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10-Q/APeriod: Q2 FY2014

Autodesk, Inc. Quarterly Report (Amendment) for Q2 Ended Jul 31, 2013

Filed September 6, 2013For Securities:ADSK

Summary

Autodesk, Inc. (ADSK) reported its financial results for the three and six months ended July 31, 2013. While total net revenue saw a slight decrease year-over-year for both periods (down 1% and 2% respectively), the company experienced a shift in revenue mix, with a decrease in license and other revenue partially offset by a 6% increase in subscription revenue for both periods. Operating expenses were managed effectively, leading to a decrease in income from operations for the quarter (down 10%) and six months (down 12%). The company continued its strategic shift towards cloud and mobile computing, reflected in the growth of its suites products. Autodesk also actively managed its capital through share repurchases and maintained a strong liquidity position with $2.4 billion in cash and marketable securities at the end of the period.

Financial Statements
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Key Highlights

  • 1Total net revenue for the three months ended July 31, 2013, decreased 1% to $561.7 million compared to $568.7 million in the prior year.
  • 2Subscription revenue increased 6% to $248.5 million for the three months ended July 31, 2013, compared to $234.7 million in the prior year, indicating a successful transition in business model.
  • 3Income from operations decreased by 10% to $83.6 million for the three months ended July 31, 2013, compared to $92.9 million in the prior year.
  • 4The company repurchased $239.8 million of common stock during the six months ended July 31, 2013, demonstrating a commitment to returning capital to shareholders.
  • 5Autodesk reported $2.4 billion in cash and marketable securities at July 31, 2013, indicating a strong liquidity position.
  • 6Restructuring charges of $1.7 million and $2.1 million were recorded for the three and six months ended July 31, 2013, respectively, related to a company-wide restructuring plan.
  • 7Revenue from suites represented 34% of net revenue for the quarter, an increase from 29% in the prior year, highlighting the growing importance of integrated product offerings.

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