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 -1.15% change in stock price 10 days leading up to the earnings, and a +0.61% change 10 days following the report. On the earnings day itself, the stock moves by +0.40%. 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
1.57B
11.03%
4.32%
Gross Margin
89.81%
-0.55%
-0.02%
Operating Margin
22.74%
-6.80%
-3.85%
Net Margin
17.52%
2.82%
-6.51%
EPS
1.27
13.39%
-2.31%
No Data Available
ADSK Earnings Analysis
Autodesk Inc Corporation (ADSK.O) Earnings Conference Call
Positive
Strong Q3 Revenue Growth: We finished the third quarter Q3 of the year strongly delivering 12% revenue growth in constant currency and have again raised fully year guidance.
Business Momentum and Strategy Execution: This reflects the sustained momentum of the business and successful execution of our strategy, including a smooth implementation of the new transaction model in Western Europe.
Event Attendance Highlights: Last month at Autodesk University in San Diego, we hosted 12,000 registered attendees and another 30,000 online.
Cloud Data Integration Solutions: We showed how granular data in the cloud, organized the data models and connected to everything through APIs can deliver even more valuable and connected solutions for customers and partners.
Share Repurchase Authorization Increase: We have significantly increased our share repurchase authorization to extend this momentum flexibility over the medium term with the precise trajectory remaining dependent on our debt repayment schedule and the ebb and flow of M&A.
Negative
Deferred Revenue Decline: Total deferred revenue decreased 9% to $3.7 billion, impacted by the transition from upfront to annual billings for multi-year contracts.
RPO Growth Analysis: Current RPO of $4 million grew 17% and 14%, reflecting a tailwind from early renewals and the new transaction model and a headwind from the declining contribution of billed and unbilled deferred revenue from large multi-year and EBA cohorts ahead of renewals in fiscal '26.
Gross Margin Decline: GAAP and non-GAAP gross margins decreased by 2 and 3 percentage points respectively, indicating a decline in profitability.
Revenue Growth Challenges: The absence of enterprise business agreement true-ups from Q3 last year and FX negatively impacted revenue growth, leading to a slower pace of growth compared to previous quarters.
Billing Transition Challenges: The transition to annual billings for multi-year contracts has created noise in the billing and P&L, complicating revenue recognition.
ADSK FAQs
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ADSK Earning Call Sentiment
Autodesk, Inc. (ADSK) Q3 2025 Earnings Call Transcript
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ADSK.O
-0.63%Positive
The earnings call reveals strong financial performance with a 15% YoY revenue increase and a robust share buyback program, which are positive indicators. The raised guidance for fiscal '25 and optimistic long-term growth outlook further support a positive sentiment. However, concerns about regulatory risks, competition, and supply chain challenges temper the outlook slightly. Overall, the positive financials and strategic initiatives outweigh the risks, leading to a positive sentiment prediction.