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i agree that their products are quite stale, but a lot of that is cuz they're so deeply entrenched in enterprise workflows in a way that's incredibly hard to di
by bhadass 6mo ago
i agree that their products are quite stale, but a lot of that is cuz they're so deeply entrenched in enterprise workflows in a way that's incredibly hard to displace. switching costs for jira alone across a large org are brutal.
could an AI native competitor eventually eat their lunch? sure. but "no new sane company wants to use their products" is a stretch when their customer count is literally still growing double digits.
i would not say "writing on the wall" at all.
- pokstad 6mo agoYou just described the typical innovators dilemma for SaaS software.
- Loxicon 6mo ago> is a stretch when their customer count is literally still growing double digits. source?
- Maxious 6mo ago> Customers with over $10,000 in Cloud ARR increased 13% year-over-year, reaching 53,017. https://www.xtb.com/int/market-analysis/news-and-research/atlassian-beats-revenue-and-earnings-forecasts-in-q1-2026 https://www.xtb.com/int/market-analysis/news-and-research/at... Wow, so impressive... wait cloud ARR? So if you discontinued your on premise products those customers would then become cloud ARR...