Itay Kidron

Itay Kidron asked for a breakdown of seat expansion, differentiating between new customer additions and existing customer growth across developers and other corporate functions, especially given recent layoffs.

Answer

CFO Joe Binns stated that seat expansion is broad-based, covering both tech and non-tech users, with significant progress in business users through the Teamwork Collection. CEO and Co-Founder Mike Cannon-Brookes added that the 'System of Work' strategy drives growth into the broader knowledge worker population, including HR, finance, and operations teams using Service Collection. He noted that Teamwork Collection packaging and AI offerings lead to double-digit seat expansion, as collaboration is a sticky and viral activity across business teams.

Itay Kidron asked for a breakdown of seat expansion, specifically regarding new customer additions versus expansion with existing customers, across developers and other corporate functions, given broader market layoffs. He also inquired about the momentum and sustainability of seat growth.

Answer

Joe Binns (CFO, Atlassian) noted that seat expansion is broad-based across tech and non-tech users, with stable rates for both enterprise and SMB. Mike Cannon-Brookes (CEO, Atlassian) added that growth is driven by the 'every team' mission, expanding into HR, finance, and other operations via Service Collection, and double-digit seat expansion in Teamwork Collection due to AI offerings and integrated licensing across business teams.