Customers

Revenue segments as reported by the company.

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Gross Profit, Operating Income, and Net Income as a percentage of Revenue

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An operating expense is an expense a business incurs through its normal business operations. Often abbreviated as OPEX.

Operating Expenses

Year over year growth in Revenue and Operating Expenses.

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Shares outstanding refer to a company's stock currently held by all its shareholders, including share blocks held by institutional investors and restricted shares owned by the company's officers and insiders.

Outstanding Shares

Market Cap

Also known as Price/Sales Ratio. Calculated using Average market cap for the quarter / Annualized quarterly revenue.

Revenue Multiple

Atlassian

Atlassian Corp. is a holding company, which engages in providing team collaboration and productivity software. Its software helps teams organize, discuss, and complete shared work. Its products include Jira Software, Confluence, Jira Service Management, and Trello. The company was founded by Michael Cannon-Brookes and Scott Farquhar in October 2002 and is headquartered in San Francisco, CA.

Earnings data Q3 2021

Earnings data Q4 2021

Earnings data Q1 2022

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Earnings data Q4 2022

Earnings data Q1 2023

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Earnings data Q4 2023

Earnings data Q1 2024

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Earnings data Q3 2024

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Earnings data Q1 2025

Earnings data Q2 2025

Atlassian reports strong Q3 revenue, addresses churn concerns and migration opportunities

Atlassian's Q3 earnings call highlighted strong revenue growth, concerns about churn and upsells, and the impact of macroeconomic headwinds on net revenue retention. The company's cloud business and data center strength were notable, but challenges in seat expansion and conversion rates were acknowledged. Opportunities lie in the company's approach to upselling, server customer migration, and cybersecurity solutions.

Atlassian excels in Q2 with strong customer focus and cloud growth

Atlassian's Q2 call highlighted strong performance, customer-centric focus, and strategic investments in cloud and enterprise solutions.
Challenges include moderating investments and data center revenue growth, but opportunities lie in targeting Fortune 500 clients and expanding product offerings.
The company's pricing strategy drives cloud migrations, while continued investments in R&D and partnerships support long-term growth and customer satisfaction.

Atlassian reports steady cloud growth amidst challenges in paid expansion

Atlassian's Q3 call highlighted a strategic focus on cloud growth, challenges in paid seat expansion, and a positive outlook on data center to cloud migrations despite macroeconomic uncertainties.

Atlassian reports robust Q4 earnings, eyes growth in enterprise markets

Atlassian's Q4 performance reflects strong revenue growth driven by cloud migrations and enterprise focus.
Challenges in conversions and macro headwinds are being addressed, with a focus on long-term growth strategies.
Opportunities lie in market expansion, enterprise investments, and enhancing customer value through platform connectivity.
The company's consistent capital allocation philosophy supports strategic investments for future growth and innovation.

Atlassian reports strong Q1 performance, focuses on cloud growth

Atlassian's Q1 2024 Earnings Call highlighted strong performance in data center growth, cloud migrations, and product innovation, showcasing a focus on customer experience and revenue growth.
While facing challenges such as server end-of-life transitions and customer acquisition declines, the company is actively addressing these issues through strategic initiatives and customer incentives.
Opportunities for growth include expanding product usage beyond IT, integrating new technologies like Loom, and leveraging partnerships for enterprise sales.
Overall, Atlassian's earnings call reflects a company poised for continued growth through strategic investments, customer-centric approaches, and innovation in its product offerings.

Atlassian reports record revenue and strategic milestones amid growth challenges

Atlassian's Q2 2024 performance showcased strong revenue growth, strategic milestones, and innovative initiatives driving operational efficiencies.
Despite challenges like Cloud growth deceleration and macro headwinds, the company's focus on core priorities and disciplined resource allocation positions it for future success.
Opportunities in monetizing Jira Service Management, expanding AI features, and optimizing Cloud services offer avenues for sustained growth and market leadership.

Atlassian reports milestone Q3 with cloud focus and strategic growth

Atlassian's Q3 FY 2024 showcased robust performance with a focus on cloud migration, successful revenue generation, and strategic investments in innovation.
The company's strengths lie in customer-centric platform differentiation, strategic investments in cloud and data center capabilities, and AI integration for software development.
Challenges include SMB cloud expansion, data migration complexities, pricing strategies, and managing investments for sustainable growth amidst market dynamics.
Opportunities in cloud migrations, AI advancements, collaboration-focused developer roles, and strategic investments position Atlassian for long-term growth and market leadership.

