The recording will be available later. For now, there is the slideshow, in which page 10 shows a new product. A Lightning platform to offer rewards and monetization capabilities to enterprises. Also there is some financial info about how the Bitcoin holding strategy is going.

https://www.microstrategy.com/content/dam/website-assets/collateral/financial-documents/events-presentations/Q4-2022_microstrategy-earnings-presentation.pdf