Atlassian Corporation TEAM

Revenue Intelligence Report • 20 quarters of SEC filing data • Updated 2026-10-14 • Data through 2026-06-30

Atlassian Corporation's latest quarterly revenue is $1.8B for the period ending 2026-06-30. The model projects $13.6B across the next four quarters (+107.2% versus the preceding four quarters). The forecast uses SG&A data; model selection and estimation exclude the latest quarter, whose retrospective holdout error is 3.5%. These are statistical associations, not estimates of the causal effect of spending.

Investment Thesis

The ARDL forecast is based on reported revenue and SG&A data through 2026-06-30. Training MAPE measures fit to historical data; the separately reported holdout error measures a withheld quarter. Spending coefficients describe associations and do not establish causation.

Next 4 Quarters
$13.6B
+107.2% YoY
R&D Elasticity
-323.97x
SG&A Elasticity
-193.02x
Training Fit
0.0% MAPE
Retrospective holdout (Q4 FY2026): The model predicted $1.83B vs the actual $1.77B — an error of 3.5%.
Retrospective one-quarter holdout: model fitting and selection exclude this quarter. Historical inputs use the latest available restatements, so this is not a preserved real-time forecast.
⚠ Model limitation: One or more estimated spending associations are negative. These observational coefficients do not establish a causal return on spending.

Revenue Forecast

TEAM Revenue Forecast

Quarterly Detail

QuarterModel ForecastActual95% RangeYoY GrowthStatus
Q4 FY2026
Period end 2026-06-30
$1.83B $1.77B $1.83B–$1.83B +32.1% ✗ Outside range
Q1 FY2027
Period end 2026-09-30
$2.14B $2.14B–$2.14B +49.1%
Q2 FY2027
Period end 2026-12-31
$2.65B $2.65B–$2.65B +67.3%
Q3 FY2027
Period end 2027-03-31
$3.84B $3.84B–$3.84B +114.9%
Q4 FY2027
Period end 2027-06-30
$4.99B $4.99B–$4.99B +182.4%

Seasonal Factors

Multiplicative seasonal adjustment: These factors capture Atlassian Corporation's systematic quarterly revenue patterns relative to the trend model. A factor of 1.05 means that quarter typically runs 5% above the underlying trend; 0.95 means 5% below. Factors are computed as the median of (actual / fitted) across all available quarters.
Fiscal QuarterSeasonal Factorvs TrendInterpretationObs.
FQ1 (Jul–Sep) 1.0 +0.0% In line with trend 4
FQ2 (Oct–Dec) 1.0 +0.0% In line with trend 4
FQ3 (Jan–Mar) 1.0 +0.0% In line with trend 4
FQ4 (Apr–Jun) 1.0 +0.0% In line with trend 3

Spending and Revenue

TEAM Spending Timing
Reading this chart: Each line shows the cumulative revenue association with a 1% change in spending over subsequent quarters. These estimates describe historical associations and do not establish causation.

Time-Varying Spending Associations

Time-varying analysis: A penalized spline model (GAM) tracks the association between log spending and log revenue over 20 quarters. Its coefficients describe conditional historical associations, not causal returns on spending.
Current SG&A elasticity: -0.3401x • R&D elasticity: 1.1571x
The model-term chart shows relative absolute term magnitudes. Its percentages are not shares of revenue or causal contributions to growth.

Want this analysis for your portfolio?

I build custom revenue intelligence reports for investors and companies using SEC filing data, econometric modeling, and AI-powered insights.

Get in Touch