Atlassian Corporation - Ordinary Shares - Class A
TEAM
Market Cap$49.89B
Close$
Earnings Call Q3 2025
May 1, 2025 - AI Summary
Strong Revenue Growth: Atlassian reported total revenue of $1.4 billion in Q3 FY2025, driven by a 25% year-over-year growth in cloud revenue. This performance showcases the company's continued expansion in the cloud segment, which is expected to contribute to long-term growth.
AI and Rovo Integration: The number of monthly active users utilizing Rovo AI capabilities has surpassed 1.5 million. The company is embedding Rovo into core products like Jira and Confluence to democratize AI access, which they believe will enhance customer stickiness and drive further adoption, potentially increasing revenue opportunities despite short-term monetization trade-offs.
Enterprise Deals Delayed: A noteworthy challenge was the back-end loading of enterprise deals in Q3, which impacted cloud revenue growth expectations, leading to a more conservative outlook for Q4. This delay reflects the complexity of enterprise sales, which may result in elongated sales cycles and potential fluctuations in revenue recognition.
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$243.17
26.2% upside
Current Fair Value
26.2% upsideUndervalued by 26.2% based on the discounted cash flow analysis.
Share Statistics
| Market cap | $49.89 Billion |
|---|---|
| Enterprise Value | $50.56 Billion |
| Dividend Yield | $0 (0%) |
| Earnings per Share | $-1.16 |
| Beta | 0.97 |
| Outstanding Shares | 262,671,000 |
Return
| Return on Equity | - |
|---|---|
| Return on Assets | - |
| Return on Invested Capital | - |
Valuation & Multiples
| P/E Ratio | -372.81 |
|---|---|
| PEG | -22.36 |
| Price to Sales | 10.71 |
| Price to Book Ratio | 38.55 |
| Enterprise Value to Revenue | 10.19 |
| Enterprise Value to EBIT | -295.43 |
| Enterprise Value to Net Income | -379 |
| Total Debt to Enterprise | 0.07 |
| Debt to Equity | 2.43 |
Revenue Sources
No data
Insider Trades
ESG Score
No data
About Atlassian Corporation Plc
4,907 employeesAtlassian is a global software company helping teams around the world unleash their potential. The Company builds tools that help teams collaborate, build, and create together. With more than 180,000 customers and team of more than 5,00...