)
Edge31 Oct 2025
Rolls-Royce: Full Thrust Ahead
From century-old crafted perfection to pandemic shock and reset, Rolls-Royce's story is shaped by heritage, turbulence, and a disciplined climb back.
Atlassian (TEAM) investor relations material
Atlassian Q1 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q1 2026 earnings summary30 Oct, 2025
Executive summary
Revenue for Q1 FY26 grew 21% year-over-year to $1.43 billion, with Cloud revenue up 26% to $998 million and RPO up 42% to $3.3 billion, driven by strong enterprise sales, AI adoption, and price increases.
Net loss narrowed to $51.9 million from $123.8 million year-over-year, while non-GAAP net income rose to $275.7 million.
Surpassed 3.5 million monthly active users of AI capabilities, up 50% quarter-over-quarter.
Announced end-of-life for Data Center products, accelerating cloud migration, with extended maintenance for select customers.
Completed major acquisitions, including The Browser Company of New York and agreement to acquire DX, to expand AI and product offerings.
Financial highlights
Subscription revenue increased 21% year-over-year to $1.37 billion; Cloud revenue up 26% to $997.7 million.
GAAP operating margin was (7)% due to $55.7 million in restructuring charges; non-GAAP operating margin was 23%.
Free cash flow was $114.6 million, with a margin of 8%; cash and marketable securities totaled $2.8 billion at quarter end.
Gross margin remained stable at 82% GAAP and 86% non-GAAP.
Non-GAAP net income per diluted share was $1.04, up from $0.77 year-over-year.
Outlook and guidance
FY26 total revenue growth projected at 20.8% year-over-year; Cloud revenue growth at 22.5%.
Q2 FY26 revenue expected between $1,535 million and $1,543 million.
FY26 GAAP operating margin expected at (2.0)%, non-GAAP at 25.5%.
Guidance reflects ongoing investments in R&D and sales to support Cloud transition and AI initiatives.
Most data center migrations expected to accelerate closer to the March 2029 end-of-life date, with variability in quarterly migration pace.
AI capabilities: What is the monetization strategy?
Explain projected Data Center revenue growth.
Strategic rationale for Browser Company acquisition?
Detail AI's impact on Jira seat expansion
Cloud migration acceleration timing and strategy?
M&A strategy for AI and new market interfaces?
Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.
Next Atlassian earnings date
AGM 20252 Dec, 2025
The essential earnings season companion
The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
)
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
)
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
)
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
)
)
Frequently asked questions
Project Management Tools
Atlassian Corporation is an Australian company that develops software products for developers, project managers, and production teams. The company's portfolio includes Jira, an issue-tracking and project management tool, and Confluence, a team collaboration and wiki product. Atlassian's products enable collaboration and improve workflow management in both software development and various business project environments. Atlassian has dual global headquarters in both Sydney, Australia, and San Francisco, California. Its shares are traded on the Nasdaq.
Initial Funding on Credit
Atlassian was founded in 2002 by Mike Cannon-Brookes and Scott Farquhar in Sydney, Australia. Starting with an initial investment of $10,000 on credit cards, the company aimed to create affordable software for the burgeoning number of software developers. Atlassian's first product, Jira, was released in 2002 as an issue-tracking tool for software teams and the company’s second product, Confluence, followed in 2004. The company rapidly saw adoption of its products across the industry, and growth was both organic and fueled by larger acquisitions of other companies in the industry.
The Core Products
Atlassian anchors its suite of products with Jira and Confluence, two robust tools aimed at improving team productivity and project transparency. Jira, the cornerstone of Atlassian's offerings, provides teams with a powerful project management platform. It enables issue tracking, allowing users to report and monitor bugs, tasks, and feature requests, making it a valuable tool for software development teams and project managers. Jira's customizable workflows enable teams to move projects forward from conception to launch in a way that suits the team. Complementing Jira, Confluence acts as a collaborative content creation and management space. It provides an intuitive workspace where teams can create, share, and organize documentation, meeting notes, and project plans. Besides these two aforementioned products, the company also provides the services Bitbucket and Trello.
A Subscription-Based Model
Atlassian operates a subscription-based business model, offering a tiered pricing strategy that caters to everything from small startups to large enterprises. The company provides free, limited versions of its core products, with the option to upgrade to a paid version with additional features. Revenue is generated through monthly or annual subscriptions, with additional services and add-ons available for purchase.
Quartr provides global coverage of all investor relation material from public companies.
Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.
Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.
Yes, the Quartr mobile app is free on both iOS and Android.
Yes. Quartr provides global, industry-leading live coverage of company events such as regular earnings calls, capital markets days, M&A announcements, and investor conferences. Live with zero delays. Just click and listen.
Yes, capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Yes. Follow the companies that matter to you. Get a personalized feed with real-time updates, a tailored earnings calendar, and instant alerts when earnings calls go live.
Yes. Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned, regardless of who's talking.
Explore our global coverage