MicroStrategy Considers Bitcoin Sales to Fund Dividends Following $12.5B Q1 Loss

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MicroStrategy reported a $12.54 billion net loss and $124.3 million in revenue for Q1 2026, driven by $14.46 billion of unrealized losses on its 818,334-coin Bitcoin holding acquired at an average $75,537 cost. Executive chairman Michael Saylor said the firm may sell BTC to fund dividends, triggering a 4% after-hours share slump.

1. Q1 2026 Financial Results

MicroStrategy posted a $12.54 billion net loss for the first quarter alongside $124.3 million in total revenues. The company recorded $14.46 billion in unrealized losses on its 818,334 BTC stake, acquired at an average cost of $75,537 per coin, and held $2.21 billion in cash and equivalents.

2. Proposed Bitcoin Sales Strategy

Executive chairman Michael Saylor proposed selling a portion of the Bitcoin treasury to fund upcoming dividend payments and manage debt obligations. CEO Phong Le added that any sale would be tactical, executed “when it’s advantageous” to boost Bitcoin-per-share value while continuing to accumulate coins over time.

3. Market Reaction and Outlook

Shares fell over 4% in after-hours trading following the earnings release and sale comments. Traders now price a roughly 45% chance of BTC sales by year-end, reflecting investor concern over shifting away from the firm’s previous ‘never sell’ stance and highlighting potential balance sheet impacts.

Sources

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