The earnings call highlighted strong financial performance with record revenue and large enterprise deals, significant progress in AI adoption, and strategic partnerships, indicating positive momentum. However, challenges in the Data Center segment and leadership transitions present potential hurdles.

Company Guidance -

Q1 2026

During Atlassian's earnings call for the fourth quarter of fiscal year 2025, the company reported impressive financial performance, generating over $5.2 billion in revenue and more than $1.4 billion in free cash flow, achieving a balanced Rule of 40+ performance. The call highlighted Atlassian's growth in its enterprise segment, with record deals exceeding $1 million in annual contract value, doubling year-over-year. Additionally, the company's AI initiatives have shown significant traction, with 2.3 million active AI users, a 50% increase from the previous quarter, and a cloud net revenue retention rate of 120%. The Teamwork Collection, launched as part of the Team '25 initiative, exceeded expectations, contributing to the company's strategic priorities of serving the enterprise, delivering innovation in AI, and enhancing team collaboration. Furthermore, Atlassian announced a partnership with Google Cloud to bolster its multi-cloud strategy and accelerate cloud transformation, aiming to deliver advanced AI solutions to a broader user base. The call also detailed Atlassian's continued investment focus on sales and marketing, R&D, and the pursuit of long-term revenue growth, all while maintaining a target of a 25% non-GAAP operating margin by FY '27.

Record Revenue and Free Cash Flow

Atlassian generated over $5.2 billion in revenue and over $1.4 billion in free cash flow for FY 2025, demonstrating a strong Rule of 40+ performance.

AI Adoption and Growth

AI usage grew significantly with 2.3 million AI use cases, up 50% from the previous quarter. The Teamwork Collection showed strong momentum and exceeded expectations.

Large Enterprise Deals

Record number of deals greater than $1 million in ACV were signed, up over 2x year-on-year. Data Center to Cloud migrations increased by 60% year-over-year.

Strong RPO and Bookings Growth

RPO balance increased to $3.3 billion, up 38% year-over-year, indicating strong customer commitment and confidence in Atlassian's platform.

Partnership with Google Cloud

Atlassian announced a partnership with Google Cloud to enhance its AI-powered Teamwork platform, marking a significant milestone in its multi-cloud strategy.

Atlassian (TEAM) Earnings, Revenues Date & History

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TEAM Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Oct 30, 2025	2026 (Q1)	0.83 / -	0.77	―	―	―
Aug 12, 2025	2025 (Q4)	0.83 / 0.98	0.66	48.48% (+0.32)	―
May 01, 2025	2025 (Q3)	0.90 / 0.97	0.89	8.99% (+0.08)	―
Jan 30, 2025	2025 (Q2)	0.75 / 0.96	0.73	31.51% (+0.23)	―
Oct 31, 2024	2025 (Q1)	0.64 / 0.77	-0.09	955.56% (+0.86)	―
Aug 01, 2024	2024 (Q4)	0.58 / 0.66	0.57	15.79% (+0.09)	―
Apr 25, 2024	2024 (Q3)	0.62 / 0.89	0.54	64.81% (+0.35)	―
Feb 01, 2024	2024 (Q2)	0.62 / 0.73	0.45	62.22% (+0.28)	―
Nov 02, 2023	2024 (Q1)	0.53 / -0.09	0.36	-125.00% (-0.45)	―
Aug 03, 2023	2023 (Q4)	0.43 / 0.57	0.27	111.11% (+0.30)	―

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

TEAM Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Aug 12, 2025	$158.00	$163.99	+3.79%
May 01, 2025	$229.07	$208.48	-8.99%
Jan 30, 2025	$266.95	$306.78	+14.92%
Oct 31, 2024	$188.54	$224.35	+18.99%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.