Atlassian Corporation in 2 stories
The narratives TEAM currently appears in, with its side and exposure in each.
Bull side
1 story- AI Breaks the Offshore Labor Arbitrage
TEAM in “AI Breaks the Offshore Labor Arbitrage”
FadingExposure: not rated yetCoding agents are turning outsourced technology work from a headcount business into a software business.
Atlassian can automate software planning, service management and support workflows through Jira, Confluence and its AI agents rather than relying on labor-intensive coordination.
Bear side
1 story- SaaSpocalypse
TEAM in “SaaSpocalypse”
FadingExposure: not rated yetSeat-based software meets agents that don't need seats.
Agentic coding and project management could reduce the number of human Jira and Confluence users required per unit of software output.