earnings
confidence high
sentiment positive
materiality 0.85
Atlassian Q3 FY26 revenue +32% to $1.79B, Cloud accelerates; non-GAAP op margin 34%
Atlassian Corp
2026-Q3 EPS reported
-$0.73
revenue$4,805,839,000
- Revenue $1.79B (+32% YoY); Cloud rev $1.13B (+29%); RPO $4.0B (+37%).
- GAAP op loss $56.3M (incl $224M restructuring); Non-GAAP op income $607.2M, margin 34% (+8ppts).
- GAAP EPS -$0.38 (restructuring hit $0.85); Non-GAAP EPS $1.75 vs $0.97.
- Service Collection ARR >$1B (+30% YoY); 350K+ customers; FCF $561M (31% margin).
- $224M restructuring charges to rebalance resources & consolidate leases; accelerate GAAP profitability.