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New Report From Meltwater and Asana Reveals Disconnect Between Marketing Goals and Business Objectives
GlobeNewswire News Room· 2024-06-11 19:03
SAN FRANCISCO, June 11, 2024 (GLOBE NEWSWIRE) -- Today, Meltwater, a global leader of media, social, and consumer intelligence, and The Work Innovation Lab, a think tank by #1 AI work management platform Asana, released the State of Marketing Collaboration, a new report revealing only 39% of marketers are confident their department's goals are aligned with overall business objectives. Despite 74% of marketing teams being seen as strategic partners, more than a quarter (27%) of marketers feel disconnected fr ...
Asana(ASAN) - 2025 Q1 - Earnings Call Transcript
2024-05-31 07:54
财务数据和关键指标变化 - 第一季度收入为1.724亿美元,同比增长13% [50] - 核心客户(年收入5万美元及以上)收入同比增长15%,占总收入的74% [50] - 年收入100万美元及以上客户数同比增长19% [51] - 整体净留存率为100%,核心客户净留存率为102%,100万美元及以上客户净留存率为108% [52] - 毛利率为89.8% [54] - 经营亏损为1580万美元,经营亏损率为9%,较去年同期改善5个百分点 [54][55] - 自由现金流为负430万美元,自由现金流率为负2%,较去年同期改善9个百分点 [57] 各条业务线数据和关键指标变化 - 欧洲和日本市场收入增长强劲,国际收入同比增长14.5% [39] - 制造业、零售业和专业服务等行业的大型客户继续扩大使用 [41][44] - 日本制造商铃木公司和日本金融服务公司三井住友信托银行扩大使用 [41][45] - 一家知名零售品牌和一家欧洲旅游经济发展组织也扩大使用 [44][45] 公司战略和发展方向及行业竞争 - 公司正专注于企业销售策略、销售生产力和建设企业实力 [38] - 公司相信AI将彻底改变软件行业,Asana有独特优势成为AI协作工作管理的领导者 [10][11][15][29][33] - 公司正在开发新的基于AI的功能和使用案例,包括自定义工作流程等 [30][31][32] - 公司认为AI将通过增强现有功能和引入新的付费功能来推动收入增长 [30][31] 管理层对经营环境和未来前景的评论 - 公司看到客户对AI的热情和需求,认为数字化转型只是AI转型的第一步 [36][37] - 公司相信AI将彻底改变工作方式,人类和AI将成为无缝协作的伙伴 [10][11][13][14][15] - 公司认为AI将从辅助个人生产力发展到接管更复杂的任务和工作流程 [11][12][22][23][24] - 公司相信Asana的工作图谱结构是AI在企业中取得成功的关键 [15][16][19][20] 其他重要信息 - 公司将在6月5日和10月举办工作创新峰会,分享更多AI相关的计划和进展 [34][137] - 公司正在内部广泛使用AI来提高销售和营销效率 [47][48] - 公司认为AI将推动软件行业的重大变革,Asana有独特优势成为行业领导者 [27][28][29][33] 问答环节重要的提问和回答 问题1 **Rob Oliver 提问** 询问公司如何在众多AI供应商中差异化自身产品,并与新客户建立联系 [69] **Anne Raimondi 回答** 公司通过提供独特的AI战略、原创研究以及展示Asana AI的现有功能来与客户建立联系,尤其是针对CIO群体 [69] 问题2 **George Iwanyc 提问** 询问公司如何在内部使用AI来调整产品路线图和销售策略 [73] **Dustin Moskovitz 回答** 公司正在将现有的部分工作流程自动化为基于LLM的工作流,这有助于提高效率,同时也为未来扩展AI功能奠定基础 [73] 问题3 **Brent Bracelin 提问** 询问AI在Asana应用层面的采用时间表 [91][92][93] **Dustin Moskovitz 回答** 早期采用者正在使用Asana的AI功能,公司正在专注于将AI无缝集成到现有工作流中,而不是要求用户学习新的工具,这有助于加速AI在企业中的应用 [91][92][93]
Asana(ASAN) - 2025 Q1 - Earnings Call Presentation
2024-05-31 07:16
业绩总结 - Q1’25总收入同比增长16%,达到6.73亿美元[7] - 12%的核心客户数量同比增长,达到22,162家[37] - 19%的客户支出超过10万美元,达到607家[37] 用户数据 - 核心客户贡献的营收占比在过去几个季度保持稳定,分别为73%[38][1]、74%[38][2]、74%[38][3]、75%[38][4]、74%[38][5] 财务数据 - 非GAAP毛利率在过去几个季度保持在90%以上,分别为90%[39][1]、90%[39][2]、91%[39][3]、90%[39][4]、91%[39][5]、90%[39][6]、90%[39][7] - 非GAAP营运利润率在过去几个季度有所波动,但整体呈现下降趋势,分别为(38%)[39][1]、(9%)[39][2]、(15%)[39][3]、(6%)[39][4]、(6%)[39][5]、(9%)[39][6]、(9%)[39][7] - 在GAAP和非GAAP之间的调整中,毛利率和营运利润率均有所变化,毛利率从89.7%到90.1%[42][1],营运利润率从(74.5%)到(37.9%)[42][2]
Asana(ASAN) - 2025 Q1 - Quarterly Report
2024-05-31 04:14
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 ___________________________________________________________________ FORM 10-Q ___________________________________________________________________ (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended April 30, 2024 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 FOR THE TRANSITION PERIOD FROM TO Commission File Num ...
