文章核心观点 - 公司本季度收入为11.9亿美元,同比增长21.5% [1] - 公司每股收益为0.77美元,高于去年同期的0.65美元 [1] - 公司收入和每股收益均超出了分析师的预期 [1] 公司财务数据 - 客户数量为30万,高于分析师预期的29.79万 [3] - 订阅收入为11.3亿美元,同比增长32.9%,高于分析师预期 [3] - 其他收入为5583万美元,同比增长18.3%,高于分析师预期 [3] - 云业务收入为7.92亿美元,同比增长31%,高于分析师预期 [3] - 数据中心业务收入为3.36亿美元,同比增长38.1%,高于分析师预期 [3] - 市场及其他收入为5988万美元,同比增长16.4%,高于分析师预期 [3] 股票表现 - 公司股票在过去一个月内上涨了18.9%,优于标普500指数的1%涨幅 [4] - 公司目前被评为卖出评级,可能在短期内表现不佳 [4]

Atlassian (TEAM) came out with quarterly earnings of $0.77 per share, beating the Zacks Consensus Estimate of $0.63 per share. This compares to earnings of $0.65 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 22.22%. A quarter ago, it was expected that this company would post earnings of $0.59 per share when it actually produced earnings of $0.66, delivering a surprise of 11.86%.Over the last four quarters, the company has su ...

财务表现 - 第一季度总收入为11.878亿美元，同比增长21%[1] - 订阅收入为11.32亿美元，同比增长33%[1] - 非GAAP经营利润率为23%[3] - 经营活动产生的现金流为8050万美元，自由现金流为7430万美元[3] - 三个月内订阅收入为11.32亿美元，同比增长32.8%[20] - 三个月内研发费用为6.03亿美元，同比增长25.2%[20] - 三个月内营销和销售费用为2.52亿美元，同比增长30.3%[20] - 三个月内总营收为11.88亿美元，同比增长21.5%[20] - 三个月内云收入占总收入的66.7%[27] - 三个月内数据中心收入为3.36亿美元，同比增长38.2%[27] - 三个月内现金及现金等价物为20.56亿美元[23] - 三个月内经营活动产生的现金流为8,049.2万美元[25] - 三个月内进行了4,975万美元的企业并购[25] - 公司第三季度GAAP毛利润为9.7亿美元，同比增长21.3%[29] - 第三季度非GAAP毛利润为9.98亿美元，同比增长21.4%[29] - 第三季度GAAP毛利率为82%，非GAAP毛利率为84%[29] - 第三季度GAAP营业亏损为3,198万美元，非GAAP营业利润为2.68亿美元[29] - 第三季度GAAP净亏损为1.24亿美元，非GAAP净利润为1.997亿美元[29] - 第三季度GAAP每股亏损为0.48美元，非GAAP每股收益为0.77美元[29] - 第四季度预计GAAP毛利率为81%，非GAAP毛利率为84%[30] - 第四季度预计GAAP营业利润率为-10%，非GAAP营业利润率为21%[30] - 2025财年预计GAAP毛利率为81%，非GAAP毛利率为83.5%[31] - 2025财年预计GAAP营业利润率为-5.5%至-5%，非GAAP营业利润率为22%至22.5%[31] 客户增长 - 截至2024年9月30日，拥有超过10,000美元云ARR的客户数量为46,844个，同比增长17%[4] 新产品发布 - 推出了基于AI的新产品Rovo，提供先进的企业搜索、聊天和智能代理功能[4] - 推出了Atlassian Focus产品，帮助企业领导团队可视化战略重点、连接工作目标并确保组织内部的一致性[4] - 推出了Jira Product Discovery Premium、Compass Premium和Guard Premium等高级版本产品[4] 行业认可 - 被Gartner评为2024年DevOps平台魔力象限的领导者[4] - 获得了"2024年科技行业最佳工作场所"的殊荣[4] 客户定义 - 公司定义拥有超过10,000美元云ARR的客户数量为在任何特定期间内拥有活跃云订阅的独立域名组织数量[18]

Analysts on Wall Street project that Atlassian (TEAM) will announce quarterly earnings of $0.63 per share in its forthcoming report, representing a decline of 3.1% year over year. Revenues are projected to reach $1.15 billion, increasing 17.9% from the same quarter last year. Over the last 30 days, there has been no revision in the consensus EPS estimate for the quarter. This signifies the covering analysts' collective reconsideration of their initial forecasts over the course of this timeframe. Before a co ...

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. The increasing demand for collaboration software, driven by remote work trends and digital transformation initiatives, has benefited Atlassian. The company's products, such as Jira and Confluence, are well-positioned to capitalize on this growing market.Despite the i ...

Shares of software companies Atlassian Corp (NASDAQ:TEAM) and Datadog Inc (NASDAQ:DDOG) are both lower today, falling alongside the broader market despite upgrades.Atlassian stock is 1.3% lower to at $156.71, brushing off an upgrade to "outperform" at Raymond James. The analyst hiked its rating on TEAM from "market perform" and set a $200 price target, noting it expects stronger cloud growth in 2025 . According to its bull note, Raymond James sees "a path to mid/high-20% cloud growth and total company growt ...

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.Even as revenues continue their steep high-teens ascent toward $5 billion this year and $6 billion ...

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. ​​ First previewed in May, Tabnine is the first AI code assistant to offer a full integration with Jira and the first to offer publicly available ...

The AI trend is proving to be a significant tailwind for Atlassian's business.Atlassian (TEAM -5.65%) is the enterprise software company behind popular platforms like Jira and Confluence, which help organizations boost productivity. Its stock is trading down 64% from the all-time high it set during the tech frenzy in 2021, with a relatively expensive valuation combined with slowing revenue growth contributing to the decline.However, Atlassian could unlock a new phase of growth thanks to artificial intellige ...

A few months back I published an SA article entitled Screening for the Best SaaS Companies , in which I screened for the best SaaS companies out of a pool of 84 names. Atlassian was theDom received his MBA in Management and B.S. Finance (Manhattan College) and was credit trained at New York University. Dom received the Financial Risk Manager (FRM) designation from GARP.Areas of expertise are: Exponential Age & SaaS software and Blockchain.https://www.youtube.com/channel/UCdTKlxmvT0JyT4X60gI-vEwAnalyst’s Dis ...