Q3 2026 Autodesk Inc Earnings Call Transcript

Nov 25, 2025 / 10:00 PM GMT

Release Date Price: €255.3 (+1.19%)

Transcript 10-Q8-K

Key Points

Positve

Autodesk Inc (ADSK) reported strong financial results, with revenue and non-GAAP earnings per share exceeding the higher end of guidance ranges.
The company raised its full-year guidance across the board, reflecting confidence in its business momentum.
Autodesk Inc (ADSK) is successfully executing a transformation in enterprise software, enhancing products with cloud-based platforms and AI capabilities.
The Autodesk Construction Cloud is gaining traction, with significant customer migrations and increased project penetration.
The company is seeing strong growth in its Fusion platform, with increased extension attached rates and higher average sales prices.

Negative

The macroeconomic environment remains uncertain, posing potential risks to Autodesk Inc (ADSK)'s future performance.
The transition to a new transaction model and annual billings for multi-year contracts has skewed current growth rates, which may diminish next year.
There are incremental headwinds expected to reported operating margins in fiscal '27 due to the new transaction model.
The company is still facing operational friction from the new transaction model implementation, although it is easing.
Autodesk Inc (ADSK) anticipates challenges in achieving its long-term margin goals due to non-linear progress and headwinds.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

ADSK.OQ - Autodesk Inc
Q3 2026 Autodesk Inc Earnings Call
Nov 25, 2025 / 10:00PM GMT

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Presentation
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Unidentified_1 [1]
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Thank you for standing by and welcome to Autodesk 3rd quarter and 4 year fiscal 2026 earnings conference call. At this time, all participants are in a listen-only mode. After the speaker presentation, there will be a question-and-answer session. To ask a question during the session, you will need to press 11 on your telephone. To remove yourself from the queue, you may press 11 again.

I would now like to hand the call over to Simon May Smith, Vice President, Investor Relations. Please.

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Unidentified_2 [2]
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Go ahead.

Thanks, operator, and good

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