2024年11月01日,企业协作软件领导厂商Atlassian(TEAM)股价在盘前一度大涨超过24%。引发股价飙升的主因是该公司刚刚发布的2025财年第一季度业绩超出预期,同时上调了全年营收增长预期。
财报数据显示,Atlassian第一季度实现营收11.9亿美元,同比增长21.5%,超越分析师之前的11.87亿美元预期。公司获得的订阅收入高达11.3亿美元,同比激增33%,云计算业务收入也同比大增31%至7.92亿美元。在良好的收入势头下,Atlassian非GAAP每股收益达到0.77美元,同样跑赢预期的0.64美元。
值得关注的是,鉴于上季度的亮眼表现,Atlassian将2025财年全年营收增长预期上调至16.5%-17%的区间,较之前约16%的预期水平有所提高。公司指出,收入预期上修主要得益于客户参与度持续攀升,以及对Atlassian Intelligence和Rovo等人工智能产品的热烈采用。客户均反馈这些新工具大幅提高了工作效率,获得了高投资回报。
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