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Atlassian Corporation (TEAM) Analyst/Investor Day Transcript
2026-05-10 · via All Articles on Seeking Alpha

Atlassian Corporation (TEAM) Analyst/Investor Day May 6, 2026 5:30 PM EDT

Company Participants

Martin Lam - Head of Investor Relations
Michael Cannon-Brookes - Co-Founder, CEO & Director
Brian Duffy - Chief Revenue Officer
James Chuong - CFO & Principal Financial Officer

Conference Call Participants

Gregg Moskowitz - Mizuho Securities USA LLC, Research Division
Peter Weed - Bernstein Institutional Services LLC, Research Division
Robert Oliver - Robert W. Baird & Co. Incorporated, Research Division
David Hynes - Canaccord Genuity Corp., Research Division
Adam Tindle - Raymond James & Associates, Inc., Research Division
Koji Ikeda - BofA Securities, Research Division
Keith Bachman - BMO Capital Markets Equity Research

Presentation

Martin Lam
Head of Investor Relations

Good afternoon, everyone, and welcome to Atlassian's Investor Forum that we're holding here at Team '26 in Anaheim. It's great to see so many familiar faces in the room, and thank you for coming out. And for those of us joining via webcast, thank you for tuning in. But because so many of you were coming out, making the effort to learn more about our platform, learn more about our solutions and hear from our customers, we wanted to use this chance to help you better understand our strategic vision, our opportunities that we're attacking and the momentum we're seeing across our business and our 3 strategic priorities.

And so today, we want to talk to you about how we're serving enterprise customers, delivering that unique AI value and what our System of Work unlocks. Today, Mike, Brian and James will share more about our longer-term vision and strategy. We're coming off a strong quarter, but today, we're talking to you about why we believe Atlassian is uniquely positioned in the AI era and why the market is still misunderstanding or underestimating our runway and growth opportunities.

And so you'll hear from Mike about Atlassian's