财务表现 - 第一季度总收入为11.878亿美元，同比增长21%[1] - 订阅收入为11.32亿美元，同比增长33%[1] - 非GAAP经营利润率为23%[3] - 经营活动产生的现金流为8050万美元，自由现金流为7430万美元[3] - 三个月内订阅收入为11.32亿美元，同比增长32.8%[20] - 三个月内研发费用为6.03亿美元，同比增长25.2%[20] - 三个月内营销和销售费用为2.52亿美元，同比增长30.3%[20] - 三个月内总营收为11.88亿美元，同比增长21.5%[20] - 三个月内云收入占总收入的66.7%[27] - 三个月内数据中心收入为3.36亿美元，同比增长38.2%[27] - 三个月内现金及现金等价物为20.56亿美元[23] - 三个月内经营活动产生的现金流为8,049.2万美元[25] - 三个月内进行了4,975万美元的企业并购[25] - 公司第三季度GAAP毛利润为9.7亿美元，同比增长21.3%[29] - 第三季度非GAAP毛利润为9.98亿美元，同比增长21.4%[29] - 第三季度GAAP毛利率为82%，非GAAP毛利率为84%[29] - 第三季度GAAP营业亏损为3,198万美元，非GAAP营业利润为2.68亿美元[29] - 第三季度GAAP净亏损为1.24亿美元，非GAAP净利润为1.997亿美元[29] - 第三季度GAAP每股亏损为0.48美元，非GAAP每股收益为0.77美元[29] - 第四季度预计GAAP毛利率为81%，非GAAP毛利率为84%[30] - 第四季度预计GAAP营业利润率为-10%，非GAAP营业利润率为21%[30] - 2025财年预计GAAP毛利率为81%，非GAAP毛利率为83.5%[31] - 2025财年预计GAAP营业利润率为-5.5%至-5%，非GAAP营业利润率为22%至22.5%[31] 客户增长 - 截至2024年9月30日，拥有超过10,000美元云ARR的客户数量为46,844个，同比增长17%[4] 新产品发布 - 推出了基于AI的新产品Rovo，提供先进的企业搜索、聊天和智能代理功能[4] - 推出了Atlassian Focus产品，帮助企业领导团队可视化战略重点、连接工作目标并确保组织内部的一致性[4] - 推出了Jira Product Discovery Premium、Compass Premium和Guard Premium等高级版本产品[4] 行业认可 - 被Gartner评为2024年DevOps平台魔力象限的领导者[4] - 获得了"2024年科技行业最佳工作场所"的殊荣[4] 客户定义 - 公司定义拥有超过10,000美元云ARR的客户数量为在任何特定期间内拥有活跃云订阅的独立域名组织数量[18]

Analysts on Wall Street project that Atlassian (TEAM) will announce quarterly earnings of $0.63 per share in its forthcoming report, representing a decline of 3.1% year over year. Revenues are projected to reach $1.15 billion, increasing 17.9% from the same quarter last year. Over the last 30 days, there has been no revision in the consensus EPS estimate for the quarter. This signifies the covering analysts' collective reconsideration of their initial forecasts over the course of this timeframe. Before a co ...

Atlassian (TEAM, Financial)'s stock price has seen a general upward trend since August following positive financial results and positive sentiment from Goldman Sachs' analysts that upgraded Atlassian's rating from Neutral to Buy in August 2024. The increasing demand for collaboration software, driven by remote work trends and digital transformation initiatives, has benefited Atlassian. The company's products, such as Jira and Confluence, are well-positioned to capitalize on this growing market.Despite the i ...

Shares of software companies Atlassian Corp (NASDAQ:TEAM) and Datadog Inc (NASDAQ:DDOG) are both lower today, falling alongside the broader market despite upgrades.Atlassian stock is 1.3% lower to at $156.71, brushing off an upgrade to "outperform" at Raymond James. The analyst hiked its rating on TEAM from "market perform" and set a $200 price target, noting it expects stronger cloud growth in 2025 . According to its bull note, Raymond James sees "a path to mid/high-20% cloud growth and total company growt ...

Atlassian ((TEAM), the $42 billion provider of enterprise software collaboration and workflow tools, has had a rough year as the stock peaked in January above $250.Atlassian's team collaboration software like Jira, Confluence and Trello help teams organize, discuss, and complete shared work, especially software developers who were their first customers over two decades ago at the University of New South Wales.Even as revenues continue their steep high-teens ascent toward $5 billion this year and $6 billion ...

