TEAM Earnings Prediction
The chart below shows how TEAM performed 10 days before and after its earnings report, based on data from the past quarters. Typically, TEAM sees a -1.69% change in stock price 10 days leading up to the earnings, and a +1.67% change 10 days following the report. On the earnings day itself, the stock moves by +1.00%. This data can give you a slight idea of what to expect for the next quarter's release.
TEAM Key Earning Data
TEAM Earnings Analysis
Positive
Cloud Revenue Surge: Total revenue of $1.4 billion in Q3, driven by cloud revenue growth of 25% year-over-year.
Free Cash Flow Margin: Free cash flow margin of 47% for the quarter.
User Conference Success: Successful annual user conference, Team '25, with over 5,000 attendees, showcasing innovation and customer engagement.
Rovo AI Integration: Introduction of Rovo AI capabilities at the center of the Atlassian platform, included in premium enterprise subscriptions.
AI User Growth: Over 1.5 million monthly active users of AI across the platform, with expected strong growth.
FedRAMP Authorization Achievement: Achieved FedRAMP Moderate authorization for U.S. federal government customers, expanding cloud platform capabilities.
Cloud Solutions for Enterprises: Launch of Atlassian Government Cloud and Atlassian Isolated Cloud for enterprises with sensitive data.
Customer Base Expansion: More than 300,000 customers, including major companies like Mercedes, SAP, Workday, and Xero, using Atlassian solutions.
Negative
Q3 Revenue Performance: Total revenue of $1.4 billion in Q3, which may indicate slower growth compared to previous quarters.
Cloud Revenue Performance: Cloud revenue growth of 25% year-over-year, which, while positive, may not meet market expectations for higher growth rates.
AI Reliance Concerns: Concerns about the reliance on AI capabilities, as the company is shifting focus towards Rovo, which may not yet be fully proven in the market.
Compliance Challenges for Growth: The mention of FedRAMP Moderate authorization suggests that the company is still in the process of meeting compliance requirements for federal customers, which could limit growth opportunities in that sector.
Customer Adoption Challenges: The transition from standalone products to a more integrated system may face challenges in customer adoption and satisfaction, as users may be resistant to change.
Cloud Platform Limitations: The statement about unlocking the Atlassian Cloud Platform for larger customers indicates that there may still be limitations in service offerings for smaller clients.
TEAM FAQs
How does TEAM typically perform around its earnings report dates?
TEAM's stock performance around earnings reports can vary, but historical data shows specific patterns, such as a -1.69% change leading up to the report and a +1.67% change in the 10 days following the release.
Is Atlassian Corp (TEAM) Q3 2025 Earnings Call Summary positive or negative?
How can historical earnings data help predict future stock performance?
TEAM Earning Call Sentiment
Atlassian Corporation (TEAM) Q3 2025 Earnings Call Transcript
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