Risk of Dependence on Atlassian Products and Atlassian
First written in FY2021. 3 of 8 entries say "Worsened", first in FY2022. Latest entry: 2026-05-27.
No other company in this theme has enough history to compare yet.
- 2026-05-27SoftenedBusiness Plan
「他方、Atlassian製品以外のツール（Workato、Miro等）のラインアップも積極的に広げており、「Atlassian」社への売上比率は徐々に低下しております。」
Atlassian製品への依存リスクに対し、Workato、Miro等のラインアップ拡充による売上分散を対応策として明示している。 - FY2026SoftenedAnnual report
「Atlassian license revenue accounted for 78.0% of net sales during the consolidated fiscal year.」
Atlassian license revenue as a percentage of net sales declined from 78.4% in the previous fiscal year to 78.0%. The company states that its dependence nevertheless remains high. - 2026-05-01RestatedGeneral Meetings of Shareholders
「中長期的にはAtlassian製品以外（Workato製品、Miro製品等）の最先端のツールや新たな顧客体験の提供、価値創造を提案できるコンサルティング等、Atlassian製品に直接依存しない売上を高めていく必要があると考えております。」
Atlassian依存リスクと、Workato・Miro・コンサルティング・自社ソフト開発による依存度低減方針を再確認している。 - FY2025WorsenedAnnual report
「Atlassian license revenue accounted for 78.4% of net sales during the consolidated fiscal year.」
Atlassian license revenue as a percentage of net sales rose from 75.7% in the previous fiscal year to 78.4%. - FY2024WorsenedAnnual report
「Atlassian license revenue accounted for 75.7% of net sales during the consolidated fiscal year.」
Atlassian license revenue as a percentage of net sales rose from 69.3% in the previous fiscal year to 75.7%. - FY2023ReframedAnnual report
「A substantial portion of the Group's Tool Solutions business consists of product sales and service provision centered on Atlassian products. Accordingly, the Group's growth depends heavily on the expansion of sales of Atlassian products. Atlassian licenses accounted for 69.3% of net sales during the consolidated fiscal year.」
The scope and metric used to describe dependence on Atlassian have changed from the previous ratio of purchases to Atlassian license revenue as a percentage of net sales for the current fiscal year, at 69.3%. - FY2022WorsenedAnnual report
「Atlassian Pty Ltd. accounted for 85.0% of the Group's purchases during the consolidated fiscal year.」
Dependence on purchases from Atlassian Pty Ltd. was disclosed at 85.0%, up from 82.8% in the previous fiscal year. The company also describes a policy of increasing the proportion of tools supplied by companies other than Atlassian, such as Alfresco and Workato. - FY2021First statedAnnual report
「Atlassian Pty Ltd. accounted for 82.8% of the Group's purchases during the consolidated fiscal year.」
The company quantifies its dependence on Atlassian in its business and purchasing at 82.8% and describes the risk of an impact on performance from market contraction, changes in transaction terms or contract termination.