What can you see right now, Gemini? Okay, I see a woman with blonde hair sitting at a desk with a microphone in front of her. She has her arms crossed and is smiling. There's a computer keyboard and mouse on the desk and a lamp in the background. What else can you tell me? That has been so useful in diagnosing my sick house plants. I can't tell you. And so like if I if I describe, you know, that I want to hear a song that reminds me of being in a rainy cafe in Japan at nighttime, like that's that's somethin ...

Core Viewpoint - Logan Kilpatrick, a key figure in Google's AI marketing efforts, is responsible for 90% of the company's AI promotional work, having transitioned from OpenAI to Google [3][22]. Group 1: Logan Kilpatrick's Role and Background - Logan Kilpatrick is recognized as Google's AI "promotional expert," actively engaging with the developer community on platforms like X [2][3]. - At just 27 years old, Kilpatrick has a background that includes working at NASA and Apple before joining OpenAI as the Developer Relations Lead [7][8]. - His experience at OpenAI helped him understand ecosystem building and developer engagement, earning him the nickname "LoganGPT" among developers [10][11]. Group 2: Transition to Google and Responsibilities - Kilpatrick joined Google in 2024, where he was tasked with developing the AI Studio platform and integrating it into Google Cloud [12][14]. - Following a significant talent migration within Google, his team was moved under DeepMind, enhancing collaboration between research and development [19][20]. - He has been instrumental in promoting Google's Gemini series models, which have over 400 million monthly active users, although they still lag behind ChatGPT's 500 million weekly active users [23]. Group 3: Marketing Challenges and Strategies - Google faces challenges in marketing due to its diverse product offerings, which can confuse developers and users [24][25]. - Kilpatrick acknowledges that Google needs to improve its marketing efforts to better communicate ongoing innovations [26][27]. - His approach involves direct engagement with developers, which has been well-received and contrasts with traditional marketing channels [28][36]. Group 4: Investment Activities - In addition to his role at Google, Kilpatrick has invested in over 50 startups, indicating his active involvement in the tech ecosystem [39].

RT Logan Kilpatrick (@OfficialLoganK)Today we are rolling out Imagen 4 and Imagen 4 Ultra in the Gemini API + Google AI Studio! Available to try for free in AI Studio and in paid preview in the API. https://t.co/W3frvAs7XF ...

Lisbon , Portugal - 12 November 2024; Dan Rogers, CEO, LaunchDarkly, on SaaS Summit stage during day one of Web Summit 2024 at the MEO Arena in Lisbon, Portugal.Collaboration software maker Asana said Wednesday it has chosen former Rubrik and ServiceNow executive Dan Rogers to be its new CEO, replacing co-founder Dustin Moskovitz.Rogers will start at San Francisco-based Asana on July 21, the company announced. Rogers will leave his post as CEO of LaunchDarkly, a startup with software for carefully releasing ...

Imagine that you have the power to learn any skills at any point of time without any barriers, without any limits. So how would it be. Today I'm going to talk about artificial intelligence. That is my area of expertise and I love to talk about it.I love to explore and see how we can together make AI a better use case, a better tool for every one of us. So imagine that anyone can learn the skills at any point of time without barriers, without limits. That's the world I want to build.My name is Shubhham Tumbr ...

Nebius Accelerates Next Generation of Healthcare and Life Sciences Innovation with Inaugural AI Discovery AwardsJune 23, 2025 7:01 AM EDT | Source: NebiusFull-stack AI infrastructure provider backs pioneering companies in biotech, drug discovery, genomics and multiomics, and healthcare diagnostics with GPU cloud and inferencing credits totalling over $850,000.Amsterdam, Netherlands--(Newsfile Corp. - June 23, 2025) - Nebius (NASDAQ: NBIS) has named the winners of its inaugural AI Discovery Awa ...

Key Takeaways IBM stock has gained 16% in six months, outperforming MSFT's 5% rise and AMZN's 8.4% drop. Hybrid cloud momentum and watsonx AI Labs are fueling IBM's Software and Consulting growth. IBM faces margin pressure, job cuts and intense cloud competition despite improving earnings estimates.International Business Machines Corporation (IBM) has surged 16% over the past six months compared with the industry’s growth of 1.8%, outperforming peers like Microsoft Corporation (MSFT) and Amazon.com, Inc. ...

Summary of Asana's Conference Call Company Overview - **Company**: Asana - **Industry**: Software, specifically in the Collaborative Work Management (CWM) space - **Key Personnel**: Sonali Parikh (CFO), Aziz Meghji (FP&A) Core Points and Arguments 1. **Product Leadership and Growth Opportunity**: Asana is positioned as a leader in the CWM category with significant growth potential, particularly in enterprise markets, driven by innovation and a strong product offering [5][6][7] 2. **AI Studio Launch**: The recent launch of AI Studio is expected to differentiate Asana from competitors, enhancing its product capabilities through context-aware AI [6][15][21] 3. **Competitive Landscape**: Asana competes in a fragmented market but differentiates itself through its work graph, which integrates AI capabilities, allowing for cross-functional collaboration [15][19][20] 4. **Large Contract Win**: Asana secured a landmark $100 million Total Contract Value (TCV) deal, marking a significant achievement in scalability and enterprise adoption [30][34] 5. **Upsell Opportunities**: The large contract does not include AI Studio or service plans, indicating potential for future upselling and expansion within the client [33][36] 6. **Enterprise Go-to-Market Strategy**: Approximately 60% of Asana's business comes from corporate and enterprise clients, with plans to enhance channel partnerships to drive growth [41][42] 7. **Operating Efficiency**: Asana has improved its operating margin from -9% to over 4%, with a focus on maintaining high gross margins (90%) while driving growth [55][56] 8. **AI Strategy Importance**: The AI roadmap is a critical differentiator in enterprise negotiations, with a focus on making AI adoption frictionless for customers [24][25] 9. **Future Outlook**: Asana aims to establish itself as a leader in AI collaboration tools and improve net retention rates through focused initiatives [69][72] Additional Important Insights 1. **Cultural Impact of Leadership Changes**: Dustin Moskovitz is transitioning to a more strategic role focused on AI, which is expected to enhance Asana's vision and operational effectiveness [63][64] 2. **Channel Growth Potential**: There is a significant opportunity to increase revenue from channel partnerships, which currently represent a small percentage of overall ARR [42][44] 3. **Focus on Retention**: Asana is prioritizing improvements in net retention rates, particularly in its monthly business segment, which has historically contributed to churn [72][73] 4. **Investment in Lower-Cost Geographies**: The company is shifting hiring strategies to include lower-cost regions, which is expected to positively impact overall cost structure [61][62] This summary encapsulates the key points discussed during the conference call, highlighting Asana's strategic direction, competitive advantages, and future growth opportunities.

