Autodesk Inc
ADSK
$306.74 0.29%
Exchange: NASDAQ | Sector: Technology | Industry: Software Application
Q3 2025
Published: Dec 3, 2024

Earnings Highlights

  • Revenue of $1.57B up 11% year-over-year
  • EPS of $1.27 increased by 13.3% from previous year
  • Gross margin of 90.6%
  • Net income of 275.00M
  • ""The new transaction model will enable tighter channel partnerships with less duplication of effort and more digital self-service and automation, which increases customer satisfaction and workforce productivity."" - Andrew Anagnost
ADSK
Company ADSK

Executive Summary

Autodesk delivered solid top-line growth in QQ3 2025, highlighting an 11% reported revenue increase and 12% growth in constant currency versus the prior year, supported by a broad-based expansion across product lines and regions. The rollout of the new transaction model and accelerated shift toward direct billing contributed to a meaningful lift in billings (up 28% in the quarter, with the new model adding roughly $72 million to billings in Q3 and $108 million year-to-date). Despite a temporary margin headwind from Autodesk University timing and the transition, management reaffirmed and modestly raised full-year guidance, signaling confidence in mid-term profitability and free cash flow expansion as the company completes the transition and benefits from scale. The company emphasizes AI and cloud as core growth accelerants (including Bernini and Tandem), a strengthened go-to-market through self-service and direct relationships, and a continued focus on capital discipline (notably share buybacks) to create long-term shareholder value. While near-term FX and co-terming headwinds pose risks, Autodesk remains positioned to drive margin expansion toward the upper end of its long-term targets and to show durable gross margins and improving free cash flow over the next two fiscal years.

Key Performance Indicators

Revenue
Increasing
1.57B
QoQ: 4.32% | YoY: 11.03%
Gross Profit
Increasing
1.42B
90.64% margin
QoQ: 4.25% | YoY: 10.57%
Operating Income
Increasing
346.00M
QoQ: 0.87% | YoY: 3.59%
Net Income
Increasing
275.00M
QoQ: -2.48% | YoY: 14.11%
EPS
Increasing
1.28
QoQ: -2.29% | YoY: 13.27%

Revenue Trend

Margin Analysis

Historical Earnings Comparison

PeriodRevenue ($M)EPS ($)YoY GrowthReport
Q3 2026 1,853.00 1.60 +18.0% View
Q2 2026 1,763.00 1.46 +17.1% View
Q1 2026 1,625.00 0.70 +14.7% View
Q4 2025 1,639.00 1.40 +11.6% View
Q3 2025 1,570.00 1.27 +11.0% View