👩🏻‍💻 Atlassian: Growth Beyond Jira And Confluence
Posted inFinancials Analysis

👩🏻‍💻 Atlassian: Growth Beyond Jira And Confluence

July 28, 2025
Atlassian co-founder Scott Farquhar TLDR; 47% free cash flow margin proves Atlassian prints money faster than competitors burn it. Jira Service Management at $600M ARR (+30% YoY) is Atlassian's enterprise Trojan horse. 1.5M AI Rovo users in one quarter shows AI can drive both stickiness and pricing power. Microsoft's 36% margin vs. Atlassian's 19% means ... Read more
amazon
Posted inFinancials Analysis

📦Amazon: Sleeping Giant

February 9, 2025
TLDR; AMZN Q4 FY24 results show strong growth with $187.79B revenue (+10.5% YoY) Cloud computing revenue expected to reach $690B by 2032, driving growth. E-commerce revenue expected to reach $1.1T by 2027, with AMZN's 45% market share. Digital advertising revenue expected to reach $150B with 10% market share. AMZN expands into new areas: logistics, fintech, ... Read more
🔍 Google: AI Tailwinds
Posted inFinancials Analysis

🔍 Google: AI Tailwinds

October 30, 2024
Google HQ TLDR; Advertising: $65.9 billion (+10%, down from +11% in Q2). Search: $49.4 billion (+12%). YouTube ads: $8.9 billion (+12%). Network: $7.5 billion (-2%). Subscriptions, platforms, and devices: $10.7 billion (+28%). Cloud: $11.4 billion (+35%, accelerating from +29% in Q2). Small Buyback Increase. Cheap Valuation. Google's Q3 FY24 Results: Revenue grew +15% Y/Y to ... Read more