Asana(ASAN) - 2025 Q1 - Quarterly Results
2024-05-31 04:07
Exhibit 99.1 Asana Announces First Quarter Fiscal 2025 Results Improvement in free cash flow and operating cash flow year over year Expect to be free cash flow positive for the full year Revenues from customers spending $5,000 or more grew 15% year over year May 30, 2024 – San Francisco, CA – Asana, Inc. (NYSE: ASAN)(LTSE: ASAN), a leading work management platform, today reported financial results for its first quarter fiscal 2025 ended April 30, 2024. “AI is transforming how we work, and Asana is deliverin ...
3 Sam Altman Stocks to Buy Now: May 2024
investorplace.com· 2024-05-29 03:12
Sam Altman, the CEO of OpenAI, is perhaps one of the greatest visionaries of the artificial intelligence (gen AI) age. He’s also an investor in several innovative tech firms that could reshape the world of tomorrow. Undoubtedly, some of his past and current investment holdings may be unable to top OpenAI’s disruptive capabilities with its ChatGPT, Dall-E and, most recently, Sora innovations. That said, Altman stocks are worth keeping tabs on, whether or not they have ties to the future of gen AI. Altman is ...
Asana Launches a New Suite of Intelligent Tools for the CIO
Businesswire· 2024-03-19 16:00
SAN FRANCISCO--(BUSINESS WIRE)--Today, Asana, Inc., a leading enterprise work management platform, announced new AI capabilities that empower IT leaders to drive intelligent transformation with the right data foundation, safeguards, and controls. Powered by Asana’s Work Graph® data model, these new capabilities enable IT leaders to integrate their work data seamlessly with solutions like Microsoft 365, deploy AI safely, and surface executive-level reports and insights that help drive greater ROI, now. “With ...
1 Tech Stock Turnaround That's Failing Before Our Eyes
The Motley Fool· 2024-03-14 21:09
A lot of tech stocks have made big turnarounds in the last year or two, but Asana (ASAN -0.85%) is not one of them. The company expects revenue to fall this quarter and is burning cash like crazy. In this video, Travis Hoium covers the company's recent results, which were disastrous for investors. *Stock prices used were end-of-day prices of March 12, 2024. The video was published on March 13, 2024. ...
Asana(ASAN) - 2024 Q4 - Annual Report
2024-03-14 00:00
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K (Mark One) ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the Fiscal Year Ended January 31, 2024 Commission file number: 001-39495 ASANA, INC. (Exact name of registrant as specified in its charter) Delaware 7372 26-3912448 (State or other jurisdiction of incorporation or organization) (Prima ...
Asana(ASAN) - 2024 Q4 - Earnings Call Transcript
2024-03-12 07:37
业绩总结 - 第四季度收入同比增长14%,全年收入同比增长19%[10] - 预计到今年年底,公司将实现自由现金流为正[14] - 公司在2024财年取得了显著的运营利润和自由现金流的改善[64] - 财年收入同比增长19%,达到6.525亿美元[72] 用户数据 - 73%的财富500强公司是Asana的客户[16] - 具有超过10,000付费席位的客户有多家,最大的部署超过20万个席位[17] - 具有超过10万美元年度支出的客户数量同比增长20%,这些客户的收入同比增长29%[18] - 核心客户数量为21,646户,年度支出超过5000美元,这一客户群体的收入同比增长16%[65] 未来展望 - 预计2025财年Q1收入为1.68亿至1.69亿美元,同比增长10%至11%[75] - 预计2025财年全年收入为7.16亿至7.22亿美元,同比增长10%至11%[76] - 公司希望通过Asana Intelligence和Work Graph来区分产品,增加销售能力,并通过NRR的正常化和超越困难续约来实现收入增长的重新加速[120] - 公司计划在未来将AI整合到核心功能中,以增加价值和定价能力[134] 新产品和新技术研发 - Asana Intelligence加强了公司的核心价值主张,帮助客户在组织内部和跨部门推动更清晰、更有责任感和更有影响力的工作[20] - Asana是唯一一个结合工作图和人工智能的工作管理平台,这使得客户能够确保人员和人工智能共同努力实现目标并取得成果[26] - AI在几乎每一次与企业客户的对话中都被提及,客户对AI感到兴奋,并根据我们的AI愿景积极做出购买决策[27] - 公司看到技术行业的增长趋势,认为自己处于AI增长的上升潮流中,并准备利用这一机会[120] 市场扩张和并购 - 全球收入角色已全部填满,包括在德国、英国、日本、Benelux等地拥有出色的企业销售领导者[90] - 公司专注于在特定垂直领域拓展客户群,目前已取得成功,并预计未来也将取得成果[141] - 公司正在投资于扩张和新客户的增长,同时也在全球范围内与销售团队合作,以推动增长[123] - 公司计划在全年内增加销售配额容量,基于持续建立销售渠道和提高生产力的信心[144]