软件公司Atlassian发布第四季度财报，实现两年多来首次季度盈利，带动股价在盘后交易中大幅上涨。[1]第四季度营收达到17.7亿美元，同比增长28%，超过分析师预期的16.6亿美元。[1]营业收入扭亏为盈，达到2.11亿美元，而上年同期亏损2800万美元。[1]每股收益1.87美元，也高于共识预期的约1.50美元。[1]
受财报利好驱动，Atlassian股价在盘后交易中飙升38%。[1]联合创始人兼首席执行官Mike Cannon-Brookes的净资产随之大幅增长，从周四收盘时的52亿美元跃升至约70亿美元。[1]Cannon-Brookes持有4,730万股公司A类股票。[1]他随后宣布进入交易计划，将在公开市场上购买最多2.5亿美元的A类股票。[1]
公司AI业务表现亮眼，成为股价上扬的重要支撑。[1]AI驱动的开发者工具月活用户突破100万，单季环比翻倍。[1]公司AI Agent Rovo被财富500强中超过80%的公司使用。[1]Cannon-Brookes表示，"AI是Atlassian有史以来最好的事情"。[1]
尽管短期业绩喜人，公司中期增长预期有所放缓。[1]Atlassian在2025财年全年仍亏损5400万美元，2026年营收增速预计为26%，而2027年营收增速预计将放缓至13%。[1]
Software firm Atlassian reported its first quarterly profit in over two years, driving its stock price up 38 percent in after-hours trading and boosting co-founder and Chief Executive Mike Cannon-Brookes' net worth [1]. The company posted fourth-quarter revenue of $1.77 billion, surpassing analyst expectations of $1.66 billion and representing 28 percent year-over-year growth [1]. Operating income reached $211 million, a reversal from a $28 million loss in the prior year period [1]. Earnings per share came in at $1.87, exceeding the consensus forecast of approximately $1.50 [1].
Cannon-Brookes' holdings of 47.3 million shares jumped in value from $5.2 billion at Thursday's close to approximately $7 billion by Friday morning [1]. In response to the strong results, Cannon-Brookes announced plans to enter a trading program to purchase up to $250 million in Class A stock [1]. The company's artificial intelligence-driven developer tools have emerged as a key growth driver, with monthly active users surpassing one million—doubling quarter-over-quarter [1]. The AI Agent Rovo is now being used by more than 80 percent of Fortune 500 companies [1].
Despite the upbeat quarterly performance, Atlassian reported a full-year loss of $54 million for fiscal 2025 and projects revenue growth slowing to 13 percent by 2027, down from 26 percent expected in 2026 [1]. Cannon-Brookes characterized the company's AI capabilities as "the best thing that has ever happened to Atlassian" [1].