Topic

ADSK

A collection of 4 issues

Autodesk 4Q'FY23 Update

Disclosure: I am long shares of Autodesk Subscribe Autodesk met their high end of the topline guidance. While topline grew at High Single Digit (HSD) rate YoY, it was +12% FXN. Subscription revenue, which is ~92% of revenue, was +14% FXN. While Media &Entertainment (M&E) segment was

Autodesk 3Q'FY 2023 Earnings Update

Disclosure: I own shares of Autodesk Autodesk had bit of a mixed quarter. While they typically beat the high end of their guidance, Q3 topline was near the low end of the guidance. Moreover, guidance appears to be weak too as Q4 implied topline growth is HSD i.e. ~7-9%

Autodesk 2Q'FY 2023 Earnings Update

Disclosure: I own shares of Autodesk "End market demand remained strong during the quarter, resulting in robust new business activity. Renewal rates were again excellent." This was a solid quarter for Autodesk. Let's dig in. Subscribe Topline Autodesk beat the high end of topline guidance which,

Autodesk: The Horse for the Infrastructure Decade

Disclosure: Autodesk is the third largest position in my portfolio In 1982, John Walker, along with 12 other programmers, gathered $59,000 to found Autodesk. Today, Autodesk is ~$60 Bn market cap company. More people probably heard about AutoCAD than the company behind the Computer-Aided Design (CAD) software application. Just