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Comments (440)

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  bdavbdav
  All the death knell comments - Is no one looking at the revenue line? Revenue still trending the same. Costs presumably haven't skyrocketed. They've invested in something big. Thats probably a good thing, and often needed to evolve.
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  conradfr
  A bit tongue-in-cheek but I'm amazed by people that don't open an IDE or look at code. Are you paid to press enter at anything that Claude present to you?Personally I usually use Claude inside the Jetbrain's IDE terminal, even if I code by hand obviously less. I still like using the diff, navigation, quick access to any file path for my prompt etc but maybe that won't last.(edit: although I currently use an old perpetual fallback license because I didn't like the last price increase especially as they slowly remove what I like in the UI)
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  brachkow
  At the beginning of the AI race, JetBrains had:- top-tier language intelligence- all sorts of applications for building software, from IDEs to task trackers- a huge, loyal user base- being big enough to have deals with leading AI providersThey had the potential to lead the AI devtools race. Right now, good but quite basic tools like Pi, Conductor, or Herdr are getting good funding.But JetBrains just failed to adapt. Their biggest AI attempt – Air – was way worse than Conductor, which is built by a team of few people.I feel like there are just a few shortsighted people in leadership behind this flop. I will not be surprised if JetBrains will be defunct/shrinked in 5 years.
• dec0dedab0de
  Hopefully they're investing in better llm integration. I really want to automatically use the jetbrains diff for every llm code change locally.I also want to have the jetbrains code quality scans automatically ran and fixed, and maybe something that enforces permissions and a sandbox. Basically I want the IDE to be more of a control interface.
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  theappsecguy
  Wow, this really sucks. With all the money flocking to companies that trained LLMs on stolen data, we may lose the only set of IDEs that offer high quality professional development tools
• microflash
  As a very heavy user of IDEA, DataGrip and PyCharm, I still appreciate the level of power and flexibility JetBrains offer but continue to be dismayed by the absolutely massive binaries of their IDEs and really bad performance, especially their file watching capabilities which take ages to sync the changes done by external tools into the IDE.Say what you may, VSCode feels lightweight in comparison despite a lot of plugins (I’m not a VSCode user but I do endure it at work).Shedding IDE size, decoupling bundled plugins from shipped binaries, and improving file system sync would be great improvements they could do, besides pursuing AI and whatnot.
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  leobuskin
  It's purely management fault, it happened around 2022-2023. They had all the chances to become a great agentic IDE/harness at some point, if they would start in time, support plugin developers, allocate a proper team instead of 2 people and some semi-random internships. A lot of users were questioning this publicly and privately with them, we all knew how it will end this way. JetBrains lost, no one wants their Junie in 2026 (and didn't want in 2024-2025, whatever was the name of the integration at that time, it was awful). I was on Ultimate Plan since 2012, appx. I quit entirely in 2024. They asked to answer a few surveys over the last few years - even the questions there were far from reality. RIP, JetBrains, it's mostly unrecoverable at this point.
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  jadar
  I still haven’t found an IDE that I feel really helps me develop with AI better than the command line. I have built bespoke tools that work the way I want. But a really good integrated solution would blow my current workflow out of the water. No one seems to have built an IDE with deep support for worktrees, parallel session, walking me thru diffs, and optionally handing control back to me to write the occasional hand-written code myself. Plus most of my work is done on mobile, so Jetbrains has an amazing opportunity…but they seem to be chasing the competition instead of focusing on their moat.
• rednb
  These days, I spend more time on Gitlab reviewing code than in my IDE, and it's been the case for a couple of months already.In my opinion sunsetting JetBrains Space was a major strategic mistake. It would have given them the moat they currently crave for to compete in the AI space, by enabling cool AI powered features (codex like sandboxes connected to their ides etc...).All their AI products currently feel like desparate shots in the dark, while Jetbrains Space would have been a natural home, delivering strong value and differentiation.Once Claude Code, Codex and OpenCode matured and discredited Junie, the next thing i looked for was a code review and CI/CD environment that was as seamlessly integrated to my IDE as possible. I was baffled to discover that JetBrains had just that but decided to sunset it in the midst of the AI war. Absolutely baffling....
