Asana AI
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Asana(ASAN) - 2026 Q3 - Earnings Call Presentation
2025-12-02 21:30
AI Transformation & Collaborative Work Management - Asana is positioning itself as the platform for human + AI collaboration, emphasizing context, checkpoints, and controls [18, 20, 22, 24] - The company is introducing AI Teammates, collaborative AI agents designed to deliver real outcomes [36] - AI Studio is designed to supercharge workflows and accelerate outcomes [28] - Early traction of AI Studio and AI Teammates has led to over $1 million in bookings in the first full quarter (Q1), with sequential growth in Q2 and Q3 [55] Financial Performance & Growth - Total revenue for the trailing twelve months (TTM) is $774 million, with a TTM revenue growth of 9% [68] - Non-GAAP gross margin stands at 89% [68] - Customer growth from customers spending $100K+ annually is 15% year-over-year [69, 80] - The company repurchased $30.8 million of Class A common stock in Q3'26, representing 22 million shares [92] - Asana is guiding for FY26 revenue between $789 million and $791 million, representing 9% revenue growth [94] - The FY26 non-GAAP operating margin is expected to be 7% [88, 94]
Asana(ASAN) - 2026 Q2 - Earnings Call Presentation
2025-09-03 20:30
Asana's Core Business & AI Vision - Asana aims to enable global teams to work together effortlessly, focusing on coordination to improve productivity[6, 18] - Asana is positioning itself as a platform for Human + AI collaboration, driving clarity, accountability, and maximizing impact[18] - Asana's AI vision is to define the platform for human + AI collaboration, leveraging its Work GraphⓇ for transparency, control, and security[45, 46] - Asana AI offers smart assists, a smart workflow gallery, and AI Studio to enhance team workflows and automate tasks[48] Customer Base & Recognition - Asana has over 170,000 paying customers across more than 200 countries and territories, with 41% of revenue coming from outside the US[41] - Asana is recognized as a leader in work and project management, with 90% of users rating it as easy to use[32] - Asana is named as a Leader in The Forrester Wave™ Collaborative Work Management Tools, Q2 2025[36] Financial Performance & Guidance - Asana's total revenue for the trailing twelve months (TTM) is $756 million, with a TTM revenue growth of 10%[77] - Asana's non-GAAP gross margin is 90%[77] - Asana's Q3FY26 revenue guidance is between $197.5 million and $199.5 million, representing a growth of 7.4% to 8.5%, with a non-GAAP operating margin of 6% to 7%[101] - Asana's FY26 revenue guidance is between $780 million and $790 million, representing a growth of 8% to 9%, with a non-GAAP operating margin of 6%[101]
Asana(ASAN) - 2026 Q1 - Earnings Call Presentation
2025-06-03 20:09
Q1'26 ASANA'S MISSION Asana Investor Overview Forward-Looking Statements This presentation and the accompanying oral presentation include express and implied "forward-looking statementsˮ within the meaning of the Private Securities Litigation Reform Act of 1995, including but not limited to, statements regarding our financial outlook, product development, business strategy and plans, and market trends, opportunities and positioning. These forward-looking statements are based on current expectations, estimat ...