Anda di halaman 1dari 34

NASDAQ:TEAM

Sector: Technology
Industry: Information Technology Services
Founded: 2002 | Sydney, Australia | IPO: 2015
Employees: 1, 669 | Market Cap: $5.79B

P
E
O
P
L
E

Australian IT Professional of the Year


award
in
2004,
and
Australian
Entrepreneur Of The Year in 2006;
honored by the World Economic Forum
as a Young Global Leader in 2009 and is
currently a member of The Forum of
Young Global Leaders.
Mike Cannon-Brookes
Co-founder & CEO

Australian IT Professional of the Year


award
in
2004,
and
Australian
Entrepreneur Of The Year in 2006;
Corporate Social Responsibility Award in
2011
by
the
Young
Presidents
Organization (YPO)

Scott Farquhar
Co-founder & CEO

P
E
O
P
L
E

Joined in 2008: VP of sales and marketing


to lead Atlassian's pioneering efforts to
develop a high-velocity, low-touch sales
model; more than 18 years of experience in
the software industry; oversaw the
company's expansion throughout Europe
and Asia Pacific.
Jay Simons
President

He served as executive vice president and


CFO of Dolby Laboratories, Inc., an
entertainment technology company. Prior
to Dolby, Murray was executive vice
president and CFO of LiveOps, Inc., a
contact center software and call center
outsourcing company.

Murray Demo
CFO

P
E
O
P
L
E

He has more than 15 years of experience


counseling technology companies; served as
senior vice president and general counsel at
BigFix, Inc., a security software company,
where he built the legal department that
directed the sale of the company to IBM.
Tom Kennedy
Chief Legal Officer

He served as CTO and senior vice


president of engineering at Groupon, Inc;
became VP of research and development
for mobile computing at VMware, a
provider of cloud and virtualization
software and services; served as senior vice
president of engineering at Ning, Inc.

Sri Viswanath
CTO

Major
Holders

18.67%
52.90%

65.04%
29

Shares Held by All Insider and 5% Owners


% of Shares Held by Institutional & Mutual
Fund Owners
% of Float Held by Institutional & Mutual
Fund Owners
Number of Institutions Holding Shares

P
R
O
D
U
C
T
S

P
R
O
D
U
C
T
S

P
R
O
D
U
C
T
S

Helps the team to organize,


discuss, and complete their work
Collaborate on shared content,
and get the right people in the
conversation
Full visibility into the project
Prioritize, assign, and track the
work in real time
Developers can review, manage,
and collaborate on code
Service desk handles all the
logistics behind the scenes

C
O
N
C
E
P
T

B
U
S
I
N
E
S
S
MODEL

Build
great
products

Keep
prices
low

Transparent

Sell
online

pricing
& easy
trial

Pursue
volume

Easy trials
need great
products

Four main areas:

R
&
D

Great Products
ECOSYSTEM & Marketplace
Deployment Flexibility
Model Innovation

...over 5 million monthly active users


across more than 450,000 organizations
in over 160 countries

Customers

C
O
M
P
E
T
I
T
O
R
S

Costs

Announces 3Q16 revenue


40% up; customer growth;
(Uber switched to
Atlassian)
IPO date

Revenue up by 45%;
perceived dangers of highmultiple growth stocks

release of JIRA Software


Server 7.1.0: purpose-built
application designed for software teams

Valuation

Customers

26%
increase over
March 31, 2015

Revenue
Y/Y
growth
rate

Fees earned for future


software updates and
product support; First year
is purchased with license
then renewed for annual
contract lengths in most
Revenue
cases.
Composition

Subscription-based contracts
for cloud-based deployment;
contract length can be 1-12
months
(only
27%
of
revenues for FY15 but
expanding rapidly)

Atlassian's marketplace sales


from developer products;
TEAM receives ~25% of sales
of these products.

Maintenance
Revenue
Others

Subscription
Revenue

Perpetual
License

Perpetual on-prem licenses;


grow from new license sales,
additional users for existing
customers, and additional
licenses to existing customer
for
other
products;
maintenance rev for each
license is equal to the license
fee.

Revenue
by type

FY2014
Revenue by
geography
$ in thousands

Americas 109, 306

FY2015

Q32016

159, 380

59, 990

EMEA 84, 767

127, 704

46, 289

Asia
21, 036
Pacific

32, 437

11, 663

Gross
Profit

Operating
Income

Free Cash
Flow

R&D

P
O
T
E
N
T
I
A
L

conservatively assuming it can attain 12% market share


globally: total addressable market at $8.5 billion
investing in additional
products and has seen success
with recent new product
introductions, which could
expand its TAM
shift toward software-driven
business models has increased
the need for highly
collaborative software
development teams

NASDAQ:TEAM

Anda mungkin juga menyukai