Atlassian exceeds FY '24 targets, eyes $10B revenue milestone

Atlassian's strong FY '24 performance and strategic product introductions position them for continued growth and revenue expansion.
While facing challenges from macroeconomic uncertainties and operational risks, the company's focus on enterprise solutions and leadership stability bode well for the future.
Opportunities lie in revenue growth through innovative solutions, careful management of transitions, and a strategic focus on enterprise customers.

Atlassian (TEAM) reports robust Q1 performance amidst AI innovation

Atlassian's Q1 2025 showcased strong performance driven by customer-centric innovation and AI integration.
While facing challenges such as macro uncertainty and cloud migration, the company's focus on AI and customer value remains a key strength.
Opportunities for growth include further AI utilization, strategic partnerships, and continued investment in R&D.

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Atlassian Corp. is a holding company, which engages in providing team collaboration and productivity software. Its products include Jira Software, Confluence, Jira Service Management, and Loom. The company was founded by Michael Cannon-Brookes and Scott Farquhar in October 2002 and is headquartered in San Francisco, CA.

TEAM, Anywhere/SAN FRANCISCO--(BUSINESS WIRE)--Atlassian Corporation (NASDAQ: TEAM), a leading provider of team collaboration and productivity software, today announced that it will release financial results for its first quarter of fiscal year 2025 ended September 30, 2024 after market close on Thursday, October 31, 2024. Atlassian will host a conference call to discuss the financial results at 2:00 P.M. Pacific Time. In conjunction with its earnings press release, Atlassian will post a shareh.

Atlassian Announces Date for First Quarter of Fiscal Year 2025 Financial Results

Atlassian (TEAM, Financial)'s stock price has seen a general upward trend since August following positive financial results and positive sentiment from Goldman Sachs' analysts that upgraded Atlassian's rating from Neutral to Buy in August 2024.

Analyst Upgrades on Atlassian Stock Underlining Its AI Integration

Datadog

Shares of software companies Atlassian Corp (NASDAQ:TEAM) and Datadog Inc (NASDAQ:DDOG) are both lower today, falling alongside the broader market despite upgrades.

2 Software Stocks Falling Despite Bull Notes

On October 1, analysts at Raymond James upgraded Atlassian Corp (NASDAQ: TEAM) from Neutral to Buy, keeping their price target steady at $200.

Raymond James sees opportunity in Atlassian's cloud business: should you invest?

Atlassian ( TEAM ), the $42 billion provider of enterprise software collaboration and workflow tools, has had a rough year as the stock peaked in January above $250. Atlassian's team collaboration software like Jira, Confluence and Trello help teams organize, discuss, and complete shared work, especially software developers who were their first customers over two decades ago at the University of New South Wales.

Bear of the Day: Atlassian (TEAM)

TEL AVIV, Israel, Sept. 24, 2024 (GLOBE NEWSWIRE) -- Tabnine , the originators of the AI code assistant category, today announced the general availability of two new AI agents seamlessly integrated into Atlassian Jira to transform the way software teams approach software development and maintenance tasks: the Jira Implementation Agent and the Jira Validation Agent.

Tabnine Introduces First AI Agents to Autonomously Generate and Validate Code for Atlassian Jira

Artificial intelligence could help Atlassian more than double its annual revenue to $10 billion in the coming years. Atlassian launched a new AI product called Rovo that it hopes will create a new revenue stream for the company.

1 Artificial Intelligence (AI) Stock Down 64% to Buy on the Dip, According to Wall Street

Atlassian's a member of my Top 10 SaaS company list and its business position remains strong. 4Q'24's earnings were disappointing and so was next year's guidance. However, Atlassian has the opportunity to capture a large chunk of the fast-growing Software Development and Work Management markets. Valuation, while down sharply from 2021, remains high. However, shares are trading within a very strong support area.

Atlassian The Greek God

Atlassian Corporation (NASDAQ:TEAM ) Goldman Sachs Communacopia & Technology Conference September 11, 2024 5:25 PM ET Company Participants Tiffany To - SVP, Enterprise and Platform Unidentified Analyst Hi, everyone. Thanks so much for joining us today.

