For the quarter ended September 2025, Atlassian (TEAM) reported revenue of $1.43 billion, up 20.6% over the same period last year. EPS came in at $1.04, compared to $0.77 in the year-ago quarter.
The reported revenue represents a surprise of +2.4% over the Zacks Consensus Estimate of $1.4 billion. With the consensus EPS estimate being $0.83, the EPS surprise was +25.3%.
While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.
Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.
Here is how Atlassian performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
- Customers: 300,000 versus the two-analyst average estimate of 312,289.
- Revenues- Subscription: $1.37 billion versus $1.33 billion estimated by seven analysts on average. Compared to the year-ago quarter, this number represents a +21.4% change.
- Revenues- Other: $58.05 million compared to the $63.95 million average estimate based on seven analysts. The reported number represents a change of +4% year over year.
- Revenues- Cloud: $997.71 million compared to the $970.17 million average estimate based on six analysts. The reported number represents a change of +25.9% year over year.
- Revenues- Data Center: $372.65 million versus $362.24 million estimated by six analysts on average. Compared to the year-ago quarter, this number represents a +11% change.
- Revenues- Marketplace and other: $62.2 million versus $66.77 million estimated by five analysts on average. Compared to the year-ago quarter, this number represents a +3.9% change.
View all Key Company Metrics for Atlassian here>>>
Shares of Atlassian have returned +6.5% over the past month versus the Zacks S&P 500 composite's +3.6% change. The stock currently has a Zacks Rank #4 (Sell), indicating that it could underperform the broader market in the near term.
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Atlassian Corporation PLC (TEAM): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).
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