Atlassian Corp Plc Stock Price, News & Analysis

Atlassian (NASDAQ: TEAM) completed the acquisition of The Browser Company of New York on October 21, 2025.

The companies intend to build an AI-powered browser optimized for knowledge work and SaaS applications, aiming to connect apps, tabs and tasks while prioritizing trust and security to protect company data.

Atlassian cited integration, commercialization and technology-integration risks and said the transaction could affect its share repurchase strategy; it also warned that forward-looking statements are subject to risks and uncertainties.

Atlassian (NASDAQ: TEAM) will release financial results for the first quarter of fiscal 2026, for the period ended September 30, 2025, after market close on Thursday, October 30, 2025.

The company will host a conference call and live webcast to discuss results at 2:00 P.M. Pacific Time (5:00 P.M. Eastern Time) on October 30, 2025. In conjunction with the release, Atlassian will post a shareholder letter on its Investor Relations website at https://investors.atlassian.com. A replay of the webcast will be available on the same site.

Atlassian (NASDAQ: TEAM) has announced a definitive agreement to acquire DX, an engineering intelligence leader, for $1 billion in cash and restricted stock. The acquisition aims to help enterprises measure and optimize their AI investments' impact on engineering productivity.

The integration of DX into Atlassian's System of Work will provide customers with comprehensive insights into developer productivity and satisfaction through AI adoption measurement, 360° visibility into developer experience, and real-time productivity insights. The deal is expected to close in Q2 fiscal year 2026 and will serve Atlassian's base of over 300,000 customers.

Atlassian (NASDAQ: TEAM) has announced the appointment of Jason Warner to its Board of Directors, effective October 1, 2025. Warner, co-founder and co-CEO of poolside, an AI lab focused on foundation models, brings extensive experience in technology leadership and AI innovation.

Warner's background includes serving as CTO of GitHub, VP of Engineering at Heroku, and leading product engineering at Ubuntu. At GitHub, he played a crucial role in launching key products like Actions, Packages, and Codespaces. Currently, he serves on Bridgewater Associates' Operating Board.

The company also announced that Heather Mirjahangir Fernandez, who joined the board in November 2015, will step down effective September 30, 2025.

Atlassian (NASDAQ: TEAM) has announced a definitive agreement to acquire The Browser Company for $610 million in cash. The acquisition aims to transform The Browser Company's Dia and Arc browsers into AI-powered browsers specifically designed for knowledge workers.

The strategic acquisition combines Atlassian's extensive customer base of over 300,000 clients (including 80% of Fortune 500 companies) and AI expertise (with 2.3 million monthly active AI users) with The Browser Company's browser technology. The deal is expected to close in Q2 FY2026 and is not anticipated to materially impact Atlassian's financials in FY2026 and FY2027.

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%.