Summary
This 8-K filing from Autodesk, Inc. (ADSK) on November 22, 2022, primarily serves to furnish a press release detailing the company's financial results for the third fiscal quarter ended October 31, 2022. While specific financial figures are not detailed within the 8-K itself, the filing emphasizes Autodesk's use of key performance metrics such as billings, recurring revenue, and Net Revenue Retention Rate (NR3) to assess the health of its recurring business. These metrics are presented as supplemental information to GAAP results and are intended to provide investors with a clearer view of the company's long-term business strength. The report also extensively outlines Autodesk's use of non-GAAP financial measures. The company details numerous adjustments made to GAAP figures, including the exclusion of stock-based compensation, amortization of developed technologies and purchased intangibles, CEO transition costs, goodwill impairment, restructuring costs, lease-related charges, acquisition-related costs, gains/losses on strategic investments, discrete tax provisions, and valuation allowances on deferred tax assets. Autodesk explains that these non-GAAP measures are used internally for operational decision-making and budgeting, and are provided to investors to enhance transparency and comparability with historical results and peer companies.
Key Highlights
- 1Autodesk reported its third fiscal quarter 2022 financial results on November 22, 2022, via an accompanying press release.
- 2The company emphasizes key performance metrics like billings, recurring revenue, and Net Revenue Retention Rate (NR3) to gauge the strength of its recurring business.
- 3These key performance metrics are considered supplemental to GAAP figures and are designed to offer insight into the long-term health of Autodesk's business.
- 4Autodesk utilizes non-GAAP financial measures to provide a more transparent view of its performance, supplementing its GAAP financial statements.
- 5Numerous items are excluded from non-GAAP measures, including stock-based compensation, amortization of intangibles, transition and restructuring costs, and acquisition-related expenses.
- 6The company asserts that non-GAAP measures aid investors in analyzing core business performance and facilitate comparisons across periods and with competitors.
- 7Autodesk directs investors to review the reconciliation of non-GAAP to GAAP financial measures provided in the furnished press release (Exhibit 99.1).