Asana ASAN

Asana positions itself as a foundational 'system of action' for the emerging Agentic Enterprise, highlighting rapid adoption of its AI Studio product and an expected launch of AI Teammates to embed agents directly into workflows. The company emphasizes its Work Graph data model and enterprise governance as enablers of persistent memory and trusted agent execution. It has expanded integrations with major AI platforms (notably an Asana app in Claude) and cites Anthropic among organizations building with Asana. Financially, Q4 FY26 revenue was $205.6M (up 9% YoY), non-GAAP operating income was $18.2M, non-GAAP net income was $19.9M, and free cash flow was $24.2M. Guidance for Q1 FY27 revenue is $202.5M–$204.5M and FY27 revenue guidance is $850M–$858M, with non-GAAP EPS guidance provided. Overall tone is bullish, with management linking AI product adoption and continued AI platform investment to durable, profitable growth while noting standard integration and macro risks.

Cloudflare NET

Cloudflare positions itself as the infrastructure platform for an "Agentic Internet," highlighting agents as a new class of web users that drive serverless workloads to Cloudflare Workers and increased demand for the company's performance, security, and networking services. Management ties a record large ACV deal (averaging $42.5M/year) and nearly 50% new ACV growth to this AI/agent-driven demand. No branded Cloudflare AI products were announced, but the company emphasizes agent-focused use cases and edge/serverless execution. Financially, Q4 2025 revenue was $614.5M (up 33.6% YoY), non-GAAP income from operations was $89.6M, non-GAAP net income was $106.8M, and Q4 free cash flow was $99.4M. Cloudflare guided Q1 2026 revenue to $620.0–$621.0M and full-year 2026 revenue to $2,785.0–$2,795.0M, with non-GAAP EPS guidance of $0.23 for Q1 and $1.11–$1.12 for FY2026.

DigitalOcean DOCN

DigitalOcean positions itself as an "Agentic Inference Cloud" and is shipping AI-specific capabilities (Agent Development Kit public preview, Remote MCP support, inference infrastructure GA such as GPU observability and managed NFS). AI traction is driving commercial results: $120M AI customer ARR (150% YoY) and >70% of AI customer ARR tied to inference and core cloud products. Management raised 2026/2027 growth outlook and provided Q1 2026 and FY2026 revenue and EPS guidance. Key financials for Q4 2025: revenue $242.39M (+18% YoY), gross margin 59%, operating income $38.80M, net income $25.66M, adjusted free cash flow $26.90M. Overall tone is bullish with high innovation signals and demonstrable AI monetization.

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