-=Atlassian (TEAM) reported earnings on Thur 23 Jan 20 (a/h)

Atlassian beats by $0.10, beats on revs; guides Q3 EPS below consensus, revs in-line; guides FY20 EPS above consensus, revs above consensus

Reports Q2 (Dec) earnings of $0.37 per share, excluding non-recurring items, $0.10 better than the S&P Capital IQ Consensus of $0.27; revenues rose 36.7% year/year to $408.7 mln vs the $389.43 mln S&P Capital IQ Consensus.

Co issues guidance for Q3, sees EPS of ~$0.20, excluding non-recurring items, vs. $0.22 S&P Capital IQ Consensus; sees Q3 revs of ~$395-399 mln vs. $397.33 mln S&P Capital IQ Consensus.

Co issues upside guidance for FY20, sees EPS of ~$1.03-1.09, excluding non-recurring items, vs. $1.02 S&P Capital IQ Consensus; sees FY20 revs of $1.59-1.60 bln vs. $1.55 bln S&P Capital IQ Consensus. 

Atlassian also announced that its President, Jay Simons, will leave Atlassian in July 2020.

Earnings this week : Jan 20 - 24, 20 (wk 4)

Monday (Jan 20)

• The market closed on Monday for Martin Luther King Jr. Day.

Tuesday (Jan 21)

• Morning: CMA FNB HAL ONB PETS SBNY TAL
• Afternoon: COF FMBI FULT IBM NAVI NFLX PNFP RNST AMTD TBK UAL UCBI WTFC ZION

Wednesday (Jan 22)

• Morning: ABT ALLY APH ASML BKR BOKF CBSH CBU FITB HTLD JNJ HZO NTRS PLD RCI
• Afternoon: BXS CATY CTXS CNS CVBF FUL HOPE KMI PLXS PTC RJF SLM SLG STLD STL TER TCBI TXN UMPQ

Thursday (Jan 23)

• Morning: AAL AIT AVX BANC BKU CADE COLB CMCSA EWBC FCX GATX HBAN JBLU KEY KMB MTB ORI PPBI PG SFNC LUV STM TRV UNP VFC WBS
• Afternoon: ABCB ASB TEAM AVT DFS ETFC FFBC INTC ISRG MRTN NBHC NXGN SWKS SIVB WAL

Friday (Jan 24) 

• Morning: APD AXP ERIC HRC IBKC MOG.A NEE SYF SNV

=Atlassian (TEAM) reported earnings on Thur 26 July 2018 (a/h)

Atlassian beats by $0.01, beats on revs; guides Q1 EPS above consensus, revs above consensus; guides FY19 EPS above consensus, revs above consensus; Announces Strategic Partnership with Slack 

• Reports Q4 (Jun) earnings of $0.13 per share, excluding non-recurring items, $0.01 better thanthe Capital IQ Consensus of $0.12; revenues rose 39.9% year/year to $243.8 mln vs the $233.42 mln Capital IQ Consensus.
• Co issues upside guidance for Q1, sees EPS of ~$0.19, excluding non-recurring items, vs. $0.15 Capital IQ Consensus Estimate; sees Q1 revs of $258-260 mln vs. $252.49 mln Capital IQ Consensus Estimate.
• Co issues upside guidance for FY19, sees EPS of ~$0.77, excluding non-recurring items, vs. $0.66 Capital IQ Consensus Estimate; sees FY19 revs of $1.146-1.154 bln vs. $1.11 bln Capital IQ Consensus Estimate.
• Announces Strategic Partnership with Slack- Financial terms not disclosed
  • Co has entered into a strategic partnership with Slack. Atlassian currently has two offerings in the real-time communications market: Stride and Hipchat. With this partnership, Atlassian will exit the communications space. Slack has acquired the intellectual property for Stride and Hipchat Cloud, both of which will be discontinued. Atlassian will also discontinue Hipchat Server and Data Center and will be working with Slack to provide a migration path for customers of all four products. Atlassian products and Slack already work well together, and the companies will form an even closer relationship moving forward. The companies anticipate deepening their existing product integrations between Jira Cloud, Bitbucket Cloud, Trello, and Slack, and also expect to build new integrations between Confluence Cloud and Slack. The companies expect to also partner in the areas of marketing, sales, and channel enablement, and will provide more details on these plans in the future. Atlassian has also made an equity investment in Slack to reinforce the long-term nature and significance of the partnership

Earnings this week : July 23 - 27, 2018 (wk 30)

This week marks the first of three very heavy weeks of earnings reports -- roughly 1/3 of the S&P 500 will report quarterly results.

