기업 정보 불러오는 중
Just reported
Q1 FY2027 results
From Atlassian's results release of 2026년 11월 5일; its quarterly report has since been filed.
Revenue
Actual
US$1.77B
+24% y/y
+0.3% q/qGuided
US$1.71B
midpoint
Above guide+3.6%EPS, GAAP
Actual
US$0.35
-33% q/q
Guided
—
No guide given
Operating income, GAAP
Actual
US$188.8M
-10% q/q
Guided
—
No guide given
Company outlook
Q2 FY2027
- RevenueUS$1.825B – US$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
- 큐레이션
Business software
InspectStocks 제공 · 20 companies
Subscription software that companies use to run finance, sales, HR, IT and design.
- 주가, 1년
- -7.7%
- 매출, 1년
- +16.4%
+14A 10B 5C 4D 1
- 큐레이션
Data & AI software
InspectStocks 제공 · 15 companies
Software for storing, analysing and building applications on company data, including AI.
- 주가, 1년
- -1.2%
- 매출, 1년
- +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 SEUS$288.5BA+
SHOPShopify Inc.US$189.9BA+- CRMSalesforce, Inc.US$179.3BA+
ADPAutomatic Data Processing, Inc.US$122.3BA+- NOWServicenow, Inc.US$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 Limited2026년 11월 13일BAGraded B, now A
LRCXLAM Research Corporation2026년 10월 22일BAGraded B, now A
IBMInternational Business Machines Corporation2026년 10월 21일BAGraded B, now A
CDNSCadence Design Systems, Inc.2026년 10월 28일BAGraded B, now A
NXPINXP Semiconductors N.V.2026년 10월 27일BAGraded B, now A
어떻게 돈을 버는가
- Cloud subscriptions74%
- Data Center licenses and services22%
- Marketplace and other revenue5%
매출 비중은 quarter ended September 30, 2026, high confidence 기준 추정치이며, 제출된 보고서의 수치가 아닙니다.
경쟁 상대
무엇을 파는가6
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.
3개 더 보기
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.
누가 사는가4
- 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.
무엇에 기대고 있고, 무엇이 무너뜨릴 수 있는가
사업이 기대고 있는 것
- 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.
잘못될 수 있는 일
- 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 소개
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.
- 본사
- Sydney, Australia
- 설립
- 2002 (founding year, high confidence)
- 임직원 수
- 13,301 full-time employees (June 30, 2026, high confidence)
- 상장 시장
- NASDAQ
- 회계연도 종료
- June 30
Atlassian Corporation이(가) 미국 증권거래위원회(SEC)에 직접 제출한 공시로 만들었습니다. 수치는 보고된 그대로이며, 주당 이력은 오늘의 주식 수 기준으로 재계산했습니다. 이것은 사업을 설명하는 자료입니다. 투자 자문이 아니며 어떤 매수나 매도도 권유하지 않습니다.