ADSK Earnings Prediction
The chart below shows how ADSK performed 10 days before and after its earnings report, based on data from the past quarters. Typically, ADSK sees a -1.18% change in stock price 10 days leading up to the earnings, and a -0.43% change 10 days following the report. On the earnings day itself, the stock moves by +0.25%. This data can give you a slight idea of what to expect for the next quarter's release.
ADSK Key Earning Data
ADSK Earnings Analysis
Positive
Strong Q4 Performance: Autodesk delivered strong fourth quarter and full year results, with billings and revenue exceeding expectations despite foreign exchange headwinds.
Q4 Revenue Growth: Total revenue in Q4 grew 12% year-over-year, with broad-based growth across products and regions, including 15% growth in AECO revenue.
Direct Revenue Increase: Direct revenue increased 35% in constant currency, representing 47% of total revenue, benefiting from strong growth in the Autodesk Store and the new transaction model.
Billings Growth Analysis: Billings increased 24% in Q4 at constant currency, reflecting the shift to annual billings for multi-year contracts and the new transaction model.
Operating Margin Improvement: Fourth-quarter GAAP and non-GAAP operating margins improved, with GAAP margins at 22% and non-GAAP margins at 37%, exceeding expectations.
Strong Cash Generation: Free cash flow for fiscal 2025 was $1.57 billion, surpassing the high end of guidance, indicating strong cash generation capabilities.
Share Buyback Increase: The company plans to buy back between $1.1 billion and $1.2 billion of shares in fiscal 2026, a 30% to 40% increase compared to fiscal 2025, reflecting confidence in financial health.
Cloud Design and AI Growth: Autodesk is focused on the convergence of design and make in the cloud, with investments in platform, industry clouds, and AI driving growth and customer value.
Strong Growth Momentum: The company is seeing strong momentum in growth businesses like Construction and Fusion, with construction revenue growth accelerating in Q4 and nearly 400 new logos added.
Bridging Physical and Digital: Autodesk's unique industry expertise is bridging data across physical and digital product development, enhancing customer value and operational efficiency.
Negative
Restructuring Plan Impact: The company announced a restructuring plan, indicating potential disruptions in operations and employee layoffs, which may affect morale and productivity.
Customer Acquisition Challenges: Despite strong revenue growth, the company acknowledged headwinds to new business growth, suggesting challenges in acquiring new customers.
Cautious Fiscal Outlook: The guidance for fiscal 2026 reflects a cautious outlook, with potential disruptions anticipated due to restructuring and changes in leadership, which may impact performance.
Revenue Growth Slowdown: The company’s revenue growth has been hovering at the lower end of its previously provided growth framework of 10% to 15%, indicating a slowdown in growth momentum.
Transaction Model Impact: The impact of the new transaction model and currency movements has been significant, complicating the financial outlook and making it difficult to assess underlying business performance.
ADSK FAQs
How does ADSK typically perform around its earnings report dates?
ADSK's stock performance around earnings reports can vary, but historical data shows specific patterns, such as a -1.18% change leading up to the report and a -0.43% change in the 10 days following the release.
Is Autodesk Inc (ADSK) Q4 2025 Earnings Call Summary positive or negative?
How can historical earnings data help predict future stock performance?
ADSK Earning Call Sentiment
Autodesk, Inc. (ADSK) Q4 2025 Earnings Call Transcript
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