Summary
Autodesk, Inc. (ADSK) filed an 8-K on November 19, 2015, to report its financial results for the third quarter ended October 31, 2015. The filing primarily comprises a press release and prepared remarks, which are furnished as exhibits. A key takeaway for investors is Autodesk's use of non-GAAP financial measures to provide supplemental insights into its performance. The company emphasizes that these non-GAAP measures are used internally for decision-making and are provided to investors to enhance transparency and facilitate comparisons across periods and with peers, aiming to better reflect the core business's earning potential. The report details various items excluded from GAAP figures to arrive at non-GAAP results, including stock-based compensation, amortization of intangibles, goodwill impairment, restructuring charges, gains/losses on strategic investments, and certain tax adjustments. While these non-GAAP metrics are highlighted as useful for analyzing underlying business health, the company strongly advises investors to review the GAAP figures and the reconciliation provided, cautioning against relying solely on non-GAAP measures due to potential differences in methodology and the exclusion of material items.
Key Highlights
- 1Autodesk reported its Q3 2015 financial results via an 8-K filing on November 19, 2015.
- 2The filing includes a press release and prepared remarks detailing the company's financial performance.
- 3Autodesk utilizes non-GAAP financial measures (e.g., non-GAAP net earnings, billings) to supplement GAAP results.
- 4The company explains its rationale for using non-GAAP measures, citing enhanced transparency and comparability for investors.
- 5Key exclusions from GAAP to arrive at non-GAAP figures include stock-based compensation, amortization of intangibles, and restructuring charges.
- 6Autodesk explicitly states that non-GAAP measures should be considered alongside GAAP results and not as a substitute.
- 7Investors are urged to review the reconciliation between GAAP and non-GAAP measures provided in the filing.