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TYSONS, Va. - Strategy (formerly MicroStrategy) announced Tuesday the release of Strategy Mosaic, a new platform designed to connect disparate data sources across enterprises to support AI applications. The company, which has seen its stock surge over 167% in the past year according to InvestingPro data, continues to innovate in the enterprise software space while maintaining its significant bitcoin holdings.
The platform functions as a universal intelligence layer that sits on top of existing databases and data warehouses, allowing organizations to access diverse data sources through a unified system. According to the company’s press release, Mosaic aims to address challenges with siloed systems that create inconsistent metrics and governance gaps. With annual revenue of $459.28 million, Strategy maintains a strong position in the enterprise analytics market despite current profitability challenges.
"Our powerful semantic graph ensures a single source of truth for enterprise analytics, and Mosaic extends this with a universal layer of intelligence compatible with any cloud, reporting tool, and data source," said Saurabh Abhyankar, Chief Product Officer at Strategy.
The platform includes several key features: a semantic layer that maintains consistent business definitions across data sources, universal access through standard SQL and other APIs, AI-powered data modeling, a query acceleration engine, and enterprise-grade security measures.
Strategy Mosaic supports connections to over 200 data sources and provides optimized connectors for tools like Tableau, Power BI, Excel, and Google Sheets.
The company claims the AI-powered data modeling component, called Mosaic Studio, can automate data preparation tasks up to 10 times faster than traditional methods by analyzing data, creating objects and relationships, and allowing users to create metrics using natural language prompts.
Strategy (Nasdaq:MSTR/STRK/STRF/STRD), which adopted bitcoin as its primary treasury reserve asset, continues to operate its enterprise analytics software business alongside its digital asset strategy.
The new platform is immediately available, according to the company’s statement.
In other recent news, Strategy has made significant financial moves, including the acquisition of 245 Bitcoins for $26 million, bringing its total holdings to 592,345 Bitcoins. This purchase was funded through proceeds from the STRK and STRF ATM programs. MicroStrategy, operating under the name Strategy, also disclosed updates on its ATM offering programs, revealing sales of STRK and STRF shares that generated substantial proceeds. Additionally, the company announced an initial public offering of Series A Perpetual Stride Preferred Stock, expected to raise approximately $979.7 million.
The proceeds from this offering are intended for general corporate purposes, including further Bitcoin acquisitions. In terms of analyst activity, Stifel resumed coverage of Strategy with a Buy rating, citing expectations of 5.5% revenue growth in 2025, driven by international market contributions. Meanwhile, JPMorgan has highlighted potential risks related to MicroStrategy’s index inclusion, given its aggressive Bitcoin acquisition strategy. This strategy has transformed MicroStrategy into a leveraged Bitcoin fund, raising concerns about its continued inclusion in major equity indices. These developments underscore the company’s ongoing commitment to Bitcoin as a key component of its financial strategy.
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