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Earnings transcript
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TEAM
Atlassian Corporation
$88.86
-1.85
(-2.04%)
| Exchange: | NASDAQ |
| Market Cap: | 23.341B |
| Shares Outstanding: | 208.675M |
Delayed data
About The Company
| Sector: | Technology | |||||
| Industry: | Software – Application | |||||
| CEO: | Michael Cannon-Brookes | |||||
| Full Time Employees: | 12157 | |||||
| Address: |
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| Website: | https://www.atlassian.com |
Atlassian Corporation, operating globally via its subsidiaries, specializes in creating, distributing, and supporting a diverse range of software solutions. Its extensive product suite features Jira Software and Jira Work Management, comprehensive project management platforms enabling technical and business teams to efficiently plan, organize, monitor, and execute tasks. Confluence serves as a collaborative workspace, centralizing knowledge to advance team efforts, while Trello provides a flexible tool for teams to structure and manage dynamic, rapidly evolving projects. Additionally, Atlassian provides Jira Service Management, an adaptable service desk solution empowering IT, legal, HR, and other service teams to deliver and oversee exceptional service experiences. Another key offering is Jira Align, an enterprise agility platform crafted to assist businesses in navigating dynamic market conditions by prioritizing value generation. Furthermore, its offerings include Bitbucket, an enterprise-grade Git repository management system facilitating professional development teams in collaborating on, managing, and deploying high-quality code. Atlassian Access provides robust, enterprise-wide security and centralized administration, enhancing data governance across its entire suite of cloud products. The portfolio also contains Jira Product, a dedicated tool for prioritizing and mapping out product roadmaps. The company’s diverse portfolio extends to Atlas, a teamwork directory; Bamboo, a continuous delivery pipeline; Crowd for single sign-on capabilities; Crucible for collaborative code reviews; Fisheye, a tool to search, track, and visualize code changes; and Compass, a developer experience platform. Other notable products encompass Opsgenie, for on-call and alert management; Sourcetree, a free Git client for Windows and Mac; Statuspage, for real-time status communication to users; and Beacon, an intelligent threat detection system. Established in 2002, Atlassian Corporation maintains its headquarters in Sydney, Australia.
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Revenue Segmentation
EPS
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Earnings Call
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Key takeaways
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Login — it's freeIncome Statement
| Year | 2023 | 2024 | 2025 |
|---|---|---|---|
| Revenue | 3,534,647 | 4,358,603 | 5,215,304 |
| Gross Profit | 2,900,882 | 3,555,108 | 4,320,453 |
| EBITDA | -220,066 | 27,408 | 24,030 |
| Operating Income | -345,222 | -117,077 | -130,392 |
| Net Income | -486,761 | -300,519 | -256,687 |
(* All numbers are in thousands)
Balance Sheet
| Year | 2023 | 2024 | 2025 |
|---|---|---|---|
| Total Assets | 4,106,779 | 5,212,133 | 6,041,970 |
| Total Liabilities | 3,452,107 | 4,179,282 | 4,696,316 |
| Total Stockholders Equity | 654,672 | 1,032,851 | 1,345,654 |
| Total Debt | 1,282,358 | 1,249,338 | 1,239,331 |
| Cash and Cash Equivalents | 2,102,550 | 2,176,930 | 2,512,874 |
(* All numbers are in thousands)
Cash Flow Statement
| Year | 2023 | 2024 | 2025 |
|---|---|---|---|
| Operating Cash Flow | 868,111 | 1,448,159 | 1,460,393 |
| Capital Expenditure | -25,812 | -33,112 | -44,850 |
| Free Cash Flow | 842,299 | 1,415,047 | 1,415,543 |
| Net Income | -486,761 | -300,519 | -256,687 |
| Net Change in Cash | 717,229 | 74,207 | 335,640 |
(* All numbers are in thousands)
Analyst Estimates
| Fiscal Year | 2030 | Research Access | Research Access | Research Access | Research Access |
|---|---|---|---|---|---|
| Estimated Revenue (Low) | 10,687,399.847 | Research Access | Research Access | Research Access | Research Access |
| Estimated Revenue (High) | 11,707,265.279 | Research Access | Research Access | Research Access | Research Access |
| Estimated Revenue (Avg) | 11,333,600 | Research Access | Research Access | Research Access | Research Access |
| Estimated Ebitda (Low) | 2,433,951.643 | Research Access | Research Access | Research Access | Research Access |
| Estimated Ebitda (High) | 2,666,216.102 | Research Access | Research Access | Research Access | Research Access |
| Estimated Ebitda (Avg) | 2,581,117.460 | Research Access | Research Access | Research Access | Research Access |
| Estimated Net Income (Low) | 2,558,352.735 | Research Access | Research Access | Research Access | Research Access |
| Estimated Net Income (High) | 2,881,591.616 | Research Access | Research Access | Research Access | Research Access |
| Estimated Net Income (Avg) | 2,763,161.795 | Research Access | Research Access | Research Access | Research Access |
| Estimated SGA Expense (Low) | 3,725,367.633 | Research Access | Research Access | Research Access | Research Access |
| Estimated SGA Expense (High) | 4,080,867.916 | Research Access | Research Access | Research Access | Research Access |
| Estimated SGA Expense (Avg) | 3,950,617.288 | Research Access | Research Access | Research Access | Research Access |
| Estimated EPS (Avg) | 10.560 | Research Access | Research Access | Research Access | Research Access |
| Estimated EPS (High) | 11.010 | Research Access | Research Access | Research Access | Research Access |
| Estimated EPS (Low) | 9.770 | Research Access | Research Access | Research Access | Research Access |
| Number of Analysts (Estimated Revenue) | 11 | Research Access | Research Access | Research Access | Research Access |
| Number of Analysts (Estimated EPS) | 2 | Research Access | Research Access | Research Access | Research Access |
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Current Key Metrics
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Login — it's freeForward P/E Ratios
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Login — it's freeSWOT Analysis
Strengths (preview)
- Robust Revenue Growth: TEAM has demonstrated consistent revenue increases as per income statement data, reflecting strong demand for its software solutions in the collaboration and project management space. This growth aligns with industry trends in digital transformation and remote work tools.
