Atlassian Corporation PLC (équipe): Analyse de Pestle [Jan-2025 Mise à jour]

Dans le monde dynamique des logiciels d'entreprise, Atlassian Corporation Plc (Team) est une force transformatrice, naviguant des paysages mondiaux complexes grâce à des technologies de collaboration innovantes. Cette analyse complète du pilon dévoile les facteurs externes complexes qui façonnent la trajectoire stratégique de l'entreprise, révélant comment Atlassian équilibre magistralement l'innovation technologique, les défis réglementaires et l'évolution de la dynamique du lieu de travail à travers plusieurs dimensions de son écosystème commercial mondial.

Atlassian Corporation PLC (Team) - Analyse du pilon: facteurs politiques

Paysage réglementaire mondial

Atlassian opère dans 14 pays avec une complexité réglementaire importante. L'entreprise doit se conformer à divers réglementations technologiques dans plusieurs juridictions.

Région	Défis réglementaires clés	Exigences de conformité
Union européenne	Règlements du RGPD	Compliance complète de la protection des données
États-Unis	Reportage SEC	Divulgations financières trimestrielles
Australie	Examen des investissements étrangers	Dépistage d'investissement du secteur de la technologie

Environnement réglementaire de confidentialité des données

Mesures mondiales de conformité de la confidentialité des données:

• 14 différents cadres nationaux de protection des données navigués
• 3,2 millions de dollars d'investissement annuel dans l'infrastructure de conformité réglementaire
• Équipes de conformité dans 6 régions opérationnelles primaires

Tensions du commerce technologique

Les restrictions commerciales de la technologie américaine-chinoise ont un impact directement sur les stratégies mondiales mondiales de déploiement de la chaîne d'approvisionnement et des produits d'Atlassian.

Zone d'impact des tensions commerciales	Risque financier potentiel
Restrictions d'exportation technologique	12,5 millions de dollars ajustement potentiel des revenus
Reconfiguration de la chaîne d'approvisionnement	4,3 millions de dollars de coûts de restructuration estimés

Dynamique des achats du gouvernement

Exposition du marché des technologies gouvernementales:

• 8,4% des revenus totaux des contrats du secteur public
• Approbations des achats actifs dans 12 juridictions du gouvernement
• Certifications de conformité de la cybersécurité: 7 Normes internationales

Atlassian Corporation PLC (équipe) - Analyse du pilon: facteurs économiques

Modèle commercial résilient avec des services logiciels basés sur l'abonnement

Atlassian a déclaré des revenus récurrents annuels (ARR) de 2,66 milliards de dollars au premier trimestre 2024, ce qui représente une croissance de 21% en glissement annuel. Le modèle basé sur l'abonnement de la société a généré 2,04 milliards de dollars de revenus d'abonnement pour l'exercice 2023.

Exercice fiscal	Revenus totaux	Revenus d'abonnement	Croissance d'une année à l'autre
2023	2,64 milliards de dollars	2,04 milliards de dollars	22%
2022	2,16 milliards de dollars	1,67 milliard de dollars	29%

Bénéficiant d'une augmentation des investissements de transformation numérique

La taille du marché de la transformation numérique a atteint 1,09 billion de dollars en 2023, le segment des logiciels d'entreprise augmentant à 14,3% par an. Les outils de collaboration d'Atlassian capturés 7,2% de part de marché dans le segment de collaboration des logiciels d'entreprise.

Impact potentiel de ralentissement économique sur les dépenses des logiciels d'entreprise

Les dépenses de logiciels d'entreprise devraient atteindre 880 milliards de dollars en 2024, avec une réduction potentielle de 5 à 7% en raison des incertitudes économiques. Atlassian maintient Taux de rétention de 76% pendant les fluctuations économiques.

Indicateur économique	Valeur 2023	2024 projection
Dépenses de logiciels d'entreprise	842 milliards de dollars	880 milliards de dollars
Réduction potentielle des dépenses	N / A	5-7%

Forte performance financière avec une croissance cohérente des revenus

Atlassian a atteint une marge brute de 87,1% au T1 2024, avec un bénéfice net de 164,2 millions de dollars. Les flux de trésorerie disponibles ont atteint 309,3 millions de dollars, démontrant une stabilité financière solide.

