Asana, Inc. (ASAN) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript

SA Transcripts158.8K FollowersFollow5ShareSaveCommentsQ4: 2026-03-02 Earnings SummaryInsightsTranscript InsightsPlay CallPlay CallTranscriptEPS of $0.08 beats by $0.01 | Revenue of $205.57M (9.15% Y/Y) beats by $443.40K Asana, Inc. (ASAN) Morgan Stanley Technology, Media & Telecom Conference 2026 March 4, 2026 1:45 PM EST Company Participants Daniel Rogers - CEO & DirectorAziz Megji - Head of Strategic Finance and FP&A Conference Call Participants Josh Baer - Morgan Stanley, Research Division Presentation Josh BaerMorgan Stanley, Research Division All right. For important disclosures, please see the Morgan Stanley research disclosure website at www.morganstanley.com/researchdisclosures. And if you have any questions, please reach out to your Morgan Stanley sales representative. My name is Josh Baer, Software Analyst here at Morgan Stanley. We are thrilled to have part of the Asana leadership team with us today, Dan Rogers, CEO; and Aziz Megji, Head of FP&A and also incoming CFO. Thank you so much for being here. Really appreciate it. Daniel RogersCEO & Director Thanks for having us. Question-and-Answer Session Josh BaerMorgan Stanley, Research Division As an introduction, Dan, for those investors who might benefit from a refresher on Asana but also for those who might not know you yet in this role, can you rewind a little bit thinking about 2025? What attracted you to Asana? And you've had an extensive career and senior leadership roles at a bunch of different software companies, what puts you in a great position to lead Asana forward? Daniel RogersCEO & Director Yes. Great. Thank you. Let's turn first to Asana. So looking back before I joined, Asana has 170,000 customers around the world, which means we are a known global company. And I had used the Asana product in 2 of my prior companies. So it was a brand that was much beloved and much known to me. 85% of the Fortune 500 use Asana today. So in some sense, we're fairly ubiquitous. And when I talk to those customers, as I say, they were kind of hooked on Asana. We were delivering real value in the