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Atlassian (TEAM) investor relations material
Atlassian Q1 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q1 2026 earnings summary30 Oct, 2025
Executive summary
Q1 FY2026 revenue grew 21% year-over-year to $1.43 billion, with cloud revenue up 26% to $998 million and RPO up 42% to $3.3 billion.
Surpassed 3.5 million monthly active AI users, up 50% quarter-over-quarter, with strong enterprise adoption and over 53,000 customers with >$10,000 in Cloud ARR, up 13% year-over-year.
Announced end-of-life for Data Center products, accelerating cloud migration and launching Atlassian Ascend as a cloud-first initiative.
Completed acquisitions of The Browser Company and entered agreement to acquire DX, expanding AI and integration capabilities.
Major restructuring initiated, incurring $55.7 million in charges, including workforce reduction and real estate optimization.
Financial highlights
Subscription revenue increased 21% year-over-year to $1.37 billion; cloud revenue up 26% to $997.7 million.
GAAP operating margin was (7)% due to restructuring; non-GAAP operating margin was 23% year-over-year.
Net loss was $51.9 million (GAAP), improved from $123.8 million loss year-over-year; non-GAAP net income was $275.7 million, up from $199.7 million.
Free cash flow was $114.6 million, with a margin of 8%; cash and marketable securities totaled $2.8 billion at quarter end.
Gross margin remained stable at 82% GAAP and 86% non-GAAP.
Outlook and guidance
FY26 total revenue growth projected at 20.8% year-over-year; cloud revenue growth at 22.5%.
Q2 FY26 revenue expected between $1,535 million and $1,543 million.
GAAP operating margin expected at (2.0)% for FY26; non-GAAP at 25.5%.
Full-year organic revenue growth outlook lowered by 50 basis points due to revenue recognition timing differences between cloud and data center.
Most data center customers expected to migrate closer to the end-of-life date in March 2029, with acceleration anticipated in 2028-2029.
AI capabilities: What is the monetization strategy?
Explain projected Data Center revenue growth.
Strategic rationale for Browser Company acquisition?
Detail AI's impact on Jira seat expansion
Cloud migration acceleration timing and strategy?
M&A strategy for AI and new market interfaces?
How does AI coding tool use affect Jira adoption?
Near-term financial impact of faster cloud migration?
How does Browser Company fit into AI-era strategy?
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Frequently asked questions
Project Management Tools
Atlassian Corporation is an Australian company that develops software products for developers, project managers, and production teams. The company's portfolio includes Jira, an issue-tracking and project management tool, and Confluence, a team collaboration and wiki product. Atlassian's products enable collaboration and improve workflow management in both software development and various business project environments. Atlassian has dual global headquarters in both Sydney, Australia, and San Francisco, California. Its shares are traded on the Nasdaq.
Initial Funding on Credit
Atlassian was founded in 2002 by Mike Cannon-Brookes and Scott Farquhar in Sydney, Australia. Starting with an initial investment of $10,000 on credit cards, the company aimed to create affordable software for the burgeoning number of software developers. Atlassian's first product, Jira, was released in 2002 as an issue-tracking tool for software teams and the company’s second product, Confluence, followed in 2004. The company rapidly saw adoption of its products across the industry, and growth was both organic and fueled by larger acquisitions of other companies in the industry.
The Core Products
Atlassian anchors its suite of products with Jira and Confluence, two robust tools aimed at improving team productivity and project transparency. Jira, the cornerstone of Atlassian's offerings, provides teams with a powerful project management platform. It enables issue tracking, allowing users to report and monitor bugs, tasks, and feature requests, making it a valuable tool for software development teams and project managers. Jira's customizable workflows enable teams to move projects forward from conception to launch in a way that suits the team. Complementing Jira, Confluence acts as a collaborative content creation and management space. It provides an intuitive workspace where teams can create, share, and organize documentation, meeting notes, and project plans. Besides these two aforementioned products, the company also provides the services Bitbucket and Trello.
A Subscription-Based Model
Atlassian operates a subscription-based business model, offering a tiered pricing strategy that caters to everything from small startups to large enterprises. The company provides free, limited versions of its core products, with the option to upgrade to a paid version with additional features. Revenue is generated through monthly or annual subscriptions, with additional services and add-ons available for purchase.
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