Core Insights - Asana achieved its first non-GAAP operating profit in Q1 FY2026, with revenue of $187.3 million, marking a 9% year-over-year increase and a significant improvement in non-GAAP operating margin by over 1,300 basis points [1][2][3] Financial Performance - The gross margin remained strong at approximately 90%, while adjusted free cash flow margin improved by over 700 basis points to 5%, reflecting effective cost control measures [2] - The company reported a positive operating income of $8.1 million, representing a 4% margin, which is 300 basis points above the midpoint of guidance [3] Strategic Developments - AI Studio surpassed $1 million in annual recurring revenue (ARR), with evidence of its ARR growth outpacing traditional seat-based ARR in select accounts [4][5] - The introduction of the Smart Workflow Gallery and AI Studio Plus tier aims to enhance adoption among SMBs and enterprises, reducing reliance on per-seat pricing [4] Contractual Achievements - Asana secured a record-breaking three-year contract renewal valued at over $100 million, increasing remaining performance obligations to approximately $521 million, a 37% year-over-year increase [6] - Despite the significant total contract value, there was a modest downgrade in annual contract value (ACV), which is expected to impact net revenue retention in Q2 FY2026 [6][7] Future Outlook - Guidance for Q2 FY2026 anticipates revenue between $192 million and $194 million, reflecting 7%-8% year-over-year growth, with a non-GAAP operating margin of 4%-5% [9] - Full-year revenue guidance for FY2026 has been revised to $775 million to $790 million, indicating 7%-9% growth year-over-year, with an increased target for non-GAAP operating margin of at least 5.5% [9]

Summary of Asana Conference Call Company Overview - **Company**: Asana - **Event**: Bank of America Conference - **Key Participants**: Mike Funk (Bank of America), Matt Bullock (Software Analyst), Sonali (CFO), Aziz (AI Studio Lead) Key Points and Arguments Financial Guidance and Currency Impact - Asana guided for a revenue growth of **7% to 9%** for the year, with an **8% midpoint** [7][9] - Previous guidance in March was **8% to 9%**, with currency fluctuations impacting the ARR base by approximately **$5.5 million** [12][19] - The company experienced a **50 basis point tailwind** from foreign exchange (FX) for the full year, although it only contributed about **20 basis points** to Q1 growth [14][15] - The guidance incorporates a **worsening macroeconomic environment**, with elongated sales cycles and increased buyer scrutiny noted [21][23] Major Contracts and Customer Relationships - Asana secured a **$100 million Total Contract Value (TCV)** deal over three years, marking the largest deal in the company's history [30] - The deal involved an expansion of seats but included some discounting due to the long-term nature of the contract [32] - The renewal process was strategic, trading off some pricing for long-term visibility and stability [33] Net Retention Rate (NRR) Challenges - NRR is currently a priority for Asana, with the company acknowledging it is not at desired levels [39] - The recent contract downgrade will pressure NRR, expected to decrease by at least **one percentage point** [40] - Strategies are in place to improve NRR, including better coverage of the small business base and the introduction of AI Studio [41][42] AI Studio Developments - AI Studio crossed the **$1 million ARR** threshold shortly after its launch, indicating strong demand and adoption [46] - The platform is seeing significant uptake among larger customers, with **40% of the top 100 customers** enabled on AI Studio [48] - Future enhancements include the introduction of a **Smart Workflow Gallery** and **AI Teammates**, aimed at increasing adoption among non-builders [50][51] Margin Improvement and Cost Management - Asana reported a **1,300 basis point year-over-year improvement** in operating profit, with expectations for continued margin expansion [61] - The company has made strategic cuts, including a **5% reduction in workforce**, to optimize costs [62] - Gross margins are strong at **90%**, providing significant operating leverage for future growth [63] Small and Medium Business (SMB) Growth - The SMB segment is growing above the corporate average, driven by optimized marketing spend and improved onboarding processes [74][78] - Efforts are being made to reduce churn in the SMB base, which is critical for improving overall net retention [78] Additional Important Insights - The macroeconomic environment is described as more uncertain than in previous quarters, necessitating a cautious approach to guidance [24][25] - Asana's management emphasizes the importance of balancing growth with efficiency, aiming for sustainable long-term value creation [72][73] - The company is focused on leveraging AI capabilities to enhance customer engagement and drive future growth [72][73]