Key Takeaways TEAM posted Q2 FY26 EPS of $1.22 and revenues of $1.59B, beating the consensus mark.Atlassian's subscription revenues jumped 24.3% as cloud migrations and paid seat expansion stayed strong.TEAM expanded non-GAAP operating margin to 27% and guided 22% FY26 revenue growth.Atlassian (TEAM) came out with second-quarter fiscal 2026 earnings of $1.22 per share, which beat the Zacks Consensus Estimate of $1.12. This compares to earnings of 96 cents per share a year ago.Over the last four quarters, th ...

Management framed AI as a major catalyst for customer upgrades and longer-term commitments. Cannon-Brookes said Rovo surpassed 5 million monthly active users of Atlassian’s AI capabilities and described AI as “the best thing to happen to Atlassian.”The CEO emphasized enterprise traction, stating Atlassian closed a record number of deals greater than $1 million in annual contract value (ACV) during the quarter and that the number of those deals “nearly doubl[ed] year-over-year again.” He cited large customer ...

Atlassian (TEAM) came out with quarterly earnings of $1.22 per share, beating the Zacks Consensus Estimate of $1.12 per share. This compares to earnings of $0.96 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +9.19%. A quarter ago, it was expected that this company would post earnings of $0.83 per share when it actually produced earnings of $1.04, delivering a surprise of +25.3%.Over the last four quarters, the company has su ...

Atlassian (NasdaqGS:TEAM) Q2 2026 Earnings call February 05, 2026 05:00 PM ET Company ParticipantsAlex Zukin - Managing Director of Software Equity ResearchGregg Moskowitz - Managing Director of Enterprise SoftwareItay Kidron - Managing DirectorJason Celino - Managing DirectorJoe Binz - CFOKarl Keirstead - Managing Director of Software Equity ResearchKoji Ikeda - Director of Enterprise Software Equity ResearchMartin Lam - Head of Investor RelationsMike Cannon-Brookes - CEO and Co-FounderRaimo Lenschow - Man ...

Atlassian (NasdaqGS:TEAM) Q2 2026 Earnings call February 05, 2026 05:00 PM ET Company ParticipantsGregg Moskowitz - Managing Director of Enterprise SoftwareItay Kidron - Managing DirectorJason Celino - Managing DirectorJoe Binz - CFOKarl Keirstead - Managing Director of Software Equity ResearchKoji Ikeda - Director of Enterprise Software Equity ResearchMartin Lam - Head of Investor RelationsMike Cannon-Brookes - CEORaimo Lenschow - Managing DirectorRyan MacWilliams - VP of Business Performance and Global Tr ...

Atlassian (NasdaqGS:TEAM) Q2 2026 Earnings call February 05, 2026 05:00 PM ET Speaker10Good afternoon, and thank you for joining Atlassian's earnings conference call for the second quarter of fiscal year 2026. As a reminder, this conference call is being recorded and will be available for replay on the investor relations section of Atlassian's website following this call. I will now hand the call over to Martin Lamb, Atlassian's Head of Investor Relations.Speaker8Welcome to Atlassian's second quarter fiscal ...

Core Viewpoint - Atlassian has raised its fiscal 2026 revenue growth forecast, anticipating strong spending on enterprise software services as clients increasingly adopt artificial intelligence [1] Group 1: Revenue Growth Forecast - The company is betting on robust revenue growth driven by the integration of artificial intelligence into its services [1] Group 2: Client Spending Trends - There is a notable increase in client spending on enterprise software, indicating a shift towards more advanced technological solutions [1]

Atlassian Announces Second Quarter Fiscal Year 2026 Results Revenue of $1,586 million, up 23% year-over-year Cloud revenue of $1,067 million, up 26% year-over-year Remaining performance obligations of $3,814 million, up 44% year-over-year GAAP operating margin of (3)% and non-GAAP operating margin of 27% TEAM Anywhere/San Francisco (February 5, 2026) — Atlassian Corporation (NASDAQ: TEAM), a leading provider of team collaboration and productivity software, today announced financial results for its second qu ...

Atlassian stock price continued its strong downward trend, mirroring the performance of other software companies. TEAM plunged to a low of $100, down sharply from last year's high of $325 and the all-... ...

智通财经APP获悉，进入新年仅一个月，软件板块的紧张情绪已迅速升温。在人工智能浪潮席卷之下， 市场担忧AI工具将侵蚀传统软件公司的市场份额，尤其是项目管理与工作流管理领域，被华尔街视为 最可能遭到"颠覆"的赛道之一。 不过，分析师认为，Atlassian(TEAM.US)与Monday.com(MNDY.US)或许并非AI威胁下的"受害者"，反 而可能成为赢家。 两家公司将在未来几天陆续公布财报,Atlassian将于周四美股收盘后发布第二财季业绩，Monday.com则 将在下周一开盘前披露第四财季数据。Cantor分析师Thomas Blakey预计，两家公司业绩有望缓解市场 对AI冲击的担忧。 过去12个月，由于投资者对AI替代风险的焦虑不断加剧，Atlassian与Monday.com股价均累计下跌超过 60%。市场担心，AI驱动的新型开发模式和自动化工具可能削弱项目管理软件的需求。 但Blakey指出，两家公司对自身产品与AI整合能力保持信心，尤其是在与Anthropic旗下Claude模型的集 成方面,这正是引发行业焦虑的核心AI平台之一。 Blakey预计，Atlassian云业务收入将在本季度 ...