• hbn
  Every time I open a new IntelliJ window now it pops open their AI Chat tab just to tell me "Your organization has disabled AI Assistant"I uninstalled the plugin and it continues to open the AI Chat tab to helpfully suggest I install it
• edarchis
  After decades of being happy for my JetBrain, I cancelled my all productssubscription this week. I find that the quality of the tool has gone down the drain. I replaced Datagrip with TablePlus and I don't really need Pycharm, IDEA that much anymore. Recently, I kept complaining about it not working properly. To give one example, the connections over SSH suck and regularly force me to restart the app.I makes me sad. Jetbains used to be a company I looked up to because it always positively surprised me. Now I keep complaining.
• threecheese
  This tracks with what I've observed, as a fan-and-sometimes-user. They look to be funding a skunk works - which started with their version of Cursor (Jules or something), which wasn't great.They are working on a cli agent; I tried it, but it silently injected hooks into all my other cli agents to re-target JB inference APIs, which caused me to burn through my JB tokens in like two minutes and b0rked all my running agent sessions.They are working on a spec-driven thing, which I attempted to try but getting burned by the cli thing I abandoned it. It looks really interesting - it's a meta-harness, built and shipped with one of the Spec-Something frameworks, where you define your own specs for your projects, kinda like snake-eating-it-own-tail-of-specs. If spec-driven is The Future, they are at least trying.There have been a few other things I can't recall, but my observation is that they are taking generative AI seriously as an existential threat, and probably (as another poster here put it) "heating the office burning tokens".
• 1a527dd5
  I don't think this is related to AI. Pre-AI I thought for many years that they have spread themselves too wide and thin. A new IDE pretty much every six months. Unsustainable whilst ignoring their existing customers and products. I think it's inevitable that they've ended up here.I think they've started to realise that and are trying to reign it in with 'Fleet' and 'Code With Me' deprecations.
• mikemarsh
  Hopefully this is a wake-up call for them to drop the AI hype-chasing and refocus on making the best IDEs for us dinosaurs who, for whatever crazy reason, still code by hand and appreciate solid (deterministic) tools to help us out.On a very related note, I'm probably very late to this discussion, but has anyone else noticed autocomplete in JetBrains products has gotten significantly worse after the advent of LLMs? It would previously take into account type signatures and all kinds of context, now it's clearly just a very minimal next token generator, often producing code that doesn't even compile.
• wayeq
  Obviously the narrative will be AI CLI impact but the quality of IntelliJ has taken such a nose dive that I was already looking for alternatives before Claude Code took over the world. IJ used to be one of my most respected pieces of software, it was solid, performant, and the new features were generally thoughtful and well done. That started changing around 2022 and the IDE has been driving the wrong way down a one way street since.
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  tegeek
  So a stable company like JetBrains, which sells developer tools and has extensive experience in compilers, ended up with a net financial loss. Meanwhile, Cursor—a startup only a few years old, founded by students, built on a VS Code fork, and primarily powered by OpenAI's API—was valued at $60 billion.
• jayonsoftware
  I think I have been using their tools since they started. Jetbrains could have been Cursor of IDE world, but they missed it with so many confusing AI offering
• mythz
  Been a JetBrains customer for over a decade, that used to use several of their IDEs, but don't expect to renew again. IMO they completely dropped the ball on AI integration, everything they forced into the IDE seem to be an annoyance.Turns out I can easily get by on VS Code / Claude / ChatGPT / Antigravity. DataGrip is going to be hard to replace, but don't need anything more than the current version, hopefully they'll let me keep using it.
