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Jan 31

Autodesk Q4 2025 Earnings Report

Autodesk Q4 2025 Earnings Report

Key Takeaways

Autodesk reported strong Q4 FY25 results with a 12% YoY increase in revenue to $1.64 billion. GAAP EPS was $1.40, and non-GAAP EPS was $2.29. Operating income grew to $366 million, with an operating margin of 22%. The company also announced a workforce reduction plan affecting 1,350 employees.

Total revenue increased by 12% to $1.64 billion.

GAAP EPS was $1.40, while non-GAAP EPS reached $2.29.

Free cash flow for the quarter was $678 million.

Restructuring plan announced, impacting approximately 1,350 employees.

Total Revenue
$1.64B
Previous year: $1.47B
+11.6%
EPS
$2.29
Previous year: $2.09
+9.6%
GAAP Operating Margin
22%
Previous year: 21%
+4.8%
Non-GAAP Operating Margin
37%
Previous year: 36%
+2.8%
Billings
$2.11B
Previous year: $1.71B
+23.4%
Gross Profit
$1.49B
Previous year: $1.35B
+9.8%
Cash and Equivalents
$1.6B
Previous year: $2.25B
-28.8%
Free Cash Flow
$678M
Previous year: $427M
+58.8%
Total Assets
$10.8B
Previous year: $9.91B
+9.3%

Autodesk

Autodesk

Autodesk Revenue by Geographic Location

Forward Guidance

Autodesk expects continued revenue growth in Q1 FY26, with revenue guidance between $1.60 billion and $1.61 billion. Non-GAAP EPS is projected between $2.14 and $2.17.

Positive Outlook

  • Revenue forecast of $1.60B to $1.61B for Q1 FY26.
  • Non-GAAP EPS projected between $2.14 and $2.17.
  • Optimizing sales and marketing to enhance efficiency.
  • Strong performance in subscription and recurring revenue.
  • Expected improvement in operating margins post-restructuring.

Challenges Ahead

  • Restructuring costs may impact short-term financials.
  • Employee layoffs could affect productivity in the near term.
  • Uncertain macroeconomic conditions may pose risks.
  • Foreign exchange fluctuations could impact revenue.
  • Potential delays in sales cycle due to transition in business model.

Revenue & Expenses

Visualization of income flow from segment revenue to net income