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Atlassian10-Q: Platform strategy

R&D spending increased 22% YoY to $826M, focused on building AI agents and new apps

What happened

Atlassian increased R&D expenses by $146.3 million year-over-year for the quarter, with a stated focus on building new apps, AI agents, and advancing artificial intelligence capabilities.

Source

SEC EDGARFeb 6, 2026

Quarterly report (Form 10-Q)

Atlassian 10-Q

Filing excerpt

We continue to focus our research and development efforts on building new apps, and AI agents, adding new features and services, integrating acquired technologies, increasing functionality, enhancing our Cloud infrastructure, and advancing our artificial intelligence capabilities.

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: Platform strategy

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 quarter YoY)
Percent
22% (YoY increase in R&D expenses for the quarter)

Details

CIK
1650372
Accession number
0001650372-26-000011
Timeframe
Current quarter
Filing year
2026
Fiscal year
0
Why it matters
Platform tools needed
Signal category
Strategic

Topics and mentions

Technologies

  • AI
  • AI agents
  • Cloud

Extraction

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

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The API returns more than this page shows

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/4328bd49-1086-4a74-9ec8-b79fc52a9ea0 returns this record as JSON. POST /v1/companies/enrich returns every signal for atlassian.com.

{
  "signal_id": "4328bd49-1086-4a74-9ec8-b79fc52a9ea0",
  "signal_type": "sec-10q",
  "signal_subtype": "platformStrategy",
  "detected_at": "2026-02-10T08:22:24.824+00:00",
  "company": {
    "name": "Atlassian",
    "domain": "atlassian.com"
  },
  "data": {
    "detail": "Atlassian increased R&D expenses by $146.3 million year-over-year for the quarter, with a stated focus on building new apps, AI agents, and advancing artificial intelligence capabilities. This massive investment indicates significant budget for AI/ML platforms, developer tools, and underlying cloud infrastructure to support this strategic initiative.",
    "metrics": {
      "pct": 0.22,
      "timeframe": "current_quarter",
      "pct_context": "YoY increase in R&D expenses for the quarter",
      "dollar_context": "Increase in R&D expenses for the quarter YoY",
      "dollar_millions": 146.3
    },
    "summary": "R&D spending increased 22% YoY to $826M, focused on building AI agents and new apps",
    "excerpts": "We continue to focus our research and development efforts on building new apps, and AI agents, adding new features and services, integrating acquired technologies, increasing functionality, enhancing our Cloud infrastructure, and advancing our artificial intelligence capabilities.",
    "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": "Platform tools needed",
    "signal_category": "strategic",
    "technologies_mentioned": [
      "AI",
      "AI agents",
      "Cloud"
    ]
  }
}

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