๐ ๐๐๐ฌ๐ฎ๐ฅ๐ญ๐ฌ
โข Adj. EPS: $2.99 (Est. $2.84) โ
โข Revenue: $1.93B (Est. $1.89B) โ
โข Billings: $1.69B (+18% YoY)
โข Free cash flow: $876M (+58% YoY)
โข Non-GAAP operating margin: 39%
โ
๐ฏ ๐๐ฎ๐ข๐๐๐ง๐๐
โข Q2 Revenue: $2.005Bโ$2.015B (Est. $1.99B) โ
โข Q2 Adj. EPS: $3.10โ$3.14 (Est. $3.04) โ
โข FY27 Revenue: $8.155Bโ$8.215B (Est. $8.15B) โ
โข FY27 Adj. EPS: $12.40โ$12.65 (Est. $12.42) โ
โข FY27 Free cash flow: $2.725Bโ$2.800B
โ
๐ ๐๐๐ฒ ๐๐๐ค๐๐๐ฐ๐๐ฒ๐ฌ
โข Strong growth across AECO, Manufacturing, and Make segments
โข AI and industrial automation strategy gaining traction with customers
โข Current RPO accelerated to +18% YoY
โข Autodesk announced acquisition of MaintainX to expand operations platform capabilities
โ
๐ฌ ๐๐๐ง๐๐ ๐๐ฆ๐๐ง๐ญ ๐๐จ๐ฆ๐ฆ๐๐ง๐ญ๐๐ซ๐ฒ
โAutodesk's assistants and MCP infrastructure provide the harness layer that makes frontier models more controllable, context-aware, and useful continuously through the full lifecycle.โ
โ Andrew Anagnost, CEO