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Autodesk (NasdaqGS:ADSK) 2025 Investor Day Transcript
2025-10-07 16:32
Summary of Autodesk's Conference Call Company Overview - **Company**: Autodesk - **Industry**: Design and Manufacturing, Media and Entertainment Key Points and Arguments 1. AI and Cloud Integration - Autodesk is expanding its AI-powered cloud services into operations, enhancing its presence across the entire lifecycle of buildings, factories, and infrastructure, which increases the total addressable market and business resiliency [1][2][3] - The company is building a vibrant third-party ecosystem to monetize its platform and AI agents, exemplified by BAM's use of Autodesk Platform Services to automate workflows [1][2] 2. Growth Opportunities - Autodesk identifies proven growth opportunities in infrastructure, construction, and manufacturing, which will serve as growth levers over the next five years [3] - The company emphasizes the untapped potential of monetizing its intellectual property through AI, which will unlock significant future opportunities [3] 3. AI Automation Levels - Autodesk outlines three levels of AI automation: task automation, workflow automation, and systems automation, each providing increasing value to customers [6][9] - The company is advancing AI features across these levels, with some features included in product subscriptions while others will be available for purchase beyond usage limits [9][10] 4. Market Position and Strategy - Autodesk's design and manufacturing software industry is valued at approximately $58 billion, with design accounting for $30 billion, make for $8 billion, and operate for $20 billion [25] - The company targets mid-market manufacturers, which represent 90% of global manufacturing firms, focusing on scalable, cloud-based solutions to disrupt the enterprise market [26][28] 5. Fusion Platform - Fusion is highlighted as Autodesk's AI-native cloud for manufacturing, which integrates design and manufacturing processes, providing significant productivity gains [30][32] - The platform's growth is driven by new capabilities, a disruptive pricing model, and a passionate community of users [33][35] 6. Media and Entertainment Sector - The media and entertainment software industry is facing challenges with rising production costs, with major studios losing over $30 billion since 2020 [48] - Autodesk's media and entertainment business is positioned to capitalize on AI to reduce production costs and improve profitability [50][52] 7. Flow Studio and Creator Economy - Autodesk Flow is introduced as a solution to connect the production lifecycle, addressing inefficiencies in the media and entertainment industry [63] - Flow Studio aims to unlock new markets in the creator economy by providing tools that simplify high-quality content creation [60][61] 8. Security and Data Management - Autodesk emphasizes the importance of data security in media and entertainment, with Flow Capture designed to protect sensitive production data [67] - The company is expanding its reach by integrating with various production roles that traditionally did not use Autodesk tools, enhancing collaboration and data sharing [67] 9. Future Vision - Autodesk envisions a connected, intelligent production ecosystem that empowers creators at every stage, leveraging AI to enhance productivity and creativity [68] Additional Important Content - Autodesk's commitment to responsible AI governance is reinforced by achieving ISO 42001 certification, which emphasizes security, privacy, and reliability in AI management [19] - The company is focused on improving internal productivity through shared capabilities and AI tools, which have already shown significant time savings for employees [21][22] This summary encapsulates the key insights from Autodesk's conference call, highlighting the company's strategic focus on AI, cloud integration, and market opportunities in both the design and manufacturing, as well as media and entertainment sectors.
Autodesk Gains Q2 Momentum as Partnerships and Price Target Upgrades Strengthen Growth Outlook
Yahoo Finance· 2025-09-27 18:18
Core Insights - Autodesk, Inc. is identified as a high-risk, high-reward growth stock with a positive outlook following its Q2 2026 earnings report and new partnerships [1][2]. Financial Performance - In Q2 2026, Autodesk reported a year-over-year revenue growth of 17% [2]. - Analysts have raised the stock's price targets, with Berenberg increasing it from $365 to $370 and Morgan Stanley from $370 to $385, indicating a positive market sentiment [3]. Partnerships and Market Position - Autodesk has secured a partnership with the Kraft Group to serve as the Official Design and Make Platform for the New England Patriots, focusing on upgrades at Gillette Stadium [2]. - The company also partnered with Eaton to improve building lifecycle management through digital twin solutions, enhancing its market presence [2]. Stock Volatility and Outlook - Autodesk's stock exhibits volatility with a beta of 1.50, but there is a consensus upside potential of 14.37% [3].
