What podcasts say about Atlassian
Every statement, with the speaker, the exact quote and the moment it was said.
What experts have said about Atlassian
7 statements · 4 positive · 3 negative
Atlassian has pivoted toward profitability and earned about $220 million quarterly.
“they've pivoted to profitability. I think they made $220 million for the quarter”
Open the episode · Canva’s AI Crisis, Zoox Changes Everything, Xero’s Ad Disaster, Jetstar’s Bag War, and Atlassian’s Profit PivotListen at 1:46:40
Atlassian’s pivot toward profitability is strategically correct.
“I think they're doing the right thing.”
Open the episode · Canva’s AI Crisis, Zoox Changes Everything, Xero’s Ad Disaster, Jetstar’s Bag War, and Atlassian’s Profit PivotListen at 1:47:41
Atlassian’s current-quarter revenue outlook exceeded Wall Street expectations.
“The stock software company gave a revenue outlook for the current quarter that was better than Wall street expected.”
Open the episode · Atlassian Surges, Airbnb Jumps, Sweetgreen TumblesListen at 1:31
Atlassian’s outlook is easing investor concerns about its AI-era position and potential AI-software benefits.
“Seems like that number is comforting investors a little bit about Atlassian's place in the age of AI, maybe even some of the benefits they'll get from software that works with AI.”
Open the episode · Atlassian Surges, Airbnb Jumps, Sweetgreen TumblesListen at 1:55
Atlassian severely mishandled its Loom acquisition and product transition.
“Atlassian have managed to completely and utterly absolutely stuff this up”
Open the episode · SpaceX Returns to Earth, Tesla's Shrinking Powers and Atlassian Ruins LoomListen at 31:54
Atlassian is not capital efficient.
“these guys aren't remotely capital efficient”
Open the episode · SpaceX Returns to Earth, Tesla's Shrinking Powers and Atlassian Ruins LoomListen at 39:10
Atlassian’s share price has fallen 52% in a year and 80% from its 2021 peak.
“This is a business that's lost 52% of its share price in the last year. It's 80% below its 2021 peak”
Open the episode · SpaceX Returns to Earth, Tesla's Shrinking Powers and Atlassian Ruins LoomListen at 40:07
Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.