Core Viewpoint - Autodesk (ADSK) is expected to report quarterly earnings of $2.14 per share, reflecting a 14.4% increase year over year, with revenues projected at $1.61 billion, a 13.4% increase compared to the previous year [1]. Group 1: Earnings and Revenue Projections - The consensus EPS estimate for the quarter has not changed over the past 30 days, indicating stability in analysts' projections [1]. - Analysts predict 'Net Revenue- Maintenance' to reach $10.02 million, showing a decline of 8.9% year over year [4]. - 'Net Revenue- Other' is expected to be $82.74 million, indicating an increase of 8.9% from the year-ago quarter [4]. - 'Net Revenue- Subscription' is projected at $1.51 billion, reflecting a year-over-year increase of 13.8% [4]. Group 2: Total Revenue and Product Family Insights - 'Net Revenue- Total subscription and maintenance revenue' is estimated to reach $1.52 billion, indicating a 13.6% increase year over year [5]. - 'Net revenue by product family- M&E (Media and Entertainment)' is forecasted at $87.01 million, showing a significant increase of 22.6% from the prior-year quarter [5]. - 'Net revenue by product family- Other' is expected to be $33.91 million, reflecting a 21.1% increase from the previous year [6]. - 'Net revenue by product family- AEC (Architecture, Engineering and Construction)' is projected at $781.97 million, indicating a 16% increase year over year [6]. Group 3: Additional Product Family Metrics - 'Net revenue by product family- MFG (Manufacturing)' is expected to reach $293.71 million, reflecting a 9.6% increase year over year [7]. - 'Net revenue by product family- AutoCAD and AutoCAD LT' is projected at $404.87 million, indicating a 7.7% increase from the prior year [7]. Group 4: Billings and Market Performance - Analysts predict 'Billings' to reach $1.44 billion, compared to $1.11 billion reported in the same quarter last year [8]. - Autodesk shares have increased by 14.9% in the past month, outperforming the Zacks S&P 500 composite's 13.1% increase [8].

Core Viewpoint - Autodesk reported strong financial results for the fourth quarter of fiscal 2025, with earnings and revenues exceeding expectations, but announced a significant workforce reduction as part of a restructuring plan. Financial Performance - Non-GAAP earnings per share for Q4 FY2025 were $2.29, beating the Zacks Consensus Estimate by 7.51% and improving 9.6% year over year [1] - Revenues reached $1.64 billion, surpassing the consensus mark by 0.50% and growing 11.6% year over year [2] - Billings increased by 23% year over year to $2.11 billion [6] Revenue Breakdown - Subscription revenues, which accounted for 92.9% of total revenues, rose 13.7% year over year to $1.52 billion [4] - Maintenance revenues declined 28.6% year over year to $10 million, while other revenues decreased 7.8% to $107 million [4] - Recurring revenues contributed 97% to total revenues, with a net revenue retention rate within the targeted range of 100-110% [5] Regional Performance - Revenues from the Americas increased 11.3% year over year to $730 million [5] - EMEA revenues climbed 14.1% to $623 million, while Asia-Pacific revenues rose 7.1% to $286 million [5] Product Performance - AEC revenues, which represent 48.7% of total revenues, increased 14.8% year over year to $799 million [7] - AutoCAD and AutoCAD LT revenues rose 8.5% to $409 million, while Manufacturing revenues increased 8.9% to $318 million [7] Operating Results - Non-GAAP operating income was $608 million, reflecting a 16.5% year-over-year increase, with an operating margin of 37.1%, up 160 basis points [8] Balance Sheet & Cash Flow - Cash and cash equivalents totaled $1.89 billion, up from $1.71 billion as of October 31, 2024 [9] - Free cash flow was $678 million, an increase of $251 million compared to the previous year [10] Future Guidance - For Q1 FY2026, Autodesk projects revenues between $1.60 billion and $1.61 billion, with non-GAAP earnings per share expected between $2.14 and $2.17 [11] - For fiscal 2026, revenues are anticipated to be between $6.895 billion and $6.965 billion, with billings estimated in the range of $7.06 billion to $7.21 billion [11][12] Restructuring Plan - Autodesk plans to reduce its workforce by approximately 9%, equating to about 1,350 employees, as part of a worldwide restructuring initiative [3]