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
2024/Q4
Year Over Year
Quarter Over Quarter
Total Revenue
1.64B
11.57%
4.39%
Gross Margin
89.87%
-0.59%
0.07%
Operating Margin
23.73%
2.82%
4.35%
Net Margin
18.49%
-3.70%
5.54%
EPS
1.40
6.87%
10.24%
No Data Available
ADSK Earnings Analysis
Autodesk Inc Corporation (ADSK.O) Earnings Conference Call
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
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ADSK Earning Call Sentiment
Autodesk, Inc. (ADSK) Q4 2025 Earnings Call Transcript
ADSK.O
1.25%Positive
Autodesk's earnings call reflects strong financial performance with 12% revenue growth and improved margins. The raised revenue and free cash flow guidance, along with a significant share buyback program, further bolster positive sentiment. While some concerns exist regarding market competition and operational efficiency, management's strategic focus on cloud, AI, and restructuring efforts are promising. The Q&A section revealed confidence in margin expansion and resilience against macro uncertainties. Overall, the positive outlook on financial metrics and strategic initiatives suggests a likely stock price increase in the short term.
