Atlassian Corporation Class A (TEAM)
Atlassian Corporation (TEAM) Q1 2026 Earnings Call Transcript
Atlassian Corporation ( TEAM ) Q1 2026 Earnings Call October 30, 2025 5:00 PM EDT Company Participants Martin Lam - Head of Investor Relations Michael Cannon-Brookes - Co-Founder, CEO & Director Joe Binz - CFO & Principal Financial Officer Conference Call Participants Keith Weiss - Morgan Stanley, Research Division Kasthuri Rangan - Goldman Sachs Group, Inc., Research Division Arjun Bhatia - William Blair & Company L.L.C., Research Division Ryan MacWilliams - Wells Fargo Securities, LLC, Research Division Aleksandr Zukin - Wolfe Research, LLC Gregg Moskowitz - Mizuho Securities USA LLC, Research Division Fatima Boolani - Citigroup Inc., Research Division Raimo Lenschow - Barclays Bank PLC, Research Division Robert Oliver - Robert W.
Atlassian (TEAM) Reports Q1 Earnings: What Key Metrics Have to Say
The headline numbers for Atlassian (TEAM) give insight into how the company performed in the quarter ended September 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
Atlassian (TEAM) Surpasses Q1 Earnings and Revenue Estimates
Atlassian (TEAM) came out with quarterly earnings of $1.04 per share, beating the Zacks Consensus Estimate of $0.83 per share. This compares to earnings of $0.77 per share a year ago.
Atlassian forecasts second-quarter revenue above estimates on AI demand boost
Atlassian forecast second-quarter revenue above estimates on Thursday, betting on strong demand for its enterprise software services as businesses upgrade to integrate artificial intelligence, sending its shares up nearly 7% in extended trading.
Atlassian Shares Jump on Strong FY26 Q1 Earnings
Atlassian reported FY26 Q1 earnings including revenue of $1.4 billion, up 21% year-over-year, and cloud revenue of $998 million, up 26% year-over-year.
Unveiling Atlassian (TEAM) Q1 Outlook: Wall Street Estimates for Key Metrics
Evaluate the expected performance of Atlassian (TEAM) for the quarter ended September 2025, looking beyond the conventional Wall Street top-and-bottom-line estimates and examining some of its key metrics for better insight.
Atlassian (TEAM) Earnings Expected to Grow: Should You Buy?
Atlassian (TEAM) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Atlassian: Valuation Now Too Cheap To Ignore As Company Bulks Up AI Capabilities (Upgrade)
I'm upgrading Atlassian to a strong buy, as recent AI-driven fears have led to a ~40% YTD decline, creating an attractive entry point. TEAM's growth remains robust, with 26% y/y cloud revenue growth and no material seat contraction, despite AI concerns impacting developer roles. Recent acquisitions in AI and developer productivity tools position TEAM to offset potential industry shifts and expand its product ecosystem.
Atlassian: New Catalysts And Even Lower Valuation (Rating Upgrade)
Upgrading Atlassian (TEAM) to Strong Buy due to compelling valuation and new AI-focused catalysts, notably the acquisition of The Browser Company. Integration of Atlassian's suite with an AI-powered enterprise browser could revolutionize workflow and unlock significant new revenue streams beyond current analyst forecasts. Despite recent stock underperformance, Atlassian's financials remain robust with consistent high growth, strong cash flow, and a healthy balance sheet.
Atlassian agrees to acquire The Browser Company for $610 million
Atlassian has agreed to buy The Browser Company, which is behind the Arc and Dia web browsers. OpenAI and Perplexity both reportedly looked at acquiring the startup.
International Markets and Atlassian (TEAM): A Deep Dive for Investors
Review Atlassian's (TEAM) international revenue performance and how it affects the predictions of financial analysts on Wall Street and the future prospects for the stock.
Atlassian Q2: Ignore Market's Short-Term Pessimism
Atlassian's multiple contraction is a long-term buying opportunity, as fundamentals remain strong and strategic investments in AI and System of Work drive enterprise adoption. Q4 FY25 results beat expectations, with 22% YoY revenue growth and strong Cloud segment performance, highlighting successful product innovation and customer expansion. Management's cautious FY26 guidance reflects macro uncertainty, but confidence remains in achieving $10B in revenue by FY29 and margin expansion from FY27 onward.
