Atlassian Corporation is a global software company that develops and sells products designed to enhance team collaboration, organization, and productivity. The company provides tools that help teams plan, manage, and complete shared work efficiently. Atlassian's offerings include a suite of software products tailored for project management, content sharing, workflow automation, and enterprise-level planning.
- Jira Software - Enables teams to plan, track, and manage projects with agile methodologies, supporting efficient project execution.
- Confluence - Facilitates content creation, sharing, and collaboration, allowing teams to centralize and organize information effectively.
- Jira Service Management - Provides tools for service teams to manage requests, incidents, and changes, improving service delivery and support.
- Trello - Offers a visual and intuitive platform for organizing tasks and workflows, ideal for fast-forming team projects.
- Jira Work Management - Streamlines team workflows by providing tools to manage and track work across various business functions.
- Jira Align - Supports enterprise-level agile planning by connecting strategy to execution for large organizations.
- Bitbucket - Enables teams to collaborate on code development and manage repositories efficiently.
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| Name | Position | External Roles | Short Bio | |
|---|---|---|---|---|
Michael Cannon-Brookes ExecutiveBoard | Chief Executive Officer | Adjunct Professor at University of New South Wales | Co-founder of Atlassian (2002), became sole CEO in August 2024. Instrumental in shaping Atlassian's strategy, culture, and growth. | View Report → |
Anu Bharadwaj Executive | President | None | Joined Atlassian in 2014, became President in February 2023. Previously COO and held multiple product leadership roles. | |
Erika Fisher Executive | Chief Administrative Officer and Chief Legal Officer | Board Member at Business Software Alliance | Joined Atlassian in April 2016. Held roles including General Counsel and Head of Privacy before becoming CAO and CLO. | |
Gene Liu Executive | Chief Accounting Officer | None | Current CAO of Atlassian. No additional details provided in the documents. | |
Joseph Binz Executive | Chief Financial Officer | None | Joined Atlassian as CFO in September 2022. Previously held senior finance roles at Microsoft and Intel. | |
Rajeev B. Rajan Executive | Chief Technology Officer | None | Joined Atlassian as CTO in May 2022. Previously held senior engineering roles at Meta and Microsoft. | |
Heather M. Fernandez Board | Independent Director | CEO and Co-Founder of Solv, Inc. | Joined Atlassian's board in 2015. CEO of Solv, Inc., with prior leadership experience at Trulia. | |
Michelle Zatlyn Board | Independent Director | President and COO of Cloudflare, Inc.; Board Member at Cloudflare | Joined Atlassian's board in 2021. Co-founder of Cloudflare, with extensive experience in scaling technology companies. | |
Richard P. Wong Board | Independent Director | General Partner at Accel Partners; Board Member at UiPath, Inc. | Joined Atlassian's board in 2010. Venture capitalist with expertise in capital markets and software industry. | |
Sasan Goodarzi Board | Independent Director | CEO of Intuit, Inc.; Board Member at Intuit | Joined Atlassian's board in 2018. CEO of Intuit, with expertise in product leadership and growth strategies. | |
Scott Belsky Board | Independent Director | Chief Strategy Officer at Adobe Inc.; Trustee at MoMA; Advisor to startups | Joined Atlassian's board in August 2024. Former Chief Product Officer at Adobe, founder of Behance, and author of two best-selling books. | |
Shona L. Brown Board | Chair of the Board | Director at DoorDash, Advisor to startups and nonprofits | Joined Atlassian's board in 2015, became Chair in 2018. Former SVP at Google and expert in organizational strategy. | |
Steven Sordello Board | Independent Director | Board Member at Compass, Inc. | Joined Atlassian's board in 2015. Former CFO of LinkedIn, led its IPO and acquisition by Microsoft. |
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In your FY25 guidance, you projected total revenue growth of 16%, which is lower than investor expectations. Given the challenging macroeconomic environment and execution risks related to your enterprise go-to-market transformation, can you elaborate on the specific factors that give you confidence in achieving your longer-term target of 20%+ growth over the next three years?
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With the departure of Scott Farquhar as co-CEO and the search for a new CRO to lead your enterprise sales transformation, how do you plan to mitigate potential leadership disruptions and ensure smooth execution of your evolving go-to-market strategy, especially in the enterprise segment?
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You mentioned that high-touch enterprise deals have longer sales cycles and have impacted your cloud revenue growth. What specific measures are you taking to address these delays, and how confident are you that these challenges won't persist and affect your ability to accelerate growth in FY26 and beyond?
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Given the lower-than-expected data center migrations and the complexity of migrating large customers to the cloud, how are you adjusting your cloud migration strategies to expedite this process, and what are the risks that the anticipated cloud migration growth may not materialize as expected?
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Considering the continued pressure in paid seat expansion and reliance on pricing increases for revenue growth, how sustainable do you believe this approach is in the current macroeconomic environment, and what alternative strategies are you implementing to drive organic growth?
Research analysts who have asked questions during Atlassian Corp earnings calls.
Gregg Moskowitz
Mizuho
5 questions for TEAM
Michael Turrin
Wells Fargo
5 questions for TEAM
Jason Celino
KeyBanc Capital Markets
4 questions for TEAM
Keith Weiss
Morgan Stanley
4 questions for TEAM
Arjun Bhatia
William Blair & Company
3 questions for TEAM
David Hynes
Canaccord Genuity
3 questions for TEAM
Kasthuri Rangan
Goldman Sachs
3 questions for TEAM
Keith Bachman
Bank of Montreal
3 questions for TEAM
Adam Tindle
Raymond James
2 questions for TEAM
Alex Nguyen
Jefferies Financial Group Inc.
