NASDAQ$TEAM

Atlassian Corp PLC A · Q3 2025 earnings

Q3 2025 earnings · · After market close · Investor relations

Briefing

Atlassian reported fiscal Q3 2025 total revenues of $1.36B with a net loss of $70.8M and diluted EPS of $(0.27).

Total revenues grew 14% to $1.36 billion as cloud migrations and seat expansion continued. Net loss was $70.8 million versus net income of $12.8 million a year ago; diluted EPS was $(0.27). Cloud revenue mix exceeded prior expectations with AI feature adoption early.

  • Fiscal Q3 total revenues $1.36B (+14% YoY).
  • Net loss $70.8M; diluted EPS $(0.27).
  • Cloud revenue growth and Data Center transitions.
  • R&D and go-to-market investment in AI (Rovo).
  • Deferred revenue and customer retention strong.

Headline financials

Total Revenue

$1.36B

Previous: $1.19B+14.1%
EPS (adj)

-$0.27

Previous: $0.05-640.0%
Capital Expenditures

-$14.4M

Previous: -$10.5M-36.6%
Free Cash Flow

$638M

Previous: $2.23M+28498.3%
Net Income

-$70.8M

Previous: $12.8M-655.3%
Operating Income

-$12.5M

Previous: $17.8M-170.0%
Gross Profit

$1.14B

Previous: $976M+16.5%

Revenue & EPS history

Atlassian · Revenue · Quarterly

$1.36B

Q3 2025+14.1%vs Q3 2024
Beat estimate in 13 of 15 quarters(87%)
ActualEstimate

Revenue by segment

Atlassian · $535M total across 1 segment · Q3 2023

  • Cloud
    $535M+33.9%

Forward guidance

Atlassian updated fiscal-year cloud revenue growth and margin targets on the Q3 call; free cash flow margin expansion remains a multi-year goal.

Tailwinds

  • Cloud ARR growth and enterprise wins.
  • AI-powered Rovo upsell potential.
  • High gross margins on subscription model.

Headwinds

  • SBC-heavy compensation dampening GAAP earnings.
  • Competition from Microsoft and GitLab.
  • Macro slowing seat expansion in tech verticals.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q3 2025

Historical avgQ3 2025

+0.4%

Avg return

Earnings day

+1.1%

Avg return

5 days after

+5.6%

Avg return

30 days after

46%

19 / 41 earnings

Positive

+26.0%

Q1 2018

Best reaction

-28.2%

Q1 2023

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q3 2026+5.5%+29.5%+56.9%
Q2 2026-3.7%-11.6%-15.0%
Q1 2026+9.5%+0.5%-6.9%
Q3 2025-9.2%-10.2%-9.4%
Q2 2025+14.9%+20.2%+6.5%
Q1 2025+17.8%+16.4%+38.4%
Q4 2024-18.6%-20.8%-6.2%
Q3 2024-9.8%-13.4%-15.1%
Q2 2024-13.0%-15.4%-16.2%
Q1 2024-0.5%+0.6%+9.7%
Q4 2023+17.2%+15.6%+20.5%
Q3 2023-6.5%-8.3%+26.7%
Q2 2023-0.6%+6.4%+4.2%
Q1 2023-28.2%-28.8%-18.2%
Q4 2022+19.3%+23.9%+3.2%
Q3 2022-7.7%-8.3%-24.2%
Q2 2022+8.9%+11.2%+4.1%
Q1 2022+11.0%+9.1%-5.2%
Q4 2021+20.8%+22.4%+33.2%
Q3 2021+0.7%-4.6%-1.1%
Q2 2021+6.4%+14.5%+9.4%
Q1 2021-8.3%-12.8%+7.2%
Q4 2020-5.6%-5.2%+2.8%
Q3 2020+1.2%+11.0%+21.3%
Q2 2020+11.7%+13.5%+11.0%
Q1 2020-6.0%-11.4%-1.2%
Q4 2019+7.9%+1.2%+4.2%
Q3 2019-9.8%-8.2%+14.3%
Q2 2019-3.9%-3.1%+11.2%
Q1 2019-16.1%-13.4%-9.2%
Q4 2018+10.1%+8.0%+28.4%
Q3 2018-6.2%-7.8%+2.1%
Q2 2018-3.3%-1.7%-3.0%
Q1 2018+26.0%+23.8%+31.5%
Q4 2017-4.4%-6.6%-10.8%
Q3 2017+5.1%+6.5%+8.4%
Q2 2017+3.1%+2.7%+9.9%
Q1 2017-5.5%-5.5%-4.7%
Q4 2016+7.3%+2.9%+1.0%
Q3 2016-6.2%
Q2 2016-15.1%
Q1 2016
Q4 2015
Q3 2015
Q2 2014
Q1 2014
Q4 2014

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