Métrique financière	Valeur Q1 2024	Changement d'une année à l'autre
Marge brute	87.1%	+2.3%
Revenu net	164,2 millions de dollars	+18.5%
Flux de trésorerie disponibles	309,3 millions de dollars	+25.6%

Atlassian Corporation PLC (équipe) - Analyse du pilon: facteurs sociaux

Soutient la culture de collaboration de travail à distance

Distribution de la main-d'œuvre d'Atlassian à partir de 2024:

Lieu de travail	Pourcentage
Entièrement éloigné	32%
Hybride	48%
Sur place	20%

Utilisation des outils de collaboration à distance: Trello, Confluence et Jira ont utilisé par 85% de la main-d'œuvre mondiale.

Attire le talent grâce à la technologie innovante du lieu de travail

Investissement technologique	Dépenses annuelles
Technologie de travail	78,4 millions de dollars
Plateformes de collaboration des employés	42,6 millions de dollars

Taux de rétention moyen des employés: 86,3% en raison de l'innovation technologique.

Met l'accent sur la diversité et l'inclusion dans le développement de la main-d'œuvre

Métrique de la diversité	Pourcentage
Femmes en leadership	41%
Minorités sous-représentées	36%
Diversité mondiale de la main-d'œuvre	52 nationalités représentées

Répond aux changements de communication en milieu de travail

Utilisation de la plate-forme de communication:

• Intégration de mou: 92% des équipes
• Conférence vidéo: 88% Utilisation quotidienne
• Outils de communication asynchrones: adoption de 79%

Préférence de communication	Pourcentage
Messagerie instantanée	45%
E-mail	27%
Appels vidéo	18%
Plateformes de gestion de projet	10%

Atlassian Corporation PLC (équipe) - Analyse du pilon: facteurs technologiques

Innovation continue dans les plateformes de collaboration basées sur le cloud

Atlassian a déclaré 2,795 milliards de dollars de revenus cloud pour l'exercice 2023, ce qui représente une croissance de 28% sur toute l'année. La société accueille plus de 239 000 clients dans le monde sur ses plateformes cloud.

Plate-forme	Base d'utilisateurs	Croissance annuelle
Jira Cloud	Plus de 65 000 clients d'entreprise	35% en glissement annuel
Nuage de confluence	Plus de 55 000 clients d'entreprise	30% en glissement annuel
Trelle	50 millions d'utilisateurs enregistrés	25% en glissement annuel

Investissement important dans l'intelligence artificielle et l'apprentissage automatique

Atlassian a investi 372 millions de dollars dans la recherche et le développement au cours de l'exercice 2023, avec une partie substantielle dédiée aux technologies de l'IA et de l'apprentissage automatique.

Zone d'investissement en IA	Allocation	Focus clé
Automatisation intelligente	125 millions de dollars	Optimisation du flux de travail
Analytique prédictive	98 millions de dollars	Insignes de performance de l'équipe
Traitement du langage naturel	84 millions de dollars	Outils de collaboration améliorés

Focus sur l'intégration des produits et le développement des écosystèmes

Atlassian Marketplace accueille plus de 1 500 applications tierces avec plus de 4 millions d'installations au total. L'écosystème génère environ 500 millions de dollars de revenus annuels sur le marché.

S'adapter aux tendances émergentes dans les outils de développement de DevOps et de logiciels

Les plates-formes logicielles Bitbucket et Jira d'Atlassian prennent en charge plus d'un million d'équipes de développement dans le monde. La société a déclaré une augmentation de 40% de l'adoption des outils DevOps en 2023.

Outil DevOps	Pénétration du marché	Segment de clientèle
Bitbucket	Plus de 500 000 équipes	Développement de logiciels
Logiciel Jira	Plus de 750 000 équipes	Entreprise et SMB
Confluence DevOps	Plus de 250 000 équipes	Documentation technique

Atlassian Corporation PLC (Team) - Analyse du pilon: facteurs juridiques

Conformité aux réglementations internationales de protection des données

Atlassian est conforme à plusieurs réglementations internationales de protection des données, notamment:

Règlement	Statut de conformité	Couverture géographique
RGPD	Compliance complète	Union européenne
CCPA	Mis en œuvre	Californie, États-Unis
LGPD	Conforme	Brésil

Protection de la propriété intellectuelle pour les innovations logicielles

Portefeuille de brevets: En 2024, Atlassian détient 247 brevets logiciels actifs dans le monde.

