Phong Q. LePresident & Chief Executive Officer, Strategy Inc (MSTR)
CEO and a director since August 2022, and before that President, CFO, COO and Treasurer in various combinations back to August 2015. He runs the half of the company that has employees, customers and a gross margin - the Software segment, which earned $3.7 million on $122.4 million of revenue in the June 2026 quarter and holds $490.5 million of the company's $52.6 billion of assets.
6 recorded appearances
A shareholder Q&A alongside Saylor covering what the company learned from the STRC drawdown and the dilution objection to the ATM programmes. Le answers the dilution point on a bitcoin-per-share basis rather than a share-count basis.
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Two hours on the preferred stack, the target of holding STRC near $100, and the case for S&P 500 inclusion. Recorded a week after the second-quarter release that cut convertible debt 18%.
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Le explains the mechanics of STRC, the perpetual preferred paying roughly 11.5% annualised in monthly instalments, and why the company treats the preferred market rather than the equity market as its main funding channel.
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A direct-to-holders video asking STRC shareholders to vote on an amendment moving the dividend to a semi-monthly schedule, with a 7 June 2026 deadline. Notable mostly as evidence of how retail-facing the preferred programme has become.
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Le defends the pace of bitcoin purchases to Julie Hyman and points at STRC as the funding instrument the company is leaning on for 2026.
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The longest walk-through of the capital structure Le has given: the bitcoin-backed credit market the company is trying to create, how the preferreds rank, and how it keeps buying through drawdowns.
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