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Atlassian's Cloud Bet: Short-Term Loss, Big Upside
Seeking Alpha· 2025-12-17 08:04
Core Insights - The focus is on providing a clear and disciplined analysis of companies, emphasizing the importance of understanding what is working and what isn't in the market [1] Company Analysis - The analysis aims to give individual investors an honest view of potential risks and opportunities without chasing narratives [1] Market Perspective - The approach is data-driven, prioritizing numbers and the underlying business performance over speculative narratives [1]
NEUBERGER BERMAN HIGH YIELD STRATEGIES FUND ANNOUNCES CHANGES TO PORTFOLIO MANAGEMENT TEAM
Prnewswire· 2025-12-15 21:54
NEW YORK, Dec. 15, 2025 /PRNewswire/ -- Neuberger Berman High Yield Strategies Fund Inc. (NYSE American: NHS) (the "Fund") has announced that Joseph Lind, co-Portfolio Manager to the Fund, will expand his role and become Co-Head of Special Situations effective December 31, 2025, and will cease his portfolio management responsibilities to the Fund on or about December 31, 2026. Steve Ruh, CFA, Managing Director, has been named co-Portfolio Manager of the Fund, effective December 31, 2025. About Neuberger Be ...
SPECTRUM'S WORKFORCE INVESTMENTS DRIVE CAREER GROWTH AND A MORE SKILLED FRONTLINE TEAM
Prnewswire· 2025-12-15 16:30
STAMFORD, Conn., Dec. 15, 2025 /PRNewswire/ -- Spectrum's investments in its workforce, including its 100% U.S.-based sales and service employees, are driving measurable results, with more skilled teams who deliver a better customer experience. Through initiatives like the tuition-free Education Benefit, structured career progression and development opportunities, and comprehensive benefits, more employees are growing their skills, earning promotions and staying longer with the Company. Tuition-Free Degrees ...
The year of the tech company co-CEO
Yahoo Finance· 2025-12-10 10:53
Group 1: Leadership Changes - Jeff Bezos will become co-CEO of Project Prometheus, an AI startup focused on manufacturing in automotive, aerospace, and computing sectors [1] - Binance has appointed co-founder Yi He as co-CEO alongside Richard Teng, reflecting a trend of joint leadership in technology companies [3] - Oracle, Comcast, and Spotify have also announced co-CEO appointments, indicating a growing trend among high-profile firms to share leadership roles [4] Group 2: Co-CEO Structure Rationale - The complexity of running technology businesses suggests that a single leadership structure may no longer be optimal, as it encompasses various areas such as AI, global regulation, and cybersecurity [5] - Successful co-CEO arrangements are exemplified by Netflix and Atlassian, which have maintained this structure for years, indicating its viability in the tech industry [6]
Buy 5 AI Laggards of 2025 to Tap Their Growth Potential in 2026
ZACKS· 2025-12-09 14:26
Key Takeaways MRVL, TEAM, ADBE, WDAY and SNAP have lagged in 2025 despite AI-driven market strength. Each pick shows rising earnings estimates and notable growth catalysts across AI offerings.All five stocks carry double-digit price upside potential in the short term.The artificial intelligence (AI)-driven astonishing bull run of 2023 and 2024 has continued in 2025 too. With less than four weeks to close this year, the AI-centric stocks are set to witness another fabulous year buoyed by the enormous growth ...
Wall Street Analysts Think Atlassian (TEAM) Could Surge 50.43%: Read This Before Placing a Bet
ZACKS· 2025-12-05 15:55
Shares of Atlassian (TEAM) have gained 0.3% over the past four weeks to close the last trading session at $156.54, but there could still be a solid upside left in the stock if short-term price targets of Wall Street analysts are any indication. Going by the price targets, the mean estimate of $235.48 indicates a potential upside of 50.4%.The average comprises 25 short-term price targets ranging from a low of $178.00 to a high of $320.00, with a standard deviation of $36.8. While the lowest estimate indicate ...
An Interview with Atlassian CEO Mike Cannon-Brookes About Atlassian and AI
Stratechery By Ben Thompson· 2025-12-04 11:00
Good morning,This week’s Stratechery Interview is with Atlassian founder and CEO Mike Cannon-Brookes. Cannon-Brookes and Scott Farquhar — whom I interviewed in 2017 — founded Atlassian in 2002; their first product was Jira, a project and issue-tracking tool, followed by Confluence, a team collaboration platform. Atlassian, thanks in part to their location in Australia, pioneered several critical innovations, including downloadable software and a self-serve business model; over the ensuing two decades Atlass ...
Atlassian (TEAM) - 2025 FY - Earnings Call Transcript
2025-12-02 23:02
Atlassian (NasdaqGS:TEAM) FY 2025 Annual General Meeting December 02, 2025 05:00 PM ET Company ParticipantsMartin Lam - Head of Investor RelationsMartin LamGood afternoon. I am Martin Lam, Head of Investor Relations for Atlassian Corporation. I'm very happy to welcome you to Atlassian's 2025 Annual Meeting of Stockholders. I will lead this meeting and serve as the Inspector of Elections. Grant Reed will serve as Secretary of the Meeting. Representatives from Ernst & Young LLP, the company's independent regi ...
Atlassian (TEAM) - 2025 FY - Earnings Call Transcript
2025-12-02 23:00
Atlassian (NasdaqGS:TEAM) FY 2025 Annual General Meeting December 02, 2025 05:00 PM ET Speaker1Good afternoon. I am Martin Lam, Head of Investor Relations for Atlassian Corporation. I'm very happy to welcome you to Atlassian's 2025 Annual Meeting of Stockholders. I will lead this meeting and serve as the Inspector of Elections. Grant Reed will serve as Secretary of the Meeting. Representatives from Ernst & Young LLP, the company's independent registered public accounting firm, are joining us online today. W ...
Atlassian (TEAM) Fell Amid Concerns Over AI Dominance
Yahoo Finance· 2025-11-27 13:22
Core Insights - Sands Capital Select Growth Strategy reported a portfolio return of 6.3% (net) for Q3 2025, underperforming the benchmark's 10.5% gain, driven by strong corporate earnings and investor enthusiasm around AI [1] Company Overview - Atlassian Corporation (NASDAQ:TEAM) is highlighted as a leading collaboration software provider, enabling organizations to enhance productivity through team connectivity [2][3] - As of November 26, 2025, Atlassian's stock closed at $148.03 per share, with a market capitalization of $38.966 billion [2] Performance Metrics - Atlassian's one-month return was -7.06%, and its shares have decreased by 43.60% over the past 52 weeks [2] - In Q1 fiscal 2026, Atlassian's revenue grew 21% year-over-year to $1.4 billion [4] Business Dynamics - Concerns regarding AI potentially constraining developer headcount growth or reducing the need for workflow management software are impacting Atlassian's stock performance, despite strong business results [3] - Year-over-year sales growth for Atlassian has reaccelerated above its two-year average, driven by robust enterprise adoption and an increase in paid seats [3] - Atlassian reported 2.3 million monthly active users of its AI products, with platform interactions increasing 20 times compared to the previous year [3] Market Sentiment - Atlassian is not among the 30 most popular stocks among hedge funds, with 64 hedge fund portfolios holding its stock at the end of Q2, down from 82 in the previous quarter [4] - The company is viewed as a potential investment, but certain AI stocks are considered to offer greater upside potential with less downside risk [4]