Atlassian Corporation Class A (TEAM)
Atlassian Corporation (TEAM) Q4 2025 Earnings Call Transcript
Atlassian Corporation (NASDAQ:TEAM ) Q4 2025 Earnings Conference Call August 7, 2025 5:00 PM ET Company Participants R - Corporate Participant s - Corporate Participant e - Corporate Participant Joseph L. Binz - CFO & Principal Financial Officer Martin Lam - Head of Investor Relations Michael Cannon-Brookes - Co-Founder, CEO & Director Conference Call Participants Arjun Rohit Bhatia - William Blair & Company L.L.C.
Atlassian (TEAM) Reports Q4 Earnings: What Key Metrics Have to Say
The headline numbers for Atlassian (TEAM) give insight into how the company performed in the quarter ended June 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
Atlassian (TEAM) Q4 Earnings and Revenues Top Estimates
Atlassian (TEAM) came out with quarterly earnings of $0.98 per share, beating the Zacks Consensus Estimate of $0.83 per share. This compares to earnings of $0.66 per share a year ago.
Countdown to Atlassian (TEAM) Q4 Earnings: Wall Street Forecasts for Key Metrics
Besides Wall Street's top-and-bottom-line estimates for Atlassian (TEAM), review projections for some of its key metrics to gain a deeper understanding of how the company might have fared during the quarter ended June 2025.
The David And Goliath Faceoff Between Gitlab And Atlassian
GitLab is an up & comer in the DevOps solutions market. This article compares the younger Gitlab with industry leader Atlassian. Key Performance Indicators for each company were presented and compared. Gitlab has better quantitative and qualitative metrics.
Atlassian: A Strategic Investment In The Age Of AI And Collaboration
Atlassian is leveraging AI to drive user adoption and long-term growth. AI tools are expected to boost developer productivity, leading to increased usage of Atlassian's tools and higher customer retention. The company's subscription-based model now accounts for 94% of revenue, with a strong push toward enterprise customers and cloud adoption.
Catenai shares rise on Alludium AI programme update
Shares in Catenai rose 5% in early trading on Monday after the company highlighted fresh progress by portfolio company Alludium, which has secured places on major tech startup programmes run by Amazon and Atlassian. Alludium, an AI-focused platform business, has joined AWS Activate, Amazon Web Services' support programme for startups, and the Atlassian for Startups scheme, aimed at improving team collaboration and productivity.
Atlassian Corporation (TEAM) Presents at William Blair 45th Annual Growth Stock Conference Transcript
Atlassian Corporation (NASDAQ:TEAM ) William Blair 45th Annual Growth Stock Conference Call June 4, 2025 1:00 PM ET Company Participants Brian Duffy - Chief Revenue Officer Martin Lam - Head of Investor Relations Conference Call Participants Arjun Rohit Bhatia - William Blair & Company L.L.C., Research Division Arjun Rohit Bhatia All right.
Atlassian Corporation (TEAM) Baird Global Consumer, Technology & Services Conference (Transcript)
Atlassian Corporation (NASDAQ:TEAM ) Baird Global Consumer, Technology & Services Conference June 3, 2025 9:05 AM ET Company Participants Martin Lam - Head of IR Conference Call Participants Rob Oliver - Baird Rob Oliver Thank you for joining us for day one of Baird's Global Consumer Technology and Services Conference. I'm Rob Oliver.
Atlassian Corporation (TEAM) Bernstein 41st Annual Strategic Decisions Conference (Transcript)
Atlassian Corporation (NASDAQ:TEAM ) Bernstein 41st Annual Strategic Decisions Conference May 29, 2025 9:00 AM ET Company Participants Anutthara Bharadwaj - President, COO Unidentified Company Representative Welcome, everybody. Super excited to have you here, Anu from Atlassian has been so kind to join us.
Atlassian Won't Remain Cheap For Too Long
I reiterate my 'buy' rating on Atlassian with a $280 price target, seeing a 35%+ upside despite recent stock underperformance and margin compression. Investor pessimism is high due to unchanged FY25 guidance, shrinking operating margins, and delayed AI revenue impact, but I see these as temporary setbacks. Atlassian's strategic investments in AI with Rovo and Collections should drive deeper enterprise adoption, higher ARPU, and future operating leverage.
Atlassian: Time To Wade Into This Battered Stock (Upgrade)
Atlassian's recent 15% share price decline presents a rare buying opportunity, as the stock now trades at a single-digit revenue multiple that is well below many peers. The company's strong focus on agentic AI through its Rovo platform is driving real value and automation across its product suite. The company is still positioned well at ~20% growth, though we are wary of several risks, including a pause in the company's operating margin expansion.