Monday (July 23)

• Morning: ITW HAL PHG HAS LII
• Afternoon: GOOG GOOGL AMTD CDNS STLD ZION WHR

Tuesday (July 24)

• Morning: VZ MMM UTX LLY LMT BIIB SHW KMB CNC PCAR IQV DGX WAT EDU TRU WAB
• Afternoon: T TXN SYK CB EQR AMP WCN TSS CSGP IEX WRB RHI TER CSL MKSI  USNA

Wednesday (July 25)

• Morning: UMC BA KO UPS TMO NEE ANTM GD NOC GM BSX NSC HCA WM AEP TEL SIRI SRE TROW APH FCAU HLT GLW FCX IR ROK DTE HES LH STM CHKP S GRUB USG SIX TRVG IMAX  OC  TUP

• Afternoon: FB V PYPL GILD QCOM MDLZ LVS VRTX F SU NOW ALGN ORLY XLNX MHK AMD EFX CTXS FTI RJF PKG UHS VAR AEM FFIV SNBR ECHO

  DRE TMK AGNC GGG SUI MEOH KRC EHC DLB KNX MPWR MAT CW TRN KEX CHE CLB AXS LSTR CLGX ASGN STAY FR CUZ MSA NGVT CVRR JBT CCMP ESV LM QEP ESRT PEB OII DDR ARI ALGT DRQ ROIC QTS FOE MTH FWRD BEAT FCPT CDE KRA WPG EIG TILE FARO ETH ANIK SFS SB AXTI BPI ABX GG CCJ

Thursday (July 26)

• Morning: RDS.A MA CMCSA MCD AUO MO BMY COP AZN CELG AGN RTN CME SPGI PX VLO MMC BAX KDP APD MPC SPOT LUV ALXN ROP MPLX MCK AAL CVE DHI LLL YNDX MLCO NLSN UAA PHM ALK ALKS RS HP XRX WWE DNKN B SAVE ALLY OAK CPG  AAN    NGD   

     XEL TAL IP PCG NEM HSY ABMD TECK AAL  EQT KKR CNHI MLM CMS YNDX LEA ODFL IVZ  LKQ LDOS TSCO BWA UAA PHM ALLE ICLR AXTA WST CFR  KIM EQM LAZ NOK NRZ ORI FAF BC UTHR CRI ENTG GRA EME VLY ADNT FCFS PAG SPB ARD BMS UBSI COR RDN VC PRLB PTEN SYNT NVCR  PENN COLB DLX TREE AB TPX VLP  FCN GWB NTCT AXE TSEM MNRO MINI CWT THRM PATK 

• Afternoon: LOGM  AUY  AMZN INTC AMGN SBUX EA AFL EW LRCX FTV DFS DLR WDC EIX EXPE HIG VRSN MXIM NOV TEAM CMG JNPR COLM PFPT FSLR BYD RARE FHB SAM NCR ISBC ELLI DECK SKYW BOFI EGHT IMPV ABAX MATW FIX MSTR 

Friday (July 27)

• Morning: GT  VIRT   XOM CVX MRK ABBV CL PSX AON MCO TWTR WY SYF ZBH

=Atlassian (TEAM) reported earnings on Thur 19 Apr 2018 (a/h)

Atlassian beats by $0.02, beats on revs; guides Q4 EPS below consensus, revs in-line 

• Reports Q3 (Mar) earnings of $0.10 per share, excluding non-recurring items, $0.02 better thanthe Capital IQ Consensus of $0.08; revenues rose 39.9% year/year to $223.7 mln vs the $218.79 mln Capital IQ Consensus. Atlassian ended the third quarter of fiscal 2018 with a total customer count on an active subscription or maintenance agreement basis of 119,158, having added 6,587 net new customers during the quarter.
• Co issues guidancefor Q4, sees EPS of $0.12, excluding non-recurring items, vs. $0.14 Capital IQ Consensus Estimate; sees Q4 revs of $232-234 mln vs. $232.35 mln Capital IQ Consensus Estimate.

This week's biggest % winners & losers : Oct. 16 - 20, 2017 (wk 42)

The following are this week's top 20 percentage gainers and top 20 percentage losers, categorized by sectors (over $300 mln market cap and 100K average daily volume).

