Atlassian: Eine Aktie mit Potenzial
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|eröffnet am:||08.10.18 17:24 von:||Steppenwolf.||Anzahl Beiträge:||75|
|neuester Beitrag:||18.10.19 19:09 von:||Kicky||Leser gesamt:||10272|
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Steppenwolf_1977 : Atlassian: Eine Aktie mit Potenzial
Ich hatte in den letzten Jahren die Gelegenheit die wichtigsten Produkte dieses Unternehmens (Confluence und JIRA) intensiv kennenzulernen. Wir haben Confluence (das ist im Kern ein Enterprise Wiki) im Rahmen eines MItarbeiterportalprojekts eingeführt. Dabei habe ich auch den Vergleich zu einem der größten Konkurenzprodukte (Microsoft Sharepoint). Erkentnis: Gerade beim aus meiner Sicht wichtigsten Erfolgsfaktor "Usability" schlägt Confluence Sharepoint um Längen. Man kann out of the box einfach viel mehr erreichen, weitere Funktionalitäten können sehr einfach über Add-Ons (Atlassian Marketplace) nachgerüstet werden. Hinzu kommt dass das Produkt (noch) sehr deutlich günstiger ist Microsoft.
Warum sehe ich ein hohes Kurspotenzial?
- Tolle Produkte die von den Anwendern meiner Erfahrung nach gerne genutzt werden
- Unternehmen ist inzwischen weltweit etabliert, aber noch um 1-2 Größenordnungen kleiner als die großen Player. Die Kundenbasis wächst seit vielen Jahren rasant.
- Gut funktionierender Marketplace. Atlassian verdient an kommerziellen Add-Ons mit
- Großes Potenzial für künftige Lizenz-Preissteigerungen.
Ich bin auf Eure Meinungen gespannt!
Kicky : KeyBank mit Overweight KZ 142 von 121
The bank cites TEAM's long-term growth prospects with "multiple paths to sustain more than 30% y/y subscription revenue growth over the next few years."
KeyBanc notes that "investors are increasingly viewing TEAM on a longer-term basis due to strong FCF generation coupled with a strong growth profile."
TEAM shares are up 2% pre-market to $131.50.
Kicky : Ceo dabei bei Summit am 5.Sept.San Francisco
"..To talk about Atlassian?s story from being a small shop in Australia to a successful IPO ? and its plans for the future ? the company?s co-founder and co-CEO Scott Farquhar will join us at our inaugural TechCrunch Sessions: Enterprise event on September 5 in San Francisco.
Farquhar co-founded Atlassian with Mike Cannon-Brookes, in 2001. It wasn?t until 2010, though, that the company raised its first major venture round ($60 million from Accel Partners). Even by that point, though, the company already had thousands of customers and a growing staff in Sydney and San Francisco.
Today, more than 150,000 companies use Atlassian?s tools. These range from the likes of Audi to Spotify, Twilio and Visa, with plenty of startups and small and medium businesses in between...."
Kicky : Atlassian Milliardär Cannon-Brookes will in
Atlassian co-founder Mike Cannon-Brookes' private investment company is pursuing opportunities to develop renewable energy in the Northern Territory as it looks to tap the region's abundant sunshine and proximity to key Asian markets.
The territory has the makings to become a world leader in clean energy generation and export, said Jeremy Kwong-Law, investment manager at the tech billionaire's Grok Ventures. He highlighted that hydrogen and solar power transmission via subsea cable were the two clearest pathways to tap the huge Asian market.----
Cannon-Brookes - who was ranked sixth on the Australian Financial Review Rich List for 2019 - has emerged as a prominent advocate for clean energy and in 2017 famously challenged Tesla founder Elon Musk to build the world's largest lithium battery in South Australia.
Kicky : TEAM stock continues to surprise and impress
.....Now, WORK has gone public and has a market cap around $31 billion. The value of TEAM?s equity stake has quadrupled in value.
TEAM stock is up 49% year to date and 114% in the past 12 months. It can be a bouncy ride, but this unique company continues to fire on all cylinders.
My Portfolio Grader gives TEAM stock an overall A rating.
Kicky : Atlassian will Cloud erweitern
The company on Friday revealed in its quarterly results that it generated $US1.2 billion ($1.7 billion) in revenue in the recently ended financial year, up 37 per cent from a year earlier. Free cash flow increased 50 per cent to $US422 million.
Atlassian sells project management software including JIRA, which is used by software development teams inside companies to track bugs and plan projects. It also makes software products for IT help desks and incident management teams, document sharing tools and task management service Trello...."
Kicky : Atlassian Looking ahead
Atlassian provided the following guidance for the first quarter of fiscal 2020:
Revenue between $349 million and $353 million, up 31.3% year over year at the midpoint.
Non-IFRS gross margin of 86%, and non-IFRS operating margin of 21%.
