Autodesk Inc (ADSK) オプション

$ADSK Q3 2025 Earnings Call Recap Video

ADSK 10 Q due 11/26

https://www.autodesk.com/design-make/articles/sustainable-ai-practices

The shift to digital and #AI promised a greener economy. So why is AI using so much energy? The problem is also the solution: We can use #GenerativeAI to develop sustainable practices without compromising the innovation it brings. Learn more: https://t.co/0a6mQNAHVc— Autodesk (@autodesk) October 24, 2024

ADSK anew 52+week high

Autodesk Media & Entertainment brings new capabilities to enhance creativity and efficiency

https://adsknews.autodesk.com/en/news/autodesk-brings-power-to-the-artists/

Autodesk AI strengthens Fusion and Alias, increasing design and make productivity, efficiency, and inspiration

https://adsknews.autodesk.com/en/news/autodesk-ai-strengthens-fusion-and-alias/

Autodesk doubles down on the future of BIM with new data connections and AI capabilities


https://adsknews.autodesk.com/en/news/autodesk-doubles-down-on-the-future-of-bim/

ADSK anew 52+week high

ADSK anew 52 week high

ADSK new 52 w eek high

ADSK new 52 week high

AUTODESK, INC. ANNOUNCES FISCAL 2025 SECOND QUARTER RESULTS

Aug 29, 2024

https://investors.autodesk.com/news-releases/news-release-details/autodesk-inc-announces-fiscal-2025-second-quarter-results

- Raising the mid-points of billings, revenue, earnings per share, and free cash flow guidance ranges.
- Second quarter revenue grew 12 percent, and 13 percent at constant exchange rates, to $1.5 billion.
- Current remaining performance obligations were $3.9 billion, up 11 percent year over year.

SAN FRANCISCO, Aug. 29, 2024 /PRNewswire/ -- Autodesk, Inc. (NASDAQ: ADSK) today reported financial results for the second quarter of fiscal 2025.

(PRNewsfoto/Autodesk, Inc.)

All growth rates are compared to the second quarter of fiscal 2024, unless otherwise noted. A reconciliation of GAAP to non-GAAP results is provided in the accompanying tables. For definitions, please view the Glossary of Terms later in this document.

Second Quarter Fiscal 2025 Financial Highlights

Total revenue increased 12 percent to $1.51 billion;
GAAP operating margin was 23 percent, up 4 percentage points;
Non-GAAP operating margin was 37 percent, up 1 percentage point;
GAAP diluted EPS was $1.30; Non-GAAP diluted EPS was $2.15;
Cash flow from operating activities was $212 million; free cash flow was $203 million.
"Autodesk continues to generate strong and sustained momentum both in absolute terms and relative to peers. Our success is fueled by our ability to capitalize on the attractive long term-growth trends we're seeing, including increases in global reconstruction and infrastructure. This is supported by our focused strategy to deliver more valuable and connected solutions for our customers, and by the proven durability of our business," said Andrew Anagnost, Autodesk president and CEO. "Disciplined execution and capital deployment is driving even greater operational velocity and efficiency within Autodesk and will underpin the mechanical build of revenue and free cash flow over the next few years and GAAP margins among the best in the industry. In combination, we believe these factors will deliver sustainable shareholder value over many years."

"We generated broad-based growth across products and regions in architecture, engineering and construction (AEC) and manufacturing in the second quarter. Overall, macroeconomic, policy, and geopolitical challenges, and the underlying momentum of the business, were consistent with the last few quarters," said Betsy Rafael, Autodesk interim CFO. "Given our sustained momentum in the second quarter, and smooth launch of the new transaction model in North America, we are raising the mid-points of our billings, revenue, earnings per share, and free cash flow guidance ranges."

Additional Financial Details

Total billings increased 13 percent to $1.24 billion.
Total revenue was $1.51 billion, an increase of 12 percent as reported, and 13 percent on a constant currency basis. Recurring revenue represents 97 percent of total.
Design revenue was $1.26 billion, an increase of 9 percent as reported, and 10 percent on a constant currency basis. On a sequential basis, Design revenue increased 5 percent as reported and on a constant currency basis.
Make revenue was $162 million, an increase of 25 percent as reported and on a constant currency basis. On a sequential basis, Make revenue increased 12 percent as reported and on a constant currency basis.
Subscription plan revenue was $1.41 billion, an increase of 11 percent as reported, and 12 percent on a constant currency basis. On a sequential basis, subscription plan revenue increased 6 percent as reported and on a constant currency basis.
Net revenue retention rate remained within the range of 100 to 110 percent, on a constant currency basis.
GAAP operating income was $343 million, compared to $262 million. GAAP operating margin was 23 percent, up 4 percentage points.
Total non-GAAP operating income was $560 million, compared to $489 million. Non-GAAP operating margin was 37 percent, up 1 percentage point.
GAAP diluted net income per share was $1.30, compared to $1.03.
Non-GAAP diluted net income per share was $2.15, compared to $1.91.
Deferred revenue decreased 13 percent to $3.69 billion. Unbilled deferred revenue was $2.17 billion, an increase of $1.18 billion. Remaining performance obligations ("RPO") increased 12 percent to $5.86 billion. Current RPO increased 11 percent to $3.90 billion.
Cash flow from operating activities was $212 million, an increase of $77 million. Free cash flow was $203 million, an increase of $75 million.

