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Source document· February 6, 2026

Atlassian targets 20%+ annual revenue growth through FY27 amid accelerating AI adoption and record enterprise expansion

View original at seekingalpha.com
Atlassian targets 20%+ annual revenue growth through FY27 amid accelerating AI adoption and record enterprise expansion Earnings Call Insights: Atlassian Corporation (TEAM) Q2 2026 MANAGEMENT VIEW * CEO Michael Cannon-Brookes opened the call stating "we closed out Q2 with very strong enterprise sales execution and incr…
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  • Customer conversations have changed a lot over the last year and customers are looking for strategic partners to help them through AI

    80% confidence

  • Atlassian has confidence in long-term cloud guide and expects to tap into large market opportunities through enterprise AI and system of work strategies

    80% confidence

  • No change to midterm outlook of 20%+ compounded annual revenue growth through FY27 and 25%+ non-GAAP operating margin in FY27

    80% confidence

  • Atlassian closed out Q2 with very strong enterprise sales execution and surpassed $6 billion in annual run rate revenue

    80% confidence

  • Anthropic is a great partner of Atlassian, highlighting integration not competition

    80% confidence

  • Data center segment expected to be down meaningfully next year

    80% confidence

  • Gross margin improvements continuing for third or fourth consecutive quarter while delivering 5 million Rovo seats

    80% confidence

  • Current pricing is delivering and customers' preferred payment method is still seat-based model

    80% confidence

  • Service collection is doing very well and is definitely Atlassian's fastest-growing product at significant scale

    80% confidence

  • There is a ton of fear in the market right now on software

    80% confidence

  • Rovo surpassed 5 million monthly active users and AI is transforming how work gets done

    80% confidence

  • Migrations expected to drive mid-to-high single-digit contribution to cloud revenue growth for full FY26

    80% confidence

  • Cloud migrations contributed mid-to-high single-digit impact to cloud revenue growth rates in Q2

    80% confidence

  • Companies using AI codegen tools create 5% more tasks with Jira, have 5% higher monthly active users and expand Jira seats 5% faster

    80% confidence

  • More than 1,000 customers have upgraded to Teamwork Collection in less than 3 quarters, purchasing over 1 million seats

    80% confidence

  • Atlassian closed a record number of deals greater than $1 million ACV in Q2, nearly doubling year-over-year

    80% confidence

  • Seat expansion is broad-based across both tech and non-tech users and remains stable

    80% confidence
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Satellite-Terrestrial Network Integration Acceleration
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ING Group
Both facts record the same metric (shares_outstanding) for ING Group at the identical observation date (2025-12-31). FACT A states 2,902,437,688 shares; FACT B states 2,902 million shares (2,902,000,000). The difference is 437,688 shares (~0.015%). This is a genuine value conflict, though the discrepancy appears to result from FACT B rounding to the nearest million while FACT A provides the precise count.
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Atlassian targets 20%+ annual revenue growth through FY27 amid accelerating AI adoption and record enterprise expansion — Source | Via News | es.VIA.NEWS