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Just reported
Q1 FY2027 results
From Atlassian's results release of 2026年11月5日; its quarterly report has since been filed.
Revenue
Actual
$1.77B
+24% y/y
+0.3% q/qGuided
$1.71B
midpoint
Above guide+3.6%EPS, GAAP
Actual
$0.35
-33% q/q
Guided
—
No guide given
Operating income, GAAP
Actual
$188.8M
-10% q/q
Guided
—
No guide given
Company outlook
Q2 FY2027
- Revenue$1.825B – $1.835B+15% y/y First given
Set against the company's own guidance and the same quarter a year earlier, not analysts' estimates, which we do not hold. Adjusted figures are the company's own non-GAAP measures, as stated in the release.
Keep exploring
The themes Atlassian is part of, the highest-graded companies in its industry, and the companies in its sector whose grade rose recently.
The themes it is part of
- キュレーション
Business software
InspectStocks 編集 · 20 companies
Subscription software that companies use to run finance, sales, HR, IT and design.
- 株価、1 年
- -7.7%
- 売上、1 年
- +16.4%
+14A 10B 5C 4D 1
- キュレーション
Data & AI software
InspectStocks 編集 · 15 companies
Software for storing, analysing and building applications on company data, including AI.
- 株価、1 年
- -1.2%
- 売上、1 年
- +30.5%
+9A 7B 4C 2D 1F 1
Highest-graded in Software Application
Graded A or B and worth $2B or more: A first, then the largest.
- SAPSAP SE$288.5BA+
SHOPShopify Inc.$189.9BA+- CRMSalesforce, Inc.$179.3BA+
ADPAutomatic Data Processing, Inc.$122.3BA+- NOWServicenow, Inc.$106.1BA
Grade rose recently in Technology
Rose to A or B on a filing in the last 90 days, worth $2B or more: largest first.
TSMTaiwan Semiconductor Manufacturing Company Limited2026年11月13日BAGraded B, now A
LRCXLAM Research Corporation2026年10月22日BAGraded B, now A
IBMInternational Business Machines Corporation2026年10月21日BAGraded B, now A
CDNSCadence Design Systems, Inc.2026年10月28日BAGraded B, now A
NXPINXP Semiconductors N.V.2026年10月27日BAGraded B, now A
どうやって稼いでいるか
- Cloud subscriptions74%
- Data Center licenses and services22%
- Marketplace and other revenue5%
売上構成比はquarter ended September 30, 2026, high confidenceの推計であり、提出された報告書の数字ではありません。
競合
何を売っているか6
Jira
Software for planning, assigning and tracking work, used by software developers and business teams.
Confluence
A shared workspace where teams write, organize and share documents and work knowledge.
Jira Service Management
Software for handling requests and support work for IT, employees and other service teams.
さらに3件を表示
Bitbucket
A place for software teams to store and review code and coordinate changes to it.
Loom
A tool for recording and sharing video messages, such as a meeting recap or project update.
Rovo
AI tools that search connected company information, answer questions and let teams create task-performing agents.
誰が買っているか4
- Software development teams that use Jira and Bitbucket to plan work and manage code.
- IT, human resources and other service teams that use software to receive and resolve requests.
- Business teams, including teams in finance, marketing, legal and product design, that use tools to track work and share knowledge.
- Large organizations that buy subscriptions for more teams or add apps and higher-level plans; smaller customers can purchase through Atlassian’s website, and partners also help with sales and setup.
何に支えられ、何に崩されうるか
事業が頼っているもの
- 1Revenue depends on customers renewing subscriptions and expanding their use of Atlassian apps.
- 2A majority of revenue comes from Jira, Confluence and Jira Service Management.
- 3Cloud products rely on third-party hosting and other infrastructure services; AI features also require computing resources to process customer usage.
- 4Customers using Data Center products need to move to cloud products as Atlassian phases out the self-managed versions.
うまくいかなくなる可能性
- 1If customers do not renew subscriptions or add users and products, recurring revenue can fall; Atlassian says a majority of its revenue comes from Jira, Confluence and Jira Service Management.
- 2The phaseout of Data Center products may make it difficult to retain customers whose needs or infrastructure make a move to cloud products challenging.
- 3Security failures, service interruptions, privacy rules or changing AI regulations could disrupt access to customer information, limit use of the products or expose Atlassian to costs and legal claims.
Atlassian Corporationについて
Atlassian makes apps that help teams plan and track projects, share documents and knowledge, and handle IT and employee service requests. Customers can use its software online through Atlassian’s cloud service or, while the transition is underway, run certain older products on their own infrastructure. Its Rovo artificial intelligence (AI) features search company information, answer questions and help automate tasks.
- 本社
- Sydney, Australia
- 設立
- 2002 (founding year, high confidence)
- 従業員数
- 13,301 full-time employees (June 30, 2026, high confidence)
- 上場市場
- NASDAQ
- 決算期
- June 30
Atlassian Corporation 自身が米国証券取引委員会（SEC）に提出した書類にもとづきます。数字は報告されたままで、1 株当たりの履歴は今日の株数基準に修正済みです。 これは事業の説明です——投資助言ではなく、売買を勧めるものでもありません。