ADSK 10Q due AUGUST 28

AUTODESK, INC. ANNOUNCES FISCAL 2024 FOURTH QUARTER AND FULL-YEAR RESULTS

Source: PR Newswire (US)
- Fourth quarter revenue grew 11 percent, and 14 percent at constant exchange rates, to $1.5 billion

- Fourth quarter current remaining performance obligations grew 13 percent, to $4.0 billion

SAN FRANCISCO, Feb. 29, 2024 /PRNewswire/ -- Autodesk, Inc. (NASDAQ: ADSK) today reported financial results for the fourth quarter and full year of fiscal 2024.

(PRNewsfoto/Autodesk, Inc.)

All growth rates are compared to the fourth quarter and full year of fiscal 2023, respectively, unless otherwise noted. A reconciliation of GAAP to non-GAAP results is provided in the accompanying tables. For definitions, please view the Glossary of Terms later in this document.

Fourth Quarter Fiscal 2024 Financial Highlights

Total revenue increased 11 percent to $1.47 billion;
GAAP operating margin was 21 percent, flat compared to the prior period;
Non-GAAP operating margin was 36 percent, flat compared to the prior period;
GAAP diluted EPS was $1.31; Non-GAAP diluted EPS was $2.09;
Cash flow from operating activities was $437 million; free cash flow was $427 million.
"We are undertaking a multi-year process to develop lifecycle solutions, powered by shared platform services, and with Autodesk's Data Model at its core. Together, these will enable Autodesk, its customers, and partners, to create more valuable, data-driven, and connected products and services," said Andrew Anagnost, Autodesk president and CEO. "Having led the industry in generative design, we are leading again in 3D generative AI. Our new multimodal foundation models will enable design and make customers to automate low-value and repetitive tasks and generate more high-value, complex designs more rapidly and with much greater consistency. We can already generate 3D representations from images 10 times faster and with vastly higher quality than currently available 3D AI."

"Autodesk remains resilient and underlying demand for our products and services is robust. As a result, revenue grew 14 percent at constant currency in the fourth quarter," said Debbie Clifford, Autodesk CFO. "Adjusting the mid-point of our guidance to exclude noise from the new transaction model, acquisitions, the absence of EBA true-up revenue, and FX, we expect underlying revenue to grow more than 10 percent in fiscal 25."

Fourth Quarter Fiscal 2024 Additional Financial Details

Total billings decreased 19 percent to $1.71 billion.
Total revenue was $1.47 billion, an increase of 11 percent as reported, and 14 percent on a constant currency basis. Recurring revenue represents 98 percent of total.
Design revenue was $1.22 billion, an increase of 10 percent as reported, and 12 percent on a constant currency basis. On a sequential basis, Design revenue increased 2 percent as reported and on a constant currency basis.
Make revenue was $138 million, an increase of 16 percent as reported, and 17 percent on a constant currency basis. On a sequential basis, Make revenue increased 3 percent as reported and on a constant currency basis.
Subscription plan revenue was $1.34 billion, an increase of 10 percent as reported, and 13 percent on a constant currency basis. On a sequential basis, subscription plan revenue increased 2 percent as reported, and 3 percent on a constant currency basis.
Net revenue retention rate was within the range of 100 to 110 percent on a constant currency basis.
GAAP operating income was $315 million, compared to $277 million in the fourth quarter last year. GAAP operating margin was 21 percent, flat compared to the prior period.
Total non-GAAP operating income was $522 million, compared to $479 million in the fourth quarter last year. Non-GAAP operating margin was 36 percent, flat compared to the prior period.
GAAP diluted net income per share was $1.31, compared to $1.35 in the fourth quarter last year.
Non-GAAP diluted net income per share was $2.09, compared to $1.86 in the fourth quarter last year.
Deferred revenue decreased 7 percent to $4.26 billion. Unbilled deferred revenue was $1.84 billion, an increase of $801 million compared to the fourth quarter last year. Remaining performance obligations (RPO) increased 9 percent to $6.11 billion. Current RPO increased 13 percent to $3.98 billion.
Cash flow from operating activities was $437 million, a decrease of 474 million compared to the fourth quarter last year. Free cash flow was $427 million, a decrease of $476 million compared to the fourth quarter last year.
Net Revenue by Geographic Area

