TEAM Q4 2026 Earnings

Call Details

• Call Title: Atlassian Corporation Q4 2026 Earnings Call
• Date: August 6, 2026 at 9:00 PM UTC
• Management Team:
  • Martin Lam (Head of Investor Relations)
  • Mike Cannon-Brookes (Chief Executive Officer)
  • James Chuong (Chief Financial Officer)

Call Summary

Financial Performance

• Total revenue increased 28% year-over-year to $1.8B in Q4 FY26.
• Cloud revenue grew 31% year-over-year to $1.2B in Q4 FY26.
• Remaining performance obligations grew 44% year-over-year to $4.8B as of quarter end.
• Non-GAAP operating margin (referred to on the call as 'gap operating margin') was 12% for the quarter.
• Net dollar retention was reported as north of 120% for the quarter.
• Subscription ARR growth for the quarter printed at 23% year-over-year.
• The company stated FY26 ARR growth benefitted by approximately 1 point from the DX acquisition closed in November 2025.

Guidance

• Initial FY27 subscription ARR growth guide was set to 18% for the full fiscal year.
• The company stated a prudent, balanced approach to FY27 guidance given macro uncertainty and early fiscal year timing.
• The company provided a Q1 FY27 non-GAAP operating margin guide of 6.5%.
• The company provided a FY27 non-GAAP operating margin guide of 4.5%.
• CFO reiterated that ARR guidance issuance for the full fiscal year is a first for Atlassian and that the company is taking additional prudence in the second half of FY27.