Makes team-collaboration and developer software (Jira, Confluence); adding AI assistants for knowledge work.
| Indicator | Score | Band |
|---|---|---|
| Depreciation Integrity | 37 | AMBER (~35–40) |
| AI-Monetization Gap (Rovo) | 75 | RED (~72–78) |
| Insider-Selling Intensity | 48 | AMBER (~45–52) |
| Financing Opacity / Circular Leverage | 16 | GREEN (~14–18) |
| Energy & Diminishing Returns | 51 | AMBER (~48–55) |
| Organic End-User Demand | 55 | CORAL (~52–58) |
Q. Your own 10-K says AI tools are provided 'at no or low cost to the majority of Cloud customers' and 'may increase hosting costs without corresponding revenue increases.' You have 2.3 million AI MAUs and zero filed AI ARR. At what point does Rovo stop being a feature and start being a drag?
A. The 10-K risk factor language is exact and unambiguous. The sheet cannot answer when or whether Rovo achieves paid attach — no Rovo ARR, attach rate, or per-user hosting cost is disclosed anywhere in the filings. The Q1 FY2026 restructuring charge of $55.7M at a company growing +21% is one concrete consequence: headcount is being cut to fund AI infrastructure with no filed offset.
EVIDENCE: filed · scores from the engine · I5/I6 carry a score with no underlying instrument — stated where drilled.
AWAITING LIVE SERIES · wires from /api/prices · held state stands if the wire fails
SEC XBRL companyfacts · every row carries its accession · 8 quarters · refreshes off the 8-K 2.02 earnings event
Watching: Capex vs demand before the print.
Earnings window. no dated next-print for this firm in the calendar yet — the 59-of-68 coverage gap.
Score 48.0/100 from the engine.
Discretionary (no-plan) selling on the recent record: $1,801,039.
| Owner | Role | Date | Type | Value | Basis |
|---|---|---|---|---|---|
| Duffy Brian | Chief Revenue Officer | 2026-06-12 | Sale | $269,130 | discretionary |
| Duffy Brian | Chief Revenue Officer | 2026-06-11 | Sale | $127,147 | discretionary |
| Duffy Brian | Chief Revenue Officer | 2026-06-10 | Sale | $168,228 | discretionary |
| Duffy Brian | Chief Revenue Officer | 2026-06-09 | Sale | $138,639 | discretionary |
| Duffy Brian | Chief Revenue Officer | 2026-06-08 | Sale | $142,242 | discretionary |
| Chuong James | Chief Financial Office | 2026-05-19 | Sale | $35,124 | discretionary |
| Chuong James | Chief Financial Office | 2026-05-19 | Sale | $471,027 | discretionary |
| Chuong James | Chief Financial Office | 2026-05-19 | Sale | $2,448 | discretionary |
| Chuong James | Chief Financial Office | 2026-05-19 | Sale | $58,799 | discretionary |
| Chuong James | Chief Financial Office | 2026-05-19 | Sale | $14,196 | discretionary |
| Chuong James | Chief Financial Office | 2026-05-19 | Sale | $24,088 | discretionary |
| Chuong James | Chief Financial Office | 2026-05-19 | Sale | $33,125 | discretionary |
EDGAR Form 4, parsed structured · last 31 txns · asof 2026-07-20 · refreshes off the Form-4 event class
| Announced cuts (2026) | 1,600 |
| Date | 2026 |
| Confidence | high |
| Attribution | AI-DRIVEN |
| Driver | product-reorg |
| Source | company |
Cut ~10% to rebalance toward AI; CEO: 'disingenuous to pretend AI doesn't change the number of roles required.'
Video. no verified channel in the map yet — our gap, stated (the map grows by verification, never by guess).
≤5 news · ≤2 video · rolling window, never an archive · ranked from the 2026-08-08 sweep · refreshes Saturday
Notes. held open — The desk has not ruled this slot.
Company data is compiled from primary sources — SEC filings, the fragility engine, and our own roster. Narrative summaries are AI-assisted; every figure comes from the record, not the model.