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Earnings transcript
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TEAM
Atlassian Corporation
$68.29
-1.08
(-1.56%)
| Exchange: | NASDAQ |
| Market Cap: | 17.966B |
| Shares Outstanding: | 208.675M |
About The Company
| Sector: | Technology | |||||
| Industry: | Software – Application | |||||
| CEO: | Michael Cannon-Brookes | |||||
| Full Time Employees: | 12157 | |||||
| Address: |
| |||||
| Website: | https://www.atlassian.com |
Atlassian Corporation, through its subsidiaries, designs, develops, licenses, and maintains various software products worldwide. Its product portfolio includes Jira Software and Jira Work Management, a project management system that connects technical and business teams so they can better plan, organize, track and manage their work and projects; Confluence, a connected workspace that organizes knowledge across all teams to move work forward; and Trello, a collaboration and organization product that captures and adds structure to fluid and fast-forming work for teams. The company also offers Jira Service Management, an intuitive and flexible service desk product for creating and managing service experiences for various service team providers, such as IT, legal, and HR teams; and Jira Align, an Atlassian’s enterprise agility solution designed to help businesses to adapt and respond dynamic business conditions with a focus on value-creation. In addition, it provides Bitbucket, an enterprise-ready Git solution that enables professional dev teams to manage, collaborate, and deploy quality code; Atlassian Access, an enterprise-wide product for enhanced security and centralized administration that works across every Atlassian cloud product; and Jira Product, a prioritization and road mapping tool. Further, the company’s portfolio includes Atlas, a teamwork directory; Bamboo, a continuous delivery pipeline; Crowd, a single sign-on; Crucible, a collaborative code review; Fisheye, a search, track, and visualize code change software; and Compass, a developer experience platform. Additionally, it offers Opsgenie, an on-call and alert management software; Sourcetree, a free git client for windows and mac; Statuspage that communicates real-time status to users; Beacon, an intelligent threat detection software; and Atlassian Access that enhance data security and governance for Atlassian Cloud products. The company was founded in 2002 and is headquartered 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 | Full Access | Full Access | Full Access | Full Access |
|---|---|---|---|---|---|
| Estimated Revenue (Low) | 10,788,560.181 | Full Access | Full Access | Full Access | Full Access |
| Estimated Revenue (High) | 11,174,579.839 | Full Access | Full Access | Full Access | Full Access |
| Estimated Revenue (Avg) | 10,969,833.333 | Full Access | Full Access | Full Access | Full Access |
| Estimated Ebitda (Low) | 2,456,989.928 | Full Access | Full Access | Full Access | Full Access |
| Estimated Ebitda (High) | 2,544,902.161 | Full Access | Full Access | Full Access | Full Access |
| Estimated Ebitda (Avg) | 2,498,273.130 | Full Access | Full Access | Full Access | Full Access |
| Estimated Net Income (Low) | 2,286,256.562 | Full Access | Full Access | Full Access | Full Access |
| Estimated Net Income (High) | 2,393,138.958 | Full Access | Full Access | Full Access | Full Access |
| Estimated Net Income (Avg) | 2,336,448.983 | Full Access | Full Access | Full Access | Full Access |
| Estimated SGA Expense (Low) | 3,760,629.665 | Full Access | Full Access | Full Access | Full Access |
| Estimated SGA Expense (High) | 3,895,186.728 | Full Access | Full Access | Full Access | Full Access |
| Estimated SGA Expense (Avg) | 3,823,817.076 | Full Access | Full Access | Full Access | Full Access |
| Estimated EPS (Avg) | 8.930 | Full Access | Full Access | Full Access | Full Access |
| Estimated EPS (High) | 9.140 | Full Access | Full Access | Full Access | Full Access |
| Estimated EPS (Low) | 8.730 | Full Access | Full Access | Full Access | Full Access |
| Number of Analysts (Estimated Revenue) | 20 | Full Access | Full Access | Full Access | Full Access |
| Number of Analysts (Estimated EPS) | 1 | Full Access | Full Access | Full Access | Full 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.
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
1-day price chart preview. Log in for 1W through 5Y ranges and period tabs.
-1.56
Trading Metrics:
| Open: | 69.69 | Previous Close: | 69.37 | |
| Day Low: | 66.91 | Day High: | 69.96 | |
| Year Low: | 64.3 | Year High: | 242 | |
| Price Avg 50: | 86.43 | Price Avg 200: | 147.76 | |
| Volume: | 3.911M | Average Volume: | 6.834M |
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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…
