Atlassian's Teamwork Graph Tops 200 Billion Objects as AI Push Drives Cloud Upgrades

Product / TechIndustry
โดย Zacks Investment Research·US·Read original
Summary · why it matters

Atlassian Corporation says its Teamwork Graph now spans more than 200 billion objects and connections, giving the company a large base of enterprise work data to support its AI strategy. Atlassian says agents using the graph can deliver up to 44% more accurate answers while using 48% fewer tokens, and that AI and the Teamwork Graph are now among the top two reasons customers cite for upgrading to the cloud and adopting the Teamwork Collection. Teamwork Collection customers have four to five times more paid seats per instance than stand-alone Jira or Confluence customers, and Atlassian estimates about $14 billion of opportunity within its existing customer base without changing products or pricing. The Zacks Consensus Estimate for TEAM's fiscal 2027 and 2028 revenues indicates year-over-year growth of 13% and 14.8%, respectively, while the fiscal 2027 earnings estimate stands at $5.52 per share, unchanged over the past 30 days and indicating a 5.6% year-over-year decline. Atlassian faces competition from Salesforce, whose Agentforce ARR exceeded $1.5 billion in the second quarter of fiscal 2027, up 240% year over year, and from ServiceNow, whose AI annual contract value crossed $1 billion in the second quarter of 2026 and is expected to exceed $1.5 billion by the end of 2026.

Impact on stocks 3

Artificial Intelligence▲ · 2 stocks
Salesforce.com Inc
CRM
± MixedCompetitionrelevance

Mentioned only as a competitor whose Agentforce ARR exceeded $1.5B, up 240% YoY, in the context of Atlassian's competitive landscape.

ServiceNow Inc
NOW
± MixedCompetitionrelevance

Mentioned only as a competitor whose AI annual contract value crossed $1B and is expected to exceed $1.5B by end-2026.

Cloud & Digital Infrastructure▲ · 1 stocks
Atlassian Corp Plc
TEAM
▲ PositiveDemandTechnologyrelevance

AI and the Teamwork Graph are top reasons customers cite for cloud upgrades, with Teamwork Collection customers having 4-5x more paid seats and ~$14B of opportunity in the existing base.

Theme Impact 2

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