正在加载公司
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
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
- 精选
Business software
由 InspectStocks 整理 · 20 companies
Subscription software that companies use to run finance, sales, HR, IT and design.
- 股价，1 年
- -7.7%
- 营收，1 年
- +16.4%
+14A 10B 5C 4D 1
- 精选
Data & AI software
由 InspectStocks 整理 · 15 companies
Software for storing, analysing and building applications on company data, including AI.
- 股价，1 年
- -1.2%
- 营收，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 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 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
怎么赚钱
- Cloud subscriptions74%
- Data Center licenses and services22%
- Marketplace and other revenue5%
各项收入占比是对quarter ended September 30, 2026, high confidence的估算，并非来自已提交报告的数字。
竞争对手
卖什么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.
再显示 3 项
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.
谁在买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.
靠什么支撑，什么会击垮它
业务依赖什么
- 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.
可能出什么问题
- 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.
关于Atlassian Corporation
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.
- 总部
- Sydney, Australia
- 成立于
- 2002 (founding year, high confidence)
- 员工人数
- 13,301 full-time employees (June 30, 2026, high confidence)
- 上市于
- NASDAQ
- 财年结束
- June 30
基于 Atlassian Corporation 自己向美国证券交易委员会（SEC）提交的申报文件。数字如实呈报，每股历史已重述到今天的股数口径。 这是对一门生意的描述——不是投资建议，也不是买卖任何证券的推荐。