Mensch und Maschine Software SE offers strong growth prospects and an excellent product portfolio, yet remains undervalued with a market cap under $1 billion. Despite recent revenue declines due to Autodesk's billing changes, the company maintains robust profitability and confirms its 2024 guidance for 9–19% earnings growth. Transition to a commission model with Autodesk will boost margins and earnings, even as reported revenue temporarily decreases.
Autodesk's business remains resilient, despite fading tailwinds. Growth is currently being boosted by a shift to direct billings, though. Autodesk's cash flow margins are also rebounding from a shift in billing practices, which is supportive of both ADSK's valuation and share repurchases. Autodesk is also widely considered a likely AI beneficiary, although this will likely take time to play out.
Andrew Anagnost, Autodesk CEO, discusses the company's most recent quarter and expectations for the rest of the year.
Software - Application Industry | Technology Sector | Dr. Andrew Anagnost Ph.D. CEO | XMUN Exchange | US0527691069 ISIN |
US Country | 15,300 Employees | - Last Dividend | 21 Dec 2004 Last Split | 1 Jul 1985 IPO Date |