Catégorie de brevet	Nombre de brevets	Distribution géographique
Collaboration logicielle	89	États-Unis
Gestion de projet	73	International
Infrastructure cloud	85	Mondial

Gestion des risques juridiques potentiels de cybersécurité et de confidentialité des données

Investissement en cybersécurité: 42,3 millions de dollars alloués à la conformité juridique et de sécurité en 2024.

Catégorie de risque	Budget d'atténuation	Pourcentage de conformité
Protection des données	18,7 millions de dollars	99.8%
Cybersécurité	23,6 millions de dollars	99.5%

Navigation de licences logicielles complexes et de cadres contractuels

Répartition du modèle de licence:

Type de licence	Contribution des revenus	Segment de clientèle
Abonnement à cloud	68.3%	Entreprise
Licence de serveur	21.5%	Intermédiaire
Licence de centre de données	10.2%	Grandes entreprises

Atlassian Corporation PLC (équipe) - Analyse du pilon: facteurs environnementaux

Engagement envers la neutralité du carbone et les pratiques commerciales durables

Atlassian s'est engagé à réaliser des énergies renouvelables à 100% dans les opérations mondiales d'ici 2025. La société a déclaré une réduction de 77% des émissions opérationnelles de carbone depuis 2019.

Métrique environnementale	2023 données
Émissions totales de carbone	38 500 tonnes métriques CO2E
Consommation d'énergie renouvelable	62%
Investissement de compensation de carbone	3,2 millions de dollars

Réduire l'empreinte carbone grâce à l'efficacité des infrastructures nuages

L'infrastructure cloud d'Atlassian a réduit la consommation d'énergie de 35% par utilisateur grâce à des technologies optimisées de centre de données.

Métrique d'efficacité du nuage	Performance de 2023
Efficacité énergétique du centre de données	Pue 1.2
Taux d'utilisation du serveur	82%
Infrastructure cloud Économies de carbone	12 500 tonnes métriques CO2E

Promouvoir des solutions numériques qui minimisent la consommation de ressources physiques

Les outils de collaboration numérique d'Atlassian ont réduit la consommation de papier estimée de 65% pour les clients des entreprises.

• Solutions d'espace de travail numérique déployées à plus de 75 000 clients d'entreprise
• Économies de papier annuelles estimées: 3,4 millions de feuilles
• Plates-formes de collaboration numérique prenant en charge les travaux à distance: 6 solutions primaires

Soutenir la durabilité environnementale grâce à des technologies de travail à distance

Les technologies de travail à distance mises en œuvre par Atlassian ont réduit les émissions de banlieue estimées de 48 000 tonnes métriques en 2023.

Impact environnemental de travail à distance	2023 métriques
Les émissions estimées de banlieue ont été réduites	48 000 tonnes métriques CO2E
Plates-formes de travail à distance	4 solutions intégrées
Les clients d'entreprise utilisant des outils distants	92,000+

Atlassian Corporation Plc (TEAM) - PESTLE Analysis: Social factors

Sustained high demand for remote and hybrid work collaboration tools defintely

The global shift to distributed work models remains the single biggest social tailwind for Atlassian Corporation Plc. The enterprise collaboration market, which is Atlassian's core, is expected to maintain a robust growth trajectory, driven by the need for tools that facilitate effective teamwork across time zones and locations. This market is projected to expand at a compound annual growth rate (CAGR) of 12.1% from 2025 to 2030, eventually exceeding $107.03 billion by 2030.

For Atlassian, this translates into sustained demand for Jira, Confluence, and Loom. The reality is that approximately 83% of workers prefer a hybrid work model, and projections for 2025 estimate that 44% of the total workforce will be operating remotely. This preference is not a temporary blip; it's a fundamental change in employee expectation, making Atlassian's focus on asynchronous work and its 'Team Anywhere' philosophy a direct alignment with the social norm.

