Atlassian makes the digital whiteboards and to-do lists that software teams live in—Jira for tracking work, Confluence for sharing knowledge, Trello for simple boards. Think of it as the operating system for how modern tech teams collaborate.
Money comes from subscription licenses for its cloud and data-center products, with gross margins around 84.5%—a classic software model where each new customer costs little to serve. Revenue is recurring, though the company still runs at a small net loss.
Teams that build their daily workflow on Jira and Confluence face high switching costs—ripping out these tools means retraining everyone and migrating years of project history. But Microsoft's Azure DevOps and Monday.com are chipping away at the low end, and t
Strong Buy (sector percentile 91) — value C-, growth A-, profitability B, momentum A, revisions B+. Updated daily, sector-relative, identical for every user.
Key events, in time order
Insider sale may affect sentiment
Multiple traders/institutions include TEAM in CANSLIM and strong-stock screens, reinforcing its AI-driven growth narrative.
Multiple independent traders list TEAM in relative-strength and liquid-leader scans, extending the software-strength narrative
Multiple sources confirm beat-and-raise quarter with cloud acceleration, boosting sentiment
第四季度总营收同比增长28%，达到18亿美元；云营收同比增长31%，达到12亿美元。
Company confirms upcoming earnings release, with focus on AI adoption and cloud migration.
AI and enterprise adoption drive service growth amid competition.
RPO同比增长37%至40亿美元，若剔除ASC 606影响，RPO增速将超过40%。
None yet
None yet
No comments yet.
Facts and opinions separated · All items sourced · Not investment advice
