AI packaging shifts toward consumption
Embedding AI in core subscriptions while offering usage-based capacity can broaden adoption before monetization scales. This highlights a sector shift from pure per-seat pricing toward hybrid subscription and consumption models.
Before I turn to guidance, I want to connect the product strategy Dan described to the evolution of our financial model. In mid-September, we are including a base level of AI Teammates and Dash requests in the AWM tiers without changing tier pricing. This change is both for new and existing customers. We're seeding that usage deliberately, investing to drive adoption first, with the expectation that stronger retention, seat expansion, increasing consumption follow over time.
Who it touches
- ASANbullish
Management is embedding AI products across its platform and expects adoption and consumption to create expansion opportunities.
- NOWbullish
The quote supports a broader enterprise-software model of embedding AI into core platforms to expand customer usage.
- CRMbullish
The quote supports a broader enterprise-software model of embedding AI into core platforms to expand customer usage.
About this signal
- Company
- Asana, Inc.
- Category
- pricing
- Call
- Q2 FY2027