Growing importance of team-centric, agile software development culture

The cultural embrace of Agile methodologies (iterative, team-focused project management) continues to be a massive driver for Atlassian's flagship product, Jira. The Agile Project Management Software market is estimated to be worth $5.09 billion in 2025, with a projected CAGR of 13.7% through 2037. Large enterprises, which Atlassian is increasingly targeting, are expected to capture the highest revenue share, over 60%, in this market.

This trend is about more than just software development; it's a cultural shift toward faster delivery and adaptability across all business functions. Data shows that 64% of companies adopting Agile Software Development Life Cycle (SDLC) have seen increased capabilities to manage changing priorities effectively. North America, where Atlassian has a strong presence, dominates this market with an estimated share of 46.98% in 2025. This cultural imperative for agility makes Jira a non-negotiable platform for modern organizations.

Focus on digital accessibility and inclusion driving product feature requirements

Social pressure, coupled with evolving legal requirements like Section 508 of the U.S. Rehabilitation Act, has made digital accessibility a core product requirement, not just a compliance checkbox. Atlassian is actively responding to this by working toward conformance with the Web Content Accessibility Guidelines (WCAG) 2.2 AA standard across its product suite.

This commitment is evident in their transparent approach, including a public accessibility backlog and a Voluntary Product Accessibility Template (VPAT) for their Admin Hub, which was updated in April 2025. This focus on inclusion is critical for securing large government and enterprise contracts, plus it supports the growing social expectation that technology should be usable by all, including the millions of people with disabilities. Accessibility improvements, like enhanced readability in Atlassian Administration, were rolled out in May 2025 and July 2025.

Increased employee expectation for seamless, integrated work platforms

Employees are defintely tired of context switching and fragmented toolchains. Atlassian's own research shows that teams waste a staggering 25% of their time simply searching for answers across disparate systems. This inefficiency fuels the social demand for a unified Employee Experience Platform (EXP), with a Gartner survey indicating that 74% of organizations plan to implement one by 2025.

Atlassian is directly addressing this with its new AI assistant, Rovo, which became widely available in 2025. Rovo uses Atlassian Intelligence to securely integrate data from Jira, Confluence, and third-party SaaS applications like Google Drive and Microsoft SharePoint. This integration is a game-changer, with Rovo projected to reduce task completion time by up to 25% and boost overall team productivity by more than 30%, creating a truly seamless work environment.

Here's the quick math on the impact of this social trend:

Social Factor Trend	2025 Key Metric/Value	Atlassian Product Alignment
Remote/Hybrid Work Demand	83% of workers prefer hybrid model	Jira, Confluence, Loom, Team Anywhere
Agile/Team-Centric Culture	Agile Project Management Market: $5.09 billion in 2025	Jira Software, Jira Align, Trello
Integrated Platform Expectation	Teams waste 25% of time searching for answers	Rovo AI, Atlassian Cloud Platform
Digital Accessibility Focus	Targeting WCAG 2.2 AA conformance	VPAT updated April 2025 for Admin Hub

The social factors clearly map to a mandate for integrated, flexible, and inclusive collaboration. The market is telling you to invest in a single, connected system of work.

Atlassian Corporation Plc (TEAM) - PESTLE Analysis: Technological factors

Rapid integration of generative AI (e.g., Atlassian Intelligence) into core products

You can't talk about 2025 technology without starting with Generative AI, and Atlassian Corporation Plc is making a massive bet here. The company's AI assistant, Rovo, which is part of the broader Atlassian Intelligence suite, is now a central experience across their platform. This isn't just a marketing push; it's a core investment reflected in the financials.

Here's the quick math: Atlassian's Research and Development (R&D) expenses for the twelve months ending September 30, 2025, stood at $2.822 billion, representing a 22.41% increase year-over-year, which is the engine funding this AI push. This investment is paying off in user adoption, with the platform's AI capabilities reaching 2.3 million monthly active users (MAUs) by the end of Q4 FY2025, showing a significant acceleration from 1.5 million MAUs in Q3 2025. That's a fast ramp.

The strategic value is clear: AI is being embedded into tools like Jira and Confluence to automate tasks, generate content, and provide cross-platform summaries, which directly drives customer upgrades to higher-tier plans that include these premium features.

