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BullDigest's May 2 Post-Market Summary of Super Micro Computer, Inc.

  • 2 days ago
  • bulldigest.com
  • Keywords: Post-Market, Summary, Super Micro Computer, Inc.

Check out BullDigest's May 2 Post-Market Summary of Super Micro Computer, Inc.. We provide a summary of the key news from market opening hours.

Post-Market SummaryTEAMsentiment_satisfied

Estimated market influence

Atlassian

Atlassian

Positivesentiment_satisfied
Analyst rating: Buy

Atlassian's Q3 FY25 earnings exceeded estimates, showing strong revenue and profit growth.

Context

Atlassian Q3 Fiscal 2025 Earnings Summary

Key Financial Highlights

  • Earnings per share (EPS): $0.97, up 9% Y/Y, exceeding Zacks Consensus Estimates.
  • Revenue: $1.36B, up 21.4% Y/Y, driven by growth in Atlassian Government Cloud, Isolated Cloud, and AI adoption.

Revenue Performance

  • Subscription Revenues: $1.27B, up 18.8% Y/Y.
  • Cloud Revenues: $880.4M, up 25.2% Y/Y.
  • Data Center Revenues: $388.5M, up 6.7% Y/Y.

Gross Profit and Operating Income

  • Non-GAAP gross profit: $1.17B, up 16.1% Y/Y, with gross margin at 86% (up 100 bps Y/Y).
  • Non-GAAP operating income: $348.3M, up 10% Y/Y, attributed to Cloud growth and cost control.

Cash Flow and Liquidity

  • Cash, cash equivalents, and short-term investments: $3B.
  • Operating cash flow: $652.7M.
  • Free cash flow: $638.3M.

Q4 FY25 Guidance

  • Revenue projection: $1.349-$1.359B.
  • Non-GAAP gross margin: 84.5%.
  • Non-GAAP operating margin: 22.0%.

FY25 Outlook

  • Revenue growth expectation: 19% Y/Y.

This strong performance underscores Atlassian's ability to scale its cloud offerings and leverage AI, positioning it for sustained growth in the competitive enterprise software market.