Atlassian (TEAM)

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Forget Chatbots: Atlassian’s Real AI Play Is The Browser (NASDAQ:TEAM)
Seeking Alpha· 2025-09-12 16:15
Atlassian Corporation (NASDAQ: TEAM ) is a stock to consider in your portfolio not as a gamble, but as a long-term investment. I am optimistic about the stock for three main reasons. First, the company has recordedHi there, and welcome to my profile.I’m a finance professional with over a decade of experience across global markets, with a deep focus on macroeconomic analysis, portfolio management, and equity research. I currently serve as a Senior Analyst at a European asset management firm, where I lead mul ...
Forget Chatbots: Atlassian's Real AI Play Is The Browser
Seeking Alpha· 2025-09-12 16:15
Atlassian Corporation (NASDAQ: TEAM ) is a stock to consider in your portfolio not as a gamble, but as a long-term investment. I am optimistic about the stock for three main reasons. First, the company has recordedHi there, and welcome to my profile.I’m a finance professional with over a decade of experience across global markets, with a deep focus on macroeconomic analysis, portfolio management, and equity research. I currently serve as a Senior Analyst at a European asset management firm, where I lead mul ...
Atlassian Corporation (TEAM) Presents At Goldman Sachs Communacopia + Technology Conference 2025 Transcript
Seeking Alpha· 2025-09-12 13:36
PresentationKasthuri RanganHead of Software Coverage Hello, everybody. How is everybody doing? Good. Okay. Day 3, and there's one more day. So this is the fourth year that we've been in the process of the relaunched combined Communacopia and Technology Conference, and it's been absolutely incredible. I think you've been with us for 2 years, not quite back to back. We missed you last year. So we're up 3,000-plus registered attendees by tech industry standards that may sound like it's very small, but by our i ...
SLING TV UNVEILS "STREAM TEAM" LINEUP: 10 COLLEGE FOOTBALL PLAYERS SIGNED TO $4.99 NIL DEALS
Prnewswire· 2025-09-12 10:00
Accessibility StatementSkip Navigation Sling's new $4.99 Day Pass fuels a first-of-its-kind NIL movement proving streaming value beats streaming hype ENGLEWOOD, Colo., Sept. 12, 2025 /PRNewswire/ -- Sling TV, the most flexible live streaming service, today revealed the first-ever roster of the Sling "Stream Team," a group of 10 college football players signed to one-day Name, Image, and Likeness (NIL) deals for just $4.99, matching the price of Sling's new Day Pass subscription. Continue Reading Sling TV in ...
Atlassian: New Catalysts And Even Lower Valuation (Rating Upgrade)
Seeking Alpha· 2025-09-11 16:37
Since my previous article on Atlassian (NASDAQ: TEAM ), in which I rated the company a Buy, the stock has dropped another 23%, significantly underperforming the market's 16% growth. Despite this decline, the general bullish thesis for TEAMI write about growth opportunities in different sectors related to technology, providing analyses of fundamentals that are driven by current and future trends. Senior Data Analyst by day, I am building and managing my own portfolio of tech-related securities, which to date ...
Atlassian Stock Investors Need to Watch This!
The Motley Fool· 2025-09-06 11:45
Core Insights - Annie Dean, a Vice President at Atlassian, serves on The Motley Fool's board of directors [1] - Parkev Tatevosian, CFA, has no position in any of the stocks mentioned [1] - The Motley Fool holds positions in and recommends Atlassian [1] Company and Industry Summary - The Motley Fool has a disclosure policy regarding its investment positions [1] - Parkev Tatevosian is affiliated with The Motley Fool and may receive compensation for promoting its services [1] - Any opinions expressed by Parkev Tatevosian are independent and not influenced by The Motley Fool [1]
第一家AI浏览器公司,卖了43亿
创业邦· 2025-09-06 03:24
以下文章来源于极客公园 ,作者芯芯 极客公园 . 用极客视角,追踪你最不可错过的科技圈。欢迎同步关注极客公园视频号 来源丨极客公园(ID:geekpark) 作者丨 芯芯 编辑丨 靖宇 图源丨Midjourney 当人们还在好奇,AI浏览器,是否会取代Chrome,成为互联网新入口的时候。全球第一家卖身的AI浏览器团队,出现了。 9月4日,开发了Arc与新一代AI浏览器Dia的初创公司The Browser Company,被软件公司Atlassian 宣布以6.1亿美元全现金 收购 。 收购的时间点很巧,就在同一周, 谷歌Chrome在美国反垄断案中获准「留在谷歌」,摆脱了被强制拆分的风险 。 一边是巨头守住自家浏览器基本盘,一边是试图重塑浏览器的初创公司被收购。下一代浏览器的塑造权,究竟能落在谁手里? 在AI入口之争日益激烈的当下,Dia又为何选择此时「卖身」? 当时Arc以开源Chromium为底,推出侧栏与「Spaces」的工作流组织方式,内置笔记与白板,并在2023年引入OpenAI和 Anthropic的AI能力,一度被一些人追捧为「全新上网方式」「Chrome的真正替代」。 然而,团队很快发现, ...
