Jun 2026 (Q4 FY26) — Aug 6, 2026
Atlassian Q4 FY26 — Accelerating Cloud Growth and AI Monetization
Read the full callAtlassian (TEAM) earnings
- Jun 2026
- Jun 2026 (Q4 FY26)
- Jun 2026
Atlassian earnings: last reported Thu, 6 Aug 2026, for the quarter ended Jun 2026.
Reported
The figures, each with its period
Each figure keeps its basis and period; nothing is filled in.
| Metric | Value | Change | Basis | Period | Note |
|---|---|---|---|---|---|
| Revenue | 1,766 | +27.6% YoY | Quarterly, as filed | Quarter to Jun 2026 | Revenue from operations as filed. |
| Operating margin | 11.9 | +14.0 pts YoY | Operating profit / revenue | Quarter to Jun 2026 | For the quarter; a change is in percentage points. |
| Net profit | 139 | Quarterly, as filed | Quarter to Jun 2026 | Profit after tax as filed. The year-earlier figure was zero or a loss, so no percentage is shown. |
Guidance
What management said, and what became of it
2 of 2 judged targets kept · 11 open · verdicts reflect calls analysed to Jun 2026.
| Target | Original wording | Said | Latest call | Verdict |
|---|---|---|---|---|
| Data center migration contribution to cloud revenue growth | sequentially lower, mid- to single-digit contribution to cloud revenue growth | Jun 2025 | in line with our expectations for FY '26 contributing approximately mid- to high single digits to the cloud growth revenue. | Achieved |
| Non-GAAP operating margin | greater than 25% non-GAAP operating margin | Dec 2024 | a positive GAAP operating margin target for FY '27 really sets us on that path to accelerate and expand GAAP profitability over time | Diluted |
| Cloud revenue growth | 22.5% year-over-year cloud revenue growth | Sep 2025 | Cloud revenue surged to $1.2 billion as growth accelerated again, up 31% year-over-year. | Pending |
11 of Atlassian Corp's 13 targets are still open. See which are on track and which have gone quiet. The 3 above are the free sample; 10 more targets are in the full ledger.
Claimed
- Total revenue grew 28% to $1.8 billion.
- Cloud revenue surged to $1.2 billion, accelerating to 31% year-over-year growth.
- Remaining Performance Obligations (RPO) grew 44% year-over-year to $4.8 billion.
- Rovo assisted actions grew 50% quarter-over-quarter, with adopters growing ARR more than twice as fast as non-adopters.
- Achieved a GAAP operating margin of 12% for the quarter, demonstrating durable profitable growth.
Qualified
- FY27 subscription ARR growth is guided at 18%, down from FY26's 23%, reflecting a prudent approach amidst macro uncertainty and lapping a 1-point benefit from the DX acquisition.
Price
$214.75 +3.33% · +$6.93
Performance +41.3% 1Y
1Y: $151.95 on 17 Oct 2025 → $214.75. High $217.12 (15 Oct 2026), low $57.15 (10 Apr 2026).
- Previous close
- $207.82
- 52-week range
- $57.15 – $217.12
- One year
- +35.24%
Overview
- Symbol
- TEAM
- Sector
- Information Technology
- Exchange
- US
- Currency
- USD
Guidance
What management said, and what became of it
2 of 2 judged targets kept · 11 open · verdicts reflect calls analysed to Jun 2026.
| Target | Original wording | Said | Latest call | Verdict |
|---|---|---|---|---|
| Data center migration contribution to cloud revenue growth | sequentially lower, mid- to single-digit contribution to cloud revenue growth | Jun 2025 | in line with our expectations for FY '26 contributing approximately mid- to high single digits to the cloud growth revenue. | Achieved |
| Non-GAAP operating margin | greater than 25% non-GAAP operating margin | Dec 2024 | a positive GAAP operating margin target for FY '27 really sets us on that path to accelerate and expand GAAP profitability over time | Diluted |
| Cloud revenue growth | 22.5% year-over-year cloud revenue growth | Sep 2025 | Cloud revenue surged to $1.2 billion as growth accelerated again, up 31% year-over-year. | Pending |
Claimed
- Total revenue grew 28% to $1.8 billion.