Atlassian Corporation (TEAM) Management presents at Goldman Sachs Communacopia & Technology Conference (Transcript)

I maintain a "buy" rating on Atlassian with a $171 price target, despite possible short-term volatility and lower-than-expected FY25 revenue and margin guidance. Atlassian's robust product innovation and enterprise penetration, especially with AI-led solutions, drive long-term growth potential and market share expansion. The company's focus on migrating Data Center customers to Cloud and cross-selling products, while expanding paid seats among existing customers supports its $10B revenue target over the next 5 years.

Atlassian: Capturing The Enterprise Market With Robust Product Innovation Roadmap

Atlassian Corporation (NASDAQ:TEAM ) Citi's 2024 Global TMT Conference September 5, 2024 10:00 AM ET Company Participants Anu Bharadwaj - Chief Operating Officer Conference Call Participants Fatima Boolani - Citi Fatima Boolani All right. Good morning, everybody.

Atlassian Corporation (TEAM) Citi's 2024 Global TMT Conference (Transcript)

Given TEAM's decelerating sales and customer growth, along with competitive pressure, it is wise to stay away from investing in the stock right now.

Atlassian Plunges 30% YTD: How Should Investors Play the Stock?

Alphabet

The Nasdaq entered a correction in early August, but the index usually recovers quickly. Alphabet is the largest digital advertiser and the third-largest public cloud in the world.

History Says the Nasdaq Will Soar: 2 Growth Stocks to Buy Now, According to Wall Street

Atlassian on Thursday announced that it has acquired Rewatch, an AI-powered meeting notetaker, screen recording tool and video hub. The company plans to integrate Rewatch into Loom, the asynchronous video messaging platform it acquired for $975 million last October.

Atlassian acquires Rewatch as it gets into AI meeting bots

Shares in collaboration software maker Atlassian (TEAM) will remain in focus on Monday following last week's gain of 9%.

Watch These Atlassian Price Levels as Stock Regains Momentum

Atlassian's YTD declines intensified after the company released its FY25 outlook calling for 16% growth, versus Street expectations for 18% growth. Still, the sharp selloff has rendered the stock cheap even against lowered expectations. The stock has reached rough valuation parity with Salesforce and Workday, against which it used to trade at a large premium.

Atlassian: Now, It's Finally Time To Buy (Rating Upgrade)

Atlassian (TEAM) stock price has been a big loser in 2024, shedding over 40% of its valuation amid concerns about its growth and competition. It was trading at $142 on Friday, down by over 70% from its all-time high (ATH).

Down by 70% from ATH, Atlassian stock is still expensive

Palo Alto Networks

Snowflake

The surge in cloud computing stocks has been one of the defining trends of the tech sector in recent years, fueled by the accelerated shift toward digital transformation and remote work solutions. However, not all clouds have a silver lining.

3 Cloud Computing Stocks to Sell in August Before They Crash & Burn

Apple

Moderna

Last week's market plunge could be a great opportunity to put new money to work. It may be difficult to tell what stocks will be in for next.

3 Undervalued Stocks With Room to Rally Even Higher

Clorox

Twilio

Stock markets cratered on the rise of interest rates in Japan. Adding insult to injury, Barclays cut price targets on Clorox, Twilio, and Atlassian this morning.

Why Clorox, Twilio, and Atlassian Stocks Dropped This Morning

Examine Atlassian's (TEAM) international revenue patterns and their implications on Wall Street's forecasts and the prospective trajectory of the stock.

International Markets and Atlassian (TEAM): A Deep Dive for Investors

Shares of Atlassian (TEAM) sank as the business software provider posted disappointing guidance and announced its top sales executive is leaving the company.

Atlassian Stock Plunges as Business Software Company Issues Soft Guidance

Revenue of $1.13 billion was up 20.5% year over year. Atlassian's net loss widened to $196.9 million, more than triple Q4 2023's total.

Revenue, Losses rise for Atlassian in Q4

Atlassian grew as expected during its latest fiscal year but investors had hoped for better growth projections for the coming year. The company is investing in AI, causing certain operating expenses to grow at a faster rate than revenue in the most recent quarter.

Why Atlassian Stock Plunged to 52-Week Lows Today

Atlassian Corporation TEAM reported better-than-expected earnings for its fourth quarter on Thursday.

News for Atlassian Stock (TEAM)