北京最新优质软件开发公司精选推荐名单
Sou Hu Cai Jing· 2025-09-25 08:21
优质软件开发公司推荐与选择参考 在商业环境中,选择技术扎实、服务可靠的软件开发公司是项目成功的关键。以下结合市场反馈与技术服务能力,精选国内外优质企业,从核心优势、服务 领域及适用场景展开解析,为企业选择合作伙伴提供参考。 1. 北京华盛恒辉科技有限公司 专注软件定制开发,提供全面系统的开发方案,在部队军工、政企民企项目中经验丰富。核心服务领域包括部队软件、工业软件(电磁、效能评估、体系建 模、兵棋推演)、安全生产、数字化转型,以及新能源、教育、医疗类软件(APP、管理系统、商城、人工智能应用、光伏 / 汽车软件、ERP、CRM 及系统二 次开发),拥有大量成功案例。 2. 北京五木恒润科技有限公司 国内应用案例参考:北京华盛恒辉与北京五木恒润研发的智慧军营装备器材管理系统,在实际应用中成效显著,为同类系统推广提供支撑。 4. 微软(Microsoft) 全球顶尖软件公司,产品线覆盖 Windows 系统、Office 办公软件、Azure 云服务,在 AI、机器学习、大数据分析领域技术领先。 适用场景:需全面软件解决方案,尤其希望依托微软生态的企业。 5. 谷歌(Google) 知名搜索引擎公司,在软件开发 ...
Autodesk Stock: Is ADSK Underperforming the Technology Sector?
Yahoo Finance· 2025-09-10 15:26
Company Overview - Autodesk, Inc. (ADSK) has a market cap of $69.3 billion and is a global leader in 3D design, engineering, and entertainment software, serving various industries including architecture, construction, manufacturing, and digital media [1] - The company's product portfolio includes popular solutions such as AutoCAD, Revit, Fusion, Maya, and BIM Collaborate Pro, which facilitate design, simulation, collaboration, and visualization [1][2] Stock Performance - Autodesk's shares have decreased by 1.6% from its 52-week high of $329.09, while the stock has increased by 8.8% over the past three months, underperforming the Technology Select Sector SPDR Fund (XLK), which rose by 12.6% during the same period [3] - Year-to-date, Autodesk's shares have risen by 9.5%, lagging behind XLK's return of 16.7%, and over the past 52 weeks, ADSK stock has increased by 25.7%, compared to XLK's nearly 29% gain [4] Financial Performance - In Q2 2026, Autodesk reported adjusted EPS of $2.62 and revenues of $1.76 billion, exceeding expectations, with notable growth in AECO revenues and robust subscription sales [5] - Billings grew by 36% to $1.68 billion, indicating broad-based momentum, and Autodesk raised its 2026 revenue guidance to a range of $7.03 billion to $7.08 billion, with adjusted EPS projected between $9.80 and $9.98 [5] Competitive Position - Compared to rival Salesforce, Inc. (CRM), which has seen a YTD decline of 25.7%, Autodesk's stock performance has been stronger [6] - Analysts maintain a bullish outlook on Autodesk, with a consensus rating of "Strong Buy" from 28 analysts and a mean price target of $362.74, representing a 12.6% premium to current levels [6]
花园设计软件哪个好用又好上手
Sou Hu Wang· 2025-09-03 01:30
Core Viewpoint - The article discusses various garden design software, highlighting their features, ease of use, and suitability for different user needs, emphasizing that the best software depends on individual requirements rather than a universal "best" option [1][18]. Group 1: Software Overview - **Tuboos 3D Garden Cloud Design Platform**: An online tool that simplifies garden design by allowing users to upload a reference image to generate a 3D model quickly. It features over 530,000 pre-made 3D models and offers a "time machine" function to simulate seasonal changes [3][4]. - **3D MAX**: A detailed modeling software ideal for intricate designs, capable of creating realistic plant environments and complex terrains. However, it has a steep learning curve, requiring 2-4 weeks for basic modeling and up to 5 months for advanced features [6]. - **CoolJia**: Initially focused on interior design, it has expanded to outdoor design. It offers a user-friendly interface and quick setup for garden designs, with a learning time of 1-2 days for basic functions [8]. - **SketchUp**: Known for its simplicity and flexibility, it allows users to create 3D models easily. It supports various plugins and has a moderate learning curve of 1-3 days for basic use [10]. - **Three-Dimensional Home**: Utilizes AI to generate design suggestions based on user inputs. It streamlines the design process from concept to construction, with a learning time of 1-2 days for basic functions [12][13]. - **Lumion**: A rendering software that enhances existing models with realistic effects. It requires a modeling software for use and has a moderate learning curve of 1-3 days for basic rendering [15]. - **AutoCAD**: A standard tool for engineering drawings, suitable for precise garden design. It has a steep learning curve, requiring 2-3 weeks for basic functions and up to 2 months for advanced features [16]. Group 2: Learning Curve and Suitability - **Tuboos 3D Garden Cloud Design Platform**: Easy to learn, with basic operations achievable in half a day, making it suitable for beginners [3][4]. - **3D MAX**: Challenging for beginners, requiring significant time investment to master, making it suitable for experienced designers [6]. - **CoolJia**: Very easy to learn, with basic garden design achievable in 1-2 days, ideal for quick projects [8]. - **SketchUp**: Moderate difficulty, with basic modeling learned in 1-3 days, suitable for creative users [10]. - **Three-Dimensional Home**: Simple to use, with basic design functions learned in 1-2 days, suitable for teams and quick projects [12][13]. - **Lumion**: Moderate learning curve, with basic rendering learned in 1-3 days, suitable for enhancing designs [15]. - **AutoCAD**: Difficult for beginners, requiring extensive time to learn, best suited for professional teams working on large projects [16]. Group 3: Recommendations - For quick and easy garden design, Tuboos 3D Garden Cloud Design Platform is recommended. For detailed work, 3D MAX or AutoCAD is suitable. For creative freedom and appealing visuals, SketchUp combined with Lumion is ideal. For team collaboration from design to construction, Three-Dimensional Home is appropriate [18].