- Cloud revenue surged to $1.2 billion, accelerating to 31% year-over-year growth.
- Remaining Performance Obligations (RPO) grew 44% year-over-year to $4.8 billion.
- Rovo assisted actions grew 50% quarter-over-quarter, with adopters growing ARR more than twice as fast as non-adopters.
- Achieved a GAAP operating margin of 12% for the quarter, demonstrating durable profitable growth.
Qualified
- FY27 subscription ARR growth is guided at 18%, down from FY26's 23%, reflecting a prudent approach amidst macro uncertainty and lapping a 1-point benefit from the DX acquisition.
The full ledger
Open Atlassian Corp’s full ledger
A free account opens 5 company ledgers a month. All 13 tracked commitments, with each call’s wording and source.
Call summaries
Mar 2026 (Q3 FY26) — Apr 30, 2026
Atlassian Q3 FY26 — Strong Cloud Growth and AI Monetization
Read the full callEvery analysed call
Atlassian earnings calls (TEAM)
Financials
What the filings say
Net profit, year on year: +682% (quarter to jun 2026 against jun 2025).
| Line item | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 |
|---|---|---|---|---|---|---|---|---|
| Sales | 1,188 | 1,286 | 1,357 | 1,384 | 1,433 | 1,586 | 1,787 | 1,766 |
| Operating profit | -32 | -57 | -12 | -28 | -96 | -48 | -56 | 211 |
| Operating margin | −2.7% | −4.5% | −0.9% | −2.1% | −6.7% | −3.0% | −3.1% | 11.9% |
| Interest | 7 | 7 | 8 | 8 | 9 | 13 | 14 | 14 |
| Profit before tax | -30 | -47 | -7 | -14 | -56 | -56 | -63 | 197 |
| Tax rate | −310.3% | 19.0% | −862.8% | −68.4% | 7.9% | 23.5% | −56.7% | 29.4% |
| Net profit | -124 | -38 | -71 | -24 | -52 | -43 | -98 | 139 |
| EPS ($ per share) | -0.48 | -0.15 | -0.27 | — | -0.20 | -0.16 | -0.38 | — |
| Line item | Jun 2021 | Jun 2022 | Jun 2023 | Jun 2024 | Jun 2025 | Jun 2026 |
|---|---|---|---|---|---|---|
| Equity capital | — | 2,183 | — | — | — | — |
| Reserves | — | -1,869 | -2,510 | -3,205 | -4,242 | -6,105 |
| Total liabilities | — | 2,999 | 3,452 | 4,179 | 4,696 | 5,045 |
| Fixed assets | — | 101 | 81 | 86 | 105 | 86 |
| Investments | — | 73 | 10 | 162 | 424 | 0 |
| Total assets | — | 3,327 | 4,107 | 5,212 | 6,042 | 6,104 |
| Line item | Jun 2021 | Jun 2022 | Jun 2023 | Jun 2024 | Jun 2025 | Jun 2026 |
|---|---|---|---|---|---|---|
| Cash from operations | 790 | 821 | 868 | 1,448 | 1,460 | 1,353 |
| Cash from investing | 259 | 37 | -1 | -964 | -342 | -807 |
| Cash from financing | -1,603 | -399 | -148 | -408 | -783 | -1,800 |
| Net cash flow | -549 | 449 | 717 | 74 | 336 | -1,264 |
| Capital expenditure | -32 | -71 | -26 | -33 | -45 | -34 |
| Free cash flow | 758 | 750 | 842 | 1,415 | 1,416 | 1,319 |
TEAM revenue by segment
| Segment | Q1 FY2025 | Q2 FY2025 | Q3 FY2025 | Q4 FY2025 | Q1 FY2026 | Q2 FY2026 | Q3 FY2026 | Q4 FY2026 | YoY growth latest quarter |
|---|---|---|---|---|---|---|---|---|---|
| Cloud Deployment Services | 67% | 66% | 65% | 67% | 70% | 67% | 63% | 69% | +30.8% |
| Data Center Deployment | 28% | 28% | 29% | 28% | 26% | 27% | 31% | 26% | +21.3% |
| Marketplace and Services Deployment | 5% | 6% | 6% | 5% | 4% | 5% | 5% | 5% | +20.1% |
| Product and Service Other | 5% | 6% | 6% | 5% | 4% | 5% | 5% | 5% | +18.8% |
Share of consolidated revenue by quarter. Q4 is the fiscal year less its first three quarters.
