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Oct 31, 2024
Autodesk Q3 2025 Earnings Report
Autodesk's Q3 2025 financial results were announced, showcasing revenue growth and increased billings, with raised guidance for key financial metrics.
Key Takeaways
Autodesk reported an 11% increase in total revenue to $1.57 billion and a 28% increase in total billings to $1.54 billion. The company raised the midpoints of its billings, revenue, margins, earnings per share, and free cash flow guidance ranges.
Total revenue increased 11 percent to $1.57 billion.
GAAP operating margin was 22 percent, down 2 percentage points.
Non-GAAP operating margin was 36 percent, down 3 percentage points.
Total billings increased 28 percent to $1.54 billion.
Autodesk
Autodesk
Autodesk Revenue by Geographic Location
Revenue by Geographic Location
Americas Revenue
CapyFin.comEMEA Revenue
CapyFin.comAPAC Revenue
CapyFin.com Forward Guidance
Autodesk provided guidance for the fourth quarter of fiscal year 2025, with revenue expected to be between $1.623 billion and $1.638 billion, GAAP EPS between $1.21 and $1.27, and non-GAAP EPS between $2.10 and $2.16. Full year fiscal 2025 guidance includes billings between $5.900 billion and $5.980 billion, revenue between $6.115 billion and $6.130 billion, GAAP operating margin between 21.5% and 22%, non-GAAP operating margin between 35.5% and 36%, GAAP EPS between $4.95 and $5.01, non-GAAP EPS between $8.29 and $8.35, and free cash flow between $1.470 billion and $1.500 billion.
Positive Outlook
- Revenue (in millions): $1,623 - $1,638
- EPS GAAP: $1.21 - $1.27
- EPS non-GAAP: $2.10 - $2.16
- Billings (in millions): $5,900 - $5,980
- Free cash flow (in millions): $1,470 - $1,500
Challenges Ahead
- The business outlook considers the current economic environment and foreign exchange currency rate environment.
- Global economic and political conditions, including changes in monetary and fiscal policy, foreign exchange headwinds, recessionary fears, supply chain disruptions, resulting inflationary pressures and hiring conditions.
- Geopolitical tension and armed conflicts, and extreme weather events.
- Costs and challenges associated with strategic acquisitions and investments.
- Inability to predict subscription renewal rates and their impact on our future revenue and operating results
Revenue & Expenses
Visualization of income flow from segment revenue to net income