Atlassian Corp Plc Stock Price, News & Analysis

Atlassian (NASDAQ: TEAM) has announced a significant multi-year partnership with Google Cloud to enhance cloud transformation and AI capabilities. The collaboration will bring Atlassian's products including Jira, Confluence, and Loom to Google Cloud's AI-optimized infrastructure.

The partnership includes deep integrations between Google Workspace and Atlassian's platform, leveraging Gemini models and Vertex AI. Atlassian's AI offering, Rovo, which currently has 2.3 million monthly active users, will be enhanced with Google Cloud's AI capabilities to enable advanced features like complex reasoning and multimodal inputs.

Customers will be able to purchase Atlassian subscriptions through the Google Cloud Marketplace, streamlining procurement processes and enabling seamless workflows between both platforms.

Atlassian (NASDAQ: TEAM) reported strong Q4 and fiscal year 2025 results, with quarterly revenue reaching $1.38 billion, up 22% year-over-year. The company's Q4 subscription revenue grew 23% to $1.31 billion, while Cloud revenue increased 26% to $928 million.

Key highlights include $5.2 billion in total FY25 revenue, $1.4 billion in free cash flow, and 2.3 million AI monthly active users. The company expanded its strategic partnership with Google Cloud and announced the departure of President Anu Bharadwaj, effective December 31, 2025.

For FY26, Atlassian projects approximately 18% total revenue growth and 21% Cloud revenue growth. The company maintains a strong financial position with $2.9 billion in cash and marketable securities.

Atlassian (NASDAQ: TEAM) has scheduled its fourth quarter and fiscal year 2025 earnings release for Thursday, August 7, 2025, after market close. The company will host a conference call at 2:00 P.M. Pacific Time to discuss the financial results.

A shareholder letter will be posted to the company's Investor Relations website concurrent with the earnings release. Investors can access the live webcast and replay of the earnings call through Atlassian's Investor Relations website at https://investors.atlassian.com/.

Atlassian (NASDAQ: TEAM) reported its Q3 FY2025 results with revenue reaching $1.36 billion, up 14% year-over-year, driven by subscription revenue of $1.27 billion (+19% YoY). The company's cloud revenue grew 25% YoY, while maintaining strong cash flow with $653 million from operations and $638 million in free cash flow. Despite posting a GAAP operating loss of $12.5 million, Atlassian achieved a non-GAAP operating margin of 26%. Key highlights include the launch of Rovo AI capabilities across their product suite, introduction of new collections (Teamwork and Strategy), and expansion of cloud offerings with Government Cloud and Isolated Cloud. The company reached 50,715 customers with >$10,000 in Cloud ARR, representing 14% YoY growth. For Q4 FY2025, Atlassian expects revenue between $1.35-1.36 billion with cloud revenue growth of approximately 23%.

Atlassian (NASDAQ: TEAM) has appointed Karen Dykstra to its Board of Directors, bringing over 30 years of financial leadership experience to the company. Dykstra, who previously served as CFO at VMware and AOL, currently sits on the boards of Gartner and Arm Holdings.

Most recently, Dykstra helped lead VMware through its pre-acquisition transition to Broadcom as CFO and Executive VP. Her extensive experience includes roles as Chief Financial and Administrative Officer at AOL, Partner at Plainfield Asset Management, and a 25-year tenure at Automatic Data Processing, where she ultimately served as CFO.

Concurrent with Dykstra's appointment, Enrique Salem, partner at Bain Capital Ventures and former Symantec CEO, has stepped down from Atlassian's Board after serving since 2013.

Atlassian (NASDAQ: TEAM) has scheduled its third quarter fiscal year 2025 financial results announcement for Thursday, May 1, 2025, after market close. The company will host a conference call to discuss the results at 2:00 P.M. Pacific Time (5:00 P.M. Eastern Time).

A shareholder letter will be posted to the Investor Relations section of Atlassian's website concurrent with the earnings release. Interested parties can access the live webcast of the call through the company's Investor Relations website at https://investors.atlassian.com/, where a replay will also be available following the call.

Atlassian (NASDAQ: TEAM) has achieved FedRAMP Moderate Authorization for its Atlassian Government Cloud, marking a significant milestone in serving U.S. government customers. This authorization enables federal, state, and local government entities to adopt Atlassian's cloud solutions with confidence.

The authorization covers Jira, Confluence, and Jira Service Management, allowing government agencies currently using Atlassian Data Center to migrate to the Government Cloud platform. This transition offers access to the latest cloud innovations while maintaining high security, privacy, and compliance standards.

The company plans further investments in federal compliance, including pursuing FedRAMP High and U.S. Department of Defense Impact Level 5 (IL5) compliance. Atlassian has been serving government customers since 2002 and currently serves over 300,000 customers worldwide on its cloud platform.

Williams Racing and Atlassian (NASDAQ: TEAM) have announced a landmark long-term title partnership, forming Atlassian Williams Racing. This represents the largest partnership deal in Williams' 48-year history. The collaboration brings together Williams, one of F1's most successful teams with 114 wins and multiple championships, and Atlassian, a leading software company serving over 300,000 customers globally.

As the Official Title Partner, Technology Partner, and Collaboration Software partner, Atlassian will integrate its AI-powered collaboration software across Williams' operations to enhance teamwork and performance. The partnership will debut with the FW47 race car for the 2025 Formula 1 season, featuring drivers Alex Albon and Carlos Sainz. A special one-off livery will be unveiled at Silverstone, followed by the official 2025 race livery reveal on February 18 at London's O2.

Atlassian (NASDAQ: TEAM) reported strong Q2 FY2025 results with total revenue reaching $1.29 billion, up 21% year-over-year. Subscription revenue grew 30% to $1.21 billion. The company achieved a non-GAAP operating margin of 26% despite a GAAP operating loss of $57.5 million.

Key financial metrics include cash flow from operations of $352 million and free cash flow of $343 million. The company maintains a strong balance sheet with $2.5 billion in cash and marketable securities. Atlassian reported 49,449 customers with greater than $10,000 in Cloud ARR, representing 15% year-over-year growth.

For Q3 FY2025, Atlassian projects revenue between $1.345-1.353 billion, with expected Cloud revenue growth of 23.5%. The company updated its FY2025 guidance, forecasting total revenue growth of 18.5-19.0%.