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Atlassian Corporation

Atlassian Corporation

NASDAQ•TEAM
CEO: Mr. Michael Cannon-Brookes
Sector: Technology
Industry: Software - Application
Listing Date: 2015-12-09
Atlassian Corporation, through its subsidiaries, designs, develops, licenses, and maintains various software products worldwide. Its product portfolio includes Jira, a project management system that connects technical and business teams so they can better plan, organize, track, and manage their work and projects; Confluence, a connected workspace that empowers organizations to create, organize, find, and share information; Loom, an asynchronous video communication tool that helps users communicate through instantly shareable videos; and Trello that captures and adds structure to fluid and fast-forming work for individuals and teams. The company also offers Jira Service Management, an intuitive and flexible service desk product for creating and managing service experiences for various service team providers, such as IT, legal, and HR teams; and Jira Align, an Atlassian's enterprise agility solution designed to help businesses to adapt and respond dynamic business conditions with a focus on value-creation. In addition, it provides Bitbucket, an enterprise-ready Git solution that enables professional dev teams to manage, collaborate, and deploy quality code; Atlassian Access, an enterprise-wide product for enhanced security and centralized administration that works across every Atlassian cloud product; Jira Product Discovery, a prioritization and road mapping tool; and Compass, a developer portal that provides a unified real-time representation of engineering teams' output in one place. Further, the company's portfolio includes Bamboo, Crowd, Crucible, Fisheye, Opsgenie, Sourcetree, Statuspage, and Atlassian cloud apps. The company was founded in 2002 and is headquartered in Sydney, Australia.
Contact Information
341 George Street, Level 6, Sydney, NSW, 2000, Australia
61-2-9262-1443
www.atlassian.com
Market Cap
$42.27B
P/E (TTM)
-229.2
77.1
Dividend Yield
--
52W High
$326.00
52W Low
$139.70
52W Range
11%
Rank41Top 33.6%
4.4
F-Score
Modified Piotroski Analysis
Based on 10-year fundamentals
Average • 4.4 / 9 points
Scoring Range (0-9)
8-9: Excellent Value
6-7: Strong Fundamentals
4-5: Average Quality
0-3: Weak Performance
Data Period: 2015-2024

Financial Dashboard

Q1 2026 Data

Revenue

$1.43B+20.61%
4-Quarter Trend

EPS

-$0.20-58.33%
4-Quarter Trend

FCF

$114.60M+54.16%
4-Quarter Trend

2026 Q1 Earnings Highlights

Key Highlights

Total Revenue Growth 21% Total revenues reached $1.433B, marking a 21% increase compared to prior period, driven by existing customer demand.
Subscription Revenue Strong Subscription revenue grew $242.6M, or 21%, primarily due to paid seat expansion and strategic price increases across offerings.
Net Loss Significantly Reduced Net loss narrowed to $(51.9M) from $(123.8M), reflecting improved operational leverage and tax benefit realization.
Free Cash Flow Increased Free cash flow was $114.6M, an increase of $40.3M, primarily due to higher cash received from customers.

Risk Factors

Operating Expenses Rising R&D expenses increased 25% to $756.0M, driven by compensation and restructuring charges totaling $55.7M this quarter.
Data Center Business Sunset Plans announced to end Data Center term license sales starting March 2026, requiring customer migration to Cloud offerings.
Concentrated Voting Control Class B stockholders hold approximately 85% of voting power, limiting influence on corporate matters for other stockholders.
Intense Competition Risks Markets are fragmented and highly competitive; failure to innovate or adapt AI offerings could harm market acceptance.

Outlook

Major Acquisition Pending Definitive agreement signed to acquire Engineering Intelligence leader DX for approximately $1.0B, expected to close Q2 FY2026.
Cloud Focus Intensifies Company is ending Data Center deployment offering, shifting resources to Cloud offerings to drive future revenue growth.
New Share Repurchase Plan Board authorized a new $2.5B repurchase program commencing after completion of the existing 2024 program.
Sustained R&D Investment Expect substantial expense increases near term, particularly in R&D and technology infrastructure for Cloud and AI offerings.

Peer Comparison

Revenue (TTM)

Block, Inc.XYZ
$23.97B
+0.5%
Western Digital CorporationWDC
$12.00B
-5.1%
Atlassian CorporationTEAM
$5.46B
+19.5%

Gross Margin (Latest Quarter)

PTC Inc.PTC
85.6%
+3.6pp
Fair Isaac CorporationFICO
82.3%
+2.1pp
Atlassian CorporationTEAM
82.0%
+0.3pp

Key Metrics

Symbol
Market Cap
P/E (TTM)
ROE (TTM)
Debt to Assets
WDC$62.88B24.434.8%32.6%
MSTR$47.34B5.719.8%11.2%
FICO$42.34B64.1-48.2%164.6%

Long-Term Trends

Last 4 Quarters
Revenue
Net Income
Operating Cash Flow
4Q Revenue CAGR
3.7%
Moderate Growth
4Q Net Income CAGR
N/M
Profitability Shift
Cash Flow Stability
100%
Strong Cash Flow

Research & Insights

Next earnings:Jan 29, 2026
|
EPS:$1.11
|
Revenue:$1.54B
Reports
All Years
  • Form 10-Q - Q1 2026

    Period End: Sep 30, 2025|Filed: Oct 31, 2025|
    Revenue: $1.43B+20.6%
    |
    EPS: $-0.20-58.3%
    Miss
  • Form 10-K - FY 2025

    Period End: Jun 30, 2025|Filed: Aug 15, 2025|
    Revenue: $5.22B+19.7%
    |
    EPS: $-0.98+15.5%
    Miss
  • Form 10-Q - Q3 2025

    Period End: Mar 31, 2025|Filed: May 2, 2025|
    Revenue: $1.36B+14.1%
    |
    EPS: $-0.27-640.0%
    Miss
  • Form 10-Q - Q2 2025

    Period End: Dec 31, 2024|Filed: Jan 31, 2025|
    Revenue: $1.29B+21.4%
    |
    EPS: $-0.15-54.5%
    Miss
  • Form 10-Q - Q1 2025

    Period End: Sep 30, 2024|Filed: Nov 1, 2024|
    Revenue: $1.19B+21.5%
    |
    EPS: $-0.48+300.0%
    Miss
  • Form 10-K - FY 2024

    Period End: Jun 30, 2024|Filed: Aug 16, 2024|
    Revenue: $4.36B+23.3%
    |
    EPS: $-1.16+38.9%
    Miss
  • Form 10-Q - Q3 2024

    Period End: Mar 31, 2024|Filed: Apr 26, 2024|
    Revenue: $1.19B+29.9%
    |
    EPS: $0.05-106.2%
    Miss
  • Form 10-Q - Q2 2024

    Period End: Dec 31, 2023|Filed: Feb 2, 2024|
    Revenue: $1.06B+21.5%
    |
    EPS: $-0.33-58.8%
    Miss