Atlassian issued its first full-year subscription ARR guidance, projecting 18% growth for fiscal 2027 alongside a GAAP operating margin target of 4.5%. For the fourth quarter of fiscal 2026, the company reported total revenue of $1.8 billion, cloud revenue of $1.2 billion, remaining performance obligations of $4.8 billion, and a GAAP operating margin of 12%. CEO Michael Cannon-Brookes highlighted record enterprise deals at the $1 million, $3 million, and $5 million levels, with $5 million ARR customers growing over 70% year-on-year. CFO James Chuong said the guidance takes a prudent approach given macro uncertainty and the lapping of the DX acquisition, while the company continues to scale its enterprise go-to-market motion and invest in AI efficiency.
Atlassian Corp PlcCompany issues first full-year subscription ARR guidance of 18% growth and 4.5% GAAP operating margin target, with strong enterprise deal momentum.