Continuous migration of customers from Server/Data Center to Cloud platform

The multi-year, non-negotiable shift to Cloud remains the single most important technological and financial driver for Atlassian. The company's strategy of discontinuing support for legacy Server versions is successfully pushing the install base toward its Cloud and Data Center offerings. This transition provides a predictable revenue pipeline and is the foundation for delivering AI and enhanced security features.

For the full fiscal year 2025, Cloud revenue growth is expected to be approximately 26.5%, while the number of large enterprise customers making this move continues to climb. The company ended Q3 FY2025 with 50,715 customers having greater than $10,000 in Cloud Annual Recurring Revenue (ARR), a solid 14% increase year-over-year. What this estimate hides is the complexity of migrating massive, customized enterprise instances, which can elongate deal cycles, but the long-term revenue quality is defintely worth it.

The financial impact of this migration is evident in the overall revenue mix:

Metric (FY2025 Data)	Value	Context
Total FY2025 Revenue	$5.2 billion	Up 20% year-over-year.
Q4 FY2025 Cloud Revenue	$928 million	Up 26% year-over-year.
FY2025 Cloud Revenue Growth (Expected)	Approx. 26.5%	Driving overall subscription growth.

Need for enhanced security against sophisticated cyber threats and data breaches

As Atlassian moves its largest, most security-conscious customers to the Cloud, the need for enterprise-grade security and compliance becomes critical. A single, major data breach could severely undermine the entire Cloud transition strategy and the trust built over two decades.

The company is addressing this with specific, high-compliance offerings in 2025. They secured FedRAMP Moderate authorization and launched the Atlassian Government Cloud to serve U.S. government agencies and their partners. They also announced Atlassian Isolated Cloud, a single-tenant cloud solution designed for enterprises with highly sensitive data, which is a direct response to the most stringent security requirements.

Furthermore, to mitigate risk, Atlassian has been enforcing better security practices across its ecosystem, such as setting expiration dates on older SCIM API keys starting in April 2025 to reduce the risk of compromised credentials. Security is now a feature, not just a back-office function.

Competition from Microsoft Teams and GitHub pushing innovation speed

The collaboration and DevOps market is a heavyweight fight, primarily against Microsoft's ecosystem, which includes both Microsoft Teams and GitHub. Microsoft's ability to bundle its offerings with Microsoft 365 and Azure DevOps puts immense pressure on Atlassian to continuously innovate and prove superior value in specialized areas like project management and developer workflow.

Atlassian's response is a dual-pronged strategy: deep integration and strategic differentiation. They actively ensure their tools seamlessly connect with rivals like Microsoft Teams and Slack, enriching the project management experience for Fortune 1000 companies. Plus, the late-2025 acquisition of The Browser Company for $610 million in cash is a bold move to embed agentic AI features directly into the workspace, aiming to create a new layer of enterprise-wide collaboration and task management that rivals the integrated offerings of Microsoft.

The competitive landscape forces rapid, high-cost innovation, as seen in their R&D spend. Key competitive differentiators include:

• System of Work: Shifting to purchasable Collections and a platform vision with Rovo at the center.
• Developer Experience: Focusing on reducing the 10+ hours per week developers lose to non-coding tasks and organizational inefficiencies.
• Enterprise Focus: Positioning Jira and Confluence as the premier choice for complex Fortune 1000 project management over GitHub's code-centric focus.

Atlassian Corporation Plc (TEAM) - PESTLE Analysis: Legal factors

The legal environment for Atlassian Corporation Plc in the 2025 fiscal year is defined by a convergence of global data regulation, intensifying antitrust scrutiny of major tech acquisitions, and the immediate need to govern new AI-powered products like Rovo. You are operating in a world where compliance is not just a cost center; it is a core product feature, and a failure to manage these risks can quickly erode the $5.22 Billion in FY2025 revenue. We need to map these near-term risks to clear, actionable steps.

Escalating costs and complexity of complying with global data privacy laws (like GDPR)

The cost and complexity of global data privacy compliance are rising, forcing Atlassian to dedicate significant resources to its cloud infrastructure. The European Union's General Data Protection Regulation (GDPR) remains the high-water mark, with potential fines reaching up to 4% of annual worldwide turnover or €20m, whichever is greater. This is a material risk for a company with global operations.

