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Autodesk

ADSK · Information Technology

Last earnings Aug 27, 2026

Key results

Revenuequarter

17 percent

ANNOUNCES FISCAL 2026 SECOND QUARTER RESULTS - Second quarter revenue grew 17 percent, and 18 percent on a constant currency basis, to $1.76 billion SAN FRANCISCO, AUGUST 28, 2025 -- Autodesk, Inc.

SEC original ↗Autodesk — Earnings release (8-K exhibit)EX-99Aug 28, 2025

AI analysis

Q2 FY2026 · reported Aug 28, 2025

Based on: Earnings release + parent 8-K + 10-Q — transcript not held

Revenue · Q2 FY2026
17 percent
-100.0% vs prior quarter computed from stated figures
-100.0% vs year ago computed from stated figures
EX-99 · Aug 28, 2025

Headline figures

MetricQ2 FY2026Prior qtrYear ago
Revenue17 percent$1.57 billion$1.51 billion

EX-99 · Aug 28, 2025

Guidance · company-stated

Direction: Raised

Company outlook — Raised

“While our full year macroeconomic assumptions are unchanged, we have raised our full year guidance to reflect the underlying strength of the business in the first half of the year and additional foreign exchange tailwinds.”

Classified from the release's primary full-year outlook statement.

Next earningsNo verified date on fileNo date is estimated or imported

Capital allocation

Free cash flow$50M

(3) Free cash flow is cash flow from operating activities less approximately $50 million of capital expenditures, and includes restructuring and other related cash outflows of $105 to $115 million, and an anticipated discrete cash benefit of $130 to $150 million from the utilization of US deferred tax assets.

General educational research only — not investment advice.Every figure is as stated in the held documents; values marked “computed from stated figures” are arithmetic on those stated figures. Guidance shown is the company’s own stated guidance. No price targets, no recommendations, no consensus estimates.

Event summary

ANNOUNCES FISCAL 2026 SECOND QUARTER RESULTS - Second quarter revenue grew 17 percent, and 18 percent on a constant currency basis, to $1.76 billion SAN FRANCISCO, AUGUST 28, 2025 --

Based on: Earnings release + parent 8-K + 10-Q — transcript not held

Guidance & outlook

Direction: Raised

Company outlook — Raised (“raised”)
“While our full year macroeconomic assumptions are unchanged, we have raised our full year guidance to reflect the underlying strength of the business in the first half of the year and additional foreign exchange tailwinds.”

Classified from the release's primary full-year outlook statement.

Capital allocation

(3) Free cash flow is cash flow from operating activities less approximately $50 million of capital expenditures, and includes restructuring and other related cash outflows of $105 to $115 million, and an anticipated discrete cash benefit of $130 to $150 million from the utilization of US deferred tax assets.

SEC original ↗Autodesk — Earnings release (8-K exhibit)EX-99Aug 28, 2025

Free Cash Flow Cash flow from operating activities minus capital expenditures.

SEC original ↗Autodesk — Earnings release (8-K exhibit)EX-99Aug 28, 2025

6 Safe Harbor Statement T his press release contains forward-looking statements that involve risks and uncertainties, including quotations from management, statements in the paragraphs under Business Outlook above, statements about the momentum of our business, our short-term and long-term goals, statements regarding our strategies, market and product positions, performance and results, statements regarding our share repurchase programs, and all statements that are not historical facts.

SEC original ↗Autodesk — Earnings release (8-K exhibit)EX-99Aug 28, 2025

, an affiliate of Citigroup, acts as administrative agent and a lender under Autodesk s $ 2 billion revolving credit facility.

SEC original ↗Autodesk — 10-Q Quarterly report10-QAug 28, 2026

See Note 11, Borrowing Arrangements, in the Notes to Condensed Consolidated Financial Statements for further discussion.

SEC original ↗Autodesk — 10-Q Quarterly report10-QAug 28, 2026

government securities 160 160 Marketable securities: Short-term Commercial paper 30 30 Corporate debt securities 11 11 Asset-backed securities 12 12 Other (2) 4 4 Long-term Corporate debt securities 58 58 Asset-backed securities 37 37 U.

SEC original ↗Autodesk — 10-Q Quarterly report10-QAug 28, 2026

Strategy & priorities

6 Safe Harbor Statement T his press release contains forward-looking statements that involve risks and uncertainties, including quotations from management, statements in the paragraphs under Business Outlook above, statements about the momentum of our business, our short-term and long-term goals, statements regarding our strategies, market and product positions, performance and results, statements regarding our share repurchase programs, and all statements that are not historical facts.

SEC original ↗Autodesk — Earnings release (8-K exhibit)EX-99Aug 28, 2025

Strategic investments in equity securities As of July 31, 2026, and January 31, 2026, Autodesk had $ 392 million and $ 346 million in direct investments in privately held companies, respectively, recorded in Long-term other assets in the Condensed Consolidated Balance Sheets.

