Key TakeawaysThe midpoint of Atlassian's outlook for current-quarter revenue came up short of estimates, and it's guidance for full-year growth is below last year's growth.The business software company's fiscal 2024 fourth-quarter adjusted earnings and revenue were in line with forecasts.Atlassian announced that Chief Sale Officer Kevin Egan was leaving the company to pursue other opportunities. Shares of Atlassian (TEAM) sank as the business software provider posted disappointing guidance and announced its ...

Growth is slowing and AI expenses have gone up.Shares of enterprise software company Atlassian (TEAM -17.39%) plunged on Friday after the company reported financial results for its fiscal fourth quarter of 2024, ended June 30. As of 11:30 a.m. ET, Atlassian stock was down 16% and had hit new 52-week lows.Here are some of the problemsFor Atlassian, investors are concerned about both the Q4 numbers and the financial guidance for its fiscal 2025. Management had guided for Q4 revenue of $1.135 billion at most. ...

Atlassian Corporation TEAM reported better-than-expected earnings for its fourth quarter on Thursday.The company posted quarterly earnings of 66 cents per share which beat the analyst consensus estimate of 60 cents per share. The company reported quarterly sales of $1.131 billion which beat the analyst consensus estimate of $1.130 billion."We announced transformative innovations for our customers like Rovo, the latest human-AI technology reshaping the way we work. We achieved significant milestones like Fed ...

Atlassian (TEAM) reported fourth-quarter fiscal 2024 results, wherein earnings beat the Zacks Consensus Estimate and revenues matched the same. Its non-GAAP earnings per share of 66 cents beat the Zacks Consensus Estimate of 59 cents. The figure jumped 15.8% from the year-ago quarter’s non-GAAP earnings of 57 cents per share, mainly driven by strong top-line growth.TEAM’s fiscal fourth-quarter revenues climbed 20.5% year over year to $1.13 billion and came in line with the Zacks Consensus Estimate. The top ...

财务数据和关键指标变化 - 公司在2024财年实现了44亿美元的收入,超过14亿美元的自由现金流,并超过30万客户 [12] - 公司在2025财年的总收入增长预计为16%,低于之前的预期 [19][20][21][22][23] 各条业务线数据和关键指标变化 - 云业务在第四季度的收入增长为31%,略低于公司预期的32% [28][29][30][31] - 公司预计2025财年云业务收入增长将有所放缓,主要是由于服务器迁移的贡献减少 [65][66] 各个市场数据和关键指标变化 - 公司在政府和政府相关客户中有大量的数据中心客户,正在通过获得FedRAMP认证来推动这些客户向云端迁移 [44][45][46][47] 公司战略和发展方向及行业竞争 - 公司正在转型其企业销售模式,以更好地服务于大型企业客户,这带来了一定的执行风险 [32][54][55][56][57][58][59][60][61][62][63][64] - 公司有信心在未来3年内实现20%以上的复合年收入增长率 [20][23][24][25][26] 管理层对经营环境和未来前景的评论 - 公司对未来3年的20%以上收入增长目标保持信心,主要基于现有客户群的巨大机会、云迁移、交叉销售等因素 [20][21][22][23][24][25][26] - 公司在2025财年的指引中采取了更加谨慎和风险调整的方法,考虑到宏观经济环境的不确定性以及企业销售转型的执行风险 [32][54][55][56][57][58][59][60][61][62][63][64] 其他重要信息 - 联合创始人Scott Farquhar将离任CEO,但将继续担任董事和特别顾问 [15] 问答环节重要的提问和回答 问题1 **Keith Weiss 提问** 公司2025财年总收入增长指引16%令投资者失望,公司如何看待未来3年20%以上增长目标的可实现性 [19] **Joe Binz 和 Mike Brookes 回答** 公司对未来3年20%以上收入复合增长的信心依然很强,主要基于现有客户群的巨大机会、云迁移、交叉销售等因素 [20][21][22][23][24][25][26] 问题2 **Michael Turrin 提问** 公司如何看待2025财年云业务收入增长指引的保守性 [28] **Joe Binz 回答** 公司在2025财年的指引中采取了更加谨慎和风险调整的方法,考虑到宏观经济环境的不确定性以及企业销售转型的执行风险 [32][54][55][56][57][58][59][60][61][62][63][64] 问题3 **Arjun Bhatia 提问** 公司获得FedRAMP认证后,如何推动政府和相关客户向云端迁移 [44] **Mike Brookes 回答** 公司正在与大量政府和相关客户保持沟通,帮助他们了解公司云端产品的合规性和功能,并制定分阶段的迁移计划 [45][46][47]

Atlassian (TEAM) reported $1.13 billion in revenue for the quarter ended June 2024, representing a year-over-year increase of 20.5%. EPS of $0.66 for the same period compares to $0.57 a year ago.The reported revenue compares to the Zacks Consensus Estimate of $1.13 billion, representing a surprise of +0.34%. The company delivered an EPS surprise of +11.86%, with the consensus EPS estimate being $0.59.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how ...

