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Asana shares fall on earnings

By Robert Davis

21:12, 1 September 2021

Asana logo
Asana logo - Photo: Shutterstock

Shares of workforce management software company Asana were down during after-hours trading on Wednesday despite the company announcing better than expected earnings for its fiscal Q2 2022.

Asana reported EPS losses of $0.23 per share on revenue of $89.5m for the quarter, representing year-over-year growth of 72%. Analysts had anticipated losses of $0.26 per share on revenue of $82.26m.

Shares of Asana finished trading 2.29% higher on Wednesday, ending at $77.28 per share.

During after-hours trading, shares were down nearly 3%, trending near $75 per share.

Earnings details

Asana’s $89.5m revenue total represents a 72% year-over-year growth rate and is nearly 7% higher than the company’s previous projections.  

One reason for the increase is that the company was able to increase its number of top-dollar customers. The number of customers who pay more than $50,000 for their subscription increased to 598 in Q2 2022, the company said. This represents year-over-year growth of 111%.

At the same time, the company was able to increase its number of customers who pay more than $5,000 annually by more than 97%. According to the company’s earnings statement, it ended the quarter with more than 107,000 paying customers, a nearly 30% increase since October 2020.

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The company raised its fiscal Q3 outlook on top of its Q2 earnings. Next quarter, Asana expects to bring in between $93m and $94m in revenue.

However, the company admitted in a recent quarterly filing that it does not have much experience “operating at this scale,” and thus has difficulty evaluating its future prospects.

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Company outlook

Toward the end of last year, Asana emerged as a darling of the COVID-19 pandemic as workforces around the globe shifted to a work-from-home environment. Over the past year, the shares have gained 168.3% in value.

As a global leader in workforce management software development, Asana helps its customers collaborate through several cross-platform products. Some examples include providing services in over 13 languages and integrating with video-chat software maker Zoom to expand Asana’s collaborative offerings.

Alongside Asana’s earnings, the company also announced its chief operating officer Chris Farinacci will retire at the end of the year. Farinacci will be replaced by Anne Raimondi, who currently serves on Asana’s board of directors.

Raimondi said in a statement she plans to help Asana continue “to expand (its) impact with teams around the world."

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