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The S-1 reveals 85% gross margin and 900% NRR driven by consumption, but $390bn in compute commitments raise hard questions about long-term durability.
Arc shuts down December 22. Organizations have two months to migrate to Dia, Atlassian's AI-native browser built for enterprise teams.
Hugging Face is exploring a $13bn sale, a deal that signals a fundamental shift in how AI software infrastructure is valued and controlled.
Atlassian's record quarter, $1.77bn in revenue and +31% cloud growth, is resetting the bar for what B2B enterprise SaaS suites must deliver.
