周五盘前，IT项目管理软件公司Atlassian（纳斯达克股票代码：TEAM）股价大跌16.21%，投资者对公司最新财报反应强烈。
Atlassian在周四晚间发布的2025年第一季度财报显示，公司营收达到13.6亿美元，同比增长14.1%，符合华尔街预期。然而，公司预计下一季度营收约为13.5亿美元，仅仅与分析师预期持平，这可能引发了市场对公司增长前景的担忧。尽管调整后每股收益0.97美元超出分析师预期4.9%，但这似乎并未能抵消投资者的失望情绪。
值得注意的是，Atlassian本季度账单金额为15.3亿美元，同比仅增长2.5%，增速明显低于总营收增长。这一指标被视为"现金营收"的替代指标，其增速放缓可能预示未来公司营收增长将进一步减慢。此外，尽管公司在客户获取效率方面表现良好，但运营利润率为-0.9%，低于去年同期的1.5%，这也可能引发了投资者对公司盈利能力的担忧。面对如此大幅度的股价下跌，市场似乎正在重新评估Atlassian的增长潜力和估值水平。
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