Autodesk excels in engineering efficiency and AI-driven generative design, enhancing collaboration and reducing project time, but struggles in the competitive Chinese market. Despite strong financials and cloud-based advantages, Autodesk's valuation appears overvalued, with moderate growth expectations and significant risks from global trade wars. Given the current market conditions and competitive landscape, I rate Autodesk a hold, with potential for reevaluation if growth accelerates in China.
Autodesk, Inc. (NASDAQ:ADSK ) Morgan Stanley Technology, Media & Telecom Conference March 3, 2025 4:50 PM ET Company Participants Andrew Anagnost - CEO Janesh Moorjani - CFO Conference Call Participants Elizabeth Porter - Morgan Stanley Elizabeth Porter Good afternoon, everyone. Thank you for joining us at the Morgan Stanley TMT Conference.
Autodesk's NASDAQ: ADSK Q4 results and guidance for 2025 prove that management is on the right track with its AI aspirations. The results reveal strength in both segments driven by AI's influence on its customers' capabilities and its own.
Andrew Anagnost, Autodesk CEO, joins 'Money Movers' to discuss the motivation to trim workforce headcount, Autodesk's quarterly earnings results, and how billings trends are looking.
ADSK's fiscal fourth-quarter earnings surpass expectations, benefiting from strong renewal rates despite facing new foreign exchange headwinds.
The design-software company announces a restructuring plan that includes slashing about 9% of its workforce.
Autodesk, Inc. (NASDAQ:ADSK ) Q4 2025 Earnings Conference Call February 27, 2025 5:00 PM ET Company Participants Simon Mays-Smith - VP, IR Andrew Anagnost - CEO Janesh Moorjani - CFO Conference Call Participants Saket Kalia - Barclays Adam Borg - Stifel Jay Vleeschhouwer - Griffin Securities Jason Celino - KeyBanc Capital Markets Taylor McGinnis - UBS Bhavin Shah - Deutsche Bank Joe Vruwink - Baird Elizabeth Porter - Morgan Stanley Matt Hedberg - RBC Capital Markets Joshua Tilton - Wolfe Research Michael Turrin - Wells Fargo Ken Wong - Oppenheimer & Company Operator Thank you for standing by and welcome to Autodesk Fourth Quarter and Full Year Fiscal 2025 Earnings Conference Call. At this time all participants are in a listen-only mode.
The major indexes cannot catch a break. Q4 earnings have remained decent and economic prints have good news.
Autodesk (ADSK -1.16%), the software company known for its architectural, engineering, and construction design tools, released results for its fiscal 2025 fourth quarter on Feb. 27. Non-GAAP earnings per share (EPS) of $2.29 surpassed Wall Street's consensus estimates by $0.15, while revenue of $1.639 billion was essentially in line with the $1.631 billion expected.
Although the revenue and EPS for Autodesk (ADSK) give a sense of how its business performed in the quarter ended January 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
Autodesk (ADSK) came out with quarterly earnings of $2.29 per share, beating the Zacks Consensus Estimate of $2.13 per share. This compares to earnings of $2.09 per share a year ago.
Autodesk forecast annual revenue and profit above Wall Street estimates on Thursday, boosted by strong demand for its design and engineering software across industries such as construction and manufacturing.