Atlassian Corporation
已更新

Fire co-founders & reduce SBC

372
- Old days of pocketing money is over. TEAM needs to exert financial discipline and reduce SBC and reduce headcount to operate lean.
- SBC as part of overall revenue is so huge which can't be tolerated anymore.
- FCF should be deployed to buyback shares
注释
- TEAM is most likely heading towards $65
注释
- TEAM absolute shame of the company to lose billions in market cap. Last time when TEAM had a market cap of 22B was 2018 almost 8 years ago.
注释
- This is what a lost decade looks like
注释
- TEAM is sub 80s now.
- I wish Scott & Mike could learn a thing or two from Mark Zuckerberg and learn how to operate the company profitably and run the operations lean.
注释
- Both of the co-founders are drunken sailor with zero accountability.
- Market is giving them flashing red signs; they gotta act responsibly before things are too late.
- Reduce Operational expenses of the company, run it lean so that product development could be faster.
- Reduce Share based compensation, they are still unprofitable after years in operations.
- Investors want to see profitability and free cash flow + they should accelerate buy back shares at these levels to boost EPS
注释
- TEAM is trading under $70
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