Atlassian (TEAM) Investor Day 2026 summary

Strategic vision and market opportunity

• Positioned as a unified platform company serving 350,000+ customers globally, including 85% of the Fortune 500, with significant expansion potential as these represent only 10% of current business.

• Updated SAM to $140 billion, with $55B opportunity within the existing customer base, $16B from free product users, and $69B from untapped new customers, highlighting substantial runway in non-developer and Fortune 500 segments.

• Platform enables diversified growth across industries and teams, with significant expansion among non-technical and knowledge worker users, projected to grow at a 7.2% CAGR through FY30.

• Primary growth levers include expanding within existing customers, cross-selling collections and apps, upselling premium editions, and acquiring new customers.

• Multiple billion-dollar ARR businesses (Jira, Confluence, Service Collection) are accelerating in the cloud, driven by collections and cross-sell opportunities.

Product and platform evolution

• Transitioning from a collection of point tools to an integrated operating system for work, powered by the Teamwork Graph and deeply embedded AI.

• Major product collections include Jira, Confluence, Loom, Jira Service Management, and Rovo, with Teamwork Collection offering 10x AI credits versus standard subscriptions.

• Rapid delivery of new enterprise, AI, and system of work capabilities, with most features GA and in-market.

• Continuous upgrades to premium and enterprise editions, with enterprise customers rising from 3% in FY21 to 26% in Q3 FY26.

• Significant cross-sell opportunity exists, especially into the Jira base of 150,000 customers.

AI strategy and differentiation

• AI is deeply integrated via the Teamwork Graph, enabling context-rich, efficient, and accurate agentic workflows across business functions.

• Rovo AI usage is growing 20% month-over-month; customers using Rovo grow ARR at twice the rate of non-users, and 75% of Fortune 500 companies use Rovo.

• Teamwork Collection is the primary AI monetization vehicle, with customers consuming 2x more AI credits and deploying 2x more agents.

• AI investments focus on enterprise-grade compliance, permissions, and contextual intelligence, creating a durable competitive moat.

• Demonstrated ROI: AI-enabled workflows are faster, cheaper, and higher quality, with 44% better output and 48% lower token costs.