Atlassian Corp (TEAM) Research

Forward Estimates

EPS Estimates

Current Qtr

$1.50

$1.31$1.77

vs $0.98+53.2%

30 analysts

Next Qtr

$1.31

$0.96$1.52

vs $1.04+25.8%

26 analysts

Current Yr

$5.50

$5.31$5.78

vs $3.68+49.6%

30 analysts

Next Yr

$6.21

$5.51$7.16

vs $5.50+12.8%

31 analysts

Revenue Estimates

Current Qtr

$1.66B

$1.66B$1.70B

vs $1.38B+20.1%

28 analysts

Next Qtr

$1.68B

$1.58B$1.73B

vs $1.43B+17.5%

25 analysts

Current Yr

$6.47B

$6.46B$6.51B

vs $5.22B+24.0%

29 analysts

Next Yr

$7.43B

$6.94B$7.67B

vs $6.47B+14.9%

32 analysts

SEC filings →

View all 10-K, 10-Q, and 8-K filings for TEAM on EDGAR.

TEAM filing events and research context
Filed	Item	Context
May 1, 2026	mda_quarterly	Atlassian is pivoting its portfolio toward AI agents and "Collections" built on the Atlassian Cloud Platform. A critical strategic shift is the end-of-life for Data Center deployment; the company ceased selling term licenses to new customers in March 2026 and will end all maintenance and support by March 2029. To accelerate AI capabilities and engineering intelligence, Atlassian acquired The Browser Company of New York and A Software Company in fiscal 2026. For the nine months ended March 31, 2026, total revenues grew 25% to $4.8 billion, driven by paid seat expansion and price increases. High-value customers with Cloud ARR exceeding $10,000 grew to 55,913. While non-GAAP operating income reached $1.36 billion, GAAP operating losses widened to $200.4 million, primarily due to $279.5 million in restructuring charges from the July 2025 and March 2026 plans. Free cash flow declined to $844.4 million, impacted by restructuring payments and income taxes. The company maintains $1.1 billion in cash and is aggressively returning capital, having repurchased $1.5 billion in Class A Common Stock during the period, with $2.2 billion remaining under its 2025 Repurchase Program. Key risks include macroeconomic volatility and the execution of the Cloud migration.
Feb 6, 2026	mda_quarterly	Atlassian reported total revenues of $1.59 billion for the quarter ended December 31, 2025, a 23% year-over-year increase driven by paid seat expansion and price increases. Cloud revenue grew 26% to $1.07 billion, while Data Center revenue rose 20% to $436 million. A critical strategic shift is the planned end-of-life for Data Center offerings, with new license sales ending in March 2026 and full support concluding by March 2029. The company is centering its portfolio on AI agents and "Collections," supported by the recent acquisitions of The Browser Company of New York and A Software Company. Operational metrics indicate strong expansion within the existing customer base, with 55,369 customers now exceeding $10,000 in Cloud ARR. Despite a GAAP operating loss of $47.7 million, non-GAAP operating income reached $430.2 million with a 27% margin. The company incurred $55.7 million in restructuring charges during the first half of fiscal 2026 due to resource rebalancing and lease consolidation. Liquidity remains robust with $1.2 billion in cash, supporting a total share repurchase authorization of $4 billion. Key risks include macroeconomic volatility and the implementation of the 15% OECD global minimum corporate income tax.
Oct 31, 2025	mda_quarterly	Total revenues grew 21% year-over-year to $1.43 billion for the quarter ended September 30, 2025, primarily driven by a 26% increase in Cloud revenue to $997.7 million. Atlassian is aggressively transitioning its customer base to the Cloud, announcing the end-of-life for its Data Center deployment offering, with new term license sales ending in March 2026 and support concluding by March 2029. The company is centering its portfolio on AI agents and "Collections" built on the Atlassian Cloud Platform. Key growth metrics include an increase in customers with over $10,000 in Cloud ARR to 53,017. Despite a GAAP net loss of $51.9 million, non-GAAP operating income reached $322.7 million, and free cash flow rose to $114.6 million. Results were impacted by $55.7 million in restructuring charges related to resource rebalancing and lease impairments. Strategic expansion continues through the $610 million acquisition of The Browser Company and a pending $1.0 billion acquisition of A Software Company (DX). Atlassian maintains a strong liquidity position with $2.3 billion in cash and equivalents, while continuing a share repurchase program with $921.3 million remaining. Macroeconomic volatility and geopolitical tensions remain primary external risks.

