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Added to YB: 2025-08-12

Pitch date: 2025-08-08

TEAM [neutral]

Atlassian Corporation

-2.68%

current return

Author Info

Compounding Your Wealth dives into detailed analyses of earnings reports, shares transparent reviews, and cultivates a long-term mindset essential for understanding company fundamentals, business models, and diverse investment styles. My goal is to nurture a multibagger portfolio by focusing on growth companies, adopting a long-term perspective, and employing a systematic, process-driven approach. Sign up for the newsletter.

Company Info

Atlassian Corporation provides a collaboration software that enables organizations to connect all teams through a system of work that unlocks productivity at scale worldwide.

Market Cap

$42.3B

Pitch Price

$166.51

Price Target

N/A

Dividend

N/A

EV/EBITDA

-5.7K

P/E

-228.27

EV/Sales

7.46

Sector

Software

Category

growth

Show full summary:
Atlassian Q2 2025 Earnings Analysis

TEAM (earnings update): Rev $1.38B (+22.3% YoY), beat est 2.2%. Non-GAAP EPS $0.98 (+16.7%). Cloud rev $928M (+25.7%). FCF margin 26% (-10.5pts). AI users 2.3M (+50% QoQ). $1M+ deals 2x YoY. Q3 guide missed -1.2%. Challenges: declining FCF, longer CAC payback, migration slowdown to mid-single digits.

Read full article (7 min)