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 +1.15% change in stock price 10 days leading up to the earnings, and a -3.56% change 10 days following the report. On the earnings day itself, the stock moves by +1.37%. This data can give you a slight idea of what to expect for the next quarter's release.
TEAM Key Earning Data
2024/Q4
Year Over Year
Quarter Over Quarter
Total Revenue
1.19B
21.48%
4.97%
Gross Margin
81.68%
-0.13%
1.11%
Operating Margin
-2.69%
39.38%
-54.56%
Net Margin
-10.42%
219.63%
-40.11%
EPS
-0.48
-300.00%
-36.84%
No Data Available
TEAM Earnings Analysis
Atlassian Corporation Class A Common Stock Corporation (TEAM.O) Earnings Conference Call
Positive
Cloud Revenue Surge: 1. Cloud Revenue Growth: Atlassian's cloud revenue increased by 31% year-over-year, significantly surpassing the initial expectation of 27%.
AI Customer Adoption Surge: 2. Increased Customer Adoption of AI: Usage of Atlassian Intelligence has surged more than 10 times since the beginning of the year, indicating strong customer engagement and satisfaction with AI features.
Enterprise Customer Growth: 3. Expansion of Enterprise Customers: The company reported over 524 customers generating more than $1 million in annual revenue, showcasing robust growth in its enterprise segment.
Product Launch Success: 4. Successful Product Launches: Atlassian introduced several new premium products, including Jira Product Discovery Premium and Rovo, enhancing its cloud offerings and driving customer interest.
Cloud Migration Trends: 5. Strong Migration Trends: Atlassian is experiencing a significant shift from data center to cloud, with a major investment management company committing to migrate over the next three years, driven by the appeal of Atlassian Intelligence and analytics.
Negative
Customer Growth Decline: 1. Declining Customer Growth: Atlassian reported a decrease in paid seat expansion rates in the SMB segment, which were lower than the prior year, indicating a slowdown in customer growth.
Execution Risk Acknowledgment: 2. Increased Execution Risks: The company acknowledged execution risks related to the evolution and transformation of its enterprise go-to-market motion, which could impact future performance.
Conservative Revenue Outlook: 3. Conservative Revenue Guidance: Atlassian maintained a conservative approach to its revenue guidance for FY25, reflecting ongoing macroeconomic uncertainties and execution risks, despite a strong Q1 performance.
Cautious Revenue Expectations: 4. Limited Revenue from New Products: The guidance for Rovo, Atlassian's new AI product, assumes a very modest level of revenue in FY25, indicating cautious expectations for its initial market performance.
Macroeconomic Influence on Growth: 5. Macro Environment Impact: The company noted that the macroeconomic environment remains a significant factor affecting customer spending and migration timelines, which could hinder growth.
TEAM FAQs
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TEAM Earning Call Sentiment
Atlassian Corporation (TEAM) Q1 2025 Earnings Call Transcript
1.0x
00:00
00:00
TEAM.O
1.2%Positive
The earnings call highlights strong financial performance with 20% revenue growth and improved margins. Atlassian's focus on AI and cloud migration, along with a $14 billion market opportunity, is well-received. However, concerns about macroeconomic uncertainties and lack of share repurchase program slightly temper enthusiasm. Overall, positive sentiment prevails, supported by optimistic guidance and robust enterprise growth.