종목/TEAM
Atlassian Corporation
Fourth Quarter Fiscal Year 2026: Total revenue $1,653 million to $1,661 million; Cloud revenue growth ~25.5% YoY; Data Center revenue growth ~8.5% YoY; Marketplace and other revenue growth ~6.5% YoY; Gross margin ~85.5% GAAP / ~88.0% non-GAAP; Operating margin ~4.5% GAAP / ~30.5% non-GAAP.
Fiscal Year 2026: Total revenue growth ~24.0% YoY; Cloud revenue growth ~26.5% YoY; Data Center revenue growth ~21.5% YoY; Marketplace and other revenue growth ~6.5% YoY; Gross margin ~84.5% GAAP / ~88.0% non-GAAP; Operating margin ~(2.0)% GAAP / ~29.0% non-GAAP.
아래 내용은 AI 가 8-K Item 2.02 본문과 보도자료(Exhibit 99.x)를 종합해 한국어로 정리한 요약입니다. 핵심 하이라이트·가이던스·운영 코멘트·시장 평가 네 섹션 모두 AI 생성이며, 실제 원문은 EDGAR 링크에서 확인하세요.
Atlassian Corporation provides a collaboration software that enables organizations to connect all teams through a system of work that unlocks productivity at scale worldwide. Its product portfolio includes Jira, a project management platform for planning, tracking, and managing work; Confluence, a connected workspace to create, organize, and share team knowledge, documents, and collaboration content; Loom, an asynchronous video communication tool to record and share videos; Jira Service Management, an intuitive service management solution for IT, HR, and other teams; and Rovo, an AI offering that assists teams with its Search, Chat and Agent capabilities. The company also offers Bitbucket, a git-based source code management platform for professional development teams; Compass, a developer portal that provides a unified view of engineering components; Jira Product Discovery, a tool to capture, prioritize, and roadmap product ideas; Jira Align, an enterprise agility solution that connects business and technology teams to align strategy with execution; Focus, a strategy hub for leadership teams; and Talent, a workforce planning app. In addition, it provides Trello, an AI-powered personal productivity tool; and Guard, an app for detecting and responding to security threats. The company has a strategic collaboration with Mattermost, Inc. for the development of Mattermost Docs, a sovereign, self-hosted successor to Confluence for defense, intelligence, and critical infrastructure organizations. The company was founded in 2002 and is headquartered in Sydney, Australia.
| 발표일 | 분기 | EPS 예상 | EPS 실제 | Surprise | 매출 실제 | 발표 직후 반응 |
|---|---|---|---|---|---|---|
| 4월 30일 (목) | 2026 Q3 | $1.35 | $1.75 | +30.0% | $1.79B | ▲ 29.6% |
| AVGO | 브로드컴 | 1.97T | +1.3% | 100% (4/4) |
| MU | 마이크론 | 896B | +33.2% | 100% (4/4) |
실적은 매출과 비지니스 모멘텀 측면에서 강한 'beat' 신호로 해석될 가능성이 높으나, 대규모 구조조정 비용으로 인한 GAAP 손실과 EPS 희석이 단기적으로 주가에 부담을 줄 리스크가 있음. 비즈니스 지속성(서비스 ARR·클라우드 확대)과 견조한 비-GAAP 수익성·현금흐름이 투자자 신뢰를 지탱할 가능성이 큼.