Atlassian Corp (TEAM) FY2025Q3 Earning Prediction

05/01 04:00:00

After Hours

Atlassian Corp (TEAM) is set to release its FY2025Q3 earnings performance on 05/01 04:00:00 in After Hours trading. Consensus forecasts predict a revenue of 1.35B and an earnings per share (EPS) of 0.93 for the FY2025Q3. With Intellectia's exclusive AI algorithms, users can predict whether the earnings will beat or miss expectations before the report drops. Leverage this powerful tool to strategize and position your trades ahead of the earnings release!

Estimate

Actual

Surprise

RevenueBEAT

1.35B

1.36B

+0.27%

EPSBEAT

0.93

0.97

+4.30%

AI Summary

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AI Earnings Prediction

Prediction for FY2025Q3

Earnings Date: May 1, 2025

The analysis predicts a Beat due to positive developments in enterprise adoption, AI strategy, and margin improvements, despite some macroeconomic risks.

Beat

Last 0 quarters:

5 beats0 misses

Scenario Analysis

The AI analyzes the probability of each scenario occurring and identifies the triggering conditions.

Scenario

Prob.

Stock Reaction

Trigger Condition

Strong Beat

25%

+15-20%

FedRAMP adoption accelerates + AI interactions surge 30%+ YoY.

Beat

40%

+5-10%

Subscription growth meets raised guidance + stable margins.

Neutral

20%

Flat

Macro risks (tariffs) offset revenue gains.

Miss

10%

-5-10%

Enterprise deal delays + cloud migration slowdown.

Strong Miss

-15-20%

AI monetization stalls + margin contraction.

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Key Indicators Forecast

The AI provides itemized forecasts for key indicators, potentially including revenue, EPS, gross margin, and free cash flow.

Revenue

EPS

Currency:

No data

Actual

Estimate

Metric

Prediction

Justification

Revenue

Beat

FedRAMP-driven government deals + data center price hikes likely push subscription revenue above lowered consensus ($1.35B).

EPS

Beat

Gross margin expansion from cloud efficiency and disciplined investments (non-GAAP operating margin stability) support EPS upside.

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Prediction Logic & Rational

Fact Data Analysis Supports a Likely Beat:

Enterprise Adoption & Pricing Tailwinds

FedRAMP Authorization (March 17): Securing FedRAMP Moderate authorization opens significant U.S. government contracts, directly supporting subscription revenue growth (Key Market Concern 1).
Data Center Price Increases (Macquarie note): Price hikes (15-25%) on renewing contracts post-February 11 could drive near-term revenue outperformance and beat conservative FY2025 guidance.

AI Strategy & Platform Strength

Generative AI Integration (Baird note): Positive receptivity to AI features like "Rovo" could accelerate engagement metrics (Key Market Concern 3).
Partnership with Williams (Feb 11): Highlighting AI-powered collaboration aligns with demand for premium SKUs (Key Market Concern 2).

Margin Improvements

Cost Efficiency (BMO Capital note): Reduced cost to serve for Rovo and cloud migration efficiencies support gross margin expansion (Key Market Concern 4).

Cautions Offset by Valuation

While macro risks (tariffs, IT budget scrutiny) persist, multiple upgrades (Baird, Macquarie, Cantor Fitzgerald) cite attractive valuations and platform resilience. Consensus estimates have been revised down slightly (- 0.06% revenue, - 0.04% EPS), lowering the bar for a beat.

Prediction Logic & Rational

Tactical Strategy Recommendations

Bullish Play: Long TEAM shares or buy May 2025 $230 calls (targeting upside to $250+ on beat).
Hedging: Pair with SPY puts to hedge broader market risk (S&P -7.8% since last earnings).
Risk Note: Avoid short-dated options due to volatility; focus on post-earnings strangles if macro uncertainty spikes.

Rationale: The lowered consensus bar, FedRAMP tailwinds, and AI traction tilt probabilities toward a Beat. However, macro risks warrant downside protection.

Tactical Strategy Recommendations

Earnings Surprise Analysis

The chart displays the extent of earnings surprises and corresponding stock price movements for each earnings event.

