Atlassian is becoming the context layer for your business.
The formula: Information in. Intelligence out.
🤝 Connectors In: Pull signals from your entire toolchain.
🧠 The Graph: Data is mapped into the Teamwork Graph and compounds daily.
🔄 Context Out: Through our MCP server, that intelligence is pushed to whatever AI your teams already use.
Atlas startups are monetizing faster.
Companies charging their first customer within 30 days of incorporation rose to an all-time high of 23%, 3x the rate in 2021.
Atlassian’s results surprised Wall Street, but it shouldn’t be a surprise. The simple heuristic for the future of software is that when there are 100X more agents than people, which parts of software will grow because agents are doing more work that the underlying software is tied to.
If the world generates more code, generates more leads, reviews more contracts, processes more invoices, creates more designs, transacts with more payments, and so on, what are the underlying systems that are managing that work? That will give you a hint as to what happens next.
These agents still need guardrails, security, compliance, workflows to be tied to, data stored, and so on. Those parts of the system of record ecosystem will only go up over time in a world of 100X more untrusted (and trusted) agents used in your workflows.