InsightNodes

Executive Summary

Generated July 30, 2026

Enterprise Software

Atlassian

Medium85% confidenceProfile verified Jul 28, 2026

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

Employees

13,813 (FY2025 (ended June 30, 2025))

Founded

2002

Listing

TEAM · NASDAQ

Market Cap

$25.37B

Revenue (TTM)

$6.19B

Price

USD99.98 (+10.35%)

Market data as of Jul 29, 2026, 11:25 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%.

Strategic Connections

  • Legora: Atlassian participated in Legora's $50 million Series D extension in April 2026 alongside NVIDIA's venture arm.
  • Microsoft Azure: Atlassian Cloud runs on major cloud infrastructure providers including Azure.
  • 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

3 sources, 86% average source confidence — full citations in the Full Analyst Report.

Generated by InsightNodes — Technology Intelligence Platform. This report reflects sourced, evidence-backed information as of the dates cited above and is not investment advice.

Viewing the Executive Summary switch to the Full Analyst Report.