A look at Atlassian and Twilio earnings beats, with early signs of Atlassian's AI response success and Twilio becoming a picks-and-shovels layer for AI agents
So this week two of the more important bellwether names in B2B software reported earnings. And neither of them just “beat.”
Atlassian reports Q3 revenue up 32% YoY to $1.79B, vs. $1.69B est., net loss up 39% YoY to $98.39M, and raises its annual revenue forecast; TEAM jumps 20%+
Atlassian (TEAM.O) raised its annual revenue forecast on Thursday, banking on AI-driven features and a push into the enterprise segment …
Atlassian reports Q3 revenue up 32% YoY to $1.79B, vs. $1.69B est., and raises its annual revenue forecast; TEAM jumps 17%+ after hours
Atlassian (TEAM.O) raised its annual revenue forecast on Thursday, betting that its investments in artificial-intelligence features and a push …
Atlassian is cutting 10% of its workforce, or ~1,600 jobs, to fund investments in AI and enterprise sales; filing: the cuts will incur $225M to $236M in charges
Atlassian said on Wednesday that it's eliminating 10% of its workforce, or about 1,600 jobs, as the company restructures following …
Atlassian's founders lost ~$7.2B in wealth in 2026, behind AppLovin's three founders, amid a SaaS rout; TEAM is down 45%+ YTD, the Nasdaq 100's worst performer
Atlassian's founders lost ~$7.2B in wealth in 2026, behind AppLovin's three founders, amid a SaaS rout; TEAM is down 45%+ YTD, the Nasdaq 100's worst performer
Michael Cannon-Brookes became a billionaire in his 30s and one of Australia's richest tech executives with the initial public offering …
Atlassian acquires developer productivity insight platform DX for $1B in cash and restricted stock; DX has 350+ enterprise customers and raised less than $5M
Welcome to Cautious Optimism, a newsletter on tech, business, and power. Supriya Roy / Times of India : Atlassian to acquire engineering intelligence firm DX in $1 bn deal Larry Dignan / Constellation...
Atlassian agrees to acquire The Browser Company for $610M in cash, set to close by December; founded in 2019, the startup beta launched the Dia browser in June
Atlassian said it has agreed to acquire The Browser Co., a startup that offers a web browser with artificial intelligence features, for $610 million in cash.
Linear, which makes software development and project planning tools that rival Atlassian's Jira, raised an $82M Series C led by Accel, valuing it at $1.25B
Enterprise software maker Linear has raised an $82 million Series C funding round valuing the startup at $1.25 billion, the company said on Tuesday. Bluesky: @quinnypig.com Bluesky: Corey Quinn / @qui...
Atlassian reports Q3 revenue up 14% YoY to $1.36B, vs. $1.29B est., and a net loss of $70.8M, vs. a $12.8M net income in Q3 2024; TEAM drops 10%+
Shares in Atlassian Corp. were down nearly 18% in after-hours trading today after the Australian collaboration software company posted …