See how segments are shifting across companies → Segment Shift
TEAM operating KPIs by quarter
| KPI | 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.
Revenue by region
Q4 FY2026 · share of revenue
- Americas 50%
- US 43% ↑ 1 pt
- EMEA 40%
- Other EMEA 30%
- Asia Pacific 11%
- DE 10%
- Other Americas 6%
As TEAM cuts its regions in its filings; they can nest, so they need not add to 100%.
Insider filings
1045 filings between Oct 20, 2025 and Oct 12, 2026.
Open market
decisions to buy or sellPurchases
$498.4K
2 purchases by 1 insider
Sales
$186.08M
1026 sales by 9 insiders
85% filed under a 10b5-1 plan — scheduled in advance, not decided on the day
Compensation
not trading decisions- 15
- Award — granted as compensation
Also filed: 2 conversions.
Who traded
open market only| Insider | Bought | Sold | Last filing |
|---|---|---|---|
| Farquhar Scott | — | $87.05M | Feb 6, 2026 |
| Cannon-Brookes Michael | — | $87.05M | Feb 6, 2026 |
| DUFFY BRIAN | — | $3.84M | Aug 19, 2026 |
| CHUONG JAMES | — | $2.34M | Aug 19, 2026 |
| RAJAN RAJEEV BASHYAM | — | $1.88M | Feb 19, 2026 |
| BHARADWAJ ANUTTHARA | — | $1.50M | Nov 14, 2025 |
| BINZ JOSEPH LEO | — | $1.32M | Feb 19, 2026 |
| LIU GENE | — | $1.02M | Oct 12, 2026 |
Latest filings (50)
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| Oct 12, 2026 | LIU GENE Chief Accounting Officer | Sale 10b5-1 plan | 337 | $70.8K |
| Sep 20, 2026 | DUFFY BRIAN Chief Revenue Officer | Award | 51,549 | $0 |
| Sep 20, 2026 | CHUONG JAMES Chief Financial Officer | Award | 6,374 | $0 |
| Aug 28, 2026 | LIU GENE Chief Accounting Officer | Sale 10b5-1 plan | 939 | $178.4K |
| Aug 19, 2026 | CHUONG JAMES Chief Financial Officer | Sale | 150 | $25.4K |
| Aug 19, 2026 | DUFFY BRIAN Chief Revenue Officer | Sale | 31 | $5.2K |
| Aug 19, 2026 | DUFFY BRIAN Chief Revenue Officer | Sale | 438 | $75.8K |
| Aug 19, 2026 | CHUONG JAMES Chief Financial Officer | Sale | 2,044 | $355.7K |
| Aug 19, 2026 | DUFFY BRIAN Chief Revenue Officer | Sale | 116 | $19.4K |
| Aug 19, 2026 | CHUONG JAMES Chief Financial Officer | Sale | 23 | $3.7K |
| Aug 19, 2026 | DUFFY BRIAN Chief Revenue Officer | Sale | 117 | $20.0K |
| Aug 19, 2026 | DUFFY BRIAN Chief Revenue Officer | Sale | 18 | $3.0K |
| Aug 19, 2026 | DUFFY BRIAN Chief Revenue Officer | Sale | 418 | $72.7K |
| Aug 19, 2026 | DUFFY BRIAN Chief Revenue Officer | Sale | 69 | $11.6K |
| Aug 19, 2026 | CHUONG JAMES Chief Financial Officer | Sale | 573 | $98.2K |
| Aug 19, 2026 | CHUONG JAMES Chief Financial Officer | Sale | 568 | $94.9K |
| Aug 19, 2026 | CHUONG JAMES Chief Financial Officer | Sale | 264 | $46.4K |
| Aug 19, 2026 | DUFFY BRIAN Chief Revenue Officer | Sale | 22 | $3.7K |
| Aug 19, 2026 | DUFFY BRIAN Chief Revenue Officer | Sale | 5 | $810 |
| Aug 19, 2026 | CHUONG JAMES Chief Financial Officer | Sale | 339 | $56.9K |
| Aug 19, 2026 | DUFFY BRIAN Chief Revenue Officer | Sale | 242 | $42.4K |
