Strategic Intelligence Report
Generated July 29, 2026
Enterprise Software
Atlassian
Strategic importance is our editorial rating of how central this entity is to the technology landscape we track; confidence reflects how well-sourced and current the underlying evidence is.
1
Chokepoint Score
1 other entity structurally depend on this one
Steady
Momentum
insider filing activity unchanged since last check
Headquarters
Sydney, Australia
Website
Employees
13,813 (FY2025 (ended June 30, 2025))
Founded
2002
Listing
TEAM · NASDAQ
Market Cap
$24.33B
Revenue (TTM)
$6.19B
Price
USD95.87 (-0.58%)
Market data as of Jul 28, 2026, 11:21 AM · Source: Yahoo Finance (delayed). Not investment advice.
Overview
Atlassian provides widely used software development and collaboration tools, including Jira and Confluence, and has embedded AI assistance across its product suite. Atlassian reported Q3 FY2026 total revenue of $1.8 billion (up 32% year-over-year), with Cloud revenue surpassing $1.1 billion; its Rovo AI platform surpassed 5 million monthly active users with credit usage growing more than 20% month-over-month, prompting Atlassian to raise its full-year fiscal 2026 revenue growth guidance to approximately 24%.
Dependency Map
One hop in each direction — see Strategic Connections below for the full, sourced breakdown of every relationship.
Strategic Connections
Investment
- Legora: Atlassian participated in Legora's $50 million Series D extension in April 2026 alongside NVIDIA's venture arm.
Dependency
- Microsoft Azure: Atlassian Cloud runs on major cloud infrastructure providers including Azure.
Competition / Other
- monday.com: Atlassian competes with monday.com in work management and collaboration software.
- GitLab: GitLab competes with Atlassian and other developer collaboration platforms.
Strategic Risks
- Competition from Microsoft's collaboration and developer tools
- Enterprise seat-based pricing sensitivity
Future Outlook
- Expansion of AI features across Jira, Confluence and related products
Sources
- U.S. Securities and Exchange Commission (EDGAR) (Aug 2025) — Atlassian Corporation FY2025 Annual Report (Form 10-K), filed with the SEC
- Atlassian Q3 FY2026 shareholder letter / SEC 8-K (Apr 2026) — Atlassian Q3 FY2026 revenue up 32% to $1.8B as Rovo AI surpasses 5 million monthly active users
- Futurum Group (May 2026) — Atlassian raises full-year FY2026 revenue growth guidance to approximately 24% on AI-led cloud strength
Generated by InsightNodes — Technology Intelligence Platform. This report reflects sourced, evidence-backed information as of the dates cited above and is not investment advice.
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