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2026-07-15 15:16 10d ago
2026-07-15 11:10 10d ago
Atlassian Service Collection překročila 1 mld. USD ARR
TEAM Atlassian
FMP Stock News 78
Original source text
Key Takeaways Atlassian's Service Collection surpassed $1B ARR, growing more than 30% year over year.AI users resolve issues 13% faster and handle 20% more, supporting deeper platform adoption.Atlassian's cloud transition is expected to accelerate the adoption of AI-enabled cloud offerings. Atlassian Corporation’s (TEAM - Free Report) Service Collection strategy has become a key growth pillar, strengthening its long-term revenue outlook. The business surpassed $1 billion in annual recurring revenues (ARR) while growing more than 30% year over year as of the third quarter of fiscal 2026, highlighting strong demand for its AI-powered enterprise service management platform. More than 65,000 customers, including over half of the Fortune 500, now use Service Collection, while enterprise ARR is growing more than 50% year over year, reflecting increasing adoption among large organizations. Beyond traditional IT service management, the platform is expanding into HR, finance, legal and marketing, broadening Atlassian's addressable market and creating additional recurring revenue opportunities.

Artificial intelligence is further accelerating Service Collection's adoption and customer value. Customers using AI-powered capabilities resolve issues 13% faster and handle 20% more issues, while Service Collection drives 50% of all agentic automation runs across Atlassian's platform. These productivity gains encourage deeper platform adoption and create cross-selling opportunities for complementary offerings such as Rovo, Jira and Confluence.

The long-term outlook is further supported by Atlassian's June 2026 announcement outlining the gradual transition away from Data Center deployments toward its cloud platform. This strategy is expected to accelerate the adoption of AI-enabled cloud offerings, in which Service Collection plays a central role. Combined with expanding enterprise adoption and AI-driven monetization, the Zacks Consensus Estimate projects first-quarter and full-year fiscal 2027 revenue growth of 16.1% and 13.3%, respectively, suggesting the $1 billion milestone could serve as a foundation for continued growth acceleration.

TEAM Faces Stiff Competition in Strategic ImplementationAtlassian is facing stiff competition in strategic execution as rivals continuously strengthen their AI-driven ITSM, enterprise workflow automation and platform capabilities, intensifying the battle for large enterprise customers.

ServiceNow (NOW - Free Report) competes directly with Atlassian through its AI-native enterprise platform spanning ITSM, CRM, HR, security and workflow automation. ServiceNow emphasizes governance, policy-driven AI, workflow orchestration and an open platform while expanding through AI Control Tower and data fabric. ServiceNow also benefits from broad enterprise adoption, deep integrations and platform scale, challenging TEAM's enterprise expansion strategy.

Freshworks (FRSH - Free Report) is emerging as a stronger rival to Atlassian by expanding its AI-driven enterprise service platform. Its platform offers fast deployment, lower implementation complexity and lower ownership costs. Freshworks is expanding Freshservice, AI-powered Freddy Copilot, IT asset management and enterprise workflows, targeting mid-market and enterprise ITSM opportunities. Freshworks leverages ease of adoption and value-driven execution to pressure TEAM in AI service management.

TEAM’s Price Performance, Valuation & EstimatesTEAM shares have declined 24.9% over the past six months, underperforming the broader Zacks Computer & Technology sector’s gain of 13% and the Zacks Internet - Software industry’s modest rise of 0.9%.

TEAM’s 6-Month Price Performance
Image Source: Zacks Investment Research

From a valuation standpoint, Atlassian trades at a forward 12-month price-to-sales ratio of 3.07X, compared with the industry’s 4.03X. TEAM has a Value Score of D.

TEAM’s Valuation
Image Source: Zacks Investment Research

The Zacks Consensus Estimate for TEAM's fiscal 2027 earnings is pegged at $6.07 per share, unchanged over the past 30 days, indicating projected year-over-year growth of 10.8%.

Image Source: Zacks Investment Research

TEAM stock currently carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
2026-07-06 15:26 19d ago
2026-07-06 10:51 19d ago
Atlassian zvýšil cloudové tržby a výhled růstu
TEAM Atlassian
FMP Stock News 78
Original source text
Key Takeaways Atlassian's cloud business is gaining momentum, with Q3 cloud revenues rising 29% YoY to over $1.13B.AI is fueling cloud expansion, as Rovo customers grow ARR at about twice the rate of non-Rovo users.RPO climbed 37% to $4B, giving Atlassian stronger visibility into future recurring revenues. Atlassian Corporation’s (TEAM - Free Report) cloud business is gaining momentum, reinforcing consistent revenue growth and the potential for better results in the future. Cloud revenues surged 29% year over year to more than $1.13 billion in the third quarter of fiscal 2026, outpacing previous growth trends and prompting management to raise its full-year cloud revenue growth outlook to 26.5%. This acceleration reflects growing enterprise adoption as customers increasingly migrate workloads to Atlassian's cloud platform and expand deployments across Jira and other cloud offerings. At the same time, larger enterprise commitments lifted remaining performance obligations (RPO) 37% year over year to $4 billion, providing stronger visibility into future recurring revenues.

