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Atlassian Announces Fourth Quarter and Fiscal Year 2026 Results

Quarterly revenue of $1,766 million, up 28% year-over-year

Quarterly cloud revenue of $1,213 million, up 31% year-over-year

Subscription ARR of $6,606 million, up 23% year-over-year

Remaining performance obligations of $4,817 million, up 44% year-over-year

Quarterly GAAP operating margin of 12% and non-GAAP operating margin of 36%

TEAM Anywhere/San Francisco (August 6, 2026) — Atlassian Corporation (NASDAQ: TEAM), a leading provider of AI-powered collaboration and team productivity software, today announced financial results for its fourth quarter and fiscal year ended June 30, 2026. A shareholder letter was posted on the Investor Relations section of Atlassian’s website at https://investors.atlassian.com.

“Q4 closes out a year that proves our long-term strategy is paying off. Total revenue grew 28% year-over-year to $1.8 billion, Cloud revenue growth accelerated to 31% year-over-year, and our MCP server and Teamwork Graph CLI surpassed one million monthly active users, more than doubling in a single quarter,” said Mike Cannon‑Brookes, Atlassian’s CEO and co‑Founder. “In the AI era, context is the edge but it's hard to build and can't be hired. Thanks to 25 years of connecting teams, customers get one of the best context graphs for orchestrating agentic workflows. Simply put, the Teamwork Graph helps every customer get better, faster, and cheaper results with AI.”

“Q4 was a strong finish to fiscal 2026, with Subscription ARR of $6.6 billion, increasing 23% year-over-year, and RPO growing 44% year-over-year to $4.8 billion. Enterprises view Atlassian as a long-term, strategic partner and are deepening their commitment to our open platform to securely deploy agents across their organizations with the unmatched context of the Teamwork Graph,” said James Chuong, Atlassian's CFO. “We’re complementing that top-line strength with real operational discipline. We achieved GAAP profitability, with an operating margin of 12% in Q4, reflecting our commitment to driving durable, long-term growth.”

Fourth Quarter Fiscal Year 2026 Financial Highlights:

On a GAAP basis, Atlassian reported:

•Revenue: Total revenue was $1,766 million for the fourth quarter of fiscal year 2026, up 28% from $1,384 million for the fourth quarter of fiscal year 2025.

•Operating Income (Loss) and Operating Margin: Operating income was $211 million for the fourth quarter of fiscal year 2026, compared with operating loss of $28 million for the fourth quarter of fiscal year 2025. Operating margin was 12% for the fourth quarter of fiscal year 2026, compared with (2%) for the fourth quarter of fiscal year 2025.

•Net Income (Loss) and Net Income (Loss) Per Diluted Share: Net income was $139 million for the fourth quarter of fiscal year 2026, compared with net loss of $24 million for the fourth quarter of fiscal year 2025. Net income per diluted share was $0.55 for the fourth quarter of fiscal year 2026, compared with net loss per diluted share of $0.09 for the fourth quarter of fiscal year 2025.

•Balance Sheet: Cash and cash equivalents at the end of the fourth quarter of fiscal year 2026 totaled $1,240 million.

On a non-GAAP basis, Atlassian reported:

•Operating Income and Operating Margin: Operating income was $636 million for the fourth quarter of fiscal year 2026, compared with operating income of $336 million for the fourth quarter of fiscal year 2025. Operating margin was 36% for the fourth quarter of fiscal year 2026, compared with 24% for the fourth quarter of fiscal year 2025.

•Net Income and Net Income Per Diluted Share: Net income was $473 million for the fourth quarter of fiscal year 2026, compared with net income of $259 million for the fourth quarter of fiscal year 2025. Net income per diluted share was $1.87 for the fourth quarter of fiscal year 2026, compared with net income per diluted share of $0.98 for the fourth quarter of fiscal year 2025.

