What is MicroStrategy's business segments — cloud expense?

MicroStrategy (MSTR) reported business segments — cloud expense of $22.55M in Q1 2026.

How has MicroStrategy's business segments — cloud expense changed year-over-year?

MicroStrategy's business segments — cloud expense increased by 54.9% year-over-year, from $14.56M to $22.55M.

What does business segments — cloud expense mean?

This represents the costs associated with hosting, managing, and delivering software services via cloud infrastructure. It includes expenses related to third-party cloud providers and internal cloud operations.

MicroStrategy MSTR Business Segments — Cloud Expense

Similar metrics at other companies

ORCLCloud And Software Business — Cloud And Software Expenses

$5.05B+59.8%

ORCLCloud And Software Expenses

$5.22B+56.3%

STAACloud Based Software

$3.67M+69.3%

APLDCloud Services Business — Total Costs & Expenses

$70.28M+150%

AVPTCloud And Server Hosting Services Expense

$13.38M+41.1%

EIGCloud computing arrangements

-$800K-33.3%

Other financials

Income statement

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Revenue$124.3M+11.9%

Gross profit$83.4M+8.1%

Operating income-$14.5B-144%

Net income-$12.5B-197%

EPS (diluted)-$38.25-132%

Balance sheet

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Cash & equivalents$2.2B+3,561%

Total debt$8.3B+0.8%

Total equity$36.7B+13.7%

Total assets$54.3B+23.6%

Cash flow

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Operating cash flow$14.0M+686%

CapEx$952.0K-65.2%

Free cash flow$13.0M+354%

Valuation

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Market cap$33.68B-67.4%

Enterprise value$39.73B-64.3%

P/S70.4×+44.4×

Profitability

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Gross margin72%-3.6pp

Operating margin518.9%—

Net margin1,663.1%+1,587pp

FCF margin-17.5%—

Returns & leverage

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Return on equity28.2%+20.4pp

Debt / equity0.2×0.0×

Current ratio6.1×+5.4×

Where this comes from

Reported directly by MicroStrategy in its filing.

Tagged under the XBRL concept mstr:CloudExpense.

The official record: MicroStrategy’s 10-Q, filed May 6, 2026, on SEC EDGAR. View the filing →

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Questions, answered.

What is MicroStrategy's business segments — cloud expense?: MicroStrategy (MSTR) reported business segments — cloud expense of $22.55M in Q1 2026.
How has MicroStrategy's business segments — cloud expense changed year-over-year?: MicroStrategy's business segments — cloud expense increased by 54.9% year-over-year, from $14.56M to $22.55M.
What does business segments — cloud expense mean?: This represents the costs associated with hosting, managing, and delivering software services via cloud infrastructure. It includes expenses related to third-party cloud providers and internal cloud operations.