• hkchad
  Long time JB user here, and I mean long time. The past year I have been using claude in the JB terminal but nothing, and I mean nothing new has come of it in that year. Stuck in a tiny terminal window, opening files every so often. A couple months ago I switched back to iTerm2, full screen and use sublime to open the odd file every so often. So this makes 100% sense. They need to do a better job integrating with agents and not pushing their own.
• mihaic
  I have no idea how Jetbrains are dropping the ball so hard now with agentic coding.I still use their IDE, but I would love to see a realy native view on Claude Code, that actually shows a preview of an image I pasted for instance, in a view that feels native to the IDE.
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  stingraycharles
  That’s interesting, as we have just completed a huge migration of our CI/CD infrastructure off Teamcity, for plenty of reasons but “we’re paying a shit ton of money for this and it’s a pain in the ass” was a major one.They seem to be very bloated and unable to modernize their product lines.
• someperson
  I cancelled my JetBrains subscription a year ago when they announced price increases.The quality of their software has been falling despite all recurring revenue. I used JetBrains for almost a decade because it just worked. JetBrains Toolbox is some of the worst software I've used, it causes more problems that it solves for me.Needing to install a different IDE per language is also something I dislike about JetBrains, but not a deal breaker.
• JambalayaJimbo
  IMO there’s a ton of room for innovation in the IDE space.It looks like software dev is going the way of natural language as the final spec that humans see. Regardless of whether this is a good idea or not, it’s happening. My boss asked us not to write any code manually starting in Jan, and now has hinted that we should stop reviewing code too.Natural language as spec obviously has a ton of limitations. And here an opinionated IDE that can define this sort of workflow better is primed to gain a lot of market share, devs clearly aren’t fussed about switching between IDEs right now.I should be able to, for example, click on a plantuml diagram and see what the endpoint definitions are, See where the request schemas are.If I have Agents.md files scattered across my codebase I would like my IDE to help me manage them
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  veber-alex
  Between VSCode and AI, all the engineers I work with have stopped using JetBrains products.I don't think the problem is AI itself; they can have AI too, AI as capable as something like Cursor, for example. The issue is that their product is bloated and slow, and much of the technological leadership they once had has been overtaken by VSCode.
• LogicArsenal
  Revenue is up. Looks like they took on a lot of debt. What did they spend it on?
• ktosobcy
  While the revenue is up so is the cost... and looking at what they've been doing I'd argue they are just burning money on questionable investments."Hey! Look! We grew to power by making perfect, powerful development IDE! Let's get a bunch DeZiGnErS on board to dumb it down and piss off everyone"Yes, I HATE their new UIs (we are on the second take where we had NewUI and now it's Islands)... ClassicUI has almost 1m downloads because it makes the UI _sane_ and while I renewed my subscription for AllPack this year I've done it griting my teath... will see next year if I'll stick…
• runetech
  I still love my IDEA & Rider, but a lot of my attention has moved to VSCode with Claude Code plugin. The Claude plugin/tooling for these IDE's is abysmal in comparison (talking strictly about the Claude Code experience here - not the bundlende AI Assistant.I am not moving away from JetBrains anytime soon, but it does gets harder to justify when I spend considerable time in a competing offering that has better experience and is free...
• linesofcode
  Jetbrains dropped the ball hard with Junie and their typescript performance bugs. I left cause of the latter and the former could never compete with the rest of the ecosystem.
• efortis
  I renewed my WebStorm license for $32.90/year and it comes with $3/mo free AI credits, plus cloud-based completions
• spullara
  I wish they would turn their entire IDE into a CLI that an agent could use to more efficiently do work.
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  olejorgenb
  Jetbrains lost our entire (small) team a few years back when they completely neglected (no, to minimal progress for years) their typehint support in PyCharm. I think they now finally have caught up somewhat judging from the updated on all the issues in youtrack I'm still subscribed to.
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  efficax
  Engineers abandoning IDEs or did they burn a ton of cash on AI?