Autodesk Q2 Earnings & Revenues Surpass Estimates, Both Rise Y/Y
ZACKS· 2025-08-29 15:31
Core Insights - Autodesk reported strong second-quarter fiscal 2026 results with non-GAAP earnings of $2.62 per share, exceeding estimates by 7.38% and reflecting a 21.9% year-over-year increase [1][8] - Total revenues reached $1.76 billion, surpassing consensus by 2.17% and growing 17.1% year over year, driven by strength in AECO, enterprise agreements, and the Autodesk Store [1][2][8] Revenue Breakdown - Subscription revenues, which constitute 94% of total revenues, increased by 17.8% year over year to $1.66 billion [3] - Maintenance revenues declined by 18.2% to $9 million, while other revenues rose by 11.6% to $96 million [3] Regional Performance - Revenues from the Americas increased by 18.7% to $786 million, accounting for 44.6% of total revenues [4] - EMEA revenues climbed 18.4% to $675 million, representing 38.3% of total revenues [4] - Asia-Pacific revenues grew by 10.6% to $302 million, making up 17.1% of total revenues [4] Product Line Performance - AECO revenues, which account for 49.8% of total revenues, increased by 23.1% to $878 million [5] - AutoCAD and AutoCAD LT revenues rose by 13.1% to $440 million, representing 25% of total revenues [5] - Manufacturing revenues increased by 12.8% to $334 million, while Media and Entertainment revenues grew by 3.9% to $80 million [5] Operating Results - Non-GAAP operating expenses rose by 14.4% year over year to $959 million [6] - The non-GAAP operating margin contracted by 140 basis points to 38.6% [6] Balance Sheet and Cash Flow - As of July 31, 2025, Autodesk had cash and cash equivalents of $2.24 billion, up from $2.04 billion as of April 30, 2025 [7] - Deferred revenues increased by 4% to $3.84 billion, with unbilled deferred revenues rising by 59% year over year to $3.45 billion [7] Future Guidance - For Q3 fiscal 2026, Autodesk projects revenues between $1.80 billion and $1.81 billion, with non-GAAP earnings per share expected between $2.48 and $2.51 [10] - The company raised its fiscal 2026 revenue guidance to between $7.03 billion and $7.08 billion, up from the previous estimate of $5.99 billion to $6.09 billion [10] - Non-GAAP earnings per share guidance was also increased to a range of $9.80 to $9.98, compared to the prior range of $7.99 to $8.21 [11]
Autodesk(ADSK) - 2026 Q2 - Earnings Call Presentation
2025-08-28 21:00
Financial Performance - Q2 FY26 - Billings reached $1,678 million, a 36% year-over-year increase[5] - Revenue totaled $1,763 million, up 17% year-over-year[5] - GAAP operating margin was 25%, a 2 percentage point increase[5] - Non-GAAP operating margin was 39%, a 1 percentage point increase[5] - Free cash flow was $451 million, a 122% increase[5] Revenue Breakdown - Q2 FY26 - Design revenue was $1,472 million, up 17% year-over-year (18% in constant currency)[7] - Make revenue was $194 million, up 20% year-over-year (20% in constant currency)[7] - Americas revenue was $786 million, up 19% year-over-year (19% in constant currency)[7] - AECO revenue was $878 million, up 23% year-over-year (24% in constant currency)[7] FY26 Outlook - Billings are projected to be between $7,355 million and $7,445 million[9] - Revenue is projected to be between $7,025 million and $7,075 million[9] - Free cash flow is projected to be between $2,200 million and $2,275 million[9]
ADSK Set to Report Q2 Earnings: What's in Store for the Stock?