A concrete example of this risk materializing is the class action lawsuit filed in July 2025 in the US District Court for the Central District of California, which alleges Atlassian US Inc. violated the California's Trap and Trace Law by using browser fingerprinting to secretly collect visitor data. This demonstrates that even with robust compliance programs, third-party tracking tools can expose the company to significant statutory damages and litigation costs. Furthermore, the November 2025 news that Atlassian was one of over 200 companies potentially affected by a data breach via a third-party vendor (Gainsight/Salesforce instances) underscores the supply chain vulnerability in data security. That's a huge operational risk.

Here's the quick math on the compliance overhead:

• Atlassian's Selling, General & Administrative (SG&A) expenses for FY2025 reached $1.78 Billion.
• General and Administrative (G&A) expenses alone increased by $36.4 million, or 6%, in FY2025 compared to FY2024, a portion of which is defintely driven by rising legal and compliance staffing and technology.

Antitrust and market dominance investigations in key operating regions

While Atlassian is not currently the primary target of the high-profile antitrust cases facing the 'Big Tech' giants, the regulatory environment is tightening globally, making acquisitions a major legal hurdle. The focus is on platform power, interoperability, and acquisitions of nascent competitors.

The most immediate antitrust risk for Atlassian in 2025 is its own inorganic growth strategy. Its September 2025 acquisition of The Browser Company for $610 million in cash is explicitly subject to regulatory approvals. This deal, which aims to embed AI-driven browsers into the enterprise workspace, will be scrutinized by regulators to ensure it does not stifle competition in the emerging AI-driven workspace market. Any delay or forced divestiture could impact the strategic value of the acquisition.

Stricter enforcement of open-source software licensing and intellectual property rights

Intellectual Property (IP) and open-source software (OSS) licensing compliance is a critical, and growing, liability for a software company that relies on a vast ecosystem of third-party developers via its Marketplace. The risk is twofold: protecting Atlassian's own IP and managing the risk of infringement claims from third parties.

Atlassian's defense posture is substantial: as of June 30, 2025, the company held 569 issued patents and had approximately 415 pending applications in the United States, demonstrating a significant investment to protect its proprietary inventions. Still, the contractual liability is immense, as shown in the Atlassian Customer Agreement. This agreement includes a robust IP Indemnification clause, which requires Atlassian to:

• Defend customers against any third-party claim alleging that its products infringe on intellectual property rights.
• Indemnify the customer against any damages, fines, or costs finally awarded or agreed in settlement.

This means every customer's potential IP lawsuit becomes Atlassian's financial liability, which is a major, though unquantified, contingent risk on the balance sheet.

New regulations on AI ethics and algorithmic transparency affecting product development

The push to embed AI across the product suite, exemplified by the launch of 'Atlassian Intelligence' and the 'Rovo' AI assistant, puts the company directly in the crosshairs of new global AI regulations, such as the EU's AI Act. Transparency and explainability (the ability to show how an AI reached a decision) are becoming legal requirements, not just engineering best practices.

The risk is that new products, if deemed high-risk by regulators, could face mandatory pre-market assessments or strict transparency obligations, adding significant time and cost to the product development lifecycle. The company is already moving to address this: Atlassian updated its legal terms on October 7, 2025, to specifically include AI Terms, which is a clear, proactive move to govern the use of its new AI capabilities. This table shows the dual nature of AI-a major opportunity that carries immediate, new legal overhead.

AI Product/Feature	Legal Risk Category	Regulatory Response (2025)
Rovo AI Assistant	Algorithmic Transparency, Data Use/Bias	Inclusion of AI Terms in Customer Agreement (Oct 7, 2025)
Atlassian Intelligence	Data Privacy/Sovereignty (Training Data)	Continued compliance with GDPR and Data Residency controls
Cloud Migration Tools	IP/Open-Source Licensing	IP Indemnification for customers against third-party claims

The legal team must now be embedded with the R&D teams. That's non-negotiable.

Next Step: Finance and Legal must draft a quarterly regulatory risk heat map by Friday, focusing on the potential financial impact of the California Trap and Trace lawsuit and the timeline/cost implications of the $610 million Browser Company acquisition's regulatory approval process.

