โ
๐ ๐๐๐ฌ๐ฎ๐ฅ๐ญ๐ฌ
โข Revenue: $1.772B (+24% YoY)
โข GAAP EPS: $0.35 vs. -$0.20 YoY
โข Adjusted EPS: $1.65 vs. $1.04 YoY (+59%)
โข GAAP Net Income: $91M vs. -$52M YoY
โข Adjusted Net Income: $423M (+53% YoY)
โข GAAP Operating Income: $189M vs. -$96M YoY
โข Adjusted Operating Income: $576M (+78% YoY)
โข GAAP Operating Margin: 11% vs. -7% YoY
โข Adjusted Operating Margin: 32% vs. 23% YoY
โข Operating Cash Flow: $469M
โข Free Cash Flow: $463M (26% margin)
โข Cash & Equivalents: $1.12B
โ
๐ฏ ๐๐ฎ๐ข๐๐๐ง๐๐
๐๐ ๐ ๐๐๐๐๐
โข Revenue: $1.825Bโ$1.835B
โข Cloud Revenue Growth: ~27% YoY
โข Data Center Revenue Growth: -14% YoY
โข Adjusted Operating Margin: ~26%
๐ ๐๐๐๐๐
โข Revenue Growth: ~13.75% YoY
โข Cloud Revenue Growth: ~26% YoY
โข Subscription ARR Growth: ~18.5% YoY
โข Data Center Revenue Growth: -16% YoY
โข Adjusted Operating Margin: ~25.5%
โ
๐ ๐๐๐ฒ ๐๐๐ค๐๐๐ฐ๐๐ฒ๐ฌ
โข Cloud revenue surged 31% to $1.302B
โข Subscription ARR increased 23% to $6.812B
โข Remaining Performance Obligations jumped 44% to $4.746B
โข Teamwork Collection customer count increased 7x YoY
โข Service Collection surpassed $1B ARR, growing over 30%, with more than 70,000 customers
โข Atlassian MCP Server reached over 2M monthly users and 15M daily tool calls
โข Expanded MCP capabilities to 220+ tools across Jira, Confluence, Loom and Bitbucket
โข Expanded OpenAI partnership to connect ChatGPT and Codex with Atlassian's Teamwork Graph
โข Introduced Agentic Multiplayer Protocol (AMP), enabling AI agents to collaborate directly with employees across workflows
โข AI agents receive governed identities, scoped permissions and audit trails
โข Marketplace surpassed $7B in cumulative sales, supported by over 6,000 apps and integrations
โข FY27 guidance implies slower overall revenue growth despite sustained cloud expansion, reflecting continued Data Center contraction
โข Q2 adjusted operating margin guidance of 26% signals sequential moderation from Q1's 32%
โ
๐ฌ ๐๐๐ง๐๐ ๐๐ฆ๐๐ง๐ญ ๐๐จ๐ฆ๐ฆ๐๐ง๐ญ๐๐ซ๐ฒ
โEnterprise AI has hit an inflection point. Model power is table stakes. The advantage goes to platforms that bring people and AI agents together with shared context, deep collaboration, and confidence in the outcome.โ - CEO Mike Cannon-Brookes