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2023.2 iResearch Inc.2 iResearch I VR AR 2021 519 1 AI 2 3 4 SMS3 iResearch Inc+OA 2 4 1 2 3 45 iResearch Inc 6 iResearch Inc PC PC 7 iResearch Inc 1/4 1+AI RPA 2+AI RPA 8 iResearch Inc 01 2/4 1 2+02 API 03/IM API9 iResearch Inc 3/4 1 2 3+/AI 10 iResearch Inc 4/4 3 20%2022.09 79 2022.08 2021.12 2021.05 2021.03 2021.02 2021.02 38 44 51 61 74 90 108 128 14.4%17.7%18.9%22.1%21.2%20.4%17.7%2017 2018 2019 2020 2021 2022e 2023e 2024e%2017-2024 11 iResearch Inc CAGR=16.1%2021 519 2021 2021 2020 2017-2025 212 256 307 440 519 607 707 818 943 20.4%20.0%43.5%18.0%17.0%16.5%15.7%15.2%2017 2018 2019 2020 2021 2022e 2023e 2024e 2025e%12 1 2 3 413 iResearch Inc iResearch Inc 5 10%Apps Run The World 2021 60%2023 1 1 2 Statisia Slack Apps Run The World Wind=*Wind 2020-2023 2018-2027 31435339244349054159866173080710.5%12.4%11.0%13.0%2018 2019 2020 2021 2022e 2023e 2024e 2025e 2026e 2027e%CAGR=10.5%2021-19.8%Top9 46.1%-34.1%TOP9 ZOOM GoTo Salesforce RingCentral Cvent Vonage Momentive AI1535 7030 2872 1481 13007 11850 14578 13516 437 591 520 383 2592 3829 5293 2797 49 47 56 61 190 243 186 156 740 723 706 552 828 1914 1122 1297 2020.1 2021.1 2022.1 2023.1CiscoAtlassianZOOMSmartsheet 14 iResearch Inc Atlassian Atlassian TEAM 1 Atlassian 2 3 Atlassian 4 Atlassian Atlassian Jira Confluence Trello SMB Code Barrel Percept.AI Atlassian 20022008201520172022 20112021Atlassian Cloud Confluence Jira Server DC 70.9%73.9%75.0%78.6%80.6%81.5%21.3%18.5%16.3%15.4%14.1%12.2%7.8%7.6%8.8%6.0%5.3%6.4%2022Q1 2022Q2 2022Q3 2022Q4 2023Q1 2023Q2%2022Q1-2023Q2 Atlassian 15 iResearch Inc iResearch Inc 2020-2022 10%ISV 2021 2021 TOP1 50-70%TOP2 5-30%TOP3 5-15%TOP1 50-60%TOP2 15-20%TOP3 5-25%2019-2022 18.9%14.8%18.8%17.9%13.4%8.1%14.1%12.7%2019 2020 2021 2022%16 iResearch Inc iResearch Inc 1/2 2018-2022Q3 4.3 6.0 7.1 10.8 9.7 2.2 3.4 4.8 6.9 5.6 0.9 1.4 2.1 3.3 3.1 1.3 1.72.02.4 2.3 7.29.110.113.88.7 0.8 0.9 0.8 0.9 0.6 0.8 0.91.21.81.5 2.73.03.34.02.7 0.5 0.7 0.7 0.8 0.6 1.41.93.03.62.5 1.11.61.51.91.5 0.40.60.71.00.7 2018 2019 2020 2021 2022Q1-3 36%48%54%25%24%3%33%14%15%33%21%29%CAGR AI 17 iResearch Inc 2/2 3-6 10-20%to C PLG 40%UI 30%30%40%40%18 iResearch Inc PLG OA DAU OA/To C To B PLG 19 iResearch Inc iResearch Inc 1/2 2020-2021 2020202199%99%94%96%2020202175%75%20202021100%100%e-office A8 G6 C 20 iResearch Inc 02010201 2/2 OA OA 21 iResearch Inc iResearch Inc 1/2 2019-2021 4927 7285 10294 2019 2020 202147.9%41.3%75 240 2020 2021219.9%To C OA 22 iResearch Inc 2/2 C MLG SLG PLG PLG icon 23 1 2 3 424 iResearch Inc IaaS AI IP/B OA 25 iResearch Inc AI RPA 26 iResearch Inc+360 360 ToB 360 ToC 360 20+4 3 4 3 C 20+120+27 iResearch Inc 360 360 360 360 360 20T+3 1 24T 100+120+200+API 2 0 SaaS 2 360 0/4 28 iResearch Inc OA+ERPCRM HRM PC APP Web H5 IM OA IM OA 29 iResearch Inc 360 360 360 360 360 AI 360 AnyOne Anytime Anywhere AnyDevice SDK API API API LoongArch SDK VI API 7 SDK APP API JS-API API 360 2022.10 360 360 360 30 iResearch Inc 360 360 360 360 SDK API.SDK 31 1 2 3 432 iResearch Inc 1 012022 2-3 02 IM IM 33 iResearch Inc 2 CNNIC 03 2020 6-2022 6 9.409.8910.1110.3210.511.993.463.814.69 4.612020.6 2020.12 2021.6 2021.12 2022.6(1.0 2.0 3.0 34 iResearch Inc 04 VR AR VR AR 3 AI VR AR VR 5G VR AI AI 35 IPO 36 2002 3000 400-026-Contact Us 37
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