Atlassian's Q3 FY26 shareholder letter reports $1.8B total revenue (up 32% y/y) and cloud revenue exceeding $1.1B (up 29% y/y). Service Collection surpassed $1B ARR growing over 30% y/y, with 65,000+ customers including over half the Fortune 500. Rovo AI customers are growing ARR at 2x the rate of non-Rovo customers, with AI credit usage growing 20%+ month-over-month. Key highlights include record competitive displacements from legacy ITSM providers, the general availability of Rovo Service (an AI agent for employee support), and the launch of Proactive AIOps. Teamwork Collection customers use 2x more AI credits per user and have 2x more active agents versus standalone customers. RPO grew to $4B (up 37% y/y).
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Prefer a PDF?Service Collection Surpasses $1B in ARR, growing over 30% y/yMillerKnollMercedes-BenzEnterprises are Replacing Legacy ITSM with AtlassianGalenicaAI-Native InnovationBottom Line Focus: Driving Durable, Profitable GrowthLooking AheadSort: