Miami, Florida, USA, May 01, 2025 (GLOBE NEWSWIRE) -- Ahead of this weekend’s 2025 FIA Formula 1 Miami Grand Prix, Atlassian Williams Racing is pleased to announce a new multi-year partnership with Airia, an innovative enterprise platform that enables organisations to orchestrate, deploy and manage AI solutions securely and at scale. Atlanta-headquartered Airia will become Official AI Orchestration Partner to Atlassian Williams Racing, the iconic British-based F1 team with nine Constructors’ World Champions ...

BlackLine (BL) is expected to deliver a year-over-year decline in earnings on higher revenues when it reports results for the quarter ended March 2025. This widely-known consensus outlook gives a good sense of the company's earnings picture, but how the actual results compare to these estimates is a powerful factor that could impact its near-term stock price.The earnings report, which is expected to be released on May 6, 2025, might help the stock move higher if these key numbers are better than expectation ...

While investors typically rely on consensus earnings and revenue estimates to gauge how the business may have fared during the quarter, examining analysts' projections for some of the company's key metrics often helps gain a deeper insight. Analysts on Wall Street project that Atlassian (TEAM) will announce quarterly earnings of $0.90 per share in its forthcoming report, representing an increase of 1.1% year over year. Revenues are projected to reach $1.35 billion, increasing 13.3% from the same quarter las ...

Core Insights - Tech companies are increasingly investing in cloud software vendors, showcasing a trend of collaboration among them [1] - Veza has successfully raised $108 million in a financing round, with a valuation exceeding $800 million [2] - Snowflake has utilized Veza's software for access management, highlighting the importance of controlling data access to mitigate security risks [3] Group 1: Investment Trends - Major tech firms like Google, Amazon, Microsoft, and Nvidia are making significant investments in AI startups, while cloud software vendors are also becoming aggressive in corporate investing [1] - The collaboration among software vendors, as seen in Veza's funding round, indicates a strategic shift towards collective investment efforts [1] Group 2: Veza's Business Model - Veza's software assists companies in managing employee access to various internal technologies, which is crucial for maintaining security [2][3] - The company has integrated with over 250 technologies, enhancing its value proposition in the market [4] Group 3: Security and Access Management - Snowflake's use of Veza emphasizes the need for effective access management to prevent over-provisioning, which can lead to increased security risks [3] - The ability to manage permissions for new hires and departures is a key feature of Veza's software, allowing for better control over corporate data access [3]

纳斯达克100指数涨超2%，成分股微芯科技涨9.6%，安森美半导体涨7.5%，迈威尔科技、ADI、德州仪器、TEAM、拉姆研究、恩智浦、AppLovin、铿腾电 子、Arm控股等至多涨6.96%，百事可乐仍然跌2.8%，康卡斯特跌4.7%，Fiserv跌14.8%。 标普500指数目前涨1.4%，纳指涨1.98%，费城半导体指数涨4.6%，银行指数涨1.3%，罗素2000指数涨0.8%。特斯拉涨2%，苹果涨0.8%。 | SYMBOL # | NAME # | PRICE $ | CHANGE # | | --- | --- | --- | --- | | МСНР | Microchip Technology Inc | 45.96 | +4.03 | | ON | ON Semiconductor Corp | 39.36 | +2.73 | | MRVL | Marvell Technology Inc | 57.51 | +3.74 | | ADI | Analog Devices Inc | 195.61 | +12.49 | | TXN | Texas Instruments Inc | 162. ...

Parkev Tatevosian, CFA has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Atlassian. The Motley Fool has a disclosure policy. Parkev Tatevosian is an affiliate of The Motley Fool and may be compensated for promoting its services. If you choose to subscribe through his link, he will earn some extra money that supports his channel. His opinions remain his own and are unaffected by The Motley Fool. ...

Group 1 - The article discusses the impact of tariffs on hardware companies, particularly those involved in chips, personal computers, and smartphones, suggesting that tech investors may consider software companies as a protective measure against market volatility [1] - The author emphasizes a unique perspective derived from extensive experience in IT and investment, focusing on themes such as automated supply chains, Generative AI, and the deflationary nature of software [1] - The investment journey highlighted includes a transition from mutual and indexed funds to individual stocks, with lessons learned from the 2008/2009 financial crisis influencing a more cautious investment approach [1]

Core Insights - Atlassian (NASDAQ: TEAM) is positioned for growth and has demonstrated strong year-over-year growth, making it a potential candidate for long-term investors despite upcoming challenges related to IT budget cuts [1] Company Analysis - Atlassian has shown consistent growth, indicating a robust business model and market demand for its products [1] - The company is likely to face headwinds due to budget cuts in the IT sector, which may impact its growth trajectory [1] Investment Considerations - Long-term investors should keep Atlassian on their radar as it continues to expand, even in the face of potential short-term challenges [1]

Company Overview - Veho is a logistics and technology company operating one of the largest parcel delivery platforms in the U.S. [1] - The company aims to transform shipping from a cost center into a value driver by leveraging purpose-built technology and a scalable delivery network [4]. Leadership Addition - Alex Estevez, a veteran finance executive with over 25 years of experience in scaling technology businesses, has joined Veho's Board [2][3]. - Estevez has held key financial leadership roles at notable companies such as Atlassian, Datastream Systems, and BigFix, and has been an advisor to various tech firms [2]. Strategic Vision - Veho's co-founder and CEO, Itamar Zur, emphasized that Estevez's financial expertise will be crucial as the company aims to become the delivery platform partner of choice for leading brands [3]. - Estevez highlighted the importance of operational discipline and financial control in executing Veho's strategy, which is centered on customer-centric operational excellence [3]. Performance Metrics - Veho boasts impressive operational metrics, including a 99% on-time delivery rate, a customer satisfaction score of 4.9/5, 71% fewer delivery-related refunds, and a 41% increase in customer lifetime value [4]. - The company currently serves over 113 million Americans across 50 markets and continues to grow [4].

Company Overview - Atlassian (TEAM) shares increased by 14% to close at $209.62, following a broader market rally after US President Donald Trump's announcement to pause reciprocal tariffs for 90 days, although a baseline tariff of 10% on imports remains in effect [1] - The stock had previously experienced an 18% loss over the past four weeks [1] Earnings Expectations - Atlassian is expected to report quarterly earnings of $0.90 per share, reflecting a year-over-year increase of 1.1% [2] - Revenue is anticipated to reach $1.35 billion, which is a 13.4% increase compared to the same quarter last year [2] Earnings Estimate Revisions - The consensus EPS estimate for Atlassian has been revised down by 1.6% over the last 30 days [3] - A negative trend in earnings estimate revisions typically does not lead to price appreciation, indicating potential caution for future stock performance [3] Industry Context - Atlassian is part of the Zacks Internet - Software industry, which includes other companies like Match Group (MTCH) [3] - Match Group's consensus EPS estimate remains unchanged at $0.68, representing a year-over-year change of 54.6% [4] - Match Group also holds a Zacks Rank of 3 (Hold), similar to Atlassian [4]