Atlassian (TEAM) Q3 2025 Earnings Call May 01, 2025 05:00 PM ET Company Participants Martin Lam - Head, Investor RelationsMike Cannon-Brookes - CEO & Co-FounderSantosh Singh - DirectorJoe Binz - Chief Financial OfficerGregg Moskowitz - Managing Director, Enterprise softwareArjun Bhatia - Co-Group Head - Technology, Media & CommunicationsKash Rangan - Managing DirectorRaimo Lenschow - Managing Director Conference Call Participants Mark Cash - Associate Analyst - Equity ResearchMichael Turrin - Managing Direc ...

Atlassian Announces Third Quarter Fiscal Year 2025 Results Revenue of $1,357 million, up 14% year-over-year Subscription revenue of $1,273 million, up 19% year-over-year GAAP operating margin of (1)% and non-GAAP operating margin of 26% Cash flow from operations of $653 million and free cash flow of $638 million Team Anywhere/San Francisco (May 1, 2025) — Atlassian Corporation (NASDAQ: TEAM), a leading provider of team collaboration and productivity software, today announced financial results for its third ...

Miami, Florida, USA, May 01, 2025 (GLOBE NEWSWIRE) -- Ahead of this weekend’s 2025 FIA Formula 1 Miami Grand Prix, Atlassian Williams Racing is pleased to announce a new multi-year partnership with Airia, an innovative enterprise platform that enables organisations to orchestrate, deploy and manage AI solutions securely and at scale. Atlanta-headquartered Airia will become Official AI Orchestration Partner to Atlassian Williams Racing, the iconic British-based F1 team with nine Constructors’ World Champions ...

While investors typically rely on consensus earnings and revenue estimates to gauge how the business may have fared during the quarter, examining analysts' projections for some of the company's key metrics often helps gain a deeper insight. Analysts on Wall Street project that Atlassian (TEAM) will announce quarterly earnings of $0.90 per share in its forthcoming report, representing an increase of 1.1% year over year. Revenues are projected to reach $1.35 billion, increasing 13.3% from the same quarter las ...

For two years, Snowflake's managers have used Veza to check who has read and write access, Harsha Kapre, director of the data analytics software company's venture group told CNBC. It sits alongside a host of other cloud solutions the company uses. "We have Workday, we have Salesforce — we have all these things," Kapre said. "What Veza really unlocks for us is understanding who has access and determining who should have access." Tech giants like Google, Amazon, Microsoft and Nvidia have captured headlines in ...

Parkev Tatevosian, CFA has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Atlassian. The Motley Fool has a disclosure policy. Parkev Tatevosian is an affiliate of The Motley Fool and may be compensated for promoting its services. If you choose to subscribe through his link, he will earn some extra money that supports his channel. His opinions remain his own and are unaffected by The Motley Fool. ...

Group 1 - The article discusses the impact of tariffs on hardware companies, particularly those involved in chips, personal computers, and smartphones, suggesting that tech investors may consider software companies as a protective measure against market volatility [1] - The author emphasizes a unique perspective derived from extensive experience in IT and investment, focusing on themes such as automated supply chains, Generative AI, and the deflationary nature of software [1] - The investment journey highlighted includes a transition from mutual and indexed funds to individual stocks, with lessons learned from the 2008/2009 financial crisis influencing a more cautious investment approach [1]

Core Insights - Atlassian (NASDAQ: TEAM) is positioned for growth and has demonstrated strong year-over-year growth, making it a potential candidate for long-term investors despite upcoming challenges related to IT budget cuts [1] Company Analysis - Atlassian has shown consistent growth, indicating a robust business model and market demand for its products [1] - The company is likely to face headwinds due to budget cuts in the IT sector, which may impact its growth trajectory [1] Investment Considerations - Long-term investors should keep Atlassian on their radar as it continues to expand, even in the face of potential short-term challenges [1]

Company Overview - Veho is a logistics and technology company operating one of the largest parcel delivery platforms in the U.S. [1] - The company aims to transform shipping from a cost center into a value driver by leveraging purpose-built technology and a scalable delivery network [4]. Leadership Addition - Alex Estevez, a veteran finance executive with over 25 years of experience in scaling technology businesses, has joined Veho's Board [2][3]. - Estevez has held key financial leadership roles at notable companies such as Atlassian, Datastream Systems, and BigFix, and has been an advisor to various tech firms [2]. Strategic Vision - Veho's co-founder and CEO, Itamar Zur, emphasized that Estevez's financial expertise will be crucial as the company aims to become the delivery platform partner of choice for leading brands [3]. - Estevez highlighted the importance of operational discipline and financial control in executing Veho's strategy, which is centered on customer-centric operational excellence [3]. Performance Metrics - Veho boasts impressive operational metrics, including a 99% on-time delivery rate, a customer satisfaction score of 4.9/5, 71% fewer delivery-related refunds, and a 41% increase in customer lifetime value [4]. - The company currently serves over 113 million Americans across 50 markets and continues to grow [4].

Company Overview - Atlassian (TEAM) shares increased by 14% to close at $209.62, following a broader market rally after US President Donald Trump's announcement to pause reciprocal tariffs for 90 days, although a baseline tariff of 10% on imports remains in effect [1] - The stock had previously experienced an 18% loss over the past four weeks [1] Earnings Expectations - Atlassian is expected to report quarterly earnings of $0.90 per share, reflecting a year-over-year increase of 1.1% [2] - Revenue is anticipated to reach $1.35 billion, which is a 13.4% increase compared to the same quarter last year [2] Earnings Estimate Revisions - The consensus EPS estimate for Atlassian has been revised down by 1.6% over the last 30 days [3] - A negative trend in earnings estimate revisions typically does not lead to price appreciation, indicating potential caution for future stock performance [3] Industry Context - Atlassian is part of the Zacks Internet - Software industry, which includes other companies like Match Group (MTCH) [3] - Match Group's consensus EPS estimate remains unchanged at $0.68, representing a year-over-year change of 54.6% [4] - Match Group also holds a Zacks Rank of 3 (Hold), similar to Atlassian [4]