AI adoption deepens software monetization
Asana’s early evidence indicates that embedded AI can increase engagement, retention, and expansion beyond a traditional seat-based model. This supports the Enterprise & Vertical Software theme where AI features can create incremental consumption- or outcome-oriented revenue streams.
Momentum across our AI products continued to build this quarter. While still early, we are seeing encouraging validation of the opportunity to build meaningful consumption and outcome-orientated growth and expansion revenue streams alongside our traditional seat-based model. AI Studio and AI Teammates, in fact, drove about 25% of our net new ARR, up from 17% last quarter. This is above our 15% full-year target, which we set in March. We find that customers that are adopting our AI products engage more deeply, retain better, and expand faster than the broader customer base.
Who it touches
- ASANbullish
Management said AI-product adopters engage more deeply, retain better, and expand faster than the broader customer base.
- MNDYbullish
The quote supports demand for AI-enabled work-management capabilities that deepen customer engagement and expansion.
- TEAMbullish
The quote supports demand for AI-enabled collaboration and work-management platforms with expansion potential.
About this signal
- Company
- Asana, Inc.
- Category
- technology
- Call
- Q2 FY2027