[bhadass]

i agree that their products are quite stale, but a lot of that is cuz they're so deeply entrenched in enterprise workflows in a way that's incredibly hard to displace. switching costs for jira alone across a large org are brutal.

could an AI native competitor eventually eat their lunch? sure. but "no new sane company wants to use their products" is a stretch when their customer count is literally still growing double digits.

i would not say "writing on the wall" at all.

[pokstad]

You just described the typical innovators dilemma for SaaS software.

[Loxicon]

> is a stretch when their customer count is literally still growing double digits.

source?

[Maxious]

> Customers with over $10,000 in Cloud ARR increased 13% year-over-year, reaching 53,017.

https://www.xtb.com/int/market-analysis/news-and-research/at...

Wow, so impressive... wait cloud ARR? So if you discontinued your on premise products those customers would then become cloud ARR...