Atlassian (TEAM) FY2025 10-K Annual Report
Atlassian (TEAM) 10-K annual report for fiscal year 2025, filed with SEC EDGAR on Aug 15, 2025. This page provides AI-powered analysis including business overview, management discussion & analysis (MD&A), risk factors, and key financial data such as revenue, net income, gross margin, operating margin, and return on equity (ROE) extracted from XBRL.
Atlassian FY2025 10-K Analysis
Business Overview
- • Core business model: cloud-based team collaboration software platform empowering cross-functional teams via integrated apps, AI agents, and Collections
- • New segment introduced: Atlassian Isolated Cloud, a single-tenant environment for enterprises with strictest data protection and regulatory demands launched FY2025
- • Strategic shift from stand-alone products to integrated, modular apps, AI agents, and Collections for enhanced flexibility and scalable customization
- • Over 50% of 8,000+ employees dedicated to R&D; 300,000+ customers worldwide including 80% of Fortune 500 organizations
- • Rovo AI platform launched with three apps (Enterprise Search, Chat, Studio) embedding AI deeply across products to boost productivity and teamwork
Management Discussion & Analysis
- • No revenue or profitability data disclosed in the MD&A section provided
- • No segment performance or cash flow and capital allocation details given
- • Forward-looking statements caution on potential risks, no specific guidance or outlook provided
Risk Factors
- • Regulatory risk: Uncertain tax positions under audits by IRS, Australian Taxation Office, and others could materially affect financial position and results of operations
- • Macroeconomic risk: Exposure to inflationary pressures, interest rate changes, trade policies, and geopolitical tensions impacting global software demand
- • Operational risk: Dependence on third-party managed hosting facilities for cloud infrastructure with hosting fees increasing by $32.5 million YoY
- • Market disruption risk: Shift in revenue mix from Data Center (21% growth) to Cloud offerings (28% growth) amid end of Server support in fiscal 2024
- • Financial risk: Significant stock-based compensation expense rose $225 million in R&D, increasing operating loss to $130 million despite $5.2B revenue
Atlassian FY2025 Key Financial MetricsXBRL
Revenue
$5.2B
▲ +19.7% YoY
Net Income
-$257M
▲ +14.6% YoY
Gross Margin
82.8%
▲ +128bp YoY
Operating Margin
-2.5%
▲ +19bp YoY
Net Margin
-4.9%
▲ +197bp YoY
ROE
-19.1%
▲ +1002bp YoY
Total Assets
$6.0B
▲ +15.9% YoY
EPS (Diluted)
$-0.98
▲ +15.5% YoY
Operating Cash Flow
$1.5B
▲ +0.8% YoY
Source: XBRL data from Atlassian FY2025 10-K filing on SEC EDGAR. All figures in USD.
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