This week's top 20 % gainers

• Healthcare: SPPI (19.32 +44.61%), CRBP (7.75 +13.97%), CYH (6.44 +11.61%), THC (14.66 +11.48%), TXMD (5.11 +11.46%)
• Materials: VHI (3.36 +14.68%)
• Industrials: GWW (207.81 +14.78%), SALT (8.2 +13.1%),
• Consumer Discretionary: SKX (33.99 +39.59%), ASNA (2 +12.36%), EXPR (6.62 +12.2%), BOOT (8.3 +11.71%), SCSS (33.99 +10.97%)
• Information Technology: TEAM (50.01 +26.16%), SYNT (24.22 +24.88%), NPTN (5.46 +15.43%), CREE (33.82 +15.17%), ADBE (175.46 +13.99%)
• Energy: CLD (4.58 +25.14%)
• Utilities: TERP (13.56 +13%)

This week's top 20 % losers

• Healthcare: ARDX (5.55 -23.71%), MNKD (4.13 -21.85%), TRVN (1.76 -19.63%), CELG (121.4 -11.04%)
• Materials: KLDX (3.22 -16.15%), HMY (1.66 -11.7%)
• Industrials: UAL (59.9 -11.35%)
• Consumer Discretionary: TACO (12.65 -16.61%), CTRP (48.43 -12.25%)
• Information Technology: SNCR (11.43 -19.22%), BMI (43.8 -14.79%), BHE (30.5 -14.08%), NCR (33.05 -11.96%), AAOI (41.41 -11.91%), MTSI (36.99 -11.06%)
• Financials: VIRT (14.3 -16.13%)
• Energy: KEG (10.58 -14.75%), FMSA (3.88 -14.73%), SPN (8.85 -12.98%)
• Consumer Staples: SVU (15.03 -25.59%)

Atlassian (TEAM) reported earnings on Thur 19 Oct 17 (a/h)

Atlassian Corporation Plc is an enterprise software company that develops products for software developers, project managers, and content management.

• Headquarters: Sydney, Australia
• Founded: 2002
• atlassian.com

** charts after earnings **

  

Atlassian beats by $0.03, beats on revs; guides Q2 EPS above consensus, revs above consensus; raises FY18 guidance

• Reports Q1 (Sep) earnings of $0.12 per share, excluding non-recurring items, $0.03 better thanthe Capital IQ Consensus of $0.09; revenues rose 41.7% year/year to $193.8 mln vs the $185.78 mln Capital IQ Consensus.
• Co issues upside guidance for Q2, sees EPS of $0.12, excluding non-recurring items, vs. $0.10 Capital IQ Consensus Estimate; sees Q2 revs of $203-205 mln vs. $200.23 mln Capital IQ Consensus Estimate.
• Co issues raised guidance for FY18, sees EPS of $0.46-0.47 from $0.42-0.44, excluding non-recurring items, vs. $0.44 Capital IQ Consensus Estimate; raises FY18 revs to $841-847 mln from $826-834 mln vs. $831.02 mln Capital IQ Consensus Estimate.
• Atlassian ended the first quarter of fiscal 2018 with a total customer count on an active subscription or maintenance agreement basis of 107,746. Atlassian added 4,246 net new customers during the quarter.
• Q2 Guidance: Gross margin is expected to be approximately 79% on an IFRS basis and approximately 84% on a non-IFRS basis. FY18 Guidance: Gross margin is expected to be approximately 79% on an IFRS basis and approximately 84% on a non-IFRS basis.

Description

Atlassian Corporation Plc is a holding company. The Company offers a range of team collaboration products. The Company offers products, including JIRA, Confluence, HipChat, Bitbucket and JIRA Service Desk, for software developers, information technology (IT) managers and knowledge workers. The Company offers JIRA for team planning and project management; Confluence for team content creation and sharing; HipChat for team real-time messaging and communications; Bitbucket for team code sharing and management, and JIRA Service Desk for team service and support applications. JIRA allows teams to organize their work into projects and customize dashboards for those projects to keep their teams aligned and on track. Confluence provides a system for organizing, sharing and securing content in spaces arranged by team, project, department and others. The Company also offers additional tools for software developers, such as FishEye, Clover, Crowd, Crucible, Bamboo and SourceTree.

Key stats and ratios

	Q3 (Sep '17)	2017
Net profit margin	-7.22%	-6.86%
Operating margin	-11.52%	-10.18%
EBITD margin	-	-0.25%
Return on average assets	-4.27%	-3.74%
Return on average equity	-6.16%	-5.23%
Employees	2,193