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Sentiment · FY2026 Q3
What companies say about each other on earnings calls — extracted verbatim from public transcripts. Mentions from the newest quarter are a Pro feature.
“I'm proud that great companies like Asana, Atlassian, Block, PayPal, Century, Stripe and many more are building the interface for AI agents to work with their own platform on top of Cloudflare workers.”
Atlassian is named as a company building its AI-agent interface on top of Cloudflare Workers.
“ServiceNow goes down almost every day given concerns around the underlying fundamentals of JSM.”
An analyst notes ServiceNow's stock has been weak amid market concerns about workflow-software fundamentals, framing it as a JSM competitor. Read-through reflects negative sentiment toward ServiceNow's ITSM franchise.
“Firstly, I would say Anthropic is a great partner of ours. Use a lot of their models. We use a lot of their coding tools and working tools.”
Asked about Anthropic's Cowork as a competitive threat to Jira, Atlassian's CEO frames Anthropic as a partner whose models and coding tools Atlassian uses heavily. Read-through positions Anthropic as both a foundation-model supplier and partner to Atlassian.
“Enterprises like Cisco, Expedia, Reddit, and Synchrony Financial rely on Atlassian Corporation to power their most critical business processes and workflows.”
Atlassian names Reddit among marquee enterprise customers relying on its platform for critical workflows. Read-through is Reddit as an Atlassian customer.
“Enterprises like Cisco, Expedia, Reddit, and Synchrony Financial rely on Atlassian Corporation to power their most critical business processes and workflows.”
Atlassian names Synchrony Financial among marquee enterprise customers relying on its platform for critical workflows. Read-through is Synchrony as an Atlassian customer.
“Enterprises like Cisco, Expedia, Reddit, and Synchrony Financial rely on Atlassian Corporation to power their most critical business processes and workflows.”
Atlassian names Expedia among marquee enterprise customers relying on its platform for critical workflows. Read-through is Expedia as an Atlassian customer.
“Enterprises like Cisco, Expedia, Reddit, and Synchrony Financial rely on Atlassian Corporation to power their most critical business processes and workflows.”
Atlassian names Cisco among marquee enterprise customers relying on its platform for critical workflows. Read-through is Cisco as an expanding Atlassian customer.
“Whether those are technical agents from GitHub or Cursor or whether those are nontechnical agents from Canva or Box or someone else.”
Atlassian cites Box as a source of nontechnical agents that can be assigned work items within Jira.
“Whether those are technical agents from GitHub or Cursor or whether those are nontechnical agents from Canva or Box or someone else.”
Atlassian cites Canva as a source of nontechnical agents that can be assigned work items within Jira.
“Whether those are technical agents from GitHub or Cursor or whether those are nontechnical agents from Canva or Box or someone else.”
Atlassian is partnering with Cursor to bring its technical coding agents into Jira workflows.
“Whether those are technical agents from GitHub or Cursor or whether those are nontechnical agents from Canva or Box or someone else.”
Atlassian is partnering with GitHub (a Microsoft company) to bring its coding agents into Jira workflows; Atlassian also noted customers using GitHub Copilot expand Jira seats faster.
“including Databricks, Expedia, Ford and Wells Fargo rely on Atlassian's AI-enabled cloud platform to power their business processes and mission-critical workflows”
Atlassian cites Databricks as a marquee customer relying on its AI-enabled cloud platform for mission-critical workflows.