Atlassian (TEAM) came out with quarterly earnings of $0.66 per share, beating the Zacks Consensus Estimate of $0.59 per share. This compares to earnings of $0.57 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 11.86%. A quarter ago, it was expected that this company would post earnings of $0.61 per share when it actually produced earnings of $0.89, delivering a surprise of 45.90%.Over the last four quarters, the company has su ...

财务业绩 - 公司2024财年第四季度总收入为11.32亿美元，同比增长20%[2] - 公司2024财年第四季度订阅收入为10.69亿美元，同比增长34%[2] - 公司2024财年总收入达到44亿美元，同比增长23%[9] - 公司总营收为11.32亿美元，同比增长20.5%[37] - 云业务收入为7.38亿美元，同比增长30.9%[37] - 数据中心业务收入为3.27亿美元，同比增长40.6%[37] - 服务器业务收入为0美元，同比下降100%[37] 盈利能力 - 公司2024财年第四季度GAAP经营利润率为-6%，非GAAP经营利润率为20%[7][8] - 公司2024财年GAAP经营亏损为1.17亿美元，经营利润率为-3%[9] - 公司2024财年非GAAP经营利润为10.14亿美元，经营利润率为23%[9] - 公司非GAAP毛利率为80.8%，同比提升1.4个百分点[30] - 公司非GAAP营业利润为-6,695万美元，同比下降32.8%[30] - 公司非GAAP净亏损为1.97亿美元，每股亏损0.76美元[30] - 2024财年第四季度和全年GAAP营业亏损分别为6,695万美元和11,708万美元，同比收窄[40] - 2024财年第四季度和全年非GAAP营业利润分别为2.22亿美元和10.14亿美元，同比增长10%和40%[40] - 2024财年第四季度和全年GAAP净亏损分别为1.97亿美元和3.01亿美元，同比收窄[40] - 2024财年第四季度和全年非GAAP净利润分别为1.71亿美元和7.62亿美元，同比增长17%和55%[40] - 2024财年第四季度和全年每股摊薄非GAAP净利润分别为0.66美元和2.93美元，同比增长16%和53%[40] - 2025财年第一季度和全年非GAAP毛利率预计分别为83.5%和83.5%[43][46] - 2025财年第一季度和全年非GAAP营业利润率预计分别为19%和21.5%[44][47] 现金流 - 公司2024财年第四季度经营活动现金流为4.26亿美元，自由现金流为4.13亿美元[8] - 公司2024财年自由现金流为14.16亿美元，自由现金流率为32%[9] - 公司经营活动产生的自由现金流为2.32亿美元，同比下降17.9%[30] - 公司经营活动产生的现金流为4.26亿美元[36] - 2024财年自由现金流为14.16亿美元，同比增长68%[40] 资产负债 - 公司现金及现金等价物余额为21.77亿美元，较上年同期增加3.5%[34] - 公司现金及现金等价物余额为21.78亿美元[36] - 公司进行了8.48亿美元的业务并购[36] - 公司回购了3.95亿美元的股票[36] - 公司偿还了10亿美元的贷款[36] - 公司发行了9.87亿美元的新债券[36] 产品和技术 - 公司宣布推出Rovo等AI驱动的新产品和技术[10] - 公司获得FedRAMP"In Process"认证，推出面向政府客户的云产品[10][11] - 公司客户中超过1万美元云订阅年度经常性收入的客户数量[28] 费用 - 公司研发投入为5.89亿美元，占总收入的52.0%[30] - 公司营销及销售费用为2.40亿美元，占总收入的21.2%[30] - 公司一次性股权激励费用为2.75亿美元，占总收入的24.3%[31][32]

Sundry Photography QOE Capital: Co-Authored by Analyst Antonio Mello Investment Thesis Atlassian Corporation (NASDAQ:TEAM) proposes a compelling long opportunity in the rapidly developing enterprise software market. As a leading provider of collaboration and productivity tools, Atlassian has generated consistent growth, strong market positioning, and a drive and commitment to innovation. The company's unique business model, along with its strategic focus on cloud migration and artificial intelligence, p ...

Wall Street expects a year-over-year increase in earnings on higher revenues when Atlassian (TEAM) reports results for the quarter ended June 2024. While this widely-known consensus outlook is important in gauging the company's earnings picture, a powerful factor that could impact its near-term stock price is how the actual results compare to these estimates.The earnings report, which is expected to be released on August 1, 2024, might help the stock move higher if these key numbers are better than expectat ...