ADSK new 52 week high

ADSK new 52 week high

ADSK new 52=week high

ADSK new 52 week high

ADSK new 52 week high

sudden change in manipulating mind - sure not AI activity, AI prefer to take it over 233 -245 by Q end

acting like a falling knife even after earning beat by good margin

is this a US or US base foreign Company

AUTODESK, INC.
FORM 10-K
(Annual Report)
Filed 03/14/23 for the Period Ending 01/31/23

https://www.otcmarkets.com/filing/conv_pdf?id=16489064&guid=GfA-kapzYHUjQth

Fiscal 2023 Financial Highlights
• Total billings increased 20 percent to $5.80 billion.
• Total revenue was $5.01 billion, an increase of 14 percent as reported, and 15 percent on a constant currency basis. Recurring revenue represents 98 percent of total.
• Design revenue was $4.26 billion, an increase of 13 percent as reported, and 14 percent on a constant currency basis.
• Make revenue was $452 million, an increase of 24 percent as reported, and 25 percent on a constant currency basis.
• Subscription plan revenue was $4.65 billion, an increase of 15 percent as reported and on a constant currency basis.
• Total subscriptions increased approximately 702 thousand from fiscal 2022 to 6.74 million at the end of fiscal 2023. Total subscriptions adjusted for the multi-user trade-in increased approximately 603 thousand from fiscal 2022 to 6.25 million.
• Subscription plan subscriptions increased 724 thousand from the end of fiscal 2022 to 6.74 million at the end of fiscal 2023.
• GAAP operating income was $989 million, compared to $618 million last year. GAAP operating margin was 20 percent, up 6 percentage points.
• Total non-GAAP operating income was $1.79 billion compared to $1.40 billion last year. Non-GAAP operating margin was 36 percent, up 4 percentage points.
• GAAP diluted net income per share was $3.78, compared to $2.24 last year.
• Non-GAAP diluted net income per share was $6.63, compared to $5.07 last year.
• Cash flow from operating activities increased to $2.07 billion, compared to $1.53 billion in fiscal 2022. Free cash flow increased to $2.03 billion, compared to $1.48 billion in fiscal 2022.

AUTODESK, INC.
FORM 8-K
(Current report filing)
Filed 02/23/23 for the Period Ending 02/23/23

https://www.otcmarkets.com/filing/conv_pdf?id=16428692&guid=Cs4-kWJiMHfPdth

AUTODESK, INC. ANNOUNCES FISCAL 2023 FOURTH QUARTER AND FULL-YEAR RESULTS
- Record quarterly and full-year revenue, cash flow from operating activities, and free cash flow
- Fourth quarter billings and current remaining performance obligations grew 28 percent and 12 percent year over year, respectively, to $2.1 billion and $3.5 billion
SAN FRANCISCO, FEBRUARY 23, 2023-- Autodesk, Inc. (NASDAQ: ADSK) today reported financial results for the fourth quarter and full year of fiscal 2023.
All growth rates are compared to the fourth quarter and full year of fiscal 2022, respectively, unless otherwise noted. A reconciliation of GAAP to non-GAAP results is provided in the accompanying tables. For definitions, please view the Glossary of Terms later in this document.
Fourth Quarter Fiscal 2023 Financial Highlights
• Total revenue increased 9 percent to $1.32 billion;
• GAAP operating margin was 21 percent, up 9 percentage points;
• Non-GAAP operating margin was 36 percent, up 1 percentage point;
• GAAP diluted EPS was $1.35; Non-GAAP diluted EPS was $1.86;
• Cash flow from operating activities was $911 million; free cash flow was $903 million.
“As we deliver next-generation technology and services to our customers, the pace of transformation within and between the industries we serve will accelerate, generating large new growth opportunities for Autodesk,” said Andrew Anagnost, Autodesk president and CEO. “We started seeing the shift towards connected digital workflows in the cloud in product design and manufacturing, then in architecture, followed by building engineering, and more recently construction. And we are now seeing growing momentum with owners.”
“Overall, the demand environment in Q4 remained consistent with Q3 with the approaching transition from up-front to annual billings for multi-year contracts, and a large renewal cohort, providing a tailwind to billings and free cash flow,” said Debbie Clifford, Autodesk CFO. “We continue to develop broader strategic partnerships with our customers, closing our largest deal to date during the quarter. Our strong momentum and competitive performance set us up well for fiscal 24.”
Fourth Quarter Fiscal 2023 Additional Financial Details
• Total billings increased 28 percent to $2.12 billion.
• Total revenue was $1.32 billion, an increase of 9 percent as reported, and 12 percent on a constant currency basis. Recurring revenue represents 98 percent of total.
• Design revenue was $1.11 billion, an increase of 9 percent as reported, and 12 percent on a constant currency basis. On a sequential basis, Design revenue increased 2 percent as reported and on a constant currency basis.
1

