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Jul 31, 2023

Autodesk Q2 2024 Earnings Report

Autodesk's Q2 2024 financial results were announced, with revenue growth driven by strong performance in design and make segments.

Key Takeaways

Autodesk reported a 9% increase in revenue to $1.345 billion in Q2 2024. GAAP EPS was $1.03, and non-GAAP EPS was $1.91. The company is raising the lower end of its guidance ranges due to sustained momentum.

Total revenue increased by 9 percent to $1,345 million.

GAAP operating margin was 19 percent, a decrease of 1 percentage point.

Non-GAAP operating margin remained flat at 36 percent.

GAAP diluted EPS was $1.03; Non-GAAP diluted EPS was $1.91.

Total Revenue
$1.35B
Previous year: $1.24B
+8.7%
EPS
$1.91
Previous year: $1.65
+15.8%
GAAP Operating Margin
19%
Previous year: 20%
-5.0%
Non-GAAP Operating Margin
36%
Previous year: 36%
+0.0%
Billings
$1.1B
Previous year: $1.19B
-8.1%
Gross Profit
$1.22B
Previous year: $1.12B
+8.9%
Cash and Equivalents
$1.71B
Previous year: $1.44B
+19.0%
Free Cash Flow
$128M
Previous year: $246M
-48.0%
Total Assets
$9.11B
Previous year: $8.23B
+10.7%

Autodesk

Autodesk

Autodesk Revenue by Segment

Autodesk Revenue by Geographic Location

Forward Guidance

Autodesk's business outlook for the third quarter and full-year fiscal 2024 considers the current economic environment and foreign exchange currency rate environment.

Positive Outlook

  • Q3 FY24 Revenue is expected to be between $1,380 - $1,395 million.
  • Q3 FY24 EPS GAAP is expected to be between $1.02 - $1.08.
  • Q3 FY24 EPS non-GAAP is expected to be between $1.97 - $2.03.
  • FY24 Revenue is expected to be between $5,405 - $5,455 million, up 8% - 9%.
  • FY24 Free cash flow is expected to be between $1,170 - $1,250 million.

Challenges Ahead

  • FY24 Billings are expected to be between $5,075 - $5,175 million, down 12% - 11%.
  • FY24 GAAP operating margin is expected to be approximately flat year over year.
  • FY24 Non-GAAP operating margin is expected to be approximately flat year over year.
  • FY24 EPS GAAP is expected to be between $3.75 - $3.94.
  • FY24 EPS non-GAAP is expected to be between $7.30 - $7.49.

Revenue & Expenses

Visualization of income flow from segment revenue to net income