• devy
  JetBrains is a privately held s.r.o. (LLC equivalent in the Czech Republic), I wonder where have Helgi Library gather so much detailed financial data from about them?
• brunoborges
  It is a private firm. Are they publishing their revenue and costs?
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  giancarlostoro
  They keep trying to bite into AI but they should focus on making their tools more stable and should have invested more into Kotlin Native, could of had a fully native IDE and tooling by now and purged reliance on the JVM.They could have bought out Cursor early on too.
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  i2km
  Around a year ago, the org I was working for ditched jetbrains (including teamcity) due to alleged Russian links of some of the founders/owners of jetbrains.Never looked into it further, but might be a factor...
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  markus_zhang
  I don't think they can compete with AI IDEs. They should maybe focus on the niche that they are good at, and completely get rid of anything ML/AI related. It's going to be a lot cheaper.It's better to be the king of a niche.
• icar
  If you open a terminal in their IDEs, top right button, Claude Code, enable MCP. For me, it's the best mix of the two worlds.
• mathgladiator
  I loved IntelliJ for Java, but I cancelled as I have been AI-pilled to never need to write code again.
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  jt2190
  I’m trying to contextualize this information. JetBrains isn’t publicly traded best as I can tell, and these numbers come from other public filings:> Figures are the company's own (unconsolidated) statutory statements filed with the Czech business register…Are these as reliable as the U.S. 10K or its European equivalent?I assume that a company like JetBrains would be investing in shifting products around A.I., so it doesn’t seem too surprising that they don’t report a profit for 2025.
• butz
  Keep rounding UI and adding more AI, and finances will keep going down.
• Zadak
  What's an IDE
• throwaway2037
  What caused "Net Financing Costs" to skyrocket? Here is a historical view: https://www.helgilibrary.com/companies/jetbrains/net-financi...
• duckiec
  Its pretty sad because JetBrains products are great ive been using them for a while and its even free for students. VSC is great but i feel like JB products are more refined since I code in Go and Python.
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  xmpir
  Impressive European business with ~750m USD in revenues and global footprint. Hope they innovate themselves into profitability again
• j45
  On one hand I wonder if JetBrain could have done something like Cursor better with it's deep experience, and at the same time AI software driven can require a complete fresh perspective, and I do hope JetBrain can reimagine itself to meet software development where it's headed as supports will sorely be needed.
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  zdc1
  The real surprise is how small their balance sheet is given they're such a well known and loved name. 16m CZK is 0.7m USD annual revenue.There are companies where you'd rather be the owner, and others where you'd rather be an employee, or a customer. I think the JetBrain's customers are the real winners in this one.
• denis-nikomo
  That is an interesting piece of reporting.First, revenue is growing, assets - too. I believe company does some money burning to compete. According to the prev years nett income, they should have collected a reasonable amount of money so a little money burn doesn't harm.Second, the Gross Profit is only 72.1m whereas the Revenue is 675m. That means, 600m is somewhere in the COGS. Not sure how to read this.
• synthc
  I would love if the Jetbrains IDE's got really good agent integration, all their code analysis could have amazing synergy with LLM's, Unfortunatly for now I disabled all AI features as it was slowing my IDE (JetBrains) to a crawl.
• phplovesong
  Editor use is on the decline. Heavy bulky IDEs like jetbrains has are close to extinct. After AI our company cancelled the jetbrains ide subscription, as no dev needed it. Most just use vscode or vim, and most stay in the terminal.
• holaysuns
  They have't really given us something for the new era and they are positioned to be ahead of everyone
• havblue
  It isn't as much the price of a license as much as the time it takes to get approval for newer engineers and contractors. You can just say, "we use vs code with these extensions and wsl2" and the discussion is over.
• NoHedgeAllBets
  Unfortunate because they make great products, but also expected given AI. A bit like Nokia, they're a great company that didn't do anything particularly wrong but they got swept by a superior technology.