文章核心观点 - Tabnine推出了两个新的AI代理，集成到Atlassian Jira中，旨在改变软件团队处理开发和维护任务的方式 [1] 公司动态 - Tabnine是AI代码助手类别的开创者，首次提供与Jira的全面集成，并推出公开可用的“问题到代码”AI代理 [1] - 通过单击即可实现Jira问题（无论是故事、错误、任务还是子任务），自主生成代码 [1] - 开发者可以使用Tabnine的Jira验证代理，确保选定的代码符合Jira问题的规格，并提供即时反馈和代码建议 [1] - Tabnine的AI代理进一步支持其自动化开发人员代码和工件的能力，自动化率高达50% [2] - Tabnine的AI代理尊重公司的零数据保留政策，确保隐私和法律风险保护 [2] - 新功能包括一键代码生成、AI驱动的代码验证、首个“问题到代码”AI代理、父问题实现、上下文AI代码建议和无缝Jira集成 [3] - 这些功能对Tabnine Pro和企业客户免费，企业用户可进行管理控制部署 [3] - 这些自动化代理基于Tabnine最近的AI进展，包括AI测试代理和入职代理，自动化了一些最重要但耗时的任务 [4] 公司介绍 - Tabnine帮助各种规模的开发团队使用AI加速和改进软件开发生命周期 [5] - 作为原始的AI编码助手，Tabnine已被全球数百万开发者使用，以提高代码质量和开发者满意度 [5] - Tabnine是开发者控制的AI，个性化程度高，私密且安全，不会存储或训练公司的代码或用户数据，模型仅在开源代码上训练，以消除IP风险 [5]

The AI trend is proving to be a significant tailwind for Atlassian's business.Atlassian (TEAM -5.65%) is the enterprise software company behind popular platforms like Jira and Confluence, which help organizations boost productivity. Its stock is trading down 64% from the all-time high it set during the tech frenzy in 2021, with a relatively expensive valuation combined with slowing revenue growth contributing to the decline.However, Atlassian could unlock a new phase of growth thanks to artificial intellige ...

A few months back I published an SA article entitled Screening for the Best SaaS Companies , in which I screened for the best SaaS companies out of a pool of 84 names. Atlassian was theDom received his MBA in Management and B.S. Finance (Manhattan College) and was credit trained at New York University. Dom received the Financial Risk Manager (FRM) designation from GARP.Areas of expertise are: Exponential Age & SaaS software and Blockchain.https://www.youtube.com/channel/UCdTKlxmvT0JyT4X60gI-vEwAnalyst’s Dis ...

HICKSVILLE, N.Y., Sept. 16, 2024 /PRNewswire/ -- Flagstar Bank, N.A., the bank subsidiary (the "Bank") of New York Community Bancorp, Inc., (NYSE: NYCB) (the "Company"), announced today the expansion of its Commercial and Private Banking leadership team with the appointment of four accomplished senior executives."We are excited to welcome four outstanding new senior executives to our Commercial and Private Banking team," said Joseph Otting, Chairman, President, and CEO, Flagstar Bank. "Their deep expertise ...

会议主要讨论的核心内容 - Atlassian 在过去5年中从Jira和Bitbucket等核心云产品发展到平台战略 [3] - Atlassian 通过"团队工作图"管理组织内部的关系数据,为用户提供个性化的协作和生产力支持 [5][6] - Atlassian Intelligence 是基于"团队工作图"的AI功能,可以为不同角色提供定制化的智能助理 [8][10] - Atlassian 正在帮助客户从内部部署向云端迁移,并提供混合部署的灵活性 [16][17][22] - Atlassian 正在加强与其他企业软件如Microsoft、ServiceNow的集成,构建更加全面的工作系统 [14][16] 问答环节的重要提问和回答 - 问:Atlassian Intelligence 的代理功能如何补充和自动化现有的工作流程 [13] 答:Atlassian 认为未来企业将采用多个战略供应商和多个AI系统的混合方式,Atlassian 将专注于连接技术和业务团队 [14] - 问:大型客户向云端迁移的过程和时间线如何 [18][21] 答:大型客户通常需要3年左右的时间完成全面迁移,期间会保留一部分内部部署以满足特殊需求 [22] - 问:Atlassian 如何提升云端产品的价值和定价 [23][24] 答:Atlassian 强调云端产品提供了更强大的数据分析、自动化等功能,可以帮助客户节省其他工具成本 [24]