earnings
confidence high
sentiment positive
materiality 0.85
Atlassian Q3 revenue $1.36B +14% YoY; cloud up 25%, non-GAAP EPS $0.97, AI MAU >1.5M
Atlassian Corp
2025-Q3 EPS
reported -$0.89
vs consensus $0.86
▼ miss
(-203.6%)
- Revenue $1,356.7M (+14% YoY); subscription revenue $1,273M (+19% YoY).
- Cloud revenue grew 25% YoY; non-GAAP operating margin 26%.
- Non-GAAP net income $261.5M ($0.97/diluted share) vs $232.5M ($0.89) a year ago.
- GAAP net loss $70.8M ($0.27 loss/share) vs income $12.8M ($0.05) in Q3 FY24.
- Free cash flow $638.3M (47% margin); AI MAU surpassed 1.5M; Rovo included in Premium/Enterprise subscriptions.