AI is becoming another key catalyst for Atlassian's cloud expansion. Customers using Rovo are growing annual recurring revenues at roughly twice the rate of non-Rovo customers, while AI credit usage continues to increase more than 20% month over month. Meanwhile, Teamwork Collection customers consume about twice as many AI credits and AI agents as comparable standalone users, highlighting stronger cross-selling and monetization opportunities. The company's rapidly growing Service Collection, which has surpassed $1 billion in ARR and is expanding at more than 30% annually, further broadens Atlassian's cloud opportunity beyond software development into enterprise-wide service management.

Recent product updates strengthen this momentum. Since June 2026, Atlassian has continued rolling out AI-powered cloud capabilities, including Rovo Dev and additional Teamwork Graph enhancements, which should deepen customer engagement, support broader cloud adoption and strengthen long-term subscription revenue growth.

TEAM Faces Stiff Competition in Cloud RaceAtlassian faces strong competition from GitLab (GTLB - Free Report) and ServiceNow (NOW - Free Report) , both of which are expanding enterprise AI capabilities, cloud platforms and large customer adoption while targeting similar enterprise transformation opportunities.

GitLab is intensifying its competition with Atlassian through its cloud-first DevSecOps platform, growing enterprise subscriptions and AI-powered Duo agent platform. The company leverages cloud-neutral architecture, governance and consumption-based AI monetization to attract enterprises expanding cloud adoption. GitLab also targets broader collaboration with unified software delivery, while it benefits from growing enterprise ARR, platform reliability and AI-led workflow automation.

ServiceNow contests aggressively through AI-native enterprise workflows, robust subscription revenue growth and a unified cloud platform. The company differentiates itself with AI Control Tower, Workflow Data Fabric and hybrid consumption pricing that support enterprise-wide collaboration and governance. ServiceNow also benefits from broad cross-product adoption while it expands AI-driven automation across IT, CRM, HR and security workloads.

TEAM’s Price Performance, Valuation & EstimatesTEAM shares have declined 48.3% in the year-to-date period, underperforming the broader Zacks Computer & Technology sector’s rise of 14.7% and the Zacks Internet - Software industry’s fall of 11.2%.

TEAM’s YTD Price Performance
Image Source: Zacks Investment Research

From a valuation standpoint, Atlassian trades at a forward 12-month price-to-sales ratio of 2.9X, compared with the industry’s 3.78X. TEAM has a Value Score of D.

TEAM’s Valuation
Image Source: Zacks Investment Research

The Zacks Consensus Estimate for TEAM's fiscal 2027 earnings stands at $6.07 per share. While the estimate has been unchanged over the past month, it has been revised downward over the last 60 days, reflecting expected year-over-year growth of 10.8%.

Image Source: Zacks Investment Research

TEAM stock currently carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
2026-07-01 15:41 24d ago
2026-07-01 10:55 24d ago
Atlassian zvyšuje RPO o 37 % a cloudové tržby o 29 %
TEAM Atlassian
FMP Stock News 78
Original source text
Key Takeaways Atlassian's enterprise adoption is rising as RPO jumped 37% YoY to $4B.TEAM's cloud revenues climbed 29% to over $1.1B, fueled by Jira and enterprise offerings.Rovo users are growing ARR twice as fast, while Service Collection topped $1B in ARR. Atlassian Corporation’s (TEAM - Free Report) enterprise adoption is rapidly increasing, positioning the company to accelerate recurring revenue growth through larger enterprise contracts, expanding cloud adoption and higher cross-selling opportunities. In the third quarter of fiscal 2026, remaining performance obligations (RPO) rose 37% year over year to $4 billion as major enterprises, including Siemens Energy, BBC, Rheinmetall and Wayfair, expanded their commitments and signed larger, longer-term contracts. This growing enterprise traction enhances revenue visibility and strengthens Atlassian's position as a strategic software partner for large organizations.

The company's cloud business continues to benefit from this momentum. Cloud revenues increased 29% year over year to more than $1.1 billion in the reported fiscal quarter, driven primarily by Jira seat expansion and greater adoption of Teamwork Collection and other enterprise offerings.

