AtlassianTEAM

10-K · 14 aug 2026 · for the period to 30 jun 2026
accession 0001650372-26-000036
the reasons · as derived · open any one to read itat latest read
every reason’s state · derivation order
01Over 90% of fiscal 2026 revenue came from customers who existed before July 2025, and customers above $10,000 Cloud ARR generate the majority of Cloud revenue, demonstrating that expansion within the installed base—through paid-seat growth, edition upgrades, and add-on adoption—is the primary growth engine rather than new-logo acquisition.
switching costsis wired into how the customer already works
holdsread 19 aug 2026
02Atlassian's Rovo AI agents are bundled at no extra cost into premium, enterprise, and standard editions of Jira, Confluence, and Jira Service Management, embedding AI across every product surface so that customers receive incremental value without incremental purchasing friction, which management believes will drive retention and expansion.
service annuitygets paid again without selling again
holdsread 19 aug 2026
03The Atlassian Marketplace—an ecosystem of third-party and Atlassian-built apps—extends the platform's functionality, increases customization stickiness, and generates net-basis commission revenue on delivery, creating a network effect where more apps attract more customers and vice versa.
network effectsis wired into how the customer already works
holdsread 19 aug 2026
Anything else about this company is somebody else’s page.
Atlassian (TEAM) — 3 reasons for owning it, from the 10-K