8-KEarnings & ResultsRegulation FDExhibits & Filings

Autodesk, Inc. 8-K Report, Financial Results (Feb 26, 2026)

Filed February 26, 2026For Securities:ADSK

Summary

Autodesk, Inc. (ADSK) filed an 8-K on February 26, 2026, announcing its financial results for the fourth quarter and full fiscal year ended January 31, 2026. The filing primarily incorporates by reference the earnings press release (Exhibit 99.1), which provides detailed financial performance metrics and discusses the company's use of both GAAP and non-GAAP financial measures. Investors should note that the press release is furnished and not deemed "filed" for purposes of certain securities laws, meaning it may not be automatically incorporated into future filings unless specifically referenced. The company emphasizes key performance indicators such as billings, recurring revenue, net revenue retention rate (NR3), and subscriptions as crucial for understanding the long-term health of its recurring revenue business. Additionally, Autodesk provides an overview of its non-GAAP financial measures, explaining their exclusion of items like stock-based compensation, amortization of intangibles, restructuring costs, lease-related charges, acquisition costs, and gains/losses on strategic investments. These non-GAAP measures are presented to offer greater transparency and allow for more meaningful comparisons with peers and historical performance, aligning with how management evaluates the business.

Key Highlights

  • 1Autodesk reported its financial results for the fourth quarter and full fiscal year ended January 31, 2026, via an 8-K filing on February 26, 2026.
  • 2The 8-K incorporates by reference the company's earnings press release (Exhibit 99.1) which contains the detailed financial results.
  • 3The company highlights key performance metrics including billings, recurring revenue, net revenue retention rate (NR3), and subscriptions to assess business health.
  • 4Autodesk utilizes and explains its use of non-GAAP financial measures to supplement GAAP results, aiming for enhanced transparency and comparability.
  • 5Exclusions from non-GAAP measures include stock-based compensation, amortization of intangibles, restructuring costs, lease-related charges, acquisition costs, and strategic investment gains/losses.
  • 6The company also detailed its use of the investors.autodesk.com website for disclosing material non-public information and compliance with Regulation FD.
  • 7Forward-looking statements are included, with a caution that actual results could differ materially due to various risks and uncertainties.

Frequently Asked Questions

The primary purpose of this 8-K filing is to publicly announce and provide access to Autodesk's financial results for the fourth quarter and full fiscal year ended January 31, 2026, through its accompanying earnings press release.

Autodesk uses key performance metrics such as billings, recurring revenue, net revenue retention rate (NR3), and subscriptions to monitor the strength and long-term health of its recurring revenue business.

Autodesk reports non-GAAP financial measures to provide investors with supplemental information that management uses internally for budgeting, planning, and evaluating performance. These measures exclude certain items like stock-based compensation, amortization, and restructuring costs, which are believed to be less indicative of core business operations, allowing for greater transparency and comparison with historical results and peer companies.

The detailed financial results and reconciliations between GAAP and non-GAAP measures are found in the earnings press release furnished as Exhibit 99.1 to this 8-K filing. Investors are urged to review these reconciliations.