Atlassian周四盘后股价大涨逾17%,主因是公司上调了2025财年收入增长预期至16.5%至17%,好于原先预期约16%的水平。
投资者认为,上调收入预期反映出公司对未来云计算业务收入增长的信心。分析人士指出,Atlassian向云计算转型已接近完成,公司客户对其面向云的协作类软件产品需求持续旺盛,这将为公司带来更加稳健可预期的收益增长。
数据显示,Atlassian第一季度实现营收11.9亿美元,同比增长21%,超出市场预期。其中云计算业务收入同比增长31%至7.923亿美元,占比持续攀升。公司还预计第二季度营收将在12.3亿至12.4亿美元区间,超出12.3亿美元的预期水平。
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