• swader999
  This along with stack overflow seems to be the end of an era. Stack overflow had my back and JetBrains was like a super magical tool that I could tackle code bases with.
• gwt4life
  LLM spending. Playing catchup
• zkmon
  An IDE connects a human coder to the development process. If the role of that coder changes in that process, the IDE connection is not going to be as heavy as it used to be.
• mastermage
  They probably have very good financial cushions. One year of losses is nothing to a company like that.
• tiffanyh
  I thought JetBrains is a private/bootstrapped company.Where are these financials coming from?
• cowlevel
  Either a whole lot of money is about to be sucked out of markets or money is about to massively devalue. This is the bill coming due for the zero interest rate years, seen from one company's vantage point.
• perbu
  Software is changing. It would be a good time to invest rather than to focus on the bottom line. Their revenue is up.I’m not surprised.
• serial_dev
  They only need to have some hundreds of billions of loss extra, and they might be the next big thing!
• igleria
  loss size must be correlated with the memory usage of webstorm on my work machine...
• eudamoniac
  I don't have plans to stop using Jetbrains any time soon but I can't deny my satisfaction in their products has been declining for a couple of years. Still, nothing else is as good. I wish they'd spent a cycle or two on performance and bugs.
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  0xy
  I am a long time JetBrains subscriber to the all products pack. Their response to recent AI events has been extremely lackluster and I've given them this feedback directly, in feedback and otherwise.I doubt I will remain a subscriber for the entirety of next year.Let's look at their AI product, it suuuuucks. They released it, and it literally did not function. I purchased it, and it kept giving me licensing errors. Contacted support and they couldn't tell me anything. Okay, cool, cancel it and refund me. This is useless.That was a while ago. Today, it still sucks. AI Chat is a bolted-on afterthought that looks like a hackathon project and functions like one. Isn't deeply embedded in the editors. Clunky. Slow. Ugly to look at. Doesn't integrate nicely with all the tools. No native AI plugins, you're forced into their garbage.What are they DOING?!?
• pjmlp
  So VSCode is actually having an impact, most likely.
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  dools
  This is interesting to me because I only started using JetBrains IntelliJ IDEA specifically to do AI coding.It was the first time I'd used an IDE, the first time I'd built a cross platform app, first time I'd used Kotlin, and the first time I'd tried AI coding.The journey started with choosing KMP as the stack, then I figured "here's the company that released KMP, they have an IDE, they have AI, I'll use that".It was really useful, and convinced me that AI coding was the future. I didn't know Kotlin (I still don't) and I don't look at any of the code. I do look at diffs sometimes (less and less). My main "review" is "reviewing test failures", which is a workflow I developed over the past year.It was about 4 months into using it that I figured out that the IDE was really doing nothing.I rewrote their worktree functionality as a couple of bash scripts. The build and test functionality was all gradle on the command line anyway. I was just using it as a chat interface and a markdown reader.So I set up tmux and used Junie CLI (I liked Junie as an agent), Kimi Code and Pi Coding agent simultaneously on different projects. Junie CLI was pretty good, but it had too many instructions and when I started getting particular about my workflows, compliance was too difficult.Kimi Code and Pi kept winning, eventually I stopped using Junie altogether. The name of the game was doing things in parallel and in the background. Editing the code had nothing to do with it.The thing I missed was how JetBrains AI credits worked. I loved switching between models, and didn't want to tell everyone on the team to have their own accounts. I looked around and saw some LLM gateways and stuff like OpenRouter, but then they are all still charging extra, so I just wrote my own LLM gateway and connected it to Pi.But then I was like "what is Pi really doing here?". I wanted a thing I could use from my phone, and using tmux over Termius is pretty weak, so I was like "Oh maybe I can have a mobile app that uses Pi as an API or something" but then I kept hearing the creator of Pi talk about how simple the coding loop was so I just wrote the coding loop into my LLM gateway and then created clients for it for iOS, android, macOS, windows and web, all using Kotlin Multiplatform.Now I've got my dream coding agent: I create work trees at the touch of a button from my phone, I discuss