Asana will bundle a base level of AI tools into its work management plans from mid-September. The tools include AI Teammates and Dash, and tier prices do not change. The change applies to both new and existing customers. Asana will also recognise revenue from new AI Teammates sales as customers use their requests. CFO Aziz Megji said the shift creates a revenue headwind and pressure on gross margins in the second half. CEO Dan Rogers said AI products made up about a quarter of new recurring revenue last quarter, up from the prior quarter. Asana raised its full-year target for AI's share of new recurring revenue. It also signed its largest AI expansion deal, a three-year agreement with a Fortune 500 media company. Both executives spoke on an earnings call on Thursday.
What changed
AI Teammates revenue was spread evenly across the contract term, and AI tools were sold separately from work management tiers.
What it unlocks
Using a base level of Asana's AI tools, including AI Teammates and Dash, without paying more than the existing tier price.
- $1.2M revenue headwind
- 150 basis point gross margin pressure
- 25% of net new ARR from AI products
- full-year AI target raised to ~20%
What you need to act on it
- an Agentic Work Management tier subscription
Sources