Autodesk, Inc.'s Stock Analysis

Autodesk Reports 17% Revenue Growth in Q2 Fiscal 2026

Autodesk, Inc. reported a revenue increase of 17% for the second fiscal quarter ended July 31, 2025, amounting to $1.76 billion. This growth was 18% when adjusted for constant currency. The company noted strong performance in its Architecture, Engineering, Construction, and Operations (AECO) sector, driven by investments in data centers and infrastructure. Autodesk also raised its full-year guidance, citing strong business fundamentals and favorable foreign exchange conditions.

The company utilizes various key performance metrics, including billings and net revenue retention rate, to assess its recurring business health. Autodesk employs non-GAAP financial measures to provide additional insights into its operational performance by excluding certain expenses, such as stock-based compensation and acquisition-related costs. The SEC and USAO recently concluded their investigations into Autodesk's financial practices without further action, indicating a resolution of past concerns.

Aug 28, 2025 16:03:53

Autodesk Updates on Strategic Priorities and Shareholder Value

On July 14, 2025, Autodesk communicated its commitment to enhancing long-term shareholder value through strategic focuses on cloud services, platform development, and artificial intelligence. The company plans to optimize sales and marketing efforts to improve margins, invest in organic growth, pursue targeted acquisitions, and continue its share repurchase program as free cash flow increases.

The update also highlighted several risks that could impact Autodesk's financial performance, including challenges related to product acceptance, global economic conditions, geopolitical tensions, and competition. The company emphasized the importance of adapting to changes in customer preferences and maintaining operational security, while also noting potential fluctuations in revenue and the impact of their transition to a new billing model for multi-year contracts.

Jul 14, 2025 06:17:15

Autodesk Receives Legal Opinion on Notes Legality

Wilson Sonsini Goodrich & Rosati has issued a legal opinion to Autodesk regarding the legality of certain Notes, dated June 6, 2025. A copy of this opinion has been filed as Exhibit 5.1 in the company's report.

The report also includes a section on financial statements and exhibits, confirming compliance with the Securities Exchange Act of 1934. The document has been signed by Janesh Moorjani on the same date, June 6, 2025.

Jun 06, 2025 16:11:56

Autodesk Reports 15% Revenue Growth in Q1 Fiscal 2026

Autodesk, Inc. announced its financial results for the first quarter of fiscal 2026, reporting a revenue increase of 15% year-over-year, amounting to $1.6 billion. Billings also saw a significant rise of 29%, totaling $1.434 billion. The company's GAAP operating margin was reported at 14%, while the non-GAAP operating margin increased to 37%. Free cash flow for the quarter was $556 million, reflecting a 14% increase compared to the previous year. Revenue growth was driven by strong performance across various product families, particularly in the Architecture, Engineering, Construction, and Operations sector, which grew by 20% year-over-year. 

The company provided guidance for the second quarter, expecting revenue between $1.720 billion and $1.730 billion, with GAAP EPS projected between $1.37 and $1.46, and non-GAAP EPS between $2.44 and $2.48. For the full fiscal year, Autodesk anticipates total revenue in the range of $6.925 billion to $6.995 billion and billings of $7.160 billion to $7.310 billion. The guidance reflects considerations of current economic conditions, including currency fluctuations and macroeconomic uncertainty.

May 22, 2025 16:01:42

Autodesk Appoints Two New Directors Amid Cooperation Agreement

Autodesk, Inc. has announced the appointment of Jeff Epstein and Christie Simons to its Board of Directors, effective at the 2025 Annual Meeting on June 18, 2025. This move is part of a cooperation agreement with Starboard Value LP, which will also withdraw its own director nominees. Following the Annual Meeting, Autodesk's Board will consist of 12 directors, with 11 being independent, enhancing the governance structure of the company.

Epstein and Simons bring extensive experience in technology, finance, and audit to the Board. Epstein has held leadership positions in major companies such as Oracle and currently advises Bessemer Venture Partners. Simons has over 30 years of experience in technology audit and has served as a Senior Partner at Deloitte. Their appointments are expected to provide valuable insights as Autodesk continues to implement its strategies in industry cloud, platform, and AI, aimed at improving profitability and creating shareholder value.

Apr 24, 2025 08:04:13

Betsy Rafael Steps Down from Autodesk Board of Directors

Autodesk has announced that Elizabeth “Betsy” Rafael will not seek re-election to the Board of Directors at the 2025 Annual Meeting of Stockholders. Rafael has been with Autodesk since September 2013, serving in various roles including Audit Committee chair and Interim CFO. Her decision aligns with the conclusion of her advisory tenure on April 30, 2025, and she has been recognized for her contributions during a significant growth period for the company.

