TEA

Team

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ISIN: JE00BM90BX45

Ticker: TEAM

JE00BM90BX45

TEAM

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Aktien Stammtisch

@Aktien_Stammtisch

2Lun·

Atlassian Q3'25 Earnings Highlights

$TEAM (+0 %)

🔹 Total Revenue: $1.36 B (Est. $1.29 B) 🟢; +14 % YoY

🔹 Non-GAAP EPS: $0.97 (Est. $0.78) 🟢

🔹 Subscription Revenue: $1.27 B; +19 % YoY

🔹 Cloud Revenue Growth: +25 % YoY

🔹 Non-GAAP Operating Income: $348 M;

🔹 Free Cash Flow: $638 M; FCF margin 47 %

🔹 Cash & Marketable Securities: $3.0 B

Q4'25 Guidance

🔹 Total Revenue: $1.349 B – $1.359 =B

🔹 Cloud Revenue Growth YoY: ≈ 23 %

🔹 Data Center Revenue Growth YoY: ≈ 16.5 %

🔹 Marketplace & Other Revenue Growth YoY: ≈ flat

🔹 Non-GAAP Gross Margin: ≈ 84.5 %

🔹 Non-GAAP Operating Margin: ≈ 22 %

Operational & Customer Metrics

🔹 Customers with >$10 K Cloud ARR: 50,715; +14 % YoY

🔹 Cash Flow from Operations: $653 M

Strategic / Product Updates

Team ’25 launches:

🔸 Rovo for All – AI search, chat & agents now included in Premium/Enterprise tiers of Jira, Confluence & Jira Service Management

🔸 Teamwork Collection (Jira + Confluence + Loom + Rovo agents) to cut context-switching

🔸 Strategy Collection (Focus, Talent, Jira Align) for enterprise planning

🔸 Customer Service Management – AI-powered support app

🔸 Expanded Cloud Offerings: FedRAMP-authorized Government Cloud & new Isolated Cloud option

🔸 Williams Racing F1 partnership as official title & technology partner

Management Commentary

🔸 CEO Mike Cannon-Brookes: Long-term Cloud platform investments are “advancing the Atlassian System of Work” and placing AI at the center of human-AI collaboration.

🔸 CFO Joe Binz: Committed to “balancing operational discipline with focused investment” in enterprise, AI, and the platform.

Recognition & Governance

🔸 Named to Fortune “100 Best Companies to Work For” (7th straight year)

🔸 Karen Dykstra (ex-VMware/AOL CFO) appointed to Board to bolster enterprise expansion.

2 Comentarios

GeldGenie@GeldGenie

2Lun

-15% after trading 🔥 There must be more going on 🤔

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Aktien Stammtisch

@Aktien_Stammtisch

8Lun·

$TEAM (+0 %) | Atlassian Q1'25 Earnings Highlights:

🔹 Adj EPS: $0.77 (Est. $0.54) 🟢

🔹 Revenue: $1.19B (Est. $966.1M) 🟢; UP +21% YoY

🔸 New $1.5B share repurchase program approved

Q2 FY25 Guidance:

🔹 Revenue: $1.233B-$1.241B (Est. $1.232B) 🟢

🔹 Cloud Revenue Growth YoY: ~25.5%

🔹 GAAP Operating Margin: ~ (10%); Non-GAAP Operating Margin: ~21%

FY25 Full-Year Guidance:

🔹 Revenue Growth YoY: 16.5%-17.0%

🔹 Cloud Revenue Growth YoY: ~24.0%

🔹 GAAP Operating Margin: (5.5%)-(5.0%); Non-GAAP Operating Margin: 22%-22.5%

Other Q1 Metrics:

🔹 Subscription Revenue: $1.13B; UP +33% YoY

🔹 GAAP Operating Margin: (3%); Non-GAAP Operating Margin: 23%

🔹 Free Cash Flow: $74M; Free Cash Flow Margin: 6%

Strategic & Operational Highlights:

🔸 Launched AI-powered Rovo for enterprise knowledge-sharing

🔸 Introduced Atlassian Focus for aligning organizational goals

Mister_ultra

@Mister_ultra

9Lun·

From all-time high to all-time high - time to take a look in my cellar 📉

The stock markets only know one direction at the moment and even September, generally the worst month on the stock markets, is heading for a clear green result.

Of course, this can also be seen in my portfolio in the following picture. What I find much more exciting in such situations, however, is always the view to the very bottom, where it turns red and which is generally not shown here.

Now it turns red and negative:

Even though many things are going well, some things are not going well. For the most part, these are still the former corona winners like Pfizer $PFE (-0,32 %) Sea $SE (-0,59 %) Block $SQ (-1,79 %) or Atlassian $TEAM (+0 %)

However, Pfizer's overall performance is not quite as bad, as there has of course been a lot of dividend growth over the last few years.

Nike $NKE (-0,99 %) and Hershey $HSY (-0,95 %) are also not doing themselves any favors at the moment, but are still in the savings plan. Just like Bechtle $BC8 (-0,05 %)

My China ETF is currently the phoenix from the ashes, I was surprised myself that it has almost reached 0 😂

Towards the end of the year, I will analyze the losers again. Will they get another year of probation? Or will one stock or another be thrown out?

I usually look at this between Christmas and New Year's Eve.

What's your situation? What are your skeletons in the closet doing?

#etfs
#personalstrategy
#stocks

16 Comentarios

Dennis@GordonGekko83

9Lun

Always great to read your posts. You've already managed the "transformation" to what I consider a super portfolio. I'm still in this phase, but things are moving forward! 😊 I'm in the process of ironing out my hopefully "last" two beginner's mistakes. But that's easier said than done.😆 I'm curious to see when I'll have done it myself. Only when I think it's done will I post my portfolio.😎

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