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Atlassian

Three strategic priorities, FY26 onwards

Our mission is to unleash the potential of every team
Atlassian’s mission

Three strategic priorities

Atlassian makes Jira, Confluence, Loom, and Rovo, which more than 350,000 organisations use to plan, track, and do their work. Its strategy sets three priorities, enterprise, AI, and the System of Work, and asks for durable, profitable growth alongside them.

1

Enterprise

  • Enterprise sales. Expand its enterprise sales teams, which sell larger and longer deals.
  • Into the cloud. Move Data Center customers to its cloud over several years, before Data Center reaches its end of life in March 2029.
  • Atlassian6 August 2026Atlassian had a record quarter for deals worth $1 million, $3 million, and $5 million or more a year. Customers paying over $3 million a year grew by more than half, and those over $5 million by more than 70%.
  • Atlassian6 August 2026Atlassian signed the largest enterprise deal in its history, with one of the world’s largest consumer technology companies.
  • Atlassian6 August 2026Remaining performance obligations rose 44% to $4.8 billion, as more customers signed multi-year agreements.,

The Teamwork Graph maps how each company works

Atlassian argues that any company can buy AI models, but knowledge of how a company works is hard to build. The Teamwork Graph links billions of objects across six contexts into one map, which people and their AI agents use.,

KnowledgeWorkCommunicationsCodeAssetsPeopleTeamworkGraph

Knowledge context

Everything a company has written down and learned.

Documents, spreadsheets, and presentations in Confluence, Google Drive, SharePoint, Box, and others.

objects and connections across customers’ graphs
200bn+objects and connections across customers’ graphs
more accurate answers, at most, for agents grounded in the graph
44%more accurate answers, at most, for agents grounded in the graph
fewer tokens used by those agents
48%fewer tokens used by those agents
monthly users of its MCP Server and Teamwork Graph CLI
1m+monthly users of its MCP Server and Teamwork Graph CLI

At the end of the fourth quarter of fiscal 2026.

Data Center reaches its end of life in March 2029

In September 2025 Atlassian said Data Center, the version customers run on their own servers, would reach its end of life in March 2029. Customers bought ahead and committed early, so Data Center revenue rose in fiscal 2026. Atlassian expects it to fall by about 17% in fiscal 2027 as more move to its cloud.,

$6.57bn

Cloud $4,411mData Center $1,831mEndsMarch 2029Marketplace $331m

Revenue for fiscal years ending 30 June. A block is US$100 million, rounded to the nearest block. The fiscal 2027 outlook is worked out from Atlassian’s guidance of about 25.5% growth in cloud, a 17% fall in Data Center, and 12% growth in marketplace and other.,

  1. Build on the advantage that cannot be bought.

    Atlassian’s case for itself in the AI era is context: anyone can buy intelligence by the token, but not 25 years of how teams work. We recommend naming the one asset a competitor could not buy, and making every priority deepen it.

  2. Give the old product an end date.

    Atlassian announced in September 2025 that Data Center would end in March 2029, and plans for migrations over several years. We recommend that a plan replacing a product line says when the old one stops, so customers and teams can plan for it too.

  3. Compare adopters with everyone else.

    Atlassian measures Rovo by what its adopters do differently: 20% more Jira work items, and spending that grows twice as fast. We recommend judging a new capability by the gap between the customers who use it and those who do not.

Sources

  1. 1. Atlassian Corporation (2026). Shareholder letter, Q4 FY26. Form 8-K, exhibit 99.2, 6 August 2026. sec.gov
  2. 2. Atlassian Corporation (2026). Atlassian announces fourth quarter and fiscal year 2026 results. Form 8-K, exhibit 99.1, 6 August 2026. sec.gov

Headwater is not connected with Atlassian. Atlassian, Jira, Confluence, Loom, Rovo, and Bitbucket are trade marks of their owners. Updated 30 September 2026.

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