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Atlassian10-Q: Digital transformation

R&D expenses surged by $146.3 million (22%) in Q4 2025, driven by hiring

What happened

Atlassian increased R&D spending by 22% year-over-year, primarily from a $141.8 million increase in compensation costs. This massive investment in engineering talent indicates a major push to build new products and features, creating needs for development, testing, and project management tools.

Source

SEC EDGARFeb 6, 2026

Quarterly report (Form 10-Q)

Atlassian 10-Q

Filing excerpt

Research and development expenses increased $146.3 million, or 22%, in the three months ended December 31, 2025 compared to the three months ended December 31, 2024.

sec.gov/Archives/edgar/data/1650372/000165037226000011/team-20251231.htmRead the full source

Other signals in this filing (10)

Extracted by Autobound

From the Signal API record
Signal
10-Q: Digital transformation

What this signalsFilings often name leadership changes, deals and spending plans.

Fiscal year end
12/31
Filed
Feb 6, 2026

More 10-Q signals at other companies

The full record

From the Signal API record

Numbers

Dollar figure
$146M (Increase in R&D expenses for the three months ended Dec 31, 2025)
Percent
22% (YoY increase in R&D expenses for Q4 2025)

Details

CIK
1650372
Accession number
0001650372-26-000011
Timeframe
Current quarter
Filing year
2026
Fiscal year
0
Why it matters
Multi-year tech investment
Signal category
Strategic

Topics and mentions

Regions named

  • Americas
  • EMEA
  • Asia Pacific

Extraction

Confidence
High
Relevance
80%
Sentiment
Positive
Detected
Feb 10, 2026
signal_type
sec-10q
signal_subtype
digitalTransformation

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This page shows a preview. The full sec-10q record in the Signal API and MCP can also have these 8 fields. Some fields are empty for some signals.

Company

  • linkedin_urlValue in the API
  • industriesValue in the API
  • employee_count_lowValue in the API
  • employee_count_highValue in the API
  • revenueValue in the API
  • descriptionValue in the API

Signal

  • signal_nameValue in the API
  • associationValue in the API
Show the full JSONThe record on this page and the API request

GET /v1/signals/68903983-8202-4721-bd4a-46c9e872b708 returns this record as JSON. POST /v1/companies/enrich returns every signal for atlassian.com.

{
  "signal_id": "68903983-8202-4721-bd4a-46c9e872b708",
  "signal_type": "sec-10q",
  "signal_subtype": "digitalTransformation",
  "detected_at": "2026-02-10T08:22:24.824+00:00",
  "company": {
    "name": "Atlassian",
    "domain": "atlassian.com"
  },
  "data": {
    "detail": "Atlassian increased R&D spending by 22% year-over-year, primarily from a $141.8 million increase in compensation costs. This massive investment in engineering talent indicates a major push to build new products and features, creating needs for development, testing, and project management tools.",
    "metrics": {
      "pct": 0.22,
      "timeframe": "current_quarter",
      "pct_context": "YoY increase in R&D expenses for Q4 2025",
      "dollar_context": "Increase in R&D expenses for the three months ended Dec 31, 2025",
      "dollar_millions": 146.3
    },
    "summary": "R&D expenses surged by $146.3 million (22%) in Q4 2025, driven by hiring",
    "excerpts": "Research and development expenses increased $146.3 million, or 22%, in the three months ended December 31, 2025 compared to the three months ended December 31, 2024.",
    "relevance": 0.8,
    "sentiment": "positive",
    "confidence": "high",
    "source_url": "https://www.sec.gov/Archives/edgar/data/1650372/000165037226000011/team-20251231.htm",
    "filing_date": "2026-02-06",
    "filing_year": 2026,
    "fiscal_year": 0,
    "fiscal_year_end": "12/31",
    "sales_relevance": "Multi-year tech investment",
    "signal_category": "strategic",
    "regions_mentioned": [
      "Americas",
      "EMEA",
      "Asia Pacific"
    ]
  }
}

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