222 Enterprise SaaS Incumbent AI Rollouts = Atlassian Intelligence – 4/23 Note: 12/23 users includes beta users. We assume 20,000 users based on Atlassian’s disclosure that ‘Nearly 10% of Atlassian’s 265,000+ customers have already leveraged Atlassian Intelligence through our beta program.’ Source: Atlassian announcements (4/23, 12/23, 12/24) Atlassian Intelligence – 12/23-12/24, per Atlassian Today, more than 1 million monthly active users are utilizing our Atlassian intelligence features to unlock enterprise knowledge, supercharge workflows, and accelerate their team collaboration. These features are clearly delivering value as we've seen a number of AI interactions increase more than 25x year over year… …Atlassian Intelligence [saw a] 25x improvement in the number of features used over the last year. - Atlassian Co-Founder & Co-CEO Michael Cannon, 2/25 Customers Using Atlassian Intelligence, K Atlassian Intelligence Users (K) Horizontal Enterprise Platform = SaaS Incumbents Or Large Language Model Challengers? ~20K 1,000K 0 500 1,000 12/23 12/24