• Make revenue was $119 million, an increase of 20 percent as reported, and 21 percent on a constant currency basis. On a sequential basis, Make revenue increased 2 percent as reported and on a constant currency basis.
• Subscription plan revenue was $1.21 billion, an increase of 11 percent as reported, and 14 percent on a constant currency basis. On a sequential basis, subscription plan revenue increased 2 percent as reported and on a constant currency basis.
• Net revenue retention rate was within the range of 100 to 110 percent.
• GAAP operating income was $277 million, compared to $143 million in the fourth quarter last year. GAAP operating margin was 21 percent, up 9 percentage points.
• Total non-GAAP operating income was $479 million, compared to $421 million in the fourth quarter last year. Non- GAAP operating margin was 36 percent, up 1 percentage point.
• GAAP diluted net income per share was $1.35, compared to $0.40 in the fourth quarter last year.
• Non-GAAP diluted net income per share was $1.86, compared to $1.50 in the fourth quarter last year.
• Deferred revenue increased 21 percent to $4.58 billion. Unbilled deferred revenue was $1.04 billion, an increase of $94 million compared to the fourth quarter of last year. Remaining performance obligations (RPO) increased 19 percent to $5.62 billion. Current RPO increased 12 percent to $3.52 billion.
• Cash flow from operating activities was $911 million, an increase of $189 million compared to the fourth quarter last year. Free cash flow was $903 million, an increase of $187 million compared to the fourth quarter last year.

FORM 8-K
(Current report filing)
Filed 12/15/22 for the Period Ending 12/15/22

https://www.otcmarkets.com/filing/conv_pdf?id=16261726&guid=Uh7-knSQbFKAdth

FORM 10-Q
(Quarterly Report)
Filed 12/06/22 for the Period Ending 10/31/22

https://www.otcmarkets.com/filing/conv_pdf?id=16246196&guid=Uh7-knSQbFKAdth

$ADSK | #Autodesk Earnings Bullish Targets



Stock enters earnings within a 3 month congestion channel phase, with indicators all turning bullish .
Potential Targets
$273.50 is measured channel move (100% of current channel)
$260-266 Local Fibonacci expansion target zone.
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News: $ADSK Construction Growth Powers Autodesk's Results

Computer-assisted design (CAD) pioneer and design and project software provider Autodesk (NASDAQ: ADSK) released fiscal third-quarter earnings results on Tuesday after the market close. Shares of the technology investment were trading up roughly 4% at midday on Wednesday as investors endor...

Got this from ADSK - Construction Growth Powers Autodesk's Results

Broke resistance!

Out ADSK afterhours at $130's. Love afterhours good earnings.

ADSK buy 107.16

















normal chart




log chart

Autodesk Inc (NASDAQ:ADSK) Hit The Skids

This morning, leading design software and services company, Autodesk, Inc. (NASDAQ:ADSK), is trading lower by nearly 15.0 percent on the session. The decline comes after the company reported earnings and announced a restructuring plan. Traders should note that ADSK stock is now trading below its important 50-day moving average. This puts the stock in a weak technical chart position.

Often when a stock declines this sharply from a high pivot it will indicate lower prices in the coming weeks. The next major chart support level for ADSK stock is around the $96.00 level. This area is where the stock broke out in May 2017. Generally, when a stock retests its breakout level it will be defended when retested.



Nicholas Santiago
InTheMoneyStocks

He said to wait for a dip but he pushed it hard last February.

Cramer insisted that I buy shares in this company---for the second time in a week.

Trueheart

ADSK trading well above its fair value before reporting earnings today: analysis

BofA reiterated its Sell rating on ADSK today. Shares seem to be trading at a large premium

VALUATION MODELS

Hearing rumors Microsoft may be interested in a take over of ADSK to cement Microsoft's position in the augmented reality space.

I now own 1 share of ADSK. Good Investing here.

Autodesk: Investors Are Likely To See Reasonably Good 12-month Upside, Says Wedbush http://www.smarteranalyst.com/2014/08/15/autodesk-investors-are-likely-to-see-reasonably-good-12-month-upside-says-wedbush/

ADSK New 52 Wk high

Looking great after earning, on its way to $50 per share

Goldman Sacks price target 50 dollars
link http://finance.yahoo.com/news/goldman-sachs-10-stocks-buy-121027613.html

ADSK reaches $45 easily, uptrend has only started

and it has a market cap of 8 billion!

ADSK has 7,300 employees.

Motley Fool has done a research report on 3D printing and recommending a strong buy in this sector could be hugely profitable. Anybody have an opinion on the matter? I think it could be the real deal!

hmm, thinking about an entry here. might try to get in under $35 and hold until the end of the year...

Bank-of-America-Merrill-Lynch Conference in detail

Read here in detail.. conf transcript
Read here