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10-QPeriod: Q2 FY2009

Autodesk, Inc. Quarterly Report for Q2 Ended Jul 31, 2008

Filed September 5, 2008For Securities:ADSK

Summary

Autodesk, Inc. (ADSK) reported its financial results for the second quarter and first half of fiscal year 2009, ending July 31, 2008. The company demonstrated robust top-line growth, with net revenue increasing by 18% year-over-year for both the quarter and the six-month period, reaching $619.5 million and $1,218.3 million, respectively. This growth was driven by strong performance across its segments, particularly in the Manufacturing Solutions and Architecture, Engineering, and Construction divisions, and a significant increase in maintenance revenue. Operationally, income from operations saw a notable increase of 4% for the quarter and 11% for the six-month period, reflecting improved efficiency despite increased investments in research and development and marketing. A significant factor impacting profitability during the period was the substantial in-process research and development (IPR&D) expense related to acquisitions, most notably Moldflow Corporation. Despite this, the company maintained a healthy cash position and continued its share repurchase program, demonstrating a commitment to returning value to shareholders.

Financial Statements
Beta

Key Highlights

  • 1Net revenue increased by 18% to $619.5 million for the three months ended July 31, 2008, compared to the prior year period.
  • 2Maintenance revenue showed strong growth, up 36% year-over-year for the quarter, contributing significantly to overall revenue.
  • 3Income from operations for the quarter increased by 4% to $118.8 million, despite increased R&D spending.
  • 4The company completed the acquisition of Moldflow Corporation for approximately $183.1 million, along with four other entities for a total of $74.6 million, significantly increasing goodwill.
  • 5A substantial $16.8 million in-process R&D expense was recognized in the quarter related to acquisitions, impacting operating income.
  • 6Autodesk repurchased 8.0 million shares of common stock during the six months ended July 31, 2008, as part of its ongoing stock repurchase program.
  • 7International revenue represented a significant portion of total revenue, accounting for 74% of net revenue for the quarter, with strong growth in EMEA and Asia Pacific.

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