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10-QPeriod: Q3 FY2023

Autodesk, Inc. Quarterly Report for Q3 Ended Oct 31, 2022

Filed December 6, 2022For Securities:ADSK

Summary

Autodesk, Inc. reported a solid third quarter for fiscal year 2023, with total net revenue increasing by 14% year-over-year to $1.28 billion. This growth was primarily driven by a 14% increase in subscription revenue, highlighting the continued success of their transition to a subscription-based model. Gross profit also saw a healthy increase of 14% to $1.16 billion, demonstrating strong operational efficiency. Profitability metrics showed positive momentum, with income from operations rising 33% to $256 million and net income increasing by 44% to $198 million. Diluted earnings per share grew to $0.91, up from $0.62 in the prior year's comparable quarter. The company maintained a high recurring revenue percentage at 98%, underscoring the stability and predictability of its revenue streams. Autodesk also continued its share repurchase program, demonstrating a commitment to returning value to shareholders. The balance sheet remains strong with $1.665 billion in cash and cash equivalents.

Financial Statements
Beta

Key Highlights

  • 1Total net revenue grew 14% to $1.28 billion, driven by a 14% increase in subscription revenue.
  • 2Income from operations increased by 33% to $256 million.
  • 3Net income rose by 44% to $198 million.
  • 4Diluted earnings per share (EPS) increased to $0.91 from $0.62 year-over-year.
  • 5Recurring revenue remained strong at 98% of total net revenue.
  • 6The company actively repurchased shares, returning capital to stockholders.
  • 7Cash and cash equivalents stood at a healthy $1.665 billion at the end of the period.

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