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Jul 31, 2024

Autodesk Q2 2025 Earnings Report

Autodesk's Q2 2025 financial results were announced, showcasing revenue growth and increased profitability.

Key Takeaways

Autodesk reported a 12% increase in revenue to $1.51 billion and a GAAP EPS of $1.30. The company's strong performance led to raised guidance for billings, revenue, EPS, and free cash flow.

Total revenue increased by 12 percent to $1.51 billion.

GAAP operating margin was 23 percent, up 4 percentage points.

Non-GAAP operating margin was 37 percent, up 1 percentage point.

Free cash flow was $203 million.

Total Revenue
$1.51B
Previous year: $1.35B
+11.9%
EPS
$2.15
Previous year: $1.91
+12.6%
GAAP Operating Margin
23%
Previous year: 19%
+21.1%
Non-GAAP Operating Margin
37%
Previous year: 36%
+2.8%
Billings
$1.24B
Previous year: $1.1B
+13.2%
Gross Profit
$1.39B
Previous year: $1.22B
+13.9%
Cash and Equivalents
$1.88B
Previous year: $1.71B
+9.6%
Free Cash Flow
$203M
Previous year: $128M
+58.6%
Total Assets
$9.96B
Previous year: $9.11B
+9.4%

Autodesk

Autodesk

Autodesk Revenue by Geographic Location

Forward Guidance

Autodesk provided the following guidance for Q3 FY25 and Full Year FY25:

Positive Outlook

  • Q3 FY25 Revenue is expected to be between $1,555 million and $1,570 million.
  • Q3 FY25 EPS GAAP is expected to be between $1.21 and $1.27.
  • Q3 FY25 EPS non-GAAP is expected to be between $2.08 and $2.14.
  • FY25 Billings are expected to be between $5,880 million and $5,980 million, up 13% - 15%.
  • FY25 Revenue is expected to be between $6,080 million and $6,130 million, up approximately 11%.

Challenges Ahead

  • FY25 GAAP operating margin is expected to be 21% - 22%.
  • FY25 Non-GAAP operating margin is expected to be 35% - 36%.
  • FY25 EPS GAAP is expected to be between $4.88 and $5.01.
  • FY25 EPS non-GAAP is expected to be between $8.18 and $8.31.
  • FY25 Free cash flow is expected to be between $1,450 million and $1,500 million.

Revenue & Expenses

Visualization of income flow from segment revenue to net income