TEAM Atlassian (TEAM) Q3 FY26 earnings call
Atlassian delivered a strong quarter driven by robust cloud growth, significant RPO expansion, and increasing AI monetization through its Rovo platform. The company highlighted its Teamwork Graph as a key differentiator, enabling better, cheaper, and faster AI outcomes for customers, leading to record competitive displacements. Management remains focused on durable profitable growth and strategic investments in AI and enterprise.
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TEAM operating KPIs by quarter
| KPI | This call Mar 2026 Q3 FY26 | Jun 2026 Q4 FY26 | Change vs prior quarter |
|---|---|---|---|
| Remaining performance obligation (RPO) | $4BCloud revenue surpassed $1.1 billion and accelerated to 29% growth year-over-year, and RPO grew again 37% year-over-year to $4 billion.Source: earnings call transcript | $4.8BRPO grew 44% year-over-year to $4.8 billion, and we delivered a GAAP operating margin of 12%.Source: earnings call transcript | +20% |
| Net revenue retention rate | 120%+Similarly, you can see that NRR maintained north of 120% and even ticked up again for, I think, the third or fourth quarter in a row.Source: earnings call transcript | 120%+And coming off a quarter where RPO landed at 44% year-on-year NRR was north of 120%.Source: earnings call transcript | — |
Operating figures the company stated on at least two of the calls shown, checked against each call's transcript. Click a figure to read the sentence. A dash means it was not stated that quarter.
Inve summary of the company's earnings call; see how call summaries are prepared. Not investment advice.