企业协作软件开发商Atlassian今日盘前股价大涨20.10%,引发市场强烈关注。公司此前上调了2025财年营收增长预期至16.5%-17%,超出较早前的约16%预期,这令投资者对其云业务持续增长更加充满信心。
数据显示,Atlassian上季度营收同比增长21%至11.9亿美元,超过市场预期。其中,云计算业务继续攀升,收入同比大增31%至7.923亿美元。公司调整后每股利润也高于预期的0.64美元。分析人士指出,Atlassian云转型已临近尾声,客户对其协作类产品需求持续旺盛,有望为公司带来更加稳健的收益增长。
在客户加快数字化进程及大力拥抱人工智能技术的当下,企业对Atlassian所提供的面向云的项目管理、内容创作等协作软件的需求正不断攀升。这也推动公司预计第二季度营收将介于12.3亿至12.4亿美元区间,超出市场12.3亿美元的预期。投资者普遍认为,Atlassian上调收入预期反映了公司对未来云收入增长的信心,从而引发股价大涨。
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