Shares in Atlassian Corp., Twilio Inc. and Five9 Inc. all jumped in late trading today after the three software companies posted better-than-expected quarterly results, with each pointing to artificial intelligence adoption as a driver of accelerating revenue and stronger forward guidance.
Atlassian led the pack, soaring more than 25% after the bell. Twilio gained roughly 16% and Five9 rose around 18%. All three raised at least part of their outlook for the year and credited expanding use of their AI-powered products by enterprise customers.
Leading the list and for its 2026 third quarter that ended on March 31, Atlassian reported adjusted earnings per share of $1.75, up from 97 cents per share in the same quarter of last year, on revenue of $1.79 billion, up 32% year-over-year. Both figures were ahead of the 98 cents per share and revenue of $1.57 billion expected by analysts.
Atlassian’s cloud revenue rose 29% to $1.13 billion, an acceleration from prior quarters, while remaining performance obligations were up 37% to $4 billion. On an unadjusted basis, the company reported a net loss of $98.4 million, weighed down by $223.8 million in restructuring charges tied to what the company called rebalancing resources and consolidating leases.
The company said its Service Collection product line, which bundles Jira Service Management with its Customer Service Management app and Rovo agents, has crossed $1 billion in annualized recurring revenue and is growing at more than 30% year-over-year. Atlassian also said it ended the quarter with 55,913 customers paying more than $10,000 in cloud annual recurring revenue, up 10% year-over-year.
“Our strong Q3 results show the power of our strategy in action, with total revenue growing 32% year-over-year to $1.8 billion, as customers sign bigger, longer-term commitments and connect their teams and workflows on our AI-powered platform,” Atlassian Chief Executive Mike Cannon-Brookes said in the company’s earnings release.
For the fiscal fourth quarter, Atlassian said that it expected revenue of $1.653 billion to $1.661 billion. The company also raised its full-year revenue growth target to about 24%, with cloud revenue growth of about 26.5%.
For its fiscal 2026 first quarter that ended on March 31, Twilio reported adjusted earnings per share of $1.50, up from $1.14 a year earlier, on revenue of $1.41 billion, up 20% year-over-year. Analysts were expecting adjusted earnings of $1.27 per share on revenue of $1.34 billion.
Twilio saw its operating income on a non-adjusted basis rise to $107.7 million from $23.1 million a year earlier, a 366% increase. The company’s dollar-based net expansion rate also climbed to 114% from 107%, indicating existing customers are spending more and sticking around. Free cash flow came in at $132.3 million.
“Q1 was a milestone quarter for Twilio, marked by our highest revenue and gross profit growth rates in more than three years,” said Twilio Chief Executive Khozema Shipchandler in the company’s earnings release, adding that the company has become “a foundational infrastructure layer in the era of AI.”
Twilio also repurchased $253.4 million of its stock during the quarter and has $892 million remaining on a $2 billion authorization.
For its fiscal 2026 second quarter, the company said it expects revenue of $1.42 billion to $1.43 billion, above the $1.39 billion analysts were expecting and adjusted earnings of $1.27 to $1.32 per share. Twilio raised its full-year revenue growth range to 14% to 15%, up from 11.5% to 12.5% and lifted its adjusted operating income target to between $1.08 billion and $1.10 billion.
Five9 reported adjusted earnings of 76 cents per share, up from 62 cents per share in the same quarter of the previous year, on revenue of $305.3 million, up 9% year-over-year, with subscription revenue rising 13%. Analysts were expecting 68 cents per share on revenue of $299.9 million.
Subscription revenue growth has now accelerated for two consecutive quarters, with Five9 attributing the trend to enterprise adoption of its AI-powered agent and customer-experience products.
“This quarter marks a second quarter of accelerating subscription revenue growth and an important first step in translating our strategy into strong, quantifiable results,” Chief Executive Amit Mathradas said in the company’s earnings release.
Five9 raised its full-year outlook, guiding 2026 revenue to between $1.254 billion and $1.266 billion and adjusted earnings per share to between $3.22 and $3.30. At the respective midpoints, the forecasts came in above analyst estimates of $1.255 billion and $3.19 per share.
The three reports land in a market that has rewarded enterprise software vendors that can demonstrate that AI investment is translating into paid usage rather than experimentation and punished those that have not. Atlassian, Twilio and Five9 each pointed investors to AI as the reason customers are signing larger and longer commitments.
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