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Earnings transcript
Read the complete earnings call transcript.
TEAM
Atlassian Corporation
$154.34
0.66
(0.43%)
| Exchange: | NASDAQ |
| Market Cap: | 39.068B |
| Shares Outstanding: | 260.163M |
Delayed data
About The Company
| Sector: | TechnologyView sector performance | |||||
| Industry: | Software – ApplicationView industry performance | |||||
| CEO: | Michael Cannon-Brookes | |||||
| Full Time Employees: | 13301 | |||||
| Address: |
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| Website: | https://www.atlassian.com |
Atlassian Corporation, operating globally via its subsidiaries, specializes in creating, distributing, and supporting a diverse range of software solutions. Its extensive product suite features Jira Software and Jira Work Management, comprehensive project management platforms enabling technical and business teams to efficiently plan, organize, monitor, and execute tasks. Confluence serves as a collaborative workspace, centralizing knowledge to advance team efforts, while Trello provides a flexible tool for teams to structure and manage dynamic, rapidly evolving projects. Additionally, Atlassian provides Jira Service Management, an adaptable service desk solution empowering IT, legal, HR, and other service teams to deliver and oversee exceptional service experiences. Another key offering is Jira Align, an enterprise agility platform crafted to assist businesses in navigating dynamic market conditions by prioritizing value generation. Furthermore, its offerings include Bitbucket, an enterprise-grade Git repository management system facilitating professional development teams in collaborating on, managing, and deploying high-quality code. Atlassian Access provides robust, enterprise-wide security and centralized administration, enhancing data governance across its entire suite of cloud products. The portfolio also contains Jira Product, a dedicated tool for prioritizing and mapping out product roadmaps. The company’s diverse portfolio extends to Atlas, a teamwork directory; Bamboo, a continuous delivery pipeline; Crowd for single sign-on capabilities; Crucible for collaborative code reviews; Fisheye, a tool to search, track, and visualize code changes; and Compass, a developer experience platform. Other notable products encompass Opsgenie, for on-call and alert management; Sourcetree, a free Git client for Windows and Mac; Statuspage, for real-time status communication to users; and Beacon, an intelligent threat detection system. Established in 2002, Atlassian Corporation maintains its headquarters in Sydney, Australia.
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Revenue Segmentation
Revenue by type
Revenue by region
TEAM full analysis
Welcome back to MarketSnap. Atlassian just beat estimates, raised its full-year outlook, grew revenue 24% and cloud revenue 31% — and the stock has fallen about 24% over the past week. That contradiction is the whole video. Is the market wrong here, or is it telling you something about what was already priced in? Because this is a company most software investors know well — Jira, Confluence, Trello — a franchise people have wanted to own for years. And now,…
EPS
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Earnings Call
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Key takeaways
Short, structured highlights from the call so you can focus on what matters.
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Login — it's freeIncome Statement
| Year | 2024 | 2025 | 2026 |
|---|---|---|---|
| Revenue | 4,358,603 | 5,215,304 | 6,572,308 |
| Gross Profit | 3,555,108 | 4,320,453 | 5,575,478 |
| EBITDA | 27,408 | 24,030 | 212,168 |
| Operating Income | -117,077 | -130,392 | 10,355 |
| Net Income | -300,519 | -256,687 | -53,828 |
(* All numbers are in thousands)
Balance Sheet
| Year | 2024 | 2025 | 2026 |
|---|---|---|---|
| Total Assets | 5,212,133 | 6,041,970 | 6,103,529 |
| Total Liabilities | 4,179,282 | 4,696,316 | 5,045,087 |
| Total Stockholders Equity | 1,032,851 | 1,345,654 | 1,058,442 |
| Total Debt | 1,249,338 | 1,239,331 | 1,232,910 |
| Cash and Cash Equivalents | 2,176,930 | 2,512,874 | 1,239,512 |
(* All numbers are in thousands)
Cash Flow Statement
| Year | 2024 | 2025 | 2026 |
|---|---|---|---|
| Operating Cash Flow | 1,448,159 | 1,460,393 | 1,353,135 |
| Capital Expenditure | -33,112 | -44,850 | -34,060 |
| Free Cash Flow | 1,415,047 | 1,415,543 | 1,319,075 |
| Net Income | -300,519 | -256,687 | -53,828 |
| Net Change in Cash | 74,207 | 335,640 | -1,264,476 |
(* All numbers are in thousands)
Analyst Estimates
| Fiscal Year | 2031 | Research Access | Research Access | Research Access | Research Access |
|---|---|---|---|---|---|
| Estimated Revenue (Low) | 12,116,820.153 | Research Access | Research Access | Research Access | Research Access |
| Estimated Revenue (High) | 13,018,226.919 | Research Access | Research Access | Research Access | Research Access |
| Estimated Revenue (Avg) | 12,434,900 | Research Access | Research Access | Research Access | Research Access |
| Estimated Ebitda (Low) | Research Access | Research Access | Research Access | Research Access | |
| Estimated Ebitda (High) | Research Access | Research Access | Research Access | Research Access | |
