Strategy Inc (MSTR) vs Cloudflare, Inc.(NET)
Side-by-side comparison from SEC filings: latest annual financials, insider activity and institutional ownership.
| Metric | MSTR | NET |
|---|---|---|
| Sector | Financials | Information Technology |
| Latest fiscal year | FY2025 | FY2025 |
| Revenue | $477.23M | $2.17B |
| Revenue growth (YoY) | ▲ 3.0% | ▲ 29.8% |
| Net income | -$3.85B | -$102.27M |
| Gross margin | 68.7% | 74.5% |
| Diluted EPS | $-15.23 | $-0.29 |
| Insider net (6 mo) | +188.4K sh · 43 sells · 5 buys | −205.1K sh · 72 sells · 0 buys |
| Institutional owners | 41 | 49 |
| Institutional value held | $20.20B | $46.56B |
| Next earnings (est.) | — | Oct 29, 2026 |
Figures from each company's SEC filings (latest reported fiscal year; fiscal calendars may differ). Next-earnings dates are estimates from historical filing patterns.
About Strategy Inc (MSTR)
MicroStrategy Incorporated describes itself as the world's first Bitcoin development company, operating as a publicly-traded company with two core strategic pillars: bitcoin acquisition and enterprise analytics software.
About Cloudflare, Inc. (NET)
Cloudflare operates a global "Connectivity Cloud" that helps organizations secure, accelerate, and manage their applications, networks, and corporate infrastructure across on-premises, hybrid, cloud, and SaaS environments, replacing fragmented hardware-based s
Source: SEC EDGAR.