Non-IFRS earnings per share of $0.24, compared with $0.20 in the prior-year period.
For the full year, Atlassian expects:
Revenue between $1.540 billion and $1.556 billion, up 27.9% from fiscal 2019 at the midpoint.
Non-IFRS gross margin between 85% and 86%, and non-IFRS operating margin of 20%.
Non-IFRS earnings per share of $1.00, compared with $0.86 in fiscal 2019.
With Atlassian expecting to surpass $1.5 billion of revenue in fiscal 2020, it's inevitable that the company's growth rate will slow. But there are still plenty of opportunities for it to win new customers and to move existing customers to the cloud.
Kicky : Atlassian Closes Out a Record Year +5% NYSE
What happened this quarter?
Atlassian's net income on an IFRS basis was diminished by a $156.3 million non-cash charge resulting from marking to fair value the exchange feature of the company's exchangeable senior notes and the related capped calls. An additional non-cash charge of $54.7 million was due to the writedown of Atlassian's deferred tax assets.
The company ended the quarter with 152,727 customers on either an active subscription or a maintenance agreement. The company added 8,689 net new customers during the quarter.
Subscription revenue was $180.9 million, up 50.4% year over year.
Maintenance revenue was $105.8 million, up 20.8% year over year.
Perpetual license revenue was $22.8 million, up 5.2% year over year.
Other revenue was $25.1 million, up 47.5% year over year.
Atlassian had cash, cash equivalents, and short-term investments of $1.7 billion at the end of the quarter.
Operating cash flow was $117.7 million, and free cash flow was $98.2 million. Free cash flow was up 52% year over year.
Kicky : TEAM Projektmanagementtool für Agile Developing
Kicky : Soaring Stock Price Atlassian TEAM
One stock that has been on fire over the past 12 months is Atlassian (NASDAQ: TEAM). The productivity software specialist's stock has surged more than 80% during this period, crushing the S&P 500's paltry 3% rise during this same time frame. The rise reflects impressive momentum during the company's fiscal 2019, for which Atlassian reported its final results late last month.
Here's a look back at some of the key metrics in Atlassian's fiscal 2019, capturing its strong growth during this period.
1. Revenue increased 37%...
2. Non-IFRS operating income popped 44%....
3. Free cash flow skyrocketed 50%....
4. Non-IFRS earnings per share soared 69%
5. More than 150,000 customers
6. Expect fiscal 2020 revenue of at least $1.54 billion
In its fiscal fourth-quarter and full-year earnings release last month, management initiated strong guidance for fiscal 2020, guiding for revenue during the period to be between $1.540 billion and $1.556 billion. The midpoint of this guidance range represents 28% year-over-year growth. Though this would mark a meaningful deceleration, management's guidance typically proves to be conservative.......
Kicky : Atlassian worth the Premium
Within our universe of comparable cloud software companies in the SME/mass market segment, Atlassian typically ranks in the top 3 when it comes to valuation metrics like EV/Sales and P/FCF.
We found how Atlassian's robust growth, due to its unique user acquisition strategy, reflects its premium valuation. To date, Atlassian's customers account for 60% of all Fortune 500 companies.
As solid as its fundamentals and key metrics such as FCF per share and OCF per share are, its price/share has increased by more than 56% YTD.
There are two key things we look at before we invest in any technology company in the cloud software market: solid vision and robust growth. For any company having both, we are ready to pay a premium and to hold the stock forever. Atlassian (NASDAQ:TEAM) is one of such companies available in the market today. When we look at the fundamentals of Atlassian and add in all the intangible values, the premium valuation makes sense to us.
First of all, we like the fact that Atlassian is a founder-led company.....
Kicky : Warten?
Atlassian has fallen by roughly 10% since its 52-week highs.
The company has grown to become a top collaboration platform among software developers.
However, Atlassian is overvalued by roughly 30% based on my estimates.
Despite the drop in share price, I believe that Atlassian is a leader in its space with growing switching costs and network effects. At $136, however, the stock is very expensive based on my estimates, and investors can wait for a better time to build a position.
Kicky : October 17, 1.Quartal 2020
" it will release financial results for the first quarter of fiscal year 2020 ended September 30, 2019 after market close on Thursday, October 17, 2019. Atlassian will host a webcast and conference call to discuss the financial results at 2:00 P.M. Pacific Time. "
Kicky : SunTrust bullish on Atlassian KZ $162
Kicky : Analysten
Mizuho Securities analyst Gregg Moskowitz reiterated a Buy rating and $152 price target.
Morgan Stanley analyst Keith Weiss maintained an Equal-weight rating and $145 price target.
KeyBanc: Core Thesis Unchanged, But Higher Opex to Weigh On Shares
Atlassian delivered overall solid operating metrics, with 7,060 organic new customers, 50% year-over-year subscription growth and an operating margin beat, Kurtz said in a Thursday note. ...
klingt eigentlich ganz gut