: Any market investment carries risk, but this method is designed with layers of downside protection and calculated exposure.

Call to Action

If you’re tired of market guessing and want a method to generate 2–4% income per month, explore Mark Yegge’s Cash Flow Machine System:

🔗 Visit cashflowmachine.io for free masterclasses, trade breakdowns, and training.
📘 Download the free guide to see how to build a multi-million dollar income portfolio—without quitting your job.

✅ Like Mark says: “Deeper is safer. More cushion, less stress.”

Get started today

Conclusion: MicroStrategy Is Becoming a Bitcoin Bank

The market may be watching MicroStrategy’s revenue and EPS tonight, but smart investors understand that the real story lies deeper. It’s not about how much software they sold—it’s about how much Bitcoin they’ve secured.

MicroStrategy is quietly becoming the world’s first Bitcoin bank, and if this thesis proves true, earnings tonight may only be a footnote in a much larger financial revolution.

Will MicroStrategy Earnings Surprise Everyone Tonight?

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