Filed

Item

Context

May 1, 2026

mda_quarterly

Atlassian is pivoting its portfolio toward AI agents and "Collections" built on the Atlassian Cloud Platform. A critical strategic shift is the end-of-life for Data Center deployment; the company ceased selling term licenses to new customers in March 2026 and will end all maintenance and support by March 2029. To accelerate AI capabilities and engineering intelligence, Atlassian acquired The Browser Company of New York and A Software Company in fiscal 2026. For the nine months ended March 31, 2026, total revenues grew 25% to $4.8 billion, driven by paid seat expansion and price increases. High-value customers with Cloud ARR exceeding $10,000 grew to 55,913. While non-GAAP operating income reached $1.36 billion, GAAP operating losses widened to $200.4 million, primarily due to $279.5 million in restructuring charges from the July 2025 and March 2026 plans. Free cash flow declined to $844.4 million, impacted by restructuring payments and income taxes. The company maintains $1.1 billion in cash and is aggressively returning capital, having repurchased $1.5 billion in Class A Common Stock during the period, with $2.2 billion remaining under its 2025 Repurchase Program. Key risks include macroeconomic volatility and the execution of the Cloud migration.

Feb 6, 2026

mda_quarterly

Atlassian reported total revenues of $1.59 billion for the quarter ended December 31, 2025, a 23% year-over-year increase driven by paid seat expansion and price increases. Cloud revenue grew 26% to $1.07 billion, while Data Center revenue rose 20% to $436 million. A critical strategic shift is the planned end-of-life for Data Center offerings, with new license sales ending in March 2026 and full support concluding by March 2029. The company is centering its portfolio on AI agents and "Collections," supported by the recent acquisitions of The Browser Company of New York and A Software Company. Operational metrics indicate strong expansion within the existing customer base, with 55,369 customers now exceeding $10,000 in Cloud ARR. Despite a GAAP operating loss of $47.7 million, non-GAAP operating income reached $430.2 million with a 27% margin. The company incurred $55.7 million in restructuring charges during the first half of fiscal 2026 due to resource rebalancing and lease consolidation. Liquidity remains robust with $1.2 billion in cash, supporting a total share repurchase authorization of $4 billion. Key risks include macroeconomic volatility and the implementation of the 15% OECD global minimum corporate income tax.

Oct 31, 2025

mda_quarterly

Total revenues grew 21% year-over-year to $1.43 billion for the quarter ended September 30, 2025, primarily driven by a 26% increase in Cloud revenue to $997.7 million. Atlassian is aggressively transitioning its customer base to the Cloud, announcing the end-of-life for its Data Center deployment offering, with new term license sales ending in March 2026 and support concluding by March 2029. The company is centering its portfolio on AI agents and "Collections" built on the Atlassian Cloud Platform. Key growth metrics include an increase in customers with over $10,000 in Cloud ARR to 53,017. Despite a GAAP net loss of $51.9 million, non-GAAP operating income reached $322.7 million, and free cash flow rose to $114.6 million. Results were impacted by $55.7 million in restructuring charges related to resource rebalancing and lease impairments. Strategic expansion continues through the $610 million acquisition of The Browser Company and a pending $1.0 billion acquisition of A Software Company (DX). Atlassian maintains a strong liquidity position with $2.3 billion in cash and equivalents, while continuing a share repurchase program with $921.3 million remaining. Macroeconomic volatility and geopolitical tensions remain primary external risks.

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