Atlassian

最近在美股股指的强势之下，默默有一个板块几乎short一个，一个准，就是悲催的SaaS，曾经2012年以后牛股频出并让PS估值成为主流的板块。对SaaS的情绪也是经历了一个波折的过程，AI开始的时候，有些悲观的看法是AI减少了码农人数那让按照Seat卖产品的SaaS公司就少了TAM空间。之后SaaS公司纷纷推出自...

$Atlassian(TEAM)$ Jefferies: TEAM本季度业绩表现稳健，云业务收入同比增长26%，超出指引和市场预期约3个百分点，但投资者对AI对软件开发者影响的担忧掩盖了业绩亮点。股价年初至今下跌约30%，我们认为这反而带来了机会：更低的代码门槛有望激发非技术用户（占TEAM用户基数约50%）的需求增长，企...

$Atlassian(TEAM)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001562180-25-005910  Size: 14 KB 网页链接

$Atlassian(TEAM)$ 能不能开到彩头

Saas公司近几年不太好过$Salesforce(CRM)$ $Atlassian(TEAM)$ ，愿景是加入AI降本增效业绩增长，现实可能是被大模型公司和一堆AI创业公司挑战。
“谁能够访问 Slack、Notion 和 Atlassian 的 Jira 和 Confluence 等企业应用程序中的客户数据？”
Slack、Notion等SaaS平台虽然为企业客户提...

$Atlassian(TEAM)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001562180-25-005324  Size: 18 KB 网页链接

$Atlassian(TEAM)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001562180-25-005352  Size: 16 KB 网页链接

$Atlassian(TEAM)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001562180-25-005364  Size: 11 KB 网页链接

$Atlassian(TEAM)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001562180-25-005372  Size: 14 KB 网页链接

$Atlassian(TEAM)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001562180-25-005502  Size: 20 KB 网页链接

$Atlassian(TEAM)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001562180-25-005575  Size: 16 KB 网页链接

$Atlassian(TEAM)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001562180-25-005621  Size: 18 KB 网页链接

$Atlassian(TEAM)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001562180-25-004832  Size: 16 KB 网页链接

$Atlassian(TEAM)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001562180-25-004829  Size: 26 KB 网页链接

$Atlassian(TEAM)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001562180-25-004831  Size: 16 KB 网页链接

$Atlassian(TEAM)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001562180-25-004860  Size: 14 KB 网页链接

$Atlassian(TEAM)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001562180-25-004985  Size: 20 KB 网页链接

$Atlassian(TEAM)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001562180-25-005075  Size: 16 KB 网页链接

$Atlassian(TEAM)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001562180-25-005094  Size: 18 KB 网页链接

$Atlassian(TEAM)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001562180-25-005609  Size: 16 KB 网页链接