2 questions for TEAM
Arsenije Matovic
Wolfe Research, LLC
2 questions for TEAM
Brent Thill
Jefferies
2 questions for TEAM
Fatima Boolani
Citi
2 questions for TEAM
Karl Keirstead
UBS
2 questions for TEAM
Kash Rangan
Goldman Sachs
2 questions for TEAM
Ryan MacWilliams
Unknown
2 questions for TEAM
Aleksandr Zukin
Wolfe Research
1 question for TEAM
Allan Verkhovski
Scotiabank
1 question for TEAM
Clarke Jeffries
Piper Sandler & Co.
1 question for TEAM
Mark Cash
Raymond James
1 question for TEAM
Raimo Lenschow
Barclays
1 question for TEAM
Robbie Owens
Piper Sandler
1 question for TEAM
Robert Oliver
Robert W. Baird & Co.
1 question for TEAM
Sanjit Singh
Morgan Stanley
1 question for TEAM
Notable M&A activity and strategic investments in the past 3 years.
| Company | Year | Details |
|---|---|---|
Unknown | 2025 | Atlassian completed an unspecified acquisition in the first quarter of FY2025 that was not significant to its financial statements, with no further details provided. |
Loom, Inc. | 2023 | In October 2023, Atlassian entered a definitive agreement to acquire Loom, Inc. for approximately $975 million (comprising $880 million in cash and equity awards), aiming to bolster its asynchronous collaboration capabilities by integrating Loom’s video messaging platform into its suite of products; the transaction is expected to close in Q3 FY2024. |
Percept.AI | 2022 | Atlassian acquired Percept.AI in 2022 as a tuck-in deal to integrate its AI-powered virtual agent technology into Jira Service Management for better frontline support and ITSM enhancements, with no financial terms disclosed. |
Recent press releases and 8-K filings for TEAM.
- Atlassian is among several software companies whose stocks are down more than 20% year-to-date due to investor fears that AI will negatively impact the software sector.
- Brent Thill believes these fears, which suggest AI will "eat software" and cause multiples to fall, are overblown.
- The application software sector, which includes Atlassian, has been "crushed" and is currently experiencing the least impact from AI, as cloud infrastructure companies are benefiting from building AI infrastructure for application companies, but application companies are not yet monetizing it.
- Atlassian closed FY 2025 with over $5.2 billion in revenue and over $1.4 billion in free cash flow, delivering another year of balanced rule of 40 plus performance.
- The company saw a record number of deals greater than $1 million in ACV in Q4 2025, up over 2x year over year, and the RPO balance increased to $3.3 billion, up 38% year over year.
- Atlassian reached 2.3 million AI Now users, up 50% from last quarter, and announced a partnership with Google Cloud to accelerate its multi-cloud strategy and deliver advanced AI solutions.
- The company remains confident in its ability to deliver 20% compounded annual growth from FY 2024 through FY 2027 and expects an operating margin of 24% for FY 2026, with a target of over 25% for FY 2027.
- Anu, Atlassian President, will transition from her role in December.
- Atlassian is accelerating its enterprise strategy by enhancing its go-to-market model and rolling out the Teamwork Collection bundling Jira, Confluence, and Loom to drive deeper customer penetration.
- The company is leveraging AI with rovo.ai—offered free to customers—to boost developer productivity, now serving 1,500,000 monthly active users.
- Growth in Jira Service Management (JSM) remains a key focus with strategic investments aimed at expanding mid-market opportunities and further increasing ARR.
- Atlassian outlined its evolution from a software development toolset (e.g. Jira, Confluence) to a broader collaboration platform, emphasizing cloud migration and enterprise growth.
- The company introduced its advanced AI capabilities, Rovo, which are being embedded across its products with a consumption-based pricing model aimed at driving adoption and long-term revenue recovery.
- A renewed cloud strategy was detailed, including new offerings such as government cloud and an isolated (single-tenant) cloud, to facilitate the transition of data center customers to a more innovative, cloud-based experience.
- Atlassian reaffirmed its long-term target of achieving 25%+ non-GAAP operating margins by FY 2027, driven by investments in enterprise sales, enhanced partner ecosystems, and a strategic shift to cloud solutions.
- Atlassian detailed its evolution from a legacy server model to a cloud-first subscription model, achieving over 90% cloud adoption among its 300,000 customers and attracting 85% of Fortune 500 companies.
- The discussion emphasized a product-led strategy with a comprehensive platform that seamlessly integrates multiple products and drives natural cross-sell and expansion, including a reported 60% overlap between Jira and Confluence.
- Significant R&D investments have underpinned the development of a common cloud platform and deep integrations, powering innovations such as Atlassian Intelligence (Rovo) to improve workflows and drive productivity.
- The call also highlighted opportunities in capturing an $18 billion opportunity from existing customers, particularly through advanced service management solutions that deliver cost savings and immediate time-to-value.
- Total Revenue & Cloud Performance: Achieved $1.4 billion in total revenue, including $1,273 million in Cloud subscription revenue with robust 25% YoY cloud revenue growth.
- Margins & Profitability: Reported a GAAP operating loss of $12.5 million (1% operating margin), a non‑GAAP operating margin of 26%, and a net loss of $70.8 million.
- Cash Flow Strength: Demonstrated strong operational efficiency with $653 million from operations and $638 million in free cash flow, complemented by a 47% free cash flow margin.
- AI Integration: Expanded AI capabilities through Rovo, now engaging over 1.5 million monthly active users, with plans to embed AI across core enterprise products to drive future growth.
- Enterprise Strategy: Focused on iterative, enterprise-scale sales motions with an expected 20% CAGR through FY27, adapting to evolving deal structures and extended sales cycles.