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Atlassian (TEAM) investor relations material

Atlassian Goldman Sachs Communicopia + Technology Conference 2025 summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
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Goldman Sachs Communicopia + Technology Conference 2025 summary10 Sep, 2025

Conference highlights

  • Over 3,000 attendees registered, reflecting strong industry engagement and interest in the event.

  • Featured key speakers including Atlassian's President and CRO, discussing company evolution and future direction.

  • Emphasis on customer access and value, with a focus on enterprise solutions and product-led growth.

Company growth and milestones

  • Revenue grew from $200M to over $5B run rate in a decade, with customer base expanding from 30,000 to 300,000.

  • Workforce increased from a few hundred to 14,000 employees, highlighting significant scaling.

  • Consistent innovation with new products like Jira Service Management, Jira Product Discovery, and AI-driven features.

Product and platform evolution

  • Jira evolved from a project management tool to an orchestration engine for complex workflows, integrating AI agents.

  • Introduction of the Teamwork Collection bundle, consolidating key products and increasing AI credit allocation.

  • Focus on serving both technical and nontechnical users, expanding workflow solutions across enterprise functions.

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Frequently asked questions

Project Management Tools

Atlassian Corporation is an Australian company that develops software products for developers, project managers, and production teams. The company's portfolio includes Jira, an issue-tracking and project management tool, and Confluence, a team collaboration and wiki product. Atlassian's products enable collaboration and improve workflow management in both software development and various business project environments. Atlassian has dual global headquarters in both Sydney, Australia, and San Francisco, California. Its shares are traded on the Nasdaq.

Initial Funding on Credit

Atlassian was founded in 2002 by Mike Cannon-Brookes and Scott Farquhar in Sydney, Australia. Starting with an initial investment of $10,000 on credit cards, the company aimed to create affordable software for the burgeoning number of software developers. Atlassian's first product, Jira, was released in 2002 as an issue-tracking tool for software teams and the company’s second product, Confluence, followed in 2004. The company rapidly saw adoption of its products across the industry, and growth was both organic and fueled by larger acquisitions of other companies in the industry.

The Core Products

Atlassian anchors its suite of products with Jira and Confluence, two robust tools aimed at improving team productivity and project transparency. Jira, the cornerstone of Atlassian's offerings, provides teams with a powerful project management platform. It enables issue tracking, allowing users to report and monitor bugs, tasks, and feature requests, making it a valuable tool for software development teams and project managers. Jira's customizable workflows enable teams to move projects forward from conception to launch in a way that suits the team. Complementing Jira, Confluence acts as a collaborative content creation and management space. It provides an intuitive workspace where teams can create, share, and organize documentation, meeting notes, and project plans. Besides these two aforementioned products, the company also provides the services Bitbucket and Trello.

A Subscription-Based Model

Atlassian operates a subscription-based business model, offering a tiered pricing strategy that caters to everything from small startups to large enterprises. The company provides free, limited versions of its core products, with the option to upgrade to a paid version with additional features. Revenue is generated through monthly or annual subscriptions, with additional services and add-ons available for purchase.

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