•Free Cash Flow: Cash flow from operations was $479 million and free cash flow was $475 million for the fourth quarter of fiscal year 2026. Free cash flow margin for the fourth quarter of fiscal year 2026 was 27%.

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Fiscal Year 2026 Financial Highlights:

On a GAAP basis, Atlassian reported:

•Revenue: Total revenue was $6,572 million for fiscal year 2026, up 26% from $5,215 million for fiscal year 2025.

•Operating Income (Loss) and Operating Margin: Operating income was $10 million for fiscal year 2026, compared with operating loss of $130 million for fiscal year 2025. Operating margin was 0.2% for fiscal year 2026, compared with (3)% for fiscal year 2025.

•Net Loss and Net Loss Per Diluted Share: Net loss was $54 million for fiscal year 2026, compared with net loss of $257 million for fiscal year 2025. Net loss per diluted share was $0.21 for fiscal year 2026, compared with net loss per diluted share of $0.98 for fiscal year 2025.

On a non-GAAP basis, Atlassian rep

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Atlassian Announces Third Quarter Fiscal Year 2026 Results

Revenue of $1,787 million, up 32% year-over-year

Cloud revenue of $1,132 million, up 29% year-over-year

Remaining performance obligations of $3,996 million, up 37% year-over-year

GAAP operating margin of (3)% and non-GAAP operating margin of 34%

TEAM Anywhere/San Francisco (April 30, 2026) — Atlassian Corporation (NASDAQ: TEAM), a leading provider of team collaboration and productivity software, today announced financial results for its third quarter ended March 31, 2026. A shareholder letter was posted on the Investor Relations section of Atlassian’s website at https://investors.atlassian.com.

“Our strong Q3 results show the power of our strategy in action, with total revenue growing 32% year-over-year to $1.8 billion, as customers sign bigger, longer-term commitments, and connect their teams and workflows on our AI-powered platform,” said Mike Cannon‑Brookes, Atlassian’s CEO and co‑Founder. “Service Collection eclipsed $1 billion in ARR, and is growing over 30% year-over-year, as it continues to take share and reinforce our conviction in the long-term growth opportunity of the Atlassian System of Work.”

“Cloud revenue growth accelerated to 29% year-over-year as customers deepen their engagement with our System of Work through continued strong seat expansion in Jira and adoption of Teamwork Collection for its increased AI capabilities,” said James Chuong, Atlassian's CFO. “The momentum across our three strategic priorities of Enterprise, AI, and the System of Work continues to build, and I’m excited about the significant opportunity ahead to drive durable, profitable growth as we scale.”

Third Quarter Fiscal Year 2026 Financial Highlights:

On a GAAP basis, Atlassian reported:

•Revenue: Total revenue was $1,787.0 million for the third quarter of fiscal year 2026, up 32% from $1,356.7 million for the third quarter of fiscal year 2025.

•Operating Loss and Operating Margin: Operating loss was $56.3 million for the third quarter of fiscal year 2026, compared with operating loss of $12.5 million for the third quarter of fiscal year 2025. Operating margin was (3%) for the third quarter of fiscal year 2026, compared with (1%) for the third quarter of fiscal year 2025. Operating loss for the third quarter of fiscal year 2026 includes restructuring charges of $223.8 million associated with rebalancing resources and consolidating leases, which negatively impacted operating margin by 12%.

•Net Loss and Net Loss Per Diluted Share: Net loss was $98.4 million for the third quarter of fiscal year 2026, compared with net loss of $70.8 million for the third quarter of fiscal year 2025. Net loss per diluted share was $0.38 for the third quarter of fiscal year 2026, compared with net loss per diluted share of $0.27 for the third quarter of fiscal year 2025. Net loss for the third quarter of fiscal year 2026 includes restructuring charges, net income tax effect, totaling $223.1 million which increased net loss per diluted share by $0.85, net of tax effects.

•Balance Sheet: Cash and cash equivalents at the end of the third quarter of fiscal year 2026 totaled $1.1 billion.