Near Its 52-Week Low, What's Going on With Atlassian Stock?
The Motley Fool· 2025-09-05 13:30
The productivity business is out of favor with investors in 2025.The share price is near the lows of the year, and investors want to know the cause.*Stock prices used were the afternoon prices of Sept. 2, 2025. The video was published on Sept. 4, 2025. ...
我的宝藏AI浏览器被43亿「贱卖」了,这可能是最好的结局
3 6 Ke· 2025-09-05 13:25
一觉醒来,我最喜欢的 AI 浏览器 Dia 被收购了。 企业软件巨头 Atlassian 宣布用 6.1 亿美元(折合人民币 43 亿元),将 The Browser Company 收入囊中。 这个价格算不上阔绰,去年这家公司就已经估值 5.5 亿,现在的溢价仅有 11%,妥妥的「友情价」。更关键的是,Atlassian Ventures 本就是其 A 轮投资 方,某种程度上也算是「从校服到婚纱」了。 The Browser Company 的阶段性结局,未必就如创始人所愿,但或许,会是大多数 AI 浏览器终局的预演。 99% 的 AI 创新,1% 的商业化机会 比起 Dia,我们会更熟悉 The Browser Company 旗下的成名作:Arc 浏览器。 漂亮的渐变色、独特的欢迎界面,Arc 让沉寂了许久的浏览器行业为之一振。同时,通过重新设计标签页管理,Arc 引入了智能分组和自动归档,让重度 互联网用户眼前一亮。 当时,不少网友将其誉为「十年来最具创新性的浏览器」,知名度和活跃用户快速增长,发布仅几个月用户数就突破 10 万。大好势头,让创始人 Josh Miller 更是雄心勃勃地要打造「互联网 ...
我的宝藏AI浏览器被43亿“贱卖”了,这可能是最好的结局
Hu Xiu· 2025-09-05 09:17
Group 1 - The Browser Company has been acquired by Atlassian for $610 million, which is a modest premium over its previous valuation of $550 million, indicating a "friendship price" [2][3]. - The acquisition reflects a strategic shift for The Browser Company, which previously faced challenges with its Arc browser due to a niche market ceiling and user engagement issues [4][9]. - The new AI browser, Dia, aims to address these challenges with a design focused on AI integration, but it still faces structural obstacles in the competitive browser market [12][14]. Group 2 - The acquisition is seen as a necessary move for The Browser Company to gain access to Atlassian's extensive distribution network and resources, which are crucial for scaling Dia in the AI browser space [30][34]. - Atlassian has a strong cash position of $2.5 billion and a large customer base, which includes over 250,000 companies, providing a solid foundation for the growth of Dia [32][33]. - The partnership is expected to enhance Dia's capabilities in enterprise collaboration, integrating features that allow for seamless interaction with Atlassian's existing products [42][46]. Group 3 - The Browser Company aims to maintain its independence post-acquisition, with CEO Josh Miller continuing to lead the team and promising that Dia will not become just an extension of Atlassian's applications [36][41]. - The collaboration is anticipated to create a new type of browser that serves as a "collaboration node," integrating various SaaS tools and enhancing productivity for users [44][45]. - The vision for Dia aligns with the broader goal of transforming browsers from mere browsing tools into comprehensive work platforms that understand user workflows and priorities [46][47].