| Estimated Ebitda (Avg) | Research Access | Research Access | Research Access | Research Access | |
| Estimated Net Income (Low) | 0 | Research Access | Research Access | Research Access | Research Access |
| Estimated Net Income (High) | 0 | Research Access | Research Access | Research Access | Research Access |
| Estimated Net Income (Avg) | 0 | Research Access | Research Access | Research Access | Research Access |
| Estimated SGA Expense (Low) | 4,277,747.110 | Research Access | Research Access | Research Access | Research Access |
| Estimated SGA Expense (High) | 4,595,981.609 | Research Access | Research Access | Research Access | Research Access |
| Estimated SGA Expense (Avg) | 4,390,042.674 | Research Access | Research Access | Research Access | Research Access |
| Estimated EPS (Avg) | 0 | Research Access | Research Access | Research Access | Research Access |
| Estimated EPS (High) | 0 | Research Access | Research Access | Research Access | Research Access |
| Estimated EPS (Low) | 0 | Research Access | Research Access | Research Access | Research Access |
| Number of Analysts (Estimated Revenue) | 14 | Research Access | Research Access | Research Access | Research Access |
| Number of Analysts (Estimated EPS) | 4 | Research Access | Research Access | Research Access | Research Access |
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Current Key Metrics
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Login — it's freeSWOT Analysis
Strengths (preview)
- Strong top-line momentum and cash generation: Q1 FY2027 revenue grew 24% to $1.8 billion, cloud revenue rose 31% to $1.3 billion, and subscription ARR reached $6.8 billion (+23%). Free cash flow of $463 million in the quarter represented 304% year-on-year growth, and FY2026 free cash flow of $1.31 billion on $6.57 billion revenue underscores a high-quality, cash-generative model despite GAAP net losses.
- Best-in-class gross margins and sticky enterprise franchise: TTM gross margin of 85.5% reflects the economics of a subscription software model, while larger enterprise commitments and strong Data Center retention (per management commentary on hybrid deployment strategies) indicate deep customer entrenchment in mission-critical workflows (Jira, Confluence, Jira Service Management).
- Improving profitability trajectory: FY2026 GAAP operating income turned positive ($10.4 million vs. -$130.4 million in FY2025), with Q1 FY2027 GAAP operating margin at 11% — evidence that scale is beginning to translate into operating leverage.
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At what price to buy it? -
Intrinsic Value Calculator
Based on current fundamentals and analyst forecasts, MarketSnap estimates TEAM intrinsic value between $107.55 – $119.02 per share. This depends on revenue growth, margins, and discount rate.
This is an automatic estimate. The most reliable way to know fair value for your own assumptions is to run the calculator below.
Common questions about TEAM valuation
Is Atlassian Corporation (TEAM) overvalued or undervalued right now?
MarketSnap estimates intrinsic value for Atlassian Corporation (TEAM) using its proprietary valuation methodology, which incorporates discounted cash flow (DCF) analysis together with long-term earnings and fundamentals assumptions. By comparing intrinsic value to the current market price, long-term investors can see whether the stock screens as potentially overvalued, fairly valued, or undervalued today.
Is TEAM a buy, hold, or sell for long-term investors?
MarketSnap does not give one-word “buy” or “sell” calls. Instead, it shows whether TEAM trades at a premium or discount to its estimated intrinsic value, how sensitive that value is to growth and margin assumptions, and how the stock fits into a diversified, long-term portfolio so investors can make their own buy, hold, or sell decision.
What is TEAM’s P/E ratio?
You can see TEAM’s trailing P/E (TTM) and forward P/E estimates in the Current Key Metrics and Forward P/E Ratios sections above. The P/E ratio compares the current share price to earnings per share and helps investors gauge valuation relative to earnings.
How is intrinsic value calculated for TEAM?
MarketSnap uses its own valuation framework—not a generic spreadsheet DCF alone. Future cash flows and earnings are projected, discounted, and combined with MarketSnap’s methodology so intrinsic value reflects fundamentals and long-term assumptions. You can run your own inputs and see the result using the Intrinsic Value Calculator above.
Is TEAM a good long-term investment?
Whether TEAM fits a long-term portfolio depends on your assumptions about growth, margins, and risk. MarketSnap provides the metrics, intrinsic value calculator, and SWOT context so you can form your own view rather than rely on a single buy/sell rating.
TEAM
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Daily snapshot
0.43
Trading Metrics:
| Open: | 151.37 | Previous Close: | 153.68 | |
| Day Low: | 149.07 | Day High: | 155.7 | |
| Year Low: | 56.01 | Year High: | 229.96 | |
| Price Avg 50: | 196.05 | Price Avg 200: | 119.23 | |
| Volume: | 2.259M | Average Volume: | 3.795M |
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