Research Feed
SaaS Sector Pattern: Fifth Company Shows AI Increases Usage, Market Prices Opposite
Atlassian (TEAM) Q2 FY2026 earnings adds the fifth data point to an emerging pattern: companies reporting AI metrics show usage INCREASING, while the market prices SaaS as if AI destroys it. The disconnect is widest it's been. Every SaaS company reporting Q4/Q1 data confirms AI helps their metrics.