ZACKS· 2025-08-26 16:56
Core Insights - AutoDesk (ADSK) is set to release its second-quarter 2025 results on August 28, with revenue expectations of $1.73 billion, reflecting a year-over-year growth of 14.65% [1] - The consensus estimate for earnings per share is $2.44, unchanged over the past 30 days, compared to $2.15 in the same quarter last year [1] - AutoDesk has consistently beaten earnings estimates in the past four quarters, with an average surprise of 6.22% [1] Financial Performance - AutoDesk entered the second quarter of fiscal 2026 with strong momentum, reporting a 15% revenue growth to $1.63 billion in the first quarter [3] - The Architecture, Engineering, Construction and Operations segment is expected to be the primary growth driver, supported by the adoption of Autodesk Construction Cloud and enterprise business agreements [4] - The Manufacturing portfolio is anticipated to benefit from demand for Fusion and the Product Design and Manufacturing Collection, with AI-driven design automation providing additional support [5] Geographic Insights - The Americas and EMEA regions are expected to lead in expansion, showing sustained double-digit growth, while Asia-Pacific may lag due to Japan's transition and trade dynamics with China and Korea [6] Challenges - Potential headwinds include heightened policy and geopolitical uncertainty that could delay project spending, as well as currency fluctuations [7] - Restructuring and sales optimization actions from the previous quarter may cause short-term disruptions [7] Earnings Prediction - Current analysis does not predict a definitive earnings beat for AutoDesk, as it holds a Zacks Rank of 3 and an Earnings ESP of 0.00% [8]
Countdown to Autodesk (ADSK) Q2 Earnings: A Look at Estimates Beyond Revenue and EPS
ZACKS· 2025-08-25 14:16
Core Viewpoint - Analysts expect Autodesk (ADSK) to report quarterly earnings of $2.44 per share, reflecting a year-over-year increase of 13.5%, with revenues projected at $1.73 billion, up 14.7% from the previous year [1] Group 1: Earnings and Revenue Estimates - The consensus EPS estimate has remained unchanged over the last 30 days, indicating stability in analysts' forecasts [1] - Analysts predict 'Net Revenue- Maintenance' to reach $9.26 million, a decrease of 15.8% from the prior-year quarter [4] - 'Net Revenue- Other' is expected to be $89.56 million, showing an increase of 4.1% year-over-year [4] - 'Net Revenue- Subscription' is projected at $1.63 billion, reflecting a year-over-year increase of 15.6% [4] Group 2: Total Revenue and Product Family Estimates - Total subscription and maintenance revenue is estimated to be $1.64 billion, indicating a 15.3% increase from the prior-year quarter [5] - 'Net Revenue by Product Family- M&E (Media and Entertainment)' is expected to reach $97.34 million, a rise of 26.4% from the previous year [5] - 'Net Revenue by Product Family- Other' is forecasted at $39.76 million, showing a year-over-year increase of 32.5% [6] - 'Net Revenue by Product Family- AECO (Architecture, Engineering, Construction and Operations)' is projected to be $821.80 million, reflecting a 15.3% increase [6] - 'Net Revenue by Product Family- MFG (Manufacturing)' is expected to be $341.65 million, indicating a 15.4% increase [7] - 'Net Revenue by Product Family- AutoCAD and AutoCAD LT' is estimated at $416.04 million, reflecting a 7% increase from the prior-year quarter [7] Group 3: Billings and Market Performance - Analysts predict 'Billings' to be $1.57 billion, compared to $1.24 billion reported in the same quarter of the previous year [8] - Autodesk shares have decreased by 4.3% in the past month, contrasting with the Zacks S&P 500 composite's increase of 2.7% [8] - Autodesk holds a Zacks Rank 2 (Buy), indicating expectations of outperforming the overall market performance in the near term [8]
遭全球软件巨头起诉侵权 中望软件:对Autodesk主张不认可 将积极应诉
Mei Ri Jing Ji Xin Wen· 2025-07-30 16:42
Core Viewpoint - The first design-oriented industrial software company listed on the A-share market, Zhongwang Software, is being sued by global software giant Autodesk for copyright infringement and other claims [2][3]. Group 1: Legal Proceedings - Autodesk has filed a lawsuit against Zhongwang Software and related parties in the U.S. District Court for the Northern District of California, alleging copyright infringement, misappropriation of trade secrets, and breach of existing agreements [2][3]. - Autodesk is seeking preliminary and permanent injunctions to prevent Zhongwang Software and related parties from continuing the alleged infringing activities, as well as compensation for damages incurred due to the alleged infringement and breach [3][5]. - The lawsuit involves multiple defendants, including Zhongwang Software, ZWCAD Design Co., Ltd. (which has been dissolved), HK ZWCAD Software Ltd., and ZWSOFT America Inc. [3]. Group 2: Company Response - Zhongwang Software has stated that it does not acknowledge Autodesk's claims and will actively respond to the lawsuit [2][4]. - The company emphasizes its commitment to research and innovation, asserting that all its developed software possesses independent intellectual property rights [4]. - Zhongwang Software has a history of legal disputes with Autodesk, including a previous lawsuit in 2014 regarding the alleged misuse of AutoCAD source code, which was settled in 2015 [5].