Revenue

EPS

TEAM Transcript

Atlassian Corporation (TEAM) Q1 2026 Earnings Call Transcript

Positive10-30

The earnings call highlights strong growth in RPO and strategic cloud migrations, driven by AI advancements and a new Google Cloud partnership. Despite a minor revenue guidance reduction, the overall outlook is positive, with strong cloud adoption and strategic acquisitions. The Q&A section further confirms management's confidence in cloud migration and AI as growth drivers. These factors, combined with a positive market strategy and shareholder return plans, suggest a positive stock price movement over the next two weeks.

Atlassian Corporation (TEAM) Q4 2025 Earnings Call Transcript

Positive8-7

The earnings call highlights strong financial performance with record revenue and free cash flow, robust AI user growth, and positive enterprise momentum. The Q&A section reinforces optimism with a focus on AI-driven opportunities and strategic investments. Despite some uncertainties in monetization timelines, the overall sentiment remains positive, supported by strategic priorities and growth prospects. The lack of specific market cap information suggests a moderate stock price reaction, likely in the positive range.

Atlassian Corporation (TEAM) Presents at William Blair 45th Annual Growth Stock Conference Transcript

Neutral6-4

Atlassian Corporation (TEAM) Baird Global Consumer, Technology & Services Conference (Transcript)

Neutral6-3

TEAM Report

Frequently Asked Questions

What is the Atlassian Corp FY2025Q3 Earnings Release Date and Time?

Atlassian Corp (TEAM) is scheduled to release its FY2025Q3 earnings report onMay 1, 2025, After Hours(approximately 4:00 PM ET). This timing allows investors to react during after-hours trading, with a conference call typically following shortly after.

What Are the Consensus Forecasts for Atlassian Corp FY2025Q3 Revenue and EPS?

Analysts' consensus predicts 1.35B in revenue and an EPS of 0.93 for Atlassian Corp's FY2025Q3.

What Does Intellectia's AI Predict for Atlassian Corp FY2025Q3 Earnings?

Intellectia's exclusive AI algorithms forecast a Beat forAtlassian Corp's FY2025Q3 earnings, with a prediction date of May 1, 2025. Atlassian Corp The analysis predicts a Beat due to positive developments in enterprise adoption, AI strategy, and margin improvements, despite some macroeconomic risks.

How Can I Use This Earnings Prediction to Trade TEAM Stock?

Leverage Intellectia's AI forecast to position trades ahead of theMay 1, 2025 release—consider calls for a beat scenario or protective puts for misses. Focus on pre-market volatility, and use the scenario probabilities to build strategies around revenue and guidance updates.

How Accurate Is Intellectia's AI for Earnings Predictions Like Atlassian Corp FY2025Q3?

Intellectia's predictions are backed by rigorous backtesting, showing a high hit rate for Beat and Miss calls compared to traditional analysis. While no forecast is 100% certain, we provide probability-based scenarios (e.g., 50% chance of a *Beat*) and detailed rationales to help you make informed decisions. Combine our insights with your strategy for the best results—it's like having a co-pilot for earnings season! Empowering users to strategize trades before reports drop.

How does AI Earnings Prediction generate its forecasts?

AI Earnings Prediction uses advanced Large Language Models (LLMs) to analyze a wealth of data, including past earnings transcripts, real-time market sentiment, analyst insights, and company news from the last three months. It focuses on key indicators like revenue, EPS, and margins to predict whether a company will *Beat*, *Miss*, or remain Neutral relative to market expectations. Think of it as a super-smart analyst crunching numbers and news 24/7 to give you a trading edge!

When are the predictions available, and how often are they updated?

Predictions are generated two days before a company’s earnings release (e.g., 5:00 PM ET on Feb 13 for a Feb 15 report) to capture the latest market and company data. They’re updated in real-time if significant news breaks, ensuring you get fresh insights.

Can I use AI Earnings Prediction for all types of stocks?

Currently, AI Earnings Prediction focuses on companies with market caps above $40 billion, covering major players like SPG, AAPL, MSFT, and NVDA for the 2024-2025 earnings seasons. We prioritize high-impact stocks with robust data to ensure reliable forecasts. Stay tuned as we expand coverage to more companies based on user demand!