with the agent using the "reply mode" interleaved reply feature, I have a flexible bash script based workflow engine, a centralised script/skill distribution framework, centralised billing/model gateway, all built into a single dev box that runs everything and can be deployed using one of those fancy curl -> bash pipeline things. I can deploy to dev, staging and production at the touch of a button from my phone. Dev and staging are IP gated behind CloudFlare tunnels, the production deployment goes straight to GCP, using a standardised framework.My colleagues and I use it to ship real internal and external products and they're not even developers.I haven't read any code or reviewed any "PRs". I don't even use GitHub or linear!! But man when I go for a walk and sit down on park benches and dictate to my coding agent in my phone, set the workflow running and then keep walking it feels like a super power!And this was more or less 1 year from starting my first project using IntelliJ IDEA + Junie + OpenAI GPT 5 and winding up using a mix of models on my own platform that I share with my colleagues.I don't understand how an IDE development company or, really, any "coding agent development" company can maintain a competitive edge in the face of that kind of pressure.EDIT: I did find their Air product very intriguing but they didn't get it released quickly enough and it didn't solve the problem of having things running in the background easily enough. Also their worktree setup and teardown functionality was a bit of a drag. I built my own platform and started using it to build itself quicker than they got Air to the stage where I would want to use it. They STILL haven't released their mobile client.
• pelagicAustral
  They need to put a whole lot of love in Junie, but even at that Warp is already miles ahead... so playing catch up is going to be a tough one.
• fidotron
  Android Studio always was Google acquisition bait, but now they are going to need to be more serious about it.
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  hn_submit
  I hate the JetBrains IDE, which is written in Java. Why can't they re-write it in C++ using Qt or wxWidgets?
• shevy-java
  Seems as if their expenditures increased a little bit. I don't think this is huge, since they did not perform that well in 2022 either.
• rfgplk
  No disrespect meant, but I don't see how companies like JetBrains can survive (and I've read their financial statements, their revenue growth is still decent). All their revenue comes from products and services that are effectively a long-form agentic session, proven by how many OSS replicas of their stack is out there. Their Junie agent (itself a replica of all other agents on the market) can ITSELF be replicated in a few dozen prompts, as evidenced by the 1000+ GitHub agent repos out there, most of whom are operated by a single college student. What's worse is that JetBrains' primary customer base is supposed to be composed of technical users and developers, the exact cohort that should be skilled enough to use LLMs to replicate their services for effectively zero cost. I guess the only thing that's saving them is inertia and goodwill.
• micromacrofoot
  All the air is getting sucked out of software companies due to AI, I'm seeing it happen in a number of places. Though in this case it may be due to their own AI investment on internal projects.
• gjvc
  they've made a series of customer-hostile decisions in the past few years, so this investment is likely this freight train gathering pace
• anon
  undefined
• haroldopina
  [flagged]
• lin7c
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• hackerbluedev
  [flagged]
• mmwon
  [dead]
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  keel-control
  they're finished
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  maxdo
  why this is a surprise? I have 0 reasons to buy IDE in 2026.Their main moat was smart refactor, and a few other nice tools to debug. regardless of what you think about coding is done, agents and your harness is the best tool. I heard they doing business accelerator to find a new business ideas. But as a company, hardly imagine anyone buying expensive IDE in 2 years. Why?
• jcmontx
  IDEs are on a steep decline, so not so surprising. I've disabled most code extensions from vscode and find myself using multiple terminals and the built in git diff UI. I barely see the code _as a whole_, only care about the _code_ changes.edit: added the extra words + I must mention I'm talking about legacy maintenance projects
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  saadn92
  Yep, I don't remember the last time I opened up an IDE anymore. I mainly built my own open source AI coding orchestrator lol: https://github.com/saadnvd1/agent-osThe landscape is changing significantly, and I think these types of tools will become more popular.