Artificial intelligence (AI) is emerging as another important growth catalyst. Customers using Rovo are growing annual recurring revenue at roughly twice the rate of non-Rovo users, while AI credit usage is increasing more than 20% month over month. Meanwhile, Service Collection has become a significant revenue driver, surpassing $1 billion in annual recurring revenues with more than 30% growth. Adoption has expanded beyond IT into HR, finance and legal functions, broadening Atlassian's addressable market.

Management also reported its largest-ever competitive displacement from a legacy IT service management provider, reflecting increasing enterprise preference for Atlassian's AI-native platform and integrated system of work. The Zacks Consensus Estimate projects fiscal 2027 revenue growth of 13.3%, suggesting analysts also expect enterprise adoption and platform expansion to continue supporting revenue growth.

Atlassian's Enterprise Growth Faces Pressure From RivalsMonday.com (MNDY - Free Report) and ServiceNow (NOW - Free Report) are emerging as formidable rivals, competing with Atlassian to drive enterprise adoption, deepen customer spending and accelerate AI-led monetization.

Like Atlassian, MNDY is targeting large enterprises through platform consolidation, governance and AI-driven workflows. It is accelerating monetization with consumption-based AI pricing, expanding enterprise contracts and cross-selling multiple products while leveraging its AI work platform to deepen customer spending. These strengths position MNDY to challenge Atlassian's enterprise expansion and recurring revenue growth.

While Atlassian focuses on collaboration and developer workflows, NOW competes with a broader AI-native enterprise platform spanning IT, CRM, HR and security. The company combines workflow orchestration, governance, Context Engine and hybrid pricing to drive enterprise-wide adoption and larger contracts, while strategic acquisitions expand monetization opportunities. These advantages make NOW a formidable challenger to Atlassian's enterprise growth ambitions.

TEAM’s Price Performance, Valuation & EstimatesTEAM shares have plummeted 62.4% in the past year, substantially underperforming both the Zacks Computer & Technology sector's 39.4% gain and the Internet – Software industry's 18.4% decline.

TEAM’s One-Year Price Performance
Image Source: Zacks Investment Research

From a valuation standpoint, Atlassian trades at a forward 12-month price-to-sales ratio of 3.05X, well below the sector’s average of 6.62X. It has a Value Score of D.

TEAM’s Valuation
Image Source: Zacks Investment Research

The Zacks Consensus Estimate for TEAM’s fiscal 2027 earnings is currently pegged at $6.07 per share, which remains unchanged over the past 30 days. The projected figure reflects year-over-year earnings growth of 10.8%.

Image Source: Zacks Investment Research

TEAM stock currently carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
2026-06-24 15:41 1mo ago
2026-06-23 10:11 1mo ago
Atlassian roste rychleji než Microsoft
TEAM Atlassian
FMP Stock News 78
Original source text
Key Takeaways Atlassian and Microsoft are competing in collaboration software as AI productivity adoption rises.TEAM has outpaced MSFT over three months, helped by cloud growth and stronger enterprise demand.Microsoft offers scale and profitability, but Atlassian holds advantages in growth and valuation. Atlassian (TEAM - Free Report) and Microsoft (MSFT - Free Report) are two prominent players in the collaboration software market, helping organizations improve productivity, communication and workflow management. Atlassian is best known for Jira and Confluence, widely used by software developers and project teams. At the same time, Microsoft offers a broad productivity ecosystem that includes Teams, Microsoft 365 and other enterprise collaboration tools.

The two companies share a common focus on enabling workplace collaboration, making them natural rivals or peers for comparison. As organizations continue investing in digital transformation and AI-driven productivity solutions, both companies are expanding the scope of their platforms by incorporating new automation and artificial intelligence capabilities.

Comparing Atlassian and Microsoft offers insight into two distinct approaches to the collaboration software market — Atlassian as a focused workflow and project-management specialist, and Microsoft as a diversified technology leader with an integrated productivity ecosystem. For investors looking to capitalize on the increasing adoption of workplace collaboration and AI-powered productivity solutions, the question becomes: Which stock offers the better investment opportunity? Let's find out.

The Case for TEAMAtlassian remains one of the strongest workplace collaboration and productivity software companies, benefiting from its broad platform spanning Jira, Confluence, Loom, Jira Service Management and AI-powered Rovo. The company’s key strength lies in its “System of Work” strategy, which connects work, knowledge, people and code through its Teamwork Graph, creating a unified collaboration platform that becomes more valuable as customers adopt additional products. Enterprise adoption remains strong, with large organizations such as Siemens Energy, BBC, Rheinmetall and Wayfair expanding their commitments. Service Collection, which includes Jira Service Management, Assets and Rovo, surpassed $1 billion in ARR and is growing more than 30% year over year, reflecting increasing demand for AI-powered service management solutions.

