Autodesk Inc (NAS:ADSK)

$ 314.99 5.26 (1.7%) Market Cap: 67.88 Bil Enterprise Value: 67.60 Bil PE Ratio: 64.42 PB Ratio: 27.44 GF Score: 90/100

Q2 2025 Autodesk Inc Earnings Call Transcript

Aug 29, 2024 / 09:00PM GMT

Release Date Price: $258.23 (+1.42%)

Transcript 10-Q8-K

Key Points

Positve

Autodesk Inc (ADSK) reported a strong Q2 with 13% revenue growth in constant currency.
The company raised its full-year guidance, reflecting sustained business momentum.
Investments in cloud platform and AI are ahead of peers, providing valuable and connected solutions.
The new transaction model is expected to increase sales and marketing efficiency.
Autodesk Inc (ADSK) is seeing significant benefits from its go-to-market initiatives, supporting growth and margin improvement.

Negative

The Hollywood strike negatively impacted the media and entertainment segment.
Softness in new business in China and Korea was observed.
The transition to the new transaction model creates short-term noise in billings and the P&L.
The new transaction model rollout in Western Europe and Japan adds complexity due to different currencies and regulatory laws.
There are macroeconomic and geopolitical challenges that could impact future growth.

Operator

Good day and thank you for standing by. Welcome to the Q2 fiscal '25, Autodesk earnings conference call. (Operator Instructions) Please be advised that today's conference is being recorded. (Operator Instructions)

I would now like to hand the conference over to your speaker today, Simon Mays Smith, Vice President, Investor Relations.

Simon Mays Smith

Autodesk Inc - Investor Relation

Thanks, operator, and good afternoon. Thank you for joining our conference call to discuss the second quarter results of Autodesk's fiscal '25. On the line with me is Andrew Anagnost, our CEO; and Betsy Rafael, our Interim CFO.

During this call, we will make forward-looking statements, including outlook and related assumption products and strategies. Actual events or results could differ materially. Please refer to our SEC filings, including our most recent Form 10-Q and the Form 8-K filed with today's press release. For important risks and other factors that may cause our actual results to differ from those in our forward-looking statements.

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