MicroStrategy Incorporated

BOVESPA:M2ST34 Stock Report

Market Cap: R$479.2b

MicroStrategy Management

Management criteria checks 3/4

MicroStrategy's CEO is Phong Le, appointed in Jul 2020, has a tenure of 4.42 years. total yearly compensation is $8.03M, comprised of 12.5% salary and 87.5% bonuses, including company stock and options. directly owns 0.006% of the company’s shares, worth R$30.86M. The average tenure of the management team and the board of directors is 2.8 years and 15.4 years respectively.

Key information

Phong Le

Chief executive officer

US$8.0m

Total compensation

CEO salary percentage12.5%
CEO tenure4.4yrs
CEO ownership0.006%
Management average tenure2.8yrs
Board average tenure15.4yrs

Recent management updates

Recent updates

CEO Compensation Analysis

How has Phong Le's remuneration changed compared to MicroStrategy's earnings?
DateTotal CompensationSalaryCompany Earnings
Sep 30 2024n/an/a

-US$407m

Jun 30 2024n/an/a

-US$210m

Mar 31 2024n/an/a

-US$85m

Dec 31 2023US$8mUS$1m

US$429m

Sep 30 2023n/an/a

US$90m

Jun 30 2023n/an/a

US$207m

Mar 31 2023n/an/a

-US$878m

Dec 31 2022US$20mUS$940k

-US$1b

Sep 30 2022n/an/a

-US$1b

Jun 30 2022n/an/a

-US$1b

Mar 31 2022n/an/a

-US$556m

Dec 31 2021US$19mUS$900k

-US$535m

Sep 30 2021n/an/a

-US$443m

Jun 30 2021n/an/a

-US$421m

Mar 31 2021n/an/a

-US$118m

Dec 31 2020US$2mUS$744k

-US$8m

Sep 30 2020n/an/a

US$2m

Jun 30 2020n/an/a

US$26m

Mar 31 2020n/an/a

US$43m

Dec 31 2019US$7mUS$667k

US$34m

Sep 30 2019n/an/a

US$25m

Jun 30 2019n/an/a

US$28m

Mar 31 2019n/an/a

US$13m

Dec 31 2018US$5mUS$638k

US$23m

Sep 30 2018n/an/a

-US$6m

Jun 30 2018n/an/a

-US$814k

Mar 31 2018n/an/a

US$4m

Dec 31 2017US$4mUS$575k

US$18m

Compensation vs Market: Phong's total compensation ($USD8.03M) is above average for companies of similar size in the BR market ($USD5.74M).

Compensation vs Earnings: Phong's compensation has been consistent with company performance over the past year.


CEO

Phong Le (47 yo)

4.4yrs

Tenure

US$8,028,255

Compensation

Mr. Phong Q. Le serves as President of MicroStrategy Incorporated since July 6, 2020 and served as its Chief Financial Officer since April 23, 2020 until May 09, 2022. Mr. Le serves as Chief Executive Offi...


Leadership Team

NamePositionTenureCompensationOwnership
Michael Saylor
Executive Chairman35.1yrsUS$799.67k9.25%
R$ 44.3b
Phong Le
President4.4yrsUS$8.03m0.0064%
R$ 30.9m
Andrew Kang
Senior EVP & CFO2.6yrsUS$4.16m0.0056%
R$ 26.8m
Wei-Ming Shao
Senior EVP10yrsUS$3.03m0.0036%
R$ 17.1m
Jeanine Montgomery
Senior VP & Chief Accounting Officer4.4yrsno data0.0030%
R$ 14.3m
Ponna Arumugam
Senior Executive VP & Chief Information Officer2.9yrsno datano data
Shirish Jajodia
Senior Director of Treasury & Head of Investor Relationsno datano datano data
Carla Fitzgerald
Executive VP & Chief Marketing Officer1.1yrsno datano data
Joty Paparello
Executive VP & Chief Human Resource Officer2.9yrsno datano data
Saurabh Abhyankar
Executive VP & Chief Product Officer1.9yrsno datano data
Jeremy Price
Senior Vice President of Financial Planning & Analysisno datano datano data
Cezary Raczko
Executive Vice President of Engineering1.7yrsno datano data

2.8yrs

Average Tenure

57yo

Average Age

Experienced Management: M2ST34's management team is considered experienced (2.8 years average tenure).


Board Members

NamePositionTenureCompensationOwnership
Michael Saylor
Executive Chairman35.1yrsUS$799.67k9.25%
R$ 44.3b
Phong Le
President2.3yrsUS$8.03m0.0064%
R$ 30.9m
Carl Rickertsen
Independent Director22.2yrsUS$491.06k0%
R$ 0
Leslie Rechan
Independent Director6.8yrsUS$445.38k0.012%
R$ 55.3m
Stephen Graham
Independent Director10.7yrsUS$477.50k0.0032%
R$ 15.4m
Jarrod Patten
Independent Director20.1yrsUS$472.40k0.0023%
R$ 11.0m

15.4yrs

Average Tenure

60.5yo

Average Age

Experienced Board: M2ST34's board of directors are seasoned and experienced ( 15.4 years average tenure).


Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2024/12/22 06:20
End of Day Share Price 2024/12/20 00:00
Earnings2024/09/30
Annual Earnings2023/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .

Analyst Sources

MicroStrategy Incorporated is covered by 29 analysts. 7 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Ishan MajumdarBaptista Research
Ramsey El-AssalBarclays
Mark PalmerBenchmark Company