Q3 2025 Autodesk Inc Earnings Call Transcript
Key Points
- Autodesk Inc (ADSK) reported a strong 12% revenue growth in constant currency for the third quarter.
- The company successfully implemented a new transaction model in Western Europe, contributing positively to revenue and billing.
- Autodesk Inc (ADSK) increased its share repurchase authorization by $5 billion, indicating confidence in its financial health.
- The company is seeing strong momentum in its construction business, with net new customers doubling year over year.
- Autodesk Inc (ADSK) raised its full-year guidance for revenue, billing, and free cash flow, reflecting sustained business momentum.
- The transition to the new transaction model has created noise in billing and the P&L, complicating financial analysis.
- Macroeconomic challenges and geopolitical issues continue to pose headwinds to new business growth.
- The absence of enterprise business agreement true-ups from the previous year negatively impacted revenue.
- There is a headwind from the declining contribution of billed and unbilled deferred revenue from large multi-year contracts.
- The company faces challenges in maintaining growth momentum due to factors like macroeconomic conditions and geopolitical uncertainties.
Thank you for standing by and welcome to Autodesk third quarter and fiscal year 2025 financial results conference call.
At this time, all participants are in a listen-only mode. After the speaker presentation, there will be a question and answer session to ask a question during the session. You will need to press star 11 on your telephone to remove yourself from the queue. You may press star 11 again.
I would now like to hand the call over to Simon Mays Smith VP invest relations. Please go ahead.
Thanks, operator and good afternoon. Thank you for joining our conference call to discuss the third quarter results of Auto Desk fiscal '25 on the line with me is Andrew Anagnost, our CEO and Betsy Rafel, our interim CFO during this call, we will make forward-looking statements including outlook and related assumptions and on product and strategy.
Actual events or results could differ materially.
Please refer to our sec filings including our most recent form 10-Q and the form
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