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

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• 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

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

  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

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

  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

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

  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

• Customer conversations have changed a lot over the last year and customers are looking for strategic partners to help them through AI

  80% confidence

• Data center segment expected to be down meaningfully next year

  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

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

  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

• 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