CEO Andrew Anagnost expressed gratitude for Rafael's leadership and expertise, noting her impact on Autodesk's long-term vision and financial organization. Rafael also shared her confidence in Autodesk's future, stating that the company is well positioned to continue its momentum and operational performance. The release does not mention any specific financial metrics or challenges faced by the company.

Apr 02, 2025 17:16:05

Autodesk Reports Revenue Growth Amid Workforce Reduction Announcement

Autodesk, Inc. reported a 12 percent increase in fourth quarter revenue, reaching $1.64 billion, with notable growth in design and make revenue. The company also announced improvements in operating margins, with GAAP operating margin rising to 22 percent and non-GAAP operating margin at 37 percent. Additionally, cash flow from operating activities increased significantly, totaling $692 million. The firm is reallocating resources to enhance its strategic priorities, indicating a focus on optimizing its sales and marketing functions moving forward.

Conversely, Autodesk disclosed a restructuring plan that involves a reduction of approximately 9 percent of its workforce, impacting around 1,350 employees. This initiative is expected to incur pre-tax restructuring charges between $135 million and $150 million. Furthermore, deferred revenue saw a decline of 3 percent, indicating potential challenges in future revenue recognition. Despite the positive growth metrics, the workforce reduction and restructuring costs highlight significant operational adjustments within the company.

Feb 27, 2025 16:34:02

Autodesk Adds Two Directors; One Resigns Before 2025 Meeting

Autodesk has appointed John Cahill and Ram Krishnan as new independent directors to its Board of Directors, effective immediately. Both individuals bring extensive leadership experience, with Cahill having previously served as Chairman and CEO of Kraft Foods and Krishnan as COO of Emerson. Their appointments are seen as a move to enhance the Board's expertise and support Autodesk's strategic goals, which aim to create value for shareholders. Additionally, the company has welcomed the contributions of departing board member Lorrie Norrington, who will not run for re-election at the 2025 Annual General Meeting.

On the downside, the announcement also highlights a transition within the Board, as it intends to reduce its size by the next Annual General Meeting. While the addition of new directors is generally positive, the departure of Norrington may raise concerns about continuity and stability in governance. Autodesk has added five independent directors in the past six years, indicating a significant turnover in Board membership, which could impact the company's strategic direction.

Dec 18, 2024 17:04:18

Autodesk Reports $1.57 Billion Revenue in Q3 Fiscal 2025

Autodesk, Inc. reported a revenue increase of 11 percent to $1.57 billion for the third quarter of fiscal 2025, along with a 28 percent rise in total billings to $1.54 billion. The company also appointed Janesh Moorjani as chief financial officer and raised guidance for billings, revenue, margins, earnings per share, and free cash flow. The recurring revenue accounted for 97 percent of total revenue, indicating a stable business model with strong renewal rates and growth across various products and regions.

However, Autodesk experienced a decline in both GAAP and non-GAAP operating margins, decreasing by 2 and 3 percentage points, respectively. Despite an increase in income from operations, the decrease in margins raises concerns about the company's profitability efficiency. Additionally, deferred revenue fell by 9 percent, which could suggest potential challenges in future revenue recognition. Overall, while the revenue and billings growth is notable, the margin contraction and decline in deferred revenue may warrant attention.

Nov 26, 2024 16:05:55

Autodesk Reports Strong Q2 Results and Raises Guidance

Autodesk, Inc. announced impressive financial results for the second quarter of fiscal 2025, with a revenue increase of 12% to $1.5 billion compared to the previous year. The company also reported a significant rise in earnings per share and cash flow, highlighting its robust operational performance. Autodesk's CEO emphasized the company's strong momentum and strategic focus on delivering valuable solutions, which has led to an increase in billings, revenue, and free cash flow guidance for the upcoming quarters.

Despite some macroeconomic challenges, Autodesk experienced broad-based growth across its product lines, particularly in architecture, engineering, and construction. The company’s recurring revenue remains strong, making up 97% of total revenue. However, Autodesk noted a decrease in deferred revenue, which could be a point of concern moving forward. Overall, the company's positive performance and proactive adjustments to its financial guidance reflect a solid outlook for continued growth.

Aug 29, 2024 16:04:36