Atlassian Corporation Plc (TEAM) - PESTLE Analysis: Environmental factors

Growing stakeholder pressure for clear, measurable carbon neutrality goals

Stakeholder pressure-from major institutional investors to employees-is forcing Atlassian Corporation Plc to accelerate its environmental commitments beyond mere compliance. The company responded by setting near-term, Science-Based Targets (SBTs) aligned with a 1.5°C trajectory, committing to net-zero emissions by no later than 2040. This is a full decade ahead of the Paris Agreement's 2050 goal, signaling serious intent to the market. They have already achieved their goal to run operations on 100% renewable electricity, hitting the FY2025 target four years early in fiscal year 2020. Honestly, beating a major goal by four years is a strong signal to any ESG-focused fund manager.

The near-term focus is on their supply chain (Scope 3 emissions), which makes up about 90% of their overall carbon footprint. To address this, Atlassian is pushing its vendors hard. For fiscal year 2025, the target is to have suppliers representing 69% of their emissions set their own SBTs.

Requirement for transparent reporting on data center energy consumption

As a software company, Atlassian's direct operational emissions (Scope 1 and 2) are low, but the energy consumption of its Cloud infrastructure, hosted by hyperscalers like Amazon Web Services (AWS), is a critical reporting area. The total energy consumption for Atlassian's operations in fiscal year 2024 was 29,551 gigajoules (GJ), with 81% coming from grid-based electricity.

Transparency is key here, especially as the data center industry's total energy usage is estimated to have grown to 310.6 TWh in 2024 globally. Atlassian mitigates its own footprint by purchasing Renewable Energy Certificates (RECs) to cover 100% of its office and work-from-home electricity and gas use. This is how they maintain the 100% renewable operations claim, but investors are increasingly scrutinizing the quality of RECs versus direct renewable energy procurement.

Investor focus on Environmental, Social, and Governance (ESG) performance

ESG performance is now a core part of the valuation narrative. For Atlassian, while their overall net impact ratio is positive at 29.1%, the negative impacts are flagged in areas like GHG Emissions and Scarce Human Capital. Investors are essentially saying: your products help teams, but your growth still has a carbon cost.

The market is watching the company's specific, measurable FY2025 targets:

• Reduce absolute Scope 1 and 2 emissions by 50% (from a FY2019 baseline).
• Reduce Scope 3 emissions from business travel by 25% (from a FY2019 baseline).
• Ensure 69% of supplier emissions are covered by suppliers with SBTs.

Here's the quick math: The focus is shifting from their small Scope 1/2 footprint to the massive Scope 3, where the real risk-and opportunity-lies.

Opportunity to market Cloud as a more energy-efficient solution than on-premise

The push to migrate customers from Data Center (on-premise) to Cloud is Atlassian's biggest environmental opportunity. Cloud infrastructure is inherently more energy-efficient than a customer running their own servers, especially since hyperscalers now use renewable sources for roughly 91% of their total energy needs.

This efficiency is a powerful marketing tool for the Cloud platform, which is also the company's primary growth engine. The financial and environmental goals are perfectly aligned here. The company's updated guidance for fiscal year 2025 projects Cloud revenue growth to be approximately 26.5% year-over-year.

Finance: Track the Cloud revenue growth rate against the $4.5 billion FY2025 target monthly.

This table summarizes Atlassian's key environmental targets for the current fiscal year, which directly impacts its ESG score and investor confidence.

Environmental Metric	FY2025 Target (vs. FY2019 Baseline)	Status/Implication
Scope 1 & 2 Emissions Reduction	50% absolute reduction	Achieved 100% renewable electricity early, focusing on remaining operational emissions.
Renewable Electricity Use	100%	Achieved in FY2020, four years ahead of schedule, mainly via RECs.
Supplier Engagement (Scope 3)	69% of suppliers by emissions to have SBTs	Addresses the largest portion (90%) of the company's total carbon footprint.
Business Travel Emissions Reduction (Scope 3)	25% absolute reduction	Supported by the 'Team Anywhere' flexible work policy to defintely reduce air travel.
Net-Zero Target	No later than 2040	A more ambitious commitment than the 2050 standard, appealing to climate-focused investors.