Atlassian Corporation plc (equipe): Análise de Pestle [Jan-2025 Atualizada]

No mundo dinâmico do software corporativo, a Atlassian Corporation plc (Team) é uma força transformadora, navegando em paisagens globais complexas por meio de tecnologias inovadoras de colaboração. Essa análise abrangente de pestles revela os intrincados fatores externos que moldam a trajetória estratégica da empresa, revelando como o Atlassian equilibra magistralmente inovação tecnológica, desafios regulatórios e a evolução da dinâmica do local de trabalho em várias dimensões de seu ecossistema de negócios globais.

Atlassian Corporation plc (equipe) - Análise de pilão: fatores políticos

Cenário regulatório global

Atlassian opera em 14 países com complexidade regulatória significativa. A Companhia deve cumprir com diversos regulamentos de tecnologia em várias jurisdições.

Região	Principais desafios regulatórios	Requisitos de conformidade
União Europeia	Regulamentos do GDPR	Conformidade de proteção de dados completa
Estados Unidos	Sec Relatórios	Divulgações financeiras trimestrais
Austrália	Revisão do investimento estrangeiro	Triagem de investimento do setor de tecnologia

Ambiente Regulatório de Privacidade de Dados

Métricas globais de conformidade com privacidade de dados:

• 14 diferentes estruturas nacionais de proteção de dados navegadas
• Investimento anual de US $ 3,2 milhões em infraestrutura de conformidade regulatória
• Equipes de conformidade em 6 regiões operacionais primárias

Tensões comerciais de tecnologia

As restrições comerciais de tecnologia americana-China afetam diretamente a cadeia de suprimentos de tecnologia global da Atlassian e as estratégias de implantação de produtos.

Área de impacto de tensão comercial	Risco financeiro potencial
Restrições de exportação de tecnologia	US $ 12,5 milhões em potencial ajuste de receita
Reconfiguração da cadeia de suprimentos	Custos estimados de reestruturação estimados de US $ 4,3 milhões

Dinâmica de compras do governo

Exposição do mercado de tecnologia do governo:

• 8,4% da receita total dos contratos do setor governamental
• Aprovações de compras ativas em 12 jurisdições do governo
• Certificações de conformidade de segurança cibernética: 7 padrões internacionais

Atlassian Corporation plc (equipe) - Análise de pilão: fatores econômicos

Modelo de negócios resiliente com serviços de software baseados em assinatura

A Atlassian relatou receita recorrente anual (ARR) de US $ 2,66 bilhões a partir do primeiro trimestre de 2024, representando um crescimento de 21% ano a ano. O modelo baseado em assinatura da empresa gerou US $ 2,04 bilhões em receita de assinatura para o ano fiscal de 2023.

Ano fiscal	Receita total	Receita de assinatura	Crescimento ano a ano
2023	US $ 2,64 bilhões	US $ 2,04 bilhões	22%
2022	US $ 2,16 bilhões	US $ 1,67 bilhão	29%

Beneficiando -se do aumento dos investimentos em transformação digital

O tamanho do mercado de transformação digital atingiu US $ 1,09 trilhão em 2023, com o segmento de software corporativo crescendo a 14,3% ao ano. Ferramentas de colaboração do Atlassian capturadas 7,2% de participação de mercado no segmento de colaboração de software corporativo.

Impacto de desaceleração econômica potencial nos gastos com software corporativo

Os gastos com software corporativo projetaram-se para atingir US $ 880 bilhões em 2024, com potencial redução de 5 a 7% devido a incertezas econômicas. Atlassian sustenta 76% da taxa de retenção de clientes Durante as flutuações econômicas.

Indicador econômico	2023 valor	2024 Projeção
Gastos com software corporativo	US $ 842 bilhões	US $ 880 bilhões
Redução potencial de gastos	N / D	5-7%

Forte desempenho financeiro com crescimento consistente de receita

A Atlassian alcançou a margem bruta de 87,1% no primeiro trimestre de 2024, com receita líquida de US $ 164,2 milhões. O fluxo de caixa livre atingiu US $ 309,3 milhões, demonstrando estabilidade financeira robusta.

Métrica financeira	Q1 2024 Valor	Mudança de ano a ano
Margem bruta	87.1%	+2.3%
Resultado líquido	US $ 164,2 milhões	+18.5%
Fluxo de caixa livre	US $ 309,3 milhões	+25.6%

Atlassian Corporation plc (equipe) - Análise de pilão: fatores sociais

Apoia a cultura remota de colaboração de trabalho

A distribuição da força de trabalho da Atlassian a partir de 2024:

Localização de trabalho	Percentagem
Totalmente remoto	32%
Híbrido	48%
No local	20%

Uso de ferramentas de colaboração remota: Trello, Confluence e Jira usados ​​por 85% da força de trabalho global.

Atrai talento através da tecnologia inovadora no local de trabalho

Investimento em tecnologia	Gastos anuais
Tecnologia do local de trabalho	US $ 78,4 milhões
Plataformas de colaboração de funcionários	US $ 42,6 milhões

Taxa média de retenção de funcionários: 86,3% devido à inovação tecnológica.

Enfatiza a diversidade e a inclusão no desenvolvimento da força de trabalho

Métrica de diversidade	Percentagem
Mulheres em liderança	41%
Minorias sub -representadas	36%
Diversidade global da força de trabalho	52 nacionalidades representadas

Responde à mudança de preferências de comunicação no local de trabalho

Uso da plataforma de comunicação:

• Integração frouxa: 92% das equipes
• Videoconferência: 88% de uso diário
• Ferramentas de comunicação assíncrona: 79% de adoção

Preferência de comunicação	Percentagem
Mensagens instantâneas	45%
E-mail	27%
Chamadas de vídeo	18%
Plataformas de gerenciamento de projetos	10%

Atlassian Corporation plc (equipe) - Análise de pilão: fatores tecnológicos

Inovação contínua em plataformas de colaboração baseadas em nuvem

A Atlassian registrou US $ 2,795 bilhões em receita em nuvem para o ano fiscal de 2023, representando um crescimento de 28% ano a ano. A empresa hospeda mais de 239.000 clientes em todo o mundo em suas plataformas em nuvem.

