earnings
confidence high
sentiment positive
materiality 0.80
Atlassian Q4 revenue $1.77B (+28% YoY); GAAP net income $139M; CEO plans $250M stock purchase
Atlassian Corp
- Q4 revenue $1,766M (+28% YoY); Cloud revenue $1,213M (+31% YoY); Subscription ARR $6,606M (+23% YoY).
- GAAP net income $139M ($0.55 EPS) vs loss of $24M (-$0.09) a year ago; non-GAAP EPS $1.87 vs $0.98.
- GAAP operating margin 12% (vs -2% prior year); non-GAAP operating margin 36% (vs 24%).
- RPO $4,817M (+44% YoY); free cash flow $475M in Q4, margin 27%.
- CEO Mike Cannon-Brookes intends to purchase up to $250M of Class A common stock under a 10b5-1 plan.