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Asana, Inc. is a leading work management software platform that focuses on enhancing productivity and engagement for enterprises. The company provides a platform that helps organizations orchestrate work, ranging from daily tasks to cross-functional strategic initiatives. Asana sells access to its platform through subscription fees, offering a variety of interfaces and tools designed to automate complex workflows and improve operational efficiency .
- AI Studio - Marks Asana's entry as a multiproduct company, expected to be a significant revenue stream in the future .
- Subscription Platform - Provides access to Asana's work management tools, including tasks, lists, calendars, boards, timelines, reporting dashboards, and workload management, all designed to enhance productivity and engagement .
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Given that AI Studio may allow customers to derive significant value without increasing seat counts, potentially impacting seat-based revenue growth, how do you anticipate this will affect your overall net retention rates and revenue in the near term?
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With an $18 million cash burn in Q3 and expectations for positive free cash flow in Q4, can you elaborate on the specific steps you are taking to achieve this turnaround, and what are the key drivers that give you confidence in reaching and sustaining positive free cash flow moving forward?
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As you note stabilization in the tech vertical, which still represents a significant portion of your business, what is your outlook on demand within this segment, and how are you planning to drive growth amid ongoing budget constraints and macroeconomic volatility?
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Considering that AI Studio is still in early stages with minimal revenue impact expected before fiscal Q1, yet you see it as a key driver for upsell and improved net retention, how are you calibrating your expectations for its contribution to revenue growth and NRR improvements in the next fiscal year?
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With your plans for operational efficiency and material operating margin expansion, particularly within sales and marketing, can you provide more details on where you see the biggest opportunities for cost savings and how these efficiencies might impact your ability to drive top-line growth as you transition to a multiproduct company with AI Studio?