SEC original ↗Autodesk — 10-Q Quarterly report10-QAug 28, 2026

These strategic investments in equity securities do not have readily determined fair values, and Autodesk uses the measurement alternative to account for the adjustment to these investments in a given quarter.

SEC original ↗Autodesk — 10-Q Quarterly report10-QAug 28, 2026

These strategic investments in equity securities are generally subject to a security-specific restriction which limits the sale or transfer of the respective equity security during the holding period.

SEC original ↗Autodesk — 10-Q Quarterly report10-QAug 28, 2026

Adjustments to the carrying value of our strategic investment equity securities with no readily determined fair values measured using the measurement alternative are included in Interest and other income (expense), net on the Company's Condensed Consolidated Statements of Operations.

SEC original ↗Autodesk — 10-Q Quarterly report10-QAug 28, 2026

Risks & headwinds

Legal Proceedings 45 Item 1A.

SEC original ↗Autodesk — 10-Q Quarterly report10-QAug 28, 2026

In evaluating the probable-to-complete recognition threshold, an entity is required to consider whether there is significant uncertainty associated with the development activities of the software.

SEC original ↗Autodesk — 10-Q Quarterly report10-QAug 28, 2026

Legal Proceedings Autodesk is involved in a variety of claims, suits, inquiries, investigations, and proceedings in the normal course of business including claims of alleged infringement of intellectual property rights, commercial, employment, tax, prosecution of unauthorized use, business practices, and other matters.

SEC original ↗Autodesk — 10-Q Quarterly report10-QAug 28, 2026

Because of inherent uncertainties related to these legal matters, Autodesk bases its loss accruals on the best information available at the time.

SEC original ↗Autodesk — 10-Q Quarterly report10-QAug 28, 2026

Given the unpredictable nature of legal proceedings, there is a reasonable possibility that an unfavorable resolution of one or more such proceedings could in the future materially affect the Company s results of operations, cash flows, or financial position in a particular period, however, based on the information known by the Company as of the date of this filing and the rules and regulations applicable to the preparation of the Company s financial statements, any such amount is either immaterial or it is not possible to provide an estimated amount of any such potential loss.

SEC original ↗Autodesk — 10-Q Quarterly report10-QAug 28, 2026

What changed vs prior quarter

Guidance direction — prior quarter: Raised; this quarter: Raised

SEC original ↗Autodesk — Earnings release (8-K exhibit)EX-99Aug 28, 2025

Revenue — prior quarter passage and this quarter's passage are both cited.

SEC original ↗Autodesk — Earnings release (8-K exhibit)EX-99Aug 28, 2025

Documents

Earnings deck slides

0 decks with slide view

Autodesk — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Autodesk — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Competitors

Competitors & peers

Named in the company’s own filings

Adobe Inc. (ADBE)“Our primary global competitors include Adobe Systems Incorporated, Bentley Systems, Inc., Dassault Syst mes S.A.”Bentley Systems Inc. (BSY)“Our primary global competitors include Adobe Systems Incorporated, Bentley Systems, Inc., Dassault Syst mes S.A.”Oracle Corporation (ORCL)“and its subsidiary Dassault Syst mes SolidWorks Corp., Intergraph Corporation, a wholly owned subsidiary of Hexagon AB, MSC Software Corporation, Nemetschek AG, Oracle Corporation, Procore Technologies, Inc., PTC Inc., 3D Systems Corporation, Siemens PLM, and Trimble Navigation Limited, among others.”Procore Technologies, Inc. (PCOR)“and its subsidiary Dassault Syst mes SolidWorks Corp., Intergraph Corporation, a wholly owned subsidiary of Hexagon AB, MSC Software Corporation, Nemetschek AG, Oracle Corporation, Procore Technologies, Inc., PTC Inc., 3D Systems Corporation, Siemens PLM, and Trimble Navigation Limited, among others.”PTC Inc. (PTC)“and its subsidiary Dassault Syst mes SolidWorks Corp., Intergraph Corporation, a wholly owned subsidiary of Hexagon AB, MSC Software Corporation, Nemetschek AG, Oracle Corporation, Procore Technologies, Inc., PTC Inc., 3D Systems Corporation, Siemens PLM, and Trimble Navigation Limited, among others.”Trimble Inc. (TRMB)“and its subsidiary Dassault Syst mes SolidWorks Corp., Intergraph Corporation, a wholly owned subsidiary of Hexagon AB, MSC Software Corporation, Nemetschek AG, Oracle Corporation, Procore Technologies, Inc., PTC Inc., 3D Systems Corporation, Siemens PLM, and Trimble Navigation Limited, among others.”

Filings

65 documents

Earnings releases

18 documents

Presentations

2 documents

Transcripts

0 documents

No transcripts for Autodesk are held in this edition of the library.

Mentioned by

2 companies

Other tracked companies whose held documents mention Autodesk by name or ticker. A mention is counted once per document, from the document text the library holds.

See also the earnings calendar for every tracked company’s next earnings date.