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
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)