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MSTRStrategy Inc
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Form 8-KMonday, December 1, 2025High Impact
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Strategy Furnishes Updates on FY 2025 Guidance and Establishes $1.44 Billion USD Reserve

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Summary

Strategy Inc. announced on December 1, 2025, the establishment of a $1.44 billion US dollar reserve (USD Reserve) to support dividend and interest payments (via Ex. 99.1). This reserve was funded using proceeds from the sale of Class A common stock under its at-the-market (ATM) offering program. The company also furnished updates to its previously disclosed fiscal year 2025 earnings guidance and bitcoin key performance indicator targets (via Ex. 99.1 and 99.2). - Thomas C. Chow was appointed Executive Vice President & General Counsel and Corporate Secretary, effective December 1, 2025. - Wei-Ming Shao retired from these positions but will serve in an advisory role until December 31, 2025. - Strategy intends to maintain the USD Reserve to fund at least twelve months of Dividends.

Why It Matters

The establishment of a $1.44 billion USD Reserve, funded by ATM sales, is a material signal as it aims to cover at least twelve months of dividends and interest, providing financial stability. Updates to FY 2025 guidance and bitcoin KPI targets also impact investor outlook.

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Filing Details

Reported Items

Item 5.02Director/Officer Changes
Item 7.01Regulation FD Disclosure
Item 8.01Other Events
Item 9.01Financial Statements and Exhibits

Additional Information

CIK Number
0001050446
Filing Date
Monday, December 1, 2025
Filing Time
12:00 AM UTC
Form Type
8-K
Materiality Level
high
Sentiment
neutral