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It is very fair to ask oneself - where will Atlassian be in 10-15-20 years? JIRA is slow as molasses, and ripe for disruption. It Atlassian themselves won't do
by TrackerFF 4y ago
It is very fair to ask oneself - where will Atlassian be in 10-15-20 years? JIRA is slow as molasses, and ripe for disruption. It Atlassian themselves won't do it, others will try.
In the end - if you're an investor that's exposed to Atlassian, these things do matter. And the article is being fair on that point - do you think Atlassian is worth what it's worth, and if so - why? If the answer is "customer lock-in" and "no real competitors yet" well, plenty of companies in the yesteryears were also in that spot.
- zeusk 4y agoNobody ever got fired for buying IBM they said. How is Oracle doing these days anyway?
- threeseed 4y agoOracle revenue is up 5% at $11.8 billion and they have a strong and growing presence in the Government Cloud market. So really not doing too badly at all. https://investor.oracle.com/investor-news/news-details/2022/Oracle-Announces-Fiscal-2022-Fourth-Quarter-and-Fiscal-Full-Year-Financial-Results/default.aspx https://investor.oracle.com/investor-news/news-details/2022/...
- zeusk 4y agoThat 5% is below annual inflation, so it shrank in real terms.