Atlassian Corporation (TEAM) Earnings Call Transcripts
Atlassian Corporation's Latest Earnings Call - June 10, 2026
Atlassian Corporation reported a strong Q3 for fiscal year 2026, driven by significant cloud revenue growth and robust seat expansion, particularly in its Jira product. Revenue for the quarter reached $X million, exceeding analyst expectations, while earnings per share (EPS) came in at $Y, marking a notable increase year-over-year. Management maintained a positive outlook, emphasizing continued growth in cloud migrations and the strategic importance of their AI initiatives, although they acknowledged challenges related to the upcoming end-of-life for their data center products.
Reported metrics
| Metric | Value |
|---|---|
| Revenue | $X million (beat) |
| EPS | $Y (beat) |
| RPO Growth | 37% (positive) |
| Rovo Credit Consumption Growth | 20% (positive) |
| Jira Service Management ARR | over $1 billion (positive) |
| Customer Base | 350,000 (positive) |
Guidance from management
Management maintained a positive outlook for cloud migrations and enterprise sales but acknowledged that data center transitions will create challenges in FY '27. They emphasized the importance of AI initiatives and customer engagement moving forward.
What management said
No. I mean I think Q3, we obviously executed well. We're tracking well from a Q4 perspective, but nothing to call out. I think we will measure it in terms of making sure that there's no business disruption. But of course, we're still digesting it. As I mentioned earlier, you want to obviously continue to make sure that you're executing well.
Yes. I think that's been 1 of our big strategic priorities. That's obviously the grand prize in terms of -- oftentimes, we land in an organization with their technically oriented teams, whether it's our software team or their IT team the expansion opportunity then becomes -- how can we serve increasingly the marketing team, the HR team. We see more and more of those teams, I think, added on the Atlassian platform. An...
What analysts pressed on
Analysts expressed concerns regarding the potential disruptions from the end-of-life of data center products and the impact on overall revenue growth. There were also questions about the sustainability of growth in the face of increasing competition in the AI space.
Main topics on the call
- Strong Cloud Revenue Growth — Atlassian's cloud revenue outperformed expectations, driven by cross-sell opportunities and seat expansion within Jira. Martin Lam stated, "cloud revenue showed a lot of strength this quarter," highlighting the positive ...
- Increased Focus on Enterprise Sales — Management indicated a strategic shift towards enhancing enterprise sales capabilities, with a growing emphasis on serving larger customers. Lam noted, "we have 350,000 customers, and we have a growing enterprise segment...
- AI Integration and Rovo Adoption — The adoption of Rovo, Atlassian's AI technology, has seen significant growth, with consumption increasing by 20% month-over-month. Lam mentioned, "customers that actively use Rovo... grow their ARR at about 2x the rate o...
- Challenges with Data Center Transition — Management acknowledged the upcoming end-of-life for their data center products, which is expected to negatively impact revenue growth in FY '27. Lam explained, "that negative data center growth will be a drag on overall...
Read the full Atlassian Corporation transcript (June 10, 2026) → Summary generated from the call transcript; every figure above is stated by management on the record.
About Atlassian Corporation
Atlassian Corporation (TEAM) is a publicly listed company in the Software industry, within the Information Technology sector. It trades on NasdaqGS and is based in US. EarningsCalls.dev maintains a free, full-text archive of its earnings call transcripts — 75 calls on record spanning January 23, 2020 to June 10, 2026. Every transcript is split into speaker-by-speaker segments with headline metrics, free to read or available through our REST API.
Earnings Call History
EarningsCalls.dev has 75 Atlassian Corporation earnings call transcripts on record, spanning January 23, 2020 to June 10, 2026. Based on this history, Atlassian Corporation reports quarterly. The most recent call on file is dated June 10, 2026. The full list is below — each row opens the complete, free-to-read transcript.
- Ticker
- TEAM
- Exchange
- NasdaqGS
- Country
- US
- Sector
- Information Technology
- Industry
- Software
- Calls on record
- 75
- First call
- January 23, 2020
- Most recent
- June 10, 2026
- Reporting cadence
- quarterly