On a non-GAAP basis, Atlassian reported:

•Operating Income and Operating Margin: Operating income was $607.2 million for the third quarter of fiscal year 2026, compared with operating income of $348.3 million for the third quarter of fiscal year 2025. Operating margin was 34% for the third quarter of fiscal year 2026, compared with 26% for the third quarter of fiscal year 2025.

•Net Income and Net Income Per Diluted Share: Net income was $456.5 million for the third quarter of fiscal year 2026, compared with net income of $261.5 million for the third quarter of fiscal year 2025. Net income per diluted share was $1.75 for the third quarter of fiscal year 2026, compared with net income per diluted share of $0.97 for the third quarter of fiscal year 2025.

•Free Cash Flow: Cash flow from operations was $567.5 million and free cash flow was $561.3 million for the third quarter of fiscal year 2026. Free cash flow margin for the third quarter of fiscal year 2026 was 31%.

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A reconciliation of GAAP to non-GAAP financial measures has been provided in the financial statement tables included in this press release. An explanation of these measures is also included below, under the heading “About Non-GAAP Financial Measures.”

Recent Business Highlights:

•Agent Orchestration in Jira: Atlassian introduced agents in Jira, making it the place to orchestrate work across humans and AI agents. Teams can assign work directly to Rovo and third‑party AI agents in Jira, iterate with agents in comments, and embed agents directly into workflows. Agent activity is captured alongside task history with full permissions, audit trails, and admin governance. Atlassian’s open toolchain approach lets teams orchestrate MCP-enabled third-party agents into Jira alongside Ro

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UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

Washington, D.C. 20549

FORM 8-K

CURRENT REPORT

Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934

Date of Report (Date of earliest event reported): February 5, 2026

ATLASSIAN CORPORATION

(Exact Name of Registrant as Specified in its Charter)

Delaware 001-3765188-3940934

(State or other jurisdiction of incorporation or organization) (Commission File Number) (I.R.S. Employer Identification No.)

350 Bush Street, Floor 13 San Francisco, California 94104 (Address of principal executive offices and Zip Code)

(415) 701-1110 (Registrant’s telephone number, including area code)

Not Applicable (Former Name or Former Address, if Changed Since Last Report)

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions:

☐ Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)

☐ Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)

☐ Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))

☐ Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))

Securities registered pursuant to Section 12(b) of the Act:

Title of each class Trading Symbol Name of each exchange on which registered

Class A Common Stock, par value $0.00001 per share

TEAM

Nasdaq Global Select Market

Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter). Emerging growth company ☐ If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ☐

Item 2.02.    Results of Operations and Financial Condition.

On February 5, 2026, Atlassian Corporation (the “Company”) issued a press release announcing its results for the quarter ended December 31, 2025 (the “Press Release”). A copy of the Press Release is attached as Exhibit 99.1 to this current report on Form 8-K and is incorporated by reference herein. The Company also published a letter to its shareholders announcing its financial results for the quarter ended December 31, 2025 (the “Shareholder Letter”). The full text of the Shareholder Letter is attached as Exhibit 99.2 to this current report on Form 8-K and is incorporated by reference herein.

The information in this Item 2.02, including Exhibit 99.1 and Exhibit 99.2, is being furnished and shall not be deemed “filed” for the purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “Exchange Act”), or otherwise subject to the liabilities of that section, nor shall it be deemed incorporated by reference into any filing made by the Company under the Securities Act of 1933, as amended, or the Exchange Act, except as shall be expressly set forth by specific reference in such a filing.

Item 9.01.    Financial Statements and Exhibits. (d) Exhibits.

Exhibit No. Description

99.1Press Release dated February 5, 2026.

99.2Shareholder Letter dated February 5, 2026.

104Cover Page Interactive Data File (formatted as Inline XBRL).

SIGNATURES

Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.

ATLASSIAN CORPORATION

Date: February 5, 2026By: /s/ Joseph Binz Joseph Binz Chief Financial Officer