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Sentiment · FY2026 Q4
Revenue accelerated sharply to 32% growth reaching $1.8 billion, driven by both cloud momentum and data center pull-forward activity ahead of the end-of-life announcement. The Service Collection surpassed $1 billion in ARR while RPO grew 37% to $4 billion, with normalized growth above 40%. Management noted it was too early to discuss FY2027 guidance, with enhanced disclosures planned at the upcoming investor forum.
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 |
| 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 | 8 (0%) |
| Keith Weiss | Morgan Stanley | 5 (20%) |
| Kash Rangan | Goldman Sachs |
| 5 (0%) |
| Ryan MacWilliams | Wells Fargo | 5 (0%) |
| Arjun Bhatia | William Blair | 4 (0%) |
| DJ Hynes | Canaccord Genuity | 4 (25%) |
| Raimo Lenschow | Barclays | 4 (0%) |
| Alex Zukin | Wolfe Research | 4 (0%) |
| Michael Turrin | Wells Fargo | 4 (0%) |
| Fatima Boolani | Citigroup | 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 | 9 (0%) |
| Mizuho Securities | 1 | 8 (0%) |
| Morgan Stanley | 3 | 8 (13%) |
| Wolfe Research | 2 | 7 (0%) |
| Goldman Sachs | 1 | 5 (0%) |
| Jefferies | 2 | 5 (40%) |
| BMO Capital Markets | 1 | 4 (0%) |
| Citigroup | 1 | 4 (0%) |
| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Gross margin | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|---|
| FY2025 Q1 | $1.19B | +21.5% | $-0.48 | -300.0% | 81.7% | -2.7% | -10.4% | $74M |
| FY2025 Q2 | $1.29B | +21.4% | $-0.15 | +54.5% | 82.7% | -4.5% | -3.0% | $343M |
| FY2025 Q3 | $1.36B | +14.1% | $-0.27 | -654.4% | 83.8% | -0.9% | -5.2% | $638M |
| FY2025 Q4 | $1.38B | +22.3% | $-0.09 | +88.0% | 83.1% | -2.1% | -1.7% | $360M |
| FY2026 Q1 | $1.43B | +20.6% | $-0.20 | +58.3% | 82.0% | -6.7% | -3.6% | $115M |
| FY2026 Q2 | $1.59B | +23.3% | $-0.16 | -6.7% | 85.0% | -3.1% | -2.7% | $169M |
| FY2026 Q3 | $1.79B | +31.7% | $-0.38 | -40.7% | 84.9% | -3.1% | -5.5% | $561M |
| FY2026 Q4 | $1.77B | +27.6% | $0.53 | +683.1% | 86.9% | 12.0% | 7.9% | $475M |
Management’s own words, often on a non-GAAP, constant-currency, or adjusted basis — so these can differ from the GAAP figures above (e.g. constant-currency revenue growth excludes currency swings).
What TEAM and other companies said about each other on FY2026 Q3 earnings calls — extracted verbatim from public transcripts. Mentions from the newest quarter are a Pro feature.
“This quarter, some of the world's largest enterprises, including Siemens Energy, Rheinmetall and Wayfair deepened and broadened their commitments to Atlassian.”
Atlassian names Wayfair as a large enterprise that expanded its commitment this quarter, a positive customer read-through.
“This quarter, some of the world's largest enterprises, including Siemens Energy, Rheinmetall and Wayfair deepened and broadened their commitments to Atlassian.”
Atlassian names Rheinmetall as a large enterprise that deepened its commitment this quarter, a positive customer read-through.
“This quarter, some of the world's largest enterprises, including Siemens Energy, Rheinmetall and Wayfair deepened and broadened their commitments to Atlassian.”
Atlassian names Siemens Energy as a large enterprise that expanded its commitment this quarter, a positive customer read-through.
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
TEAM Atlassian | 7 | +31.7% | |
| ADSK Autodesk | 10 | +19.8% | |
| AI C3.ai, Inc. | 1 | -46.1% | |
| APP Applovin Corp | 9 | +59.0% | |
| CDNS Cadence Design Systems | 9 | +18.7% | |
| CHYM Chime Financial, Inc. Class A Common Stock | 10 | +24.8% | |
| CRM Salesforce, Inc. | 9 | +12.1% | |
| DDOG Datadog | 10 | +32.1% | |
| FICO Fair Isaac | 9 | +38.7% | |
| FIG Figma, Inc. | 9 | +46.1% | |
| INTU Intuit | 9 | +17.4% | |
| MSTR MicroStrategy Inc. | 7 | +11.9% | |
| NOW ServiceNow | 7 | +22.1% | |
| PTC PTC Inc. | 9 | +21.7% | |
| SHOP Shopify | 8 | +34.3% | |
| SNOW Snowflake Inc. | 9 | +30.1% | |
| SOUN SoundHound AI, Inc. | 8 | +51.7% | |
| TTD The Trade Desk, Inc. | 8 | +11.8% | |
| TYL Tyler Technologies | 8 | +8.6% | |
| U Unity Software Inc. | 9 | +16.8% | |
| UBER Uber | 8 | +14.5% | |
| WDAY Workday, Inc. | 7 | +14.5% |