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Autodesk Q2 2025 Earnings Summary $ADSK

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Contenido proporcionado por Sameer Advani. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente Sameer Advani o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.player.fm/legal.
In Autodesk's Q2 2025 earnings call, the company showcased a solid 13% year-over-year revenue increase in constant currency, driven by a successful new transaction model in North America. CEO Andrew Anagnost emphasized the resilience and disciplined growth of the business, despite macroeconomic challenges affecting their media division. Interim CFO Betsy Rafael reported a 12% uptick in overall revenue, with significant gains in the architecture, engineering, and construction sectors, and hinted at future benefits from transitioning to annually billed contracts. Autodesk raised its full-year revenue guidance to between $6.08 billion and $6.13 billion, backed by a strategic focus on cloud and AI technologies to enhance customer relations and drive margins. With a strong commitment to shareholder returns through increased buybacks, Autodesk is poised for continued growth, making this episode a must-listen for investors seeking insights into the company’s forward momentum.
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62 episodios

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Manage episode 440475192 series 3598218
Contenido proporcionado por Sameer Advani. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente Sameer Advani o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.player.fm/legal.
In Autodesk's Q2 2025 earnings call, the company showcased a solid 13% year-over-year revenue increase in constant currency, driven by a successful new transaction model in North America. CEO Andrew Anagnost emphasized the resilience and disciplined growth of the business, despite macroeconomic challenges affecting their media division. Interim CFO Betsy Rafael reported a 12% uptick in overall revenue, with significant gains in the architecture, engineering, and construction sectors, and hinted at future benefits from transitioning to annually billed contracts. Autodesk raised its full-year revenue guidance to between $6.08 billion and $6.13 billion, backed by a strategic focus on cloud and AI technologies to enhance customer relations and drive margins. With a strong commitment to shareholder returns through increased buybacks, Autodesk is poised for continued growth, making this episode a must-listen for investors seeking insights into the company’s forward momentum.
  continue reading

62 episodios

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