Will Asana disclose AI-specific revenue or ARR metrics by Q2 FY2027 earnings (September 2026)?

AI Teammates launched beta only 4 months ago (Nov 2025). Enterprise SaaS typically requires 3-6+ quarters from beta to material revenue disclosure. Even if GA occurs in Q1 FY2027, enterprise adoption and revenue accumulation by Sept 2026 is extremely tight. Companies rarely break out AI revenue until >5-10% of total ($36-72M on $724M base) — unrealistic from a 4-month-old beta. No competitor discloses AI-specific revenue, removing competitive pressure. However, the question requires ANY quantitative metric, not materiality — slight upside from possible early investor day disclosure.

Asana's governance-first positioning ('context, controls, checkpoints') suggests AI is embedded into existing products rather than a separate revenue stream. If AI is not a separate SKU, there may be nothing to disclose separately. AI Studio (consumption-based add-on launched 2024) has been available for over a year with zero revenue disclosure — the strongest evidence against Asana's disclosure tendency. Three reporting cycles remain (Q4 FY2026, Q1 FY2027, Q2 FY2027), but beta-to-GA alone could consume 2-3 of those quarters.

Base rate analysis: major SaaS companies (Salesforce with Einstein, ServiceNow with AI agents) took years to disclose AI-specific revenue metrics after launch. Microsoft only disclosed AI contribution after massive Copilot adoption. Asana's AI Studio has been available since 2024 with no disclosure — a full year of silence on a consumption-based product that COULD generate quantifiable revenue. Three lenses independently assessed AI evidence at E0-E1 (narrative without substance). The disclosure pattern strongly favors NO. Small residual probability exists for new CEO changing disclosure strategy or analyst pressure forcing ad-hoc commentary.

Timeline is extremely compressed: beta Nov 2025, resolution Sept 2026 — less than a year. Even optimistically, GA in Q1 FY2027 followed by early enterprise adoption leaves barely any revenue to report by Sept 2026. AI Studio has been available since 2024 with zero revenue disclosure after a full year — if Asana was inclined to share AI revenue, they had a vehicle and chose silence. No competitor in work management space discloses AI revenue. The question requires quantitative revenue metrics, ruling out vague qualitative statements. Strong NO.

Three independent lenses at E0-E1 is a strong consensus signal that AI has no commercial substance yet. The question requires 'any quantitative AI-specific revenue metric' — this rules out usage stats, feature mentions, or qualitative commentary. Q4 FY2026 earnings (~March 2026) are weeks away with AI Teammates still in beta — no disclosure possible. Q1 FY2027 (~June 2026) too early even if GA occurs. Q2 FY2027 (~Sept 2026) theoretically possible but extremely tight. Management has resisted disclosure with AI Studio for over a year despite having a consumption-based product that generates trackable revenue.

YES scenarios: (1) AI Teammates GA with specific pricing and initial ARR reported on earnings call, (2) AI Studio consumption revenue disclosed as it scales, (3) investor day with AI breakdown, (4) analyst pressure forces ad-hoc disclosure. Against all scenarios: AI Studio precedent shows Asana doesn't disclose (1+ year of silence). However, new CEO Dan Rogers might change disclosure strategy — he's clearly invested in AI narrative ('three waves'). Wall Street AI narrative pressure is increasing across SaaS. There's a non-trivial probability Rogers uses AI metrics to differentiate the Asana story, even if numbers are small. Slightly higher than pure base rate would suggest.

Beta product (Nov 2025), no GA date, competitors don't disclose AI revenue, AI Studio non-disclosure after 1+ year. Three lenses at E0-E1 confirm AI lacks commercial substance. Timeline from beta to revenue disclosure is far too compressed for enterprise SaaS. Clear NO lean with small residual uncertainty.

Three lenses independently assessed AI at E0-E1. No AI revenue metrics have ever been disclosed by Asana despite AI Studio being available since 2024. The timeline from beta (Nov 2025) to revenue disclosure (by Sept 2026) is insufficient for enterprise SaaS. Non-disclosure is the overwhelming base case.

Core question: will enterprise SaaS disclose AI revenue from a beta product within 7 months? Base rate says no. AI Studio precedent says no. But new CEO Dan Rogers and increasing Wall Street AI narrative pressure provide a small probability of strategic disclosure — even of small numbers — to differentiate the Asana story. Three remaining earnings cycles provide multiple opportunities. Slightly above 10% to account for strategic disclosure possibility.