Atlassian Corporation Plc (TEAM)
NASDAQ:TEAM
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Earnings Data
Report Date
Jul 30, 2026After Close (Confirmed)
Period Ending
2026 (Q4)Consensus EPS Forecast
1.49Last Year’s EPS
0.98Same Quarter Last Year
Strong Buy
Based on 21 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call emphasized strong top-line growth, rapid cloud and AI adoption, robust retention and meaningful enterprise wins, while acknowledging timing-driven lumpiness from Data Center pull-forward, migration complexity for large customers, and near-term visibility constraints. Management signaled confidence in durable, profitable growth and plans to enhance disclosures to normalize timing effects.Company Guidance
Strong Overall Revenue Growth
Total revenue grew 32% year-over-year to $1.8 billion in Q3 FY2026, demonstrating broad demand and scale.
Cloud Acceleration and RPO Expansion
Cloud revenue surpassed $1.1 billion and accelerated to 29% year-over-year growth; RPO grew 37% year-over-year to $4.0 billion (normalized RPO would have been >40% YoY after ASC 606 adjustments).
AI Momentum — Rovo Adoption
Rovo saw millions of monthly active users, with AI credit usage growing more than 20% month-over-month; customers using Rovo are growing ARR at roughly 2x the rate of customers not using Rovo, driving stronger expansion and cloud outperformance.
Enterprise Wins and Competitive Displacements
Large enterprise deals (e.g., Siemens Energy, Rheinmetall, Wayfair) deepened commitments; company reported its largest ever quarter for competitive displacements (notably in Service Collection / ITSM), signaling share gains vs. legacy ITSM providers.
Service & Teamwork Collection Momentum
Service Collection passed the $1 billion ARR milestone; Teamwork Collection adoption remains strong (prior milestone: ~1M seats, ~1,000 customers), with Teamwork Collection customers using >2x Rovo credits per user and >2x active agents—supporting cross-sell and seat expansion.
Customer Retention and Net Revenue Retention
Data center and cloud retention rates were described as robust; Net Revenue Retention (NRR) remains north of 120% and ticked up for multiple consecutive quarters, indicating strong expansion within the installed base.
Operational and GTM Discipline
Management emphasized continued R&D and engineering efficiency, disciplined reinvestment in AI and enterprise go-to-market, and a focus on durable, profitable growth—citing improvements in cost-of-operations and platform efficiency.
TEAM Earnings History
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 |
|---|---|---|---|
Apr 30, 2026 | $68.59 | $88.88 | +29.58% |
Feb 05, 2026 | $98.41 | $94.72 | -3.75% |
Oct 30, 2025 | $160.67 | $169.42 | +5.45% |
Aug 12, 2025 | $158.00 | $163.99 | +3.79% |
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.
FAQ
When does Atlassian Corporation Plc (TEAM) report earnings?
Atlassian Corporation Plc (TEAM) is schdueled to report earning on Jul 30, 2026, After Close (Confirmed).
What is Atlassian Corporation Plc (TEAM) earnings time?
Atlassian Corporation Plc (TEAM) earnings time is at Jul 30, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is TEAM EPS forecast?
TEAM EPS forecast for the fiscal quarter 2026 (Q4) is 1.49.
