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Edge16 Oct 2026
Winner, Winner: The Chicken McNugget Story
How a 1940s breeding contest, a Cornell food scientist, and a hedge by Ray Dalio helped McDonald's turn the Chicken McNugget into a fast-food icon.
Asana
Asana (ASAN) investor relations material
Asana Piper Sandler 5th Annual Growth Frontiers Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Piper Sandler 5th Annual Growth Frontiers Conference summary15 Sep, 2026
Business overview and product innovation
Focus on driving better coordination and management of work through the Enterprise Work Graph, now central to both human and agentic workflows.
Recent acceleration in product innovation, highlighted by the launch of Agentic Work Management (AWM) integrating AI tools like Asana AI Studio, AI Teammates, and Asana Dash.
Expansion into new buying centers and personas with bespoke agentic apps for IT, engineering, and client management.
StackAI acquisition enhances cross-system orchestration and strengthens the Work Graph's context.
All products leverage a common architecture, improving AI performance and ROI.
Financial performance and growth drivers
Q2 saw 10% revenue growth and a $2.4M beat on guidance, with net retention rates improving across all cohorts, especially among largest customers (from 96% to 98%).
AI adoption is a key driver, with 25% of $100K+ customers using AI products, leading to better retention and expansion.
Up-market segments show strong performance, while sub-5K PLG business remains a drag on overall growth and NRR.
Revenue recognition timing shifts due to new packaging models are pushing some revenue into next year.
Tech vertical shows third consecutive quarter of improvement, with 25% of net new ARR in Q2 from AI products.
AI product strategy and customer impact
AWM launch marks a shift to embedding AI capabilities as core, not add-ons, with new pricing and packaging to accelerate adoption.
AI Studio and AI Teammates drive higher renewal and expansion rates, especially in use cases with heavy data intake and cross-functional workflows.
30 out-of-the-box AI teammates now available, surfaced contextually to users to drive value and adoption.
Bespoke agentic apps address specific vertical needs, with design partners validating differentiation and willingness to buy.
Sales force is being augmented with specialists and incubation teams to support new product motions.
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Latest events from Asana
- AI-driven product innovation and a new business model fuel growth and expansion across verticals.ASAN
Citi’s 2026 Global TMT Conference - Q2 revenue up 10% to $216.4M, AI products drive 25% of net new ARR, NRR at 97–98%.ASANQ2 2027
- All proposals passed, with no shareholder questions and results to be filed with the SEC.ASANAGM 2026
- Launched five agentic apps, driving AI-led growth, workflow automation, and margin expansion.ASANInvestor update
- AI-driven product expansion and margin gains fuel growth across diversified markets.ASAN2026 Baird Global Consumer, Technology & Services Conference
- AI-driven platform expansion and new products are accelerating customer growth and retention.ASANBank of America 2026 Global Technology Conference
- Q1 revenue up 9.5%–10%, AI adoption accelerates, and StackAI acquisition boosts future growth.ASANQ1 2027
- Q4 delivered 9% revenue growth, margin expansion, and strong AI-driven momentum for FY27.ASANQ4 2026
- Q3 revenue up 9% to $201M; non-GAAP income, cash flow, and AI-driven growth exceeded guidance.ASANQ3 2026
Next Asana earnings date
Q3 20271 Dec, 2026
Asana
Next Asana earnings date
Q3 20271 Dec, 2026
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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.