TEAM Atlassian (TEAM) Q4 FY26 earnings call
Atlassian concluded FY26 with an outstanding quarter, marked by accelerating cloud revenue and robust RPO growth, driven by strong enterprise adoption and AI monetization. The company's Teamwork Graph is proving a key differentiator, enhancing AI accuracy and efficiency for customers. While maintaining a prudent outlook for FY27 subscription ARR growth due to macro factors, Atlassian remains committed to durable profitable growth through disciplined investments and cost management.
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TEAM operating KPIs by quarter
| KPI | Mar 2026 Q3 FY26 | This call 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.