Atlassian Corp-A 2026年季度报告

FORM10-Q (Mark One) ☑QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934For the quarterly period ended December31, 2025or☐TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Atlassian Corporation (Exact name of Registrant as specified in its charter) 88-3940934 Delaware (I.R.S. Employer Identification No.) (State or other jurisdiction of incorporation or organization) 350 Bush Street, Floor 13San Francisco, California 94104(Address of principal executive offices and Zip Code) (415) 701-1110(Registrant's telephone number, including area code) Indicate by check mark whether the registrant (1)has filed all reports required to be filed by Section13 or 15(d) of the Securities Exchange Act of 1934 during the preceding12months (or for such shorter period that the registrant was required to file such reports), and (2)has been subject to such filing requirements for the past 90days. Yes☑No☐ Indicate by check mark whether the registrant has submitted electronically every Interactive Data File required to be submitted pursuant to Rule 405 of Regulation S-T(§232.405 of this chapter) during the preceding 12 months (or for such shorter period that the registrant was required to submit such files). Yes☑No☐ If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financialaccounting standards provided pursuant to Section 13(a) of the Exchange Act.☐ As of January 30, 2026, there were 169,610,457 shares of the registrant’s Class A Common Stock, $0.00001 par value per share, and 94,133,617 shares of the registrant’sClass B Common Stock, $0.00001 par value per share, outstanding. TABLE OF CONTENTS PART I Item1.Condensed Consolidated Balance Sheets (Unaudited)Condensed Consolidated Statements of Operations (Unaudited)Condensed Consolidated Statements of Comprehensive Income (Loss) (Unaudited)Condensed Consolidated Statements of Stockholders' Equity (Unaudited)Condensed Consolidated Statements of Cash Flows (Unaudited)Notes to Condensed Consolidated Financial Statements (Unaudited)Item 2.Management’s Discussion and Analysis of Financial Condition and Results of OperationsItem3.Quantitative and Qualitative Disclosures About Market RiskItem4.Controls and ProceduresPART II Item1.Legal ProceedingsItem1A.Risk FactorsItem2.Unregistered Sales of Equity Securities and Use of ProceedsItem3.Defaults Upon Senior SecuritiesItem4.Mine Safety DisclosuresItem5.Other InformationItem6.ExhibitsSIGNATURES PART I. FINANCIAL INFORMATION ATLASSIAN CORPORATIONCONDENSED CONSOLIDATED BALANCE SHEETS(in thousands, except par value and share data)(Unaudited) (1)Amounts include stock-based compensation, as follows: (2)Amounts include amortization of acquired intangible assets, as follows: ATLASSIAN CORPORATIONCONDENSED CONSOLIDATED STATEMENTS OF COMPREHENSIVE INCOME (LOSS)(in thousands)(Unaudited) ATLASSIAN CORPORATION NOTES TO CONDENSED CONSOLIDATED FINANCIAL STATEMENTS (Unaudited) 1. Description of Business Atlassian Corporation (the “Company”) is a global technology company with a mission to unleash the potential ofevery team. The Company’s team collaboration software enables organizations to connect all teams through a system ofwork that unlocks productivity at scale. The Company’s portfolio of interconnected apps, AI agents, and products, eachwith discrete value propositions, delivers solutions for software teams, IT operations and support teams, leadership, andbusiness teams. Atlassian puts AI at the center of the Company’s portfolio to enhance teamwork for users across appsand Collections, a carefully curated set of apps and agents designed to solve complex tasks. These apps, agents, andCollections are all built on the Atlassian Cloud Platform and data model: a common technology foundation that seamlesslyconnects teams, information, and workflows throughout an organization. The Company’s fiscal year ends on June 30 of each year. References to fiscal year 2026, for example, refer to thefiscal year ending June30, 2026. 2. Summary of Significant Accounting Policies Basis of Presentation The accompanying condensed consolidated financial statements have been prepared in accordance with U.S.generally accepted accounting principles (“GAAP”), which are established primarily by the Financial Accounting StandardsBoard (“FASB”). The accompanying condensed consolidated financial statements contain all normal recurring adjustments which arenecessary to fairly present the condensed consolidated balance sheets as of December31, 2025 and June30, 2025, thestatements of operations, comprehensive income (loss), stockholders’ equity, and cash flows for the three and six monthsended December31, 2025 and 2024. These condensed consolidated financial statements have been prepared pursuant to the rules and regulations ofthe Securities and Exchange Commission (“SEC”