Side-by-side comparison of AI visibility scores, market position, and capabilities
NASDAQ: TEAM enterprise collaboration platform at $5.215B FY2025 revenue with 300K+ customers; Jira, Confluence, and Atlassian Intelligence AI competing with Microsoft and ServiceNow for developer and enterprise team workflows.
Atlassian Corporation is a Sydney, Australia-founded, San Francisco-headquartered enterprise collaboration software company — listed on NASDAQ (NASDAQ: TEAM) — providing software development teams and enterprises globally with Jira (agile project tracking and issue management), Confluence (team documentation and knowledge base), Jira Service Management (IT service management), Bitbucket (code collaboration and CI/CD), Trello (visual kanban boards), and Atlassian Intelligence (AI features across the platform), generating $5.215 billion in revenue in fiscal year 2025 (+19.66% year-over-year) with 300,000+ customers including 45,842 cloud customers with over $10,000 in annual cloud ARR. Founded in 2002 by Mike Cannon-Brookes and Scott Farquhar with no outside venture funding and $10,000 on a credit card, Atlassian pioneered the developer-centric, low-touch SaaS sales model that many B2B companies have since replicated.
CrowdStrike (CRWD) reported $3.95B ARR in FY2025 (ended Jan). Revenue $3.74B, up 29% YoY. Market cap ~$85B. 8,600+ employees. Austin, TX. AI-native cybersecurity platform. Charlotte AI for threat detection.
CrowdStrike is an AI-native cybersecurity company founded in 2011 by George Kurtz, Dmitri Alperovitch, and Gregg Marston and headquartered in Austin, Texas, that built the endpoint detection and response (EDR) category and has since expanded into the broadest cloud-native cybersecurity platform in the industry. The company was founded on the insight that traditional antivirus software — signature-based, retrospective, and endpoint-isolated — could not keep pace with sophisticated adversaries operating at machine speed. CrowdStrike's founding architecture, the Falcon platform, was designed cloud-native from day one: a single lightweight agent on the endpoint feeding a cloud-based AI that learns from trillions of security events across every customer simultaneously. The company trades on Nasdaq under the ticker CRWD.\n\nThe CrowdStrike Falcon platform consolidates more than 28 security modules across endpoint security, identity threat protection, cloud security, next-gen SIEM and log management, threat intelligence, and managed detection and response — all delivered through a single agent and unified console. The AI at the platform's core, Charlotte AI, provides conversational security operations, automated investigation, and AI-generated threat summaries that reduce analyst workload. CrowdStrike's threat intelligence team, Adversary Intelligence, tracks and names nation-state and criminal threat actors globally, giving customers predictive insight into campaigns before they hit their environments.\n\nCrowdStrike reported $3.95 billion in annual recurring revenue (ARR) for FY2025 and total revenue of $3.74 billion, up 29% year over year, with a market capitalization of approximately $85 billion. The company has 8,600+ employees and counts a substantial share of the Fortune 500 and global governments as customers. Despite the July 2024 sensor update incident that caused a significant IT outage affecting millions of Windows systems globally, CrowdStrike's customer retention remained strong — a testament to the platform's depth of integration and the switching costs built into its consolidated architecture.
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