)
Edge28 Nov 2025
Keeping the Streak Alive: The Story of Duolingo
How Duolingo made language learning addictive, scaled to millions of users, and built a powerful subscription business around everyday practice.
Asana (ASAN) investor relations material
Asana UBS’s 2025 Global Technology and AI Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.UBS’s 2025 Global Technology and AI Conference summary3 Dec, 2025
Financial performance and key metrics
Achieved a beat and raise quarter with 9.3% year-over-year revenue growth and record 8% operating margin, a 12% increase from last year.
Net revenue retention (NRR) improved for the second consecutive quarter, with in-quarter NRR at or near a bottom.
Gross retention rates hit 12-month highs in the small business segment, with broad-based strength across cohorts.
Tech vertical now represents 25% of the customer base, down from a third a year ago, with large tech renewals turning into expansion deals.
Margin expansion driven by headcount optimization and more efficient marketing spend, with further improvements expected.
Product innovation and AI strategy
AI Studio bookings grew sequentially, with self-serve adoption increasing and contributing to larger deal sizes.
Teammates, an AI agent offering, is in beta with 30 customers and is expected to be a larger opportunity than AI Studio due to broader applicability.
Both AI Studio and Teammates leverage the Work Graph for context-aware automation, differentiating from competitors.
Monetization of AI products is evolving, currently using a platform fee and credit-based model, with potential for pure consumption pricing in the future.
AI products are expected to be significant contributors to net new bookings by fiscal 2027.
Customer trends and market dynamics
No evidence of customers returning for additional downgrades; utilization and adoption are rising across the base.
Multi-product strategy, including Foundational Service Plans, is driving higher utilization and mitigating seat downgrade pressures.
Marketing and PLG initiatives are focused on adapting to AI-driven search disruptions and improving top-of-funnel conversion.
Competitive landscape remains stable, with differentiation based on horizontal application and context-aware AI.
Expansion into new TAMs and use cases is expected as AI products democratize workflow automation.
Teammates' market differentiation
Growth reacceleration vs. margin strategy
Small business SEO headwind abatement
Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.
Next Asana earnings date
Barclays 23rd Annual Global Technology Conference10 Dec, 2025
The essential earnings season companion
The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
)
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
)
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
)
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
)
)
Frequently asked questions
A provider of productivity and collaboration solutions
Asana is a cloud-based platform that provides project and task management software solutions to businesses and organizations of all sizes. The company was founded in 2008 and has since become a leading provider of productivity and collaboration software solutions. Some of Asana’s competitors include Google, Monday.com, and Smartsheet.
The business model
Asana's business model is based on providing a scalable and easy-to-use project management platform that enables businesses to track and manage their tasks, projects, and workflows. The company's products and services include task management, project tracking, team collaboration, and workflow automation, which can be tailored to meet the specific needs of each organization.
How Asana makes money
Asana generates revenue primarily through the sale of its project and task management software solutions, as well as through ongoing customer support and service contracts. The company's revenue is also generated through its partnerships with other technology companies, as well as through collaborations with academic research institutions and other organizations.
Co-founders with great experience
Asana has been recognized for its culture of transparency and open communication, with a focus on fostering a collaborative and inclusive work environment. The company operates on a value-driven approach, emphasizing teamwork, innovation, and social responsibility. Asana's co-founders, Dustin Moskovitz and Justin Rosenstein, previously worked at Facebook and Google, respectively, and brought their experience in building successful and innovative tech companies to Asana. The company has grown rapidly since its founding, with a user base of over 100,000 organizations in more than 190 countries.
Quartr provides global coverage of all investor relation material from public companies.
Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.
Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.
Yes, the Quartr mobile app is free on both iOS and Android.
Yes. Quartr provides global, industry-leading live coverage of company events such as regular earnings calls, capital markets days, M&A announcements, and investor conferences. Live with zero delays. Just click and listen.
Yes, capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Yes. Follow the companies that matter to you. Get a personalized feed with real-time updates, a tailored earnings calendar, and instant alerts when earnings calls go live.
Yes. Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned, regardless of who's talking.
Explore our global coverage