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Discussão sobre ASAN
Postos
11
4Mês·
Asana Q1 Earnings Highlights
🔹 Revenue: $187.3M (Est. $185.5M) 🟢; UP +8.6% YoY
🔹 Adj EPS: $0.05 (Est. $0.02) 🟢
Q2'26 Guidance
🔹 Revenue: $192M–$194M (Est. $192.2M) 🟢
🔹 Adj EPS: $0.04–$0.05 (Est. $0.04) 🟢
🔹 Non-GAAP Operating Income: $8M–$10M
🔹 Operating Margin: 4%–5%
🔹 Weighted Avg Shares (Diluted): ~243M
FY26 Guidance
🔹 Revenue: $775M–$790M (Est. $780.1M) 🟢
🔹 Adj EPS: $0.22 (Est. $0.19) 🟢
🔹 Operating Margin: ≥5.5%
🔹 Weighted Avg Shares (Diluted): ~243M
Customer & Retention Metrics
🔹 Core Customers (>$5K ARR): 24,297; UP +10% YoY
🔹 $100K+ Customers: 728; UP +20% YoY
🔹 Net Retention Rate (Overall): 95%
🔹 Net Retention (Core Customers): 96%
🔹 Net Retention ($100K+ Customers): 95%
Strategic Highlights
🔸 AI Studio surpassed $1M in ARR in its first quarter post-launch
🔸 Largest subscription agreement in company history signed post-Q1: $100M+ over 3 years
🔸 Share repurchase authorization increased by $100M; total available: $156M
🔸 Appointed Marc Boroditsky (ex-Twilio, Cloudflare) to Board of Directors
🔸 Recognized as a Leader in Forrester Wave: Collaborative Work Management Q2’25
🔸 Top ratings in Gartner Voice of the Customer (4.5/5 in Adaptive Project Management)
🔸 Winner at 2025 Webby Awards – Apps & Software (Work, Productivity & Collaboration)
AI & Innovation
🔸 Launched AI Studio Plus and Smart Workflow Gallery
🔸 Hosted 15+ AI Studio training sessions with 4,000+ customer participants
🔸 Released Work Innovation Lab report: Crossing the 5 AI Chasms to guide enterprises on AI scaling
CEO Dustin Moskovitz Commentary
🔸 “Just months after launch, AI Studio has surpassed $1M in ARR. Early customer success confirms its transformative potential and validates Asana’s leadership in human + AI coordination.”
11
7Mês·
Siemens Energy focuses on gas-fired power plants | Eutelsat as Starlink replacement for Ukraine | Asana share slumps after forecast
Siemens Energy focuses on gas-fired power plants
Siemens Energy $ENR (+4,33%) has big plans in the gas-fired power plant sector. The US investment bank Goldman Sachs recently rated the share as a "buy" with a price target of 63 euros. Analyst Ajay Patel sees enormous potential in the gas-fired power plants, which are to be built by the Union and SPD with an impressive output of 20 gigawatts by 2030. In the first quarter of the 2025 financial year, the company already generated over 31% of its sales in the gas sector. These infrastructure projects could not only reduce the valuation gap to GE Vernova, but also boost the share price. On Monday, however, the share price started the day down 9.16% to EUR 50.56, before rising 4.98% to EUR 53.08 the following day. A real up and down that shows how volatile the market can be.
Eutelsat as a Starlink replacement for Ukraine
Eutelsat has positioned itself as a potential Starlink replacement in Ukraine, especially after the US company Maxar blocked access to its satellite images. The EU Commission plans to support Eutelsat in securing satellite communication capacity, which is of great importance for Ukraine. With its OneWeb network, Eutelsat offers a solid European alternative and has already successfully deployed several thousand terminals in Ukraine. On Monday, Eutelsat shares rose 23.69 percent to 7.55 euros in XETRA trading, and the positive trend continued on Tuesday, albeit at a slower pace, with a 0.6 percent increase to 7.51 euros on EURONEXT Paris. An exciting development that shows how important access to communication technologies is in times of crisis.
Asana shares slump after forecast
The US software company Asana $ASAN (+0,4%) surprised investors on Monday with disappointing financial figures for the fourth quarter and the financial year as a whole. Although turnover rose by 10 percent to USD 188.3 million, the forecasts for the coming quarter and the year as a whole fell short of analysts' expectations. The situation was further complicated by the resignation of CEO Dustin Moskovitz, one of the co-founders. This caused uncertainty among investors. In NYSE trading, Asana shares fell dramatically by 22.78 percent to 12.88 US dollars. Moskovitz emphasized that he would support the board in the search for a successor, which may be a ray of hope for some investors. Nevertheless, the question remains as to how the company will develop without his leadership.
