Skip to content
AnalystLens

Atlassian 8-K Report, Financial Results (Aug 6, 2026)

Reports
Earnings & Results·Other Events·Exhibits & Filings
Filing Date
Filed August 6, 2026
Period End
August 6, 2026
Security
TEAM
In the record · 2016–202610-K1110-Q128-K121

TEAM filed 11 annual reports (10-K), 12 quarterly reports (10-Q) and 121 current reports (8-K) between 2016 and 2026.

  1. Leadership change8-K · Sep ’25Sep ’25

01—Abstract

Summary

Summary of the 8-K filed August 6, 2026. Cited figures are marked; the original filing is the authoritative source.

Atlassian Corporation reported fourth-quarter and fiscal year 2026 results for the period ended June 30, 2026.

Quarterly total revenue was $1,766 milliona, up 28% year-over-year from $1,384 million, and Cloud revenue was $1,213 million, up 31%. Subscription ARR reached $6,606 million, up 23% from $5,382 million, and remaining performance obligations were $4,817 million, up 44% year-over-year. Fourth-quarter GAAP operating income was $211 million, a 12% operating margin, compared with an operating loss of $28 million a year earlier.

Non-GAAP operating margin was 36%, and free cash flow was $475 millionb. For fiscal year 2026, total revenue was $6,572 million, up 26%, and GAAP net loss was $54 million, compared with a net loss of $257 million in fiscal 2025. For fiscal year 2027, the company guided to total revenue growth of approximately 13.0%, Subscription ARR growth of approximately 18.0%, and Cloud revenue growth of approximately 25.5%, while Data Center revenue is expected to decline approximately (17.0%).

First-quarter fiscal 2027 total revenue is expected to be in the range of $1,705 million to $1,715 millionc. The shareholder letter attributes the expected Data Center decline to lapping upfront term license revenue recognition tied to the announced Data Center end-of-life in March 2029, along with continued migrations to Cloud. The company also expects GAAP operating margin of approximately 4.5% and non-GAAP operating margin of approximately 25.0% for fiscal 2027.

Capital returns and governance were also highlighted. The company repurchased $348 milliond of stock in the fourth quarter and $1.8 billion for the full year, and about $1.9 billion of repurchase authorization remains.

Co-founder and CEO Mike Cannon-Brookes announced an intention to enter a Rule 10b5-1 trading plan for open market purchases of up to $250 million of Class A Common Stock, with trading to begin no earlier than the close of trading on August 7, 2026. Ken Exner joined as Chief Product Officer, Enterprise and Emerging, on August 4, 2026.

02—Key points

Key Highlights

  1. Q4 FY26 total revenue of $1,766 million, up 28% year-over-year; Cloud revenue of $1,213 million, up 31%
  2. Subscription ARR of $6,606 million as of June 30, 2026, up 23% from $5,382 million; remaining performance obligations of $4,817 million, up 44%
  3. Q4 GAAP operating income of $211 million (12% margin) versus an operating loss of $28 million a year earlier; non-GAAP operating margin of 36%
  4. Fiscal 2026 total revenue of $6,572 million, up 26%; GAAP net loss of $54 million versus $257 million in fiscal 2025
  5. Q4 free cash flow of $475 million and fiscal 2026 free cash flow of $1,319 million
  6. FY27 guidance: total revenue growth of approximately 13.0%, Subscription ARR growth of approximately 18.0%, Cloud revenue growth of approximately 25.5%, and Data Center revenue decline of approximately (17.0%)
  7. CEO Mike Cannon-Brookes plans open market purchases of up to $250 million of Class A Common Stock under a Rule 10b5-1 trading plan

03—Questions

Frequently Asked Questions

  1. How did Atlassian perform in the fourth quarter of fiscal 2026?

    Total revenue was $1,766 million, up 28% year-over-year. Cloud revenue was $1,213 million, up 31%. GAAP operating income was $211 million with a 12% operating margin, and GAAP net income was $139 million, or $0.55 per diluted share. Non-GAAP operating margin was 36%.

  2. What is the company guiding for fiscal 2027?

    Atlassian expects total revenue growth of approximately 13.0% and Subscription ARR growth of approximately 18.0%. Cloud revenue growth is expected to be approximately 25.5%, while Data Center revenue is expected to decline approximately (17.0%). GAAP operating margin is expected to be approximately 4.5% and non-GAAP operating margin approximately 25.0%. For the first quarter of fiscal 2027, total revenue is expected to be between $1,705 million and $1,715 million.

  3. Why is Data Center revenue expected to decline in fiscal 2027?

    The shareholder letter cites lapping greater upfront term license revenue recognized in fiscal 2026 following the September 2025 announcement to end-of-life the Data Center offering in March 2029, customer purchasing that pulled revenue forward from fiscal 2027 into fiscal 2026, continued migration to Cloud, and muted seat expansion as Data Center customers prepare to shift to Cloud.

  4. What is the CEO's planned share purchase?

    Co-founder and CEO Mike Cannon-Brookes announced an intention to enter a trading plan for open market purchases of Class A Common Stock with a total aggregate value of up to $250 million. The plan may begin no earlier than the close of trading on August 7, 2026, is subject to a cooling-off period, and is intended to satisfy the affirmative defense of Rule 10b5-1(c). Transactions will be disclosed on Form 4 to the extent required by law.

  5. How much did the company return to shareholders?

    Atlassian repurchased 4.6 million shares in the fourth quarter, returning a total of $348 million. For fiscal 2026, it repurchased 19.1 million shares totaling $1.8 billion, and about $1.9 billion of repurchase authorization remains outstanding.

04—Continue

← View all 8-K filings