“including Databricks, Expedia, Ford and Wells Fargo rely on Atlassian's AI-enabled cloud platform to power their business processes and mission-critical workflows”
Atlassian cites Wells Fargo as a marquee customer relying on its AI-enabled cloud platform for mission-critical workflows.
| Analyst | Firm | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Gregg Moskowitz | Mizuho Securities | 7 (0%) |
| Kash Rangan | Goldman Sachs | 5 (0%) |
| Keith Weiss | Morgan Stanley | 5 (20%) |
| Brent Thill | Jefferies | 4 (50%) |
| Raimo Lenschow | Barclays | 4 (0%) |
| Mike Turrin | Wells Fargo | 4 (0%) |
| Arjun Bhatia | William Blair | 4 (0%) |
| Fatima Boolani | Citigroup | 4 (0%) |
| Keith Bachman | BMO Capital Markets | 4 (0%) |
| Jason Celino | KeyBanc Capital Markets | 4 (0%) |
| Firm | Analysts | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Wells Fargo | 2 | 8 (0%) |
| Mizuho Securities | 1 | 7 (0%) |
| Morgan Stanley | 2 | 7 (14%) |
| Wolfe Research | 2 |
Atlassian crossed $1 billion in quarterly cloud revenue for the first time, growing 26% to a $6 billion run rate, while AI monthly active users exceeded 5 million. The Teamwork Collection reached 1 million seats in under nine months and record $1 million ACV deals nearly doubled year-over-year. Management reiterated its 20% CAGR through FY2027 and 25%+ operating margin targets, maintaining a conservative risk-adjusted approach for FY2026.
Cloud & AI | Revenue Growth | Competitive Dynamics | Pricing | Guidance Reliability | Subscriber Growth | Demand | Margin | |
|---|---|---|---|---|---|---|---|---|
| 2025Q1 | 6 | 4 | 3 | 3 | 1 | 1 | 2 | |
| 2025Q2 | 6 | 6 | 3 | 2 | 1 | 1 | 1 | 2 |
| 2025Q3 | 5 | 6 | 1 | 2 | 2 | 3 | 2 | |
| 2025Q4 | 3 | 7 | 3 | 2 | 2 | 2 | 1 | 2 |
| 2026Q1 | 8 | 6 | 4 | 1 | 3 | 1 | ||
| 2026Q2 | 8 | 5 | 3 | 3 | 2 | 3 | 1 | |
| 2026Q3 | 6 | 5 | 3 | 1 | 1 | 1 | 2 |
| '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | '26Q2 | '26Q3 | |
|---|---|---|---|---|---|---|---|
| Cloud & AI | 6 | 6 | 5 | 3 | 8 | 8 | 6 |
| Revenue Growth | 4 | 6 | 6 | 7 | 6 | 5 | 5 |
| Competitive Dynamics | 3 | 3 | 1 | 3 | 4 | 3 | 3 |
| Pricing | 3 | 2 | 2 | 2 | 1 | 3 | 1 |
| Guidance Reliability | 1 | 1 | 2 | 2 | 3 | 2 | 1 |
| Subscriber Growth | 1 | 1 | 2 | 1 | 3 | 1 | |
| Demand | 2 | 1 | 3 | 1 | 1 | ||
| Margin | 2 | 2 | 2 | 2 |
| 6 (0%) |
| Jefferies | 2 | 5 (40%) |
| Goldman Sachs | 1 | 5 (0%) |
| Citigroup | 1 | 4 (0%) |
| Barclays | 1 | 4 (0%) |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
TEAM Atlassian | 7 | +31.7% | |
| ADSK Autodesk | 10 | +18.4% | |
| APP Applovin Corp | 9 | +24.1% | |
| CDNS Cadence Design Systems | 9 | +18.7% | |
| CRM Salesforce, Inc. | 9 | +13.3% | |
| DDOG Datadog | 10 | +32.1% | |
| FICO Fair Isaac | 9 | +38.7% | |
| INTU Intuit | 9 | +10.4% | |
| MSTR MicroStrategy Inc. | 7 | +11.9% | |
| NOW ServiceNow | 7 | +22.1% | |
| PTC PTC Inc. | 9 | +21.7% | |
| SHOP Shopify | 8 | +34.3% | |
| TTD The Trade Desk, Inc. | 8 | +11.8% | |
| TYL Tyler Technologies | 8 | +8.6% | |
| UBER Uber | 8 | +14.5% | |
| WDAY Workday, Inc. | 9 | +13.5% |