Sources:
44
1 Comentar
Alex@savo
7Mês
•
11
•7Mês·
Asana Q4'25 Earnings Highlights
🔹 Adj. EPS: $0.00 (Est. -$0.01) 🟢
🔹 Revenue: $188.3M (Est. $188.15M) 🟢; UP +10% YoY
Q1 & FY26 Guidance
🔹 Q1 Revenue: $184.5M-$186.5M (Est. $190.5M) 🔴
🔹 Q1 Adj. EPS: $0.02
🔹 FY26 Revenue: $782M-$790M (Est. $803M) 🔴
🔹 FY26 Adj. EPS: $0.19-$0.20 (Est. -$0.01) 🟢
Key Business Metrics
🔹 Core Customers ($5K+ ARR): 24,062 (+11% YoY)
🔹 Large Customers ($100K+ ARR): 726 (+20% YoY)
🔹 Dollar-Based Net Retention Rate: 96%
Profitability & Cash Flow
🔹 GAAP Operating Loss: -$63.6M; -34% margin (vs. -$67.9M; -40% in Q4 FY24)
🔹 Non-GAAP Operating Loss: -$1.7M; -1% margin (vs. -$15.6M; -9% in Q4 FY24)
🔹 Operating Cash Flow: $15.9M (vs. -$15.3M in Q4 FY24)
🔹 Free Cash Flow: $12.3M (vs. -$17.0M in Q4 FY24)
Strategic & Shareholder Updates
🔹 AI Studio Momentum: Strong adoption & expanding addressable market
🔹 AWS Q Business Integration: Enhancing AI-powered workflow automation
🔹 FY26 Focus: Investments in AI, channel expansion, and improving retention
Management Commentary
🔸 CEO Dustin Moskovitz: "AI Studio adoption is exceeding expectations, positioning Asana to lead in AI-human coordination."
🔸 CFO Sonalee Parekh: "FY26 will bring a 1,000+ bps improvement in non-GAAP operating margin and profitability starting Q1."
22
10Mês·
Aftermarket after quarterly figures, 05.12.
$ASAN (+0,4%)
$RBRK (+0,38%) +15.82%
$DOCU (+0,81%)
$ULTA (-1%)
$GTLB (+1,33%)
$LULU (-0,01%)
$VEEV (+0,62%)
$PATH (+6,89%)
$VSCO (+2,26%)
$HPE (+0,86%)
$IOT -6.58%
33
10Mês·
$ASAN (+0,4%) Asana Inc. reported earnings
Q3 FY2025 results ended on October 31st 2024
- Revenue: $183.9M, +10% YoY
- GAAP Net Loss: $57.3M vs $61.8M YoY
- Core customers: 23,609, +11% YoY
- Enterprise customers ($100K+): 683, +18% YoY
CEO Dustin Moskovitz: "The launch of AI Studio is the birth of a new category, unlocking a massive Total Addressable Market (TAM) and growth opportunity for the company. While still early, we have seen significant demand, with customers experiencing meaningful productivity gains across their workflows."
🌱Revenue & Growth
- Overall dollar-based net retention rate: 96%
- Core customer retention rate: 98%
- Enterprise customer retention rate: 99%
- Over 150,000 total customers including Amazon, Accenture, Suzuki
💰Profits & Financials
- GAAP Gross Margin: 89.2% vs 90.4% YoY
- Non-GAAP Operating Loss: $7.6M vs $9.8M YoY
- Operating Cash Flow: -$14.9M vs -$8.2M YoY
- Free Cash Flow: -$18.2M vs -$11.5M YoY
- Cash and investments: $456M
📌Business Highlights
- Launched Asana AI Studio for no-code workflow automation
- Appointed Sonalee Parekh as CFO
- Announced pursuit of FedRAMP authorization
- Published 2024 State of Work Innovation report
- Hosted largest-ever Work Innovation Summit
- Launched Mastercard partnership offering 20% rebate to new customers
🔮Future Outlook
Q4 FY2025:
- Revenue: $187.5M-$188.5M, +10% YoY
- Non-GAAP Operating Loss: $6.5M-$5.5M
- Non-GAAP EPS: -$0.02 to -$0.01
FY2025:
- Revenue: $723M-$724M, +11% YoY
- Non-GAAP Operating Loss: $46M-$45M
- Non-GAAP EPS: -$0.15 to -$0.14
22
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