Growth opportunities are being driven by AI monetization, enterprise expansion and cross-selling. Rovo users are growing ARR at roughly twice the rate of non-Rovo customers, while AI credit usage continues to rise more than 20% month over month. Teamwork Collection customers also use about two times more AI credits and agents than comparable standalone customers. Atlassian recently expanded AI capabilities through Agent Orchestration in Jira, Rovo Dev, Rovo Service and deeper Google Cloud Gemini integration, enabling enterprises to deploy AI agents across workflows while maintaining governance and visibility.

Financial performance has been impressive. In third-quarter fiscal 2026, revenues surged 32% year over year and cloud revenues increased 29%. Remaining performance obligations (RPO) climbed 37% to nearly $4 billion, reflecting strong future demand. Non-GAAP operating margin expanding to 34%, while free cash flow reached $561 million.

Although Atlassian has continued to achieve strong revenue growth, it remains unprofitable on a GAAP basis and has recently undertaken workforce reductions and restructuring measures to fund investments in AI and enterprise sales. The company also faces risks related to integrating recent acquisitions, cybersecurity threats and potential weakness in enterprise IT spending amid economic uncertainty.

The Case for MSFTMicrosoft has established itself as a collaboration software powerhouse, combining Teams, Microsoft 365, Dynamics 365 and Copilot into a unified productivity platform. The company benefits from a deeply integrated platform that combines communication, productivity, workflow automation and AI, creating high switching costs and broad enterprise adoption.

A key growth opportunity is the rapid adoption of AI-powered collaboration. Microsoft’s AI business surpassed a $37 billion annual revenue run rate, growing 123% year over year. The company continues to embed Copilot across Teams, Outlook, Word, Excel and Dynamics, helping customers automate workflows, create content and improve productivity. Microsoft also benefits from its strategic relationship with OpenAI, which accelerates innovation and strengthens its AI-driven collaboration offerings. Recent acquisitions, including Activision and prior enterprise software deals, further enhance ecosystem engagement and cross-selling opportunities.

In third-quarter fiscal 2026, Microsoft’s reported revenues rose 18% year over year, while operating income increased 20%. Productivity and Business Processes revenues, which include Microsoft 365, Teams and Dynamics, rose 17% to $35 billion. Microsoft 365 Commercial cloud revenues increased 19% year over year, Microsoft 365 Consumer cloud revenues grew 33% and Dynamics 365 revenues increased 22%.

Recent June 2026 developments highlight continued momentum. Microsoft expanded Microsoft 365 Copilot capabilities with a redesigned interface, enhanced notebooks, new AI agents and broader integration across productivity applications. The company also announced new Microsoft 365 Business with Copilot offerings and showcased additional AI innovations at Build 2026, reinforcing its leadership in enterprise collaboration and workflow automation.

Challenges include intense competition from Atlassian, Google Workspace, Zoom and Salesforce; rising AI infrastructure spending; regulatory scrutiny; and execution risks in monetizing AI investments. Microsoft invested heavily in data centers and cloud infrastructure, with capital expenditures exceeding $30 billion in the quarter.

Share Price Performance of TEAM & MSFTIn the past three months, TEAM shares have gained 17% against MSFT’s 1.4% decline. Atlassian’s outperformance is backed by faster growth in its collaboration and workflow-management platform, supported by robust cloud revenue expansion, rising enterprise commitments and strong AI adoption.

TEAM Outperforms MSFT
Image Source: Zacks Investment Research

Valuation ComparisonTEAM is currently valued at 2.78X forward 12-month price-to-sales (P/S), compared with 7.17X for Microsoft, suggesting a lower valuation multiple. TEAM’s cheaper valuation indicates strong upside potential if growth remains intact.

TEAM vs. MSFT : Forward 12-Month P/S Valuation
Image Source: Zacks Investment Research

How Do Estimates Compare for TEAM & MSFT?Atlassian is currently witnessing an uptrend in estimate revisions. Earnings estimates for fiscal 2026 have increased 17.09% to $5.48 per share over the past 60 days, while the same for fiscal 2027 has gone up 13.67% to $6.07.

TEAM Estimate Revision Trend

Image Source: Zacks Investment Research

The Zacks Consensus Estimate for MSFT’s fiscal 2026 and 2027 earnings is pegged at $17.33 and $19.28 per share, respectively. The estimates remain in the low single-digit range of 1.11% and 2.61% over the past 60 days.

