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Apr 30, 2020

Autodesk Q1 2021 Earnings Report

Autodesk reported solid first quarter results with revenue growth and operating margin expansion.

Key Takeaways

Autodesk's first quarter fiscal 2021 results showed a 20% increase in total revenue to $886 million, a GAAP operating margin of 15%, and a non-GAAP operating margin of 28%. GAAP diluted EPS was $0.30, while non-GAAP diluted EPS was $0.85. Cash flow from operating activities was $327 million, and free cash flow was $307 million.

Total revenue increased 20 percent year-over-year to $886 million.

GAAP operating margin was 15 percent, up 11 percentage points.

Non-GAAP operating margin was 28 percent, up 10 percentage points.

Free cash flow was $307 million.

Total Revenue
$886M
Previous year: $736M
+20.4%
EPS
$0.85
Previous year: $0.45
+88.9%
GAAP Operating Margin
15%
Non-GAAP Operating Margin
28%
Billings
$884M
Gross Profit
$804M
Previous year: $653M
+23.1%
Cash and Equivalents
$1.39B
Previous year: $883M
+57.3%
Free Cash Flow
$307M
Previous year: $207M
+48.7%
Total Assets
$5.54B
Previous year: $4.81B
+15.3%

Autodesk

Autodesk

Autodesk Revenue by Geographic Location

Forward Guidance

Autodesk provided business outlook for the second quarter and full-year fiscal 2021, taking into consideration the current economic environment and foreign exchange currency rate environment.

Positive Outlook

  • Second Quarter Fiscal 2021 Revenue is expected to be between $890 million and $905 million.
  • Second Quarter Fiscal 2021 GAAP EPS is expected to be between $0.39 and $0.45.
  • Second Quarter Fiscal 2021 Non-GAAP EPS is expected to be between $0.86 and $0.92.
  • Full Year Fiscal 2021 Revenue is expected to grow 12% - 15%.
  • Full Year Fiscal 2021 Free cash flow is expected to be between $1,300 million and $1,400 million.

Challenges Ahead

  • Full Year Fiscal 2021 Billings are expected to be down 3% - up 1%.
  • Full Year Fiscal 2021 GAAP operating margin is expected to be 14% - 16%.
  • Full Year Fiscal 2021 Non-GAAP operating margin is expected to be 27% - 29%.
  • Full Year Fiscal 2021 GAAP EPS is expected to be between $1.51 and $1.89.
  • Full Year Fiscal 2021 Non-GAAP EPS is expected to be between $3.52 and $3.90.

Revenue & Expenses

Visualization of income flow from segment revenue to net income