| Aug 19, 2026 | CHUONG JAMES Chief Financial Officer | Sale | 194 | $32.2K |
| Aug 19, 2026 | DUFFY BRIAN Chief Revenue Officer | Sale | 40 | $6.6K |
| Aug 19, 2026 | CHUONG JAMES Chief Financial Officer | Sale | 1,377 | $236.9K |
| Aug 19, 2026 | CHUONG JAMES Chief Financial Officer | Sale | 1,184 | $207.3K |
| Aug 19, 2026 | CHUONG JAMES Chief Financial Officer | Sale | 88 | $14.5K |
| Aug 19, 2026 | CHUONG JAMES Chief Financial Officer | Sale | 2,143 | $371.0K |
| Aug 19, 2026 | DUFFY BRIAN Chief Revenue Officer | Sale | 54 | $9.5K |
| Aug 19, 2026 | CHUONG JAMES Chief Financial Officer | Sale | 107 | $18.2K |
| Aug 19, 2026 | LIU GENE Chief Accounting Officer | Sale 10b5-1 plan | 1,125 | $196.9K |
| Aug 19, 2026 | DUFFY BRIAN Chief Revenue Officer | Sale | 281 | $48.3K |
| Aug 14, 2026 | LIU GENE Chief Accounting Officer | Sale 10b5-1 plan | 492 | $79.9K |
| Aug 14, 2026 | LIU GENE Chief Accounting Officer | Sale 10b5-1 plan | 3 | $502 |
| Aug 14, 2026 | LIU GENE Chief Accounting Officer | Sale 10b5-1 plan | 13 | $2.2K |
| Aug 14, 2026 | DUFFY BRIAN Chief Revenue Officer | Sale | 1,472 | $240.3K |
| Aug 14, 2026 | LIU GENE Chief Accounting Officer | Sale 10b5-1 plan | 157 | $25.6K |
| Aug 14, 2026 | DUFFY BRIAN Chief Revenue Officer | Sale | 4,600 | $746.9K |
| Aug 14, 2026 | DUFFY BRIAN Chief Revenue Officer | Sale | 24 | $4.0K |
| Aug 14, 2026 | DUFFY BRIAN Chief Revenue Officer | Sale | 125 | $20.8K |
| Aug 14, 2026 | DUFFY BRIAN Chief Revenue Officer | Sale | 231 | $38.1K |
| Aug 14, 2026 | DUFFY BRIAN Chief Revenue Officer | Sale | 1,165 | $191.4K |
| Aug 14, 2026 | LIU GENE Chief Accounting Officer | Sale 10b5-1 plan | 25 | $4.1K |
| Aug 14, 2026 | LIU GENE Chief Accounting Officer | Sale 10b5-1 plan | 125 | $20.5K |
| Aug 13, 2026 | LIU GENE Chief Accounting Officer | Sale 10b5-1 plan | 737 | $121.6K |
| Jun 12, 2026 | DUFFY BRIAN Chief Revenue Officer | Sale 10b5-1 plan | 3,000 | $269.1K |
| Jun 11, 2026 | DUFFY BRIAN Chief Revenue Officer | Sale 10b5-1 plan | 1,432 | $127.1K |
| Jun 10, 2026 | DUFFY BRIAN Chief Revenue Officer | Sale 10b5-1 plan | 1,813 | $168.2K |
| Jun 9, 2026 | DUFFY BRIAN Chief Revenue Officer | Sale 10b5-1 plan | 1,454 | $138.6K |
| Jun 8, 2026 | DUFFY BRIAN Chief Revenue Officer | Sale 10b5-1 plan | 1,451 | $142.2K |
| May 19, 2026 | CHUONG JAMES Chief Financial Officer | Sale | 659 | $58.8K |
Source: SEC Form 4 filings. Form 4 reports transactions, not the cap table — absence of filings says nothing about how much an insider owns, and a quiet window is not a signal.
Your own record
Start an Inve Case for Atlassian Corp
Free account. Everything above stays public.
Write why you follow Atlassian Corp and the condition you want checked. Inve compares your numeric conditions with available results and management guidance; your own conditions remain yours to review.
Keep reading