MSFT Estimate Revision Trend

Image Source: Zacks Investment Research

ConclusionBoth companies are well-positioned to benefit from the rising demand for collaboration software and AI-powered productivity tools. Microsoft remains the safer choice due to its unmatched scale, profitability and leadership in enterprise AI. However, Atlassian currently has the advantage in several key areas, including revenue growth, cloud momentum, earnings estimate revisions, recent stock performance and valuation. For investors seeking higher upside potential in the collaboration software space, TEAM looks like the more compelling bet at current levels.

Currently, TEAM sports a Zacks Rank #1 (Strong Buy), while MSFT carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank stocks here.
2026-06-24 15:41 1mo ago
2026-06-24 10:26 1mo ago
Atlassian Service Collection překonala 1 mld. USD v ročních opakovaných tržbách
TEAM Atlassian
FMP Stock News 78
Original source text
Key Takeaways Atlassian's Service Collection topped $1B in ARR and is growing more than 30% YoY.AI users resolve issues 13% faster and handle 20% more issues than non-AI users on the platform.Salesforce and ServiceNow are intensifying competition with AI-powered service platforms. Atlassian Corporation’s (TEAM - Free Report) Service Collection momentum continues to build, reinforcing the view that the business can remain a key driver of growth in the coming years. The offering surpassed $1 billion in annual recurring revenue (ARR) in the third quarter of fiscal 2026 and is growing more than 30% year over year, making it one of Atlassian’s fastest-growing businesses. Demand remains strong across enterprises, with more than 65,000 customers, including over half of the Fortune 500, relying on the platform for IT, HR, legal, finance and customer service workflows.

The business is benefiting from Atlassian’s expanding AI capabilities. Customers using Service Collection’s AI tools resolve issues 13% faster and handle 20% more issues than non-AI users, while the segment accounts for roughly half of all agentic automation runs across Atlassian’s platform. The integration of Rovo AI and the Teamwork Graph is further enhancing productivity and creating a powerful data flywheel that improves customer outcomes and platform stickiness.

Another encouraging trend is the expansion of Service Collection beyond traditional IT use cases. More than 60% of deployments now support non-IT functions, significantly increasing Atlassian’s addressable market. Recent investments in AI agent orchestration and Rovo-powered service automation further strengthen the platform’s long-term opportunity.

With strong ARR growth, rising enterprise adoption and continued market-share gains, Service Collection appears well-positioned to support Atlassian’s revenue growth in the years ahead. The Zacks Consensus Estimate for TEAM’s fiscal 2026 and 2027 revenues is pegged at $6.46 and $7.32 billion, respectively, indicating year-over-year growth of 23.95% and 13.29%.

Competition Mounts for Atlassian’s Service PlatformSalesforce (CRM - Free Report) is intensifying pressure on Atlassian’s service platform through its AI-powered Service Cloud and Agentforce ecosystem. CRM highlighted strong service adoption, growing AI-driven service deployments and advantages in deep customer data integration. While Atlassian benefits from developer-centric workflows, CRM offers broader customer engagement capabilities and larger enterprise relationships, creating a formidable challenge as organizations consolidate service and support operations.

ServiceNow (NOW - Free Report) is emerging as the most formidable competitor to Atlassian's service management momentum. NOW emphasized its ITSM leadership, AI-native platform, governance controls, workflow automation and vast enterprise context engine. Unlike Atlassian’s collaborative approach, NOW promotes an end-to-end operating system for IT and business workflows. As enterprises seek unified service management and AI orchestration, NOW continues to leverage scale, automation and platform depth to gain share.

TEAM’s Price Performance, Valuation & EstimatesYear to date, TEAM shares have declined 49.9%, substantially underperforming both the Zacks Computer & Technology sector's 14.9% gain and the Internet – Software industry's 16.2% fall.

TEAM’s Price Performance
Image Source: Zacks Investment Research

In terms of valuation, TEAM is trading at a premium, as indicated by its Value Score D. The stock currently trades at a Price-to-Book (P/B) ratio of 23.49x, significantly above the industry average of 4.27x.

TEAM’s Valuation
Image Source: Zacks Investment Research

TEAM's earnings outlook continues to strengthen. The Zacks Consensus Estimate for fiscal 2026 earnings is currently pegged at $5.48 per share, remaining stable over the past month while rising 16.3% in the last 60 days. The projected figure represents a substantial 48.91% increase from the prior year.

EPS Trend of TEAM Stock
Image Source: Zacks Investment Research

TEAM stock currently sports a Zacks Rank #1 (Strong Buy). You can see the complete list of today’s Zacks #1 Rank stocks here.