Atlassian的收入超出预期,但由于整个行业AI引发的抛售,股价大幅下跌。
Atlassian beat revenue expectations but saw wider losses and a stock plunge amid sector-wide AI-driven sell-off.
截至12月31日的季度, 亚特拉西安报告收入增长了23%,达到16亿美元, 超过预期, 但净亏损扩大到4260万美元, 标志着连续第六个季度的亏损.
Atlassian reported a 23% revenue increase to $1.6 billion for the quarter ending December 31, exceeding expectations, but its net loss widened to $42.6 million, marking its sixth straight quarter of losses.
尽管客户增长强劲 — — 超过350 000美元,包括《财富500》的80% — — 该公司的美国股票跌至七年的最低点,跌至98.41美元,跌至6.3%至98.41美元,下班后交易跌至94.51美元,去年跌至69.3%。
Despite strong customer growth—over 350,000, including 80% of the Fortune 500—the company’s U.S. stock fell to a seven-year low, dropping 6.3% to $98.41 and further to $94.51 in after-hours trading, down 69.3% over the past year.
软件行业面临着急剧的抛售,被称为"软件大战"或"Saasocalypse",因为人们担心人工智能进步可能会破坏传统的软件即服务模式.
The broader software sector faced a steep sell-off, dubbed "software-mageddon" or "Saasocalypse," driven by concerns that AI advancements could disrupt traditional software-as-a-service models.
包括微软、销售公司和Xero在内的主要技术公司也被击中。
Major tech firms including Microsoft, Salesforce, and Xero were also hit.
Atlassian的CEO Mike Cannon-Brookes仍持乐观态度,强调客户日益采用该公司的提高生产率和安全的AI工具,并强调AI在加强其平台方面的作用。
Atlassian’s CEO Mike Cannon-Brookes remained optimistic, highlighting growing customer adoption of the company’s AI tools for productivity and security, and emphasized AI’s role in strengthening its platform.