Asana, Inc. (ASAN) Presents at Morgan Stanley Know-how, Media & Telecom Convention 2026 Transcript


This fall: 2026-03-02 Earnings Abstract

EPS of $0.08 beats by $0.01

| Income of $205.57M (9.15% Y/Y) beats by $443.40K

Asana, Inc. (ASAN) Morgan Stanley Know-how, Media & Telecom Convention 2026 March 4, 2026 1:45 PM EST

Firm Members

Daniel Rogers – CEO & Director
Aziz Megji – Head of Strategic Finance and FP&A

Convention Name Members

Josh Baer – Morgan Stanley, Analysis Division

Presentation

Josh Baer
Morgan Stanley, Analysis Division

All proper. For essential disclosures, please see the Morgan Stanley analysis disclosure web site at www.morganstanley.com/researchdisclosures. And you probably have any questions, please attain out to your Morgan Stanley gross sales consultant.

My title is Josh Baer, Software program Analyst right here at Morgan Stanley. We’re thrilled to have a part of the Asana management staff with us right this moment, Dan Rogers, CEO; and Aziz Megji, Head of FP&A and likewise incoming CFO.

Thanks a lot for being right here. Actually admire it.

Daniel Rogers
CEO & Director

Thanks for having us.

Query-and-Reply Session

Josh Baer
Morgan Stanley, Analysis Division

As an introduction, Dan, for these traders who would possibly profit from a refresher on Asana but additionally for many who may not know you but on this position, are you able to rewind somewhat bit excited about 2025? What attracted you to Asana? And you’ve got had an intensive profession and senior management roles at a bunch of various software program firms, what places you in an awesome place to steer Asana ahead?

Daniel Rogers
CEO & Director

Sure. Nice. Thanks. Let’s flip first to Asana. So wanting again earlier than I joined, Asana has 170,000 prospects world wide, which suggests we’re a identified world firm. And I had used the Asana product in 2 of my prior firms. So it was a model that was a lot beloved and far identified to me. 85% of the Fortune 500 use Asana right this moment. So in some sense, we’re pretty ubiquitous. And once I speak to these prospects, as I say, they have been sort of hooked on Asana. We have been delivering actual worth within the



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