- Strong Profitability Metrics: High gross profit margins (TTM) and positive net profit margins (TTM) from key metrics indicate efficient cost management and a scalable business model, positioning TEAM favorably within the software industry.
- Solid Cash Flow Generation: Significant free cash flow (TTM) as reported in cash flow statements highlights TEAM’s ability to fund operations, innovation, and potential acquisitions without relying heavily on external financing.
- Market Leadership: As inferred from the company profile and sector performance data, TEAM holds a strong position in the software and technology sector, benefiting from a growing industry with positive performance metrics over 1-year and 5-year periods.
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At what price to buy it? -
Intrinsic Value Calculator
Based on current fundamentals and analyst forecasts, MARKETSnap estimates TEAM intrinsic value between $76.13 – $80.35 per share. This depends on revenue growth, margins, and discount rate.
This is an automatic estimate. The most reliable way to know fair value for your own assumptions is to run the calculator below.
[intrinsic_calculator]
Common questions about TEAM valuation
Is Atlassian Corporation (TEAM) overvalued or undervalued right now?
MARKETSnap estimates intrinsic value for Atlassian Corporation (TEAM) using its proprietary valuation methodology, which incorporates discounted cash flow (DCF) analysis together with long-term earnings and fundamentals assumptions. By comparing intrinsic value to the current market price, long-term investors can see whether the stock screens as potentially overvalued, fairly valued, or undervalued today.
Is TEAM a buy, hold, or sell for long-term investors?
MARKETSnap does not give one-word “buy” or “sell” calls. Instead, it shows whether TEAM trades at a premium or discount to its estimated intrinsic value, how sensitive that value is to growth and margin assumptions, and how the stock fits into a diversified, long-term portfolio so investors can make their own buy, hold, or sell decision.
What is TEAM’s P/E ratio?
You can see TEAM’s trailing P/E (TTM) and forward P/E estimates in the Current Key Metrics and Forward P/E Ratios sections above. The P/E ratio compares the current share price to earnings per share and helps investors gauge valuation relative to earnings.
How is intrinsic value calculated for TEAM?
MARKETSnap uses its own valuation framework—not a generic spreadsheet DCF alone. Future cash flows and earnings are projected, discounted, and combined with MARKETSnap’s methodology so intrinsic value reflects fundamentals and long-term assumptions. You can run your own inputs and see the result using the Intrinsic Value Calculator above.
Is TEAM a good long-term investment?
Whether TEAM fits a long-term portfolio depends on your assumptions about growth, margins, and risk. MARKETSnap provides the metrics, intrinsic value calculator, and SWOT context so you can form your own view rather than rely on a single buy/sell rating.
TEAM
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Daily snapshot
-2.04
Trading Metrics:
| Open: | 93.97 | Previous Close: | 90.71 | |
| Day Low: | 88.14 | Day High: | 94.9 | |
| Year Low: | 56.01 | Year High: | 206 | |
| Price Avg 50: | 87.79 | Price Avg 200: | 113.98 | |
| Volume: | 2.457M | Average Volume: | 6.952M |
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Login — it's freeTEAM full analysis
Welcome to MARKETSNAP’s SWOT analysis for Atlassian, the powerhouse behind some of the most widely used collaboration and productivity tools in the tech world. If you’re a long-term investor looking to dig into a company that’s shaping how teams work together, you’re in the right place. Today, we’re breaking down Atlassian—known for products like Jira and Confluence—through a detailed SWOT analysis, while also touching on recent developments, financials, and what could drive this stock in the years ahead. Let’s dive…