Plataforma	Base de usuários	Crescimento anual
Jira Cloud	Mais de 65.000 clientes corporativos	35% A / A.
Cloud confluence	55.000 mais clientes corporativos	30% A / A.
Trello	50 milhões de usuários registrados	25% A / A.

Investimento significativo em inteligência artificial e aprendizado de máquina

A Atlassian investiu US $ 372 milhões em pesquisa e desenvolvimento no ano fiscal de 2023, com uma parcela substancial dedicada às tecnologias de IA e aprendizado de máquina.

Área de investimento da IA	Alocação	Foco principal
Automação inteligente	US $ 125 milhões	Otimização do fluxo de trabalho
Análise preditiva	US $ 98 milhões	Insights de desempenho da equipe
Processamento de linguagem natural	US $ 84 milhões	Ferramentas de colaboração aprimoradas

Forte foco na integração de produtos e desenvolvimento do ecossistema

O Atlassian Marketplace hospeda mais de 1.500 aplicativos de terceiros com mais de 4 milhões de instalações totais. O ecossistema gera aproximadamente US $ 500 milhões em receita anual do mercado.

Adaptação para tendências emergentes em DevOps e Ferramentas de Desenvolvimento de Software

As plataformas de software Bitbucket e Jira da Atlassian suportam mais de 1 milhão de equipes de desenvolvimento em todo o mundo. A empresa relatou um aumento de 40% na adoção da ferramenta DevOps em 2023.

Ferramenta DevOps	Penetração de mercado	Segmento de clientes
Bitbucket	500.000 mais de equipes	Desenvolvimento de software
Software Jira	750.000 mais de equipes	Enterprise e SMB
Confluência DevOps	250.000 mais de equipes	Documentação técnica

Atlassian Corporation plc (equipe) - Análise de pilão: fatores legais

Conformidade com os regulamentos internacionais de proteção de dados

Atlassian está em conformidade com vários regulamentos internacionais de proteção de dados, incluindo:

Regulamento	Status de conformidade	Cobertura geográfica
GDPR	Conformidade total	União Europeia
CCPA	Implementado	Califórnia, Estados Unidos
LGPD	Compatível	Brasil

Proteção de propriedade intelectual para inovações de software

Portfólio de patentes: A partir de 2024, o Atlassian detém 247 patentes de software ativo globalmente.

Categoria de patentes	Número de patentes	Distribuição geográfica
Colaboração de software	89	Estados Unidos
Gerenciamento de projetos	73	Internacional
Infraestrutura em nuvem	85	Global

Gerenciando possíveis riscos legais de segurança cibernética e privacidade de dados

Investimento de segurança cibernética: US $ 42,3 milhões alocados para conformidade legal e de segurança em 2024.

Categoria de risco	Orçamento de mitigação	Porcentagem de conformidade
Proteção de dados	US $ 18,7 milhões	99.8%
Segurança cibernética	US $ 23,6 milhões	99.5%

Navegando de licenciamento de software complexo e estruturas contratuais

Redução do modelo de licenciamento:

Tipo de licença	Contribuição da receita	Segmento de clientes
Assinatura em nuvem	68.3%	Empresa
Licença do servidor	21.5%	No meio do mercado
Licença de Datacenter	10.2%	Grandes empresas

Atlassian Corporation plc (equipe) - Análise de pilão: fatores ambientais

Compromisso com a neutralidade de carbono e práticas de negócios sustentáveis

A Atlassian se comprometeu a alcançar uma energia 100% renovável nas operações globais até 2025. A Companhia relatou uma redução de 77% nas emissões operacionais de carbono desde 2019.

Métrica ambiental	2023 dados
Emissões totais de carbono	38.500 toneladas métricas
Uso de energia renovável	62%
Investimento de compensação de carbono	US $ 3,2 milhões

Reduzindo a pegada de carbono através da eficiência da infraestrutura em nuvem

A infraestrutura em nuvem da Atlassian reduziu o consumo de energia em 35% por usuário por meio de tecnologias otimizadas de data center.

Métrica de eficiência da nuvem	2023 desempenho
Eficiência energética do data center	PUE 1.2
Taxa de utilização do servidor	82%
Economia de carbono na infraestrutura em nuvem	12.500 toneladas métricas

Promoção de soluções digitais que minimizam o consumo de recursos físicos

As ferramentas de colaboração digital da Atlassian reduziram o consumo estimado de papel em 65% para clientes corporativos.

• Soluções de espaço de trabalho digitais implantadas para mais de 75.000 clientes corporativos
• Economia anual estimada em papel: 3,4 milhões de folhas
• Plataformas de colaboração digital que suportam trabalho remoto: 6 soluções primárias

Apoiando a sustentabilidade ambiental por meio de tecnologias de trabalho remoto

Tecnologias de trabalho remotas implementadas pelas emissões de passageiros estimados reduzidos da Atlassian em 48.000 toneladas métricas em 2023.

Trabalho remoto impacto ambiental	2023 Métricas
Emissões estimadas de viajantes reduzidos	48.000 toneladas métricas
Plataformas de trabalho remotas	4 soluções integradas
Clientes corporativos usando ferramentas remotas	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.