▶ 29:19 · $ASAN · Asana CEO reveals 25% AI attach rate in largest customers driving 25% of net new ARR

episode briefing

Apple iPhone Duo Debuts, Elon Musk’s Data Center Snag, Will AI Cause Humanity’s Demise?

2026-09-11 · 2 company · 3 thematic

sentiment

1 bull0 bear1 neu

speakers

CEO of Creative Strategies, a technology market research and consulting firm, with over 20 years attending Apple events and analyzing consumer technology markets including foldables and smartphones.

dan rogers

CEO of Asana (ASAN), a work management platform, leading the company's pivot to AI agents and consumption-based pricing with early traction showing 25% AI attach rates in largest customers and new AI products for IT, R&D, and client-facing teams.

quote

“you saw that in our largest customers uh AI products are attaching at 25% now and in fact they represented 25% of our net new ARR. So that's AI teammates and AI studio. So I guess the uh prediction has really come to pass and maybe even a…”

—dan rogers

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