ADSK

Autodesk: A Holiday Bargain

November 26, 2018 Summary Autodesk continues to show accelerating growth from an ever higher base. The company’s pivot to a subscription model is on the cusp of showing impressive headline numbers. The company continues to achieve accelerating growth as a combination of a higher level of subscriber growth compounds the impact of higher revenue per…

Read More

May 29, 2018 Summary ADSK was in a group of many IT vendors reporting its Q1 earnings on May 24. Like many companies in that cohort, the results were fine, yet the share price reaction was negative. So far as it goes, and after looking at the adjustments for new accounting rules, the company beat…

Read More

Dec. 13, 2017 Summary Late last month, Autodesk reported the results of its fiscal Q3. Some elements of the earnings report were considered disappointing, despite the overall numbers that showed the company beating on revenue and EPS and nudging its operating earnings forecast higher. The company enjoys a strong competitive position within its three major…

Read More

Dec. 1, 2016 Summary Autodesk reported the results of its fiscal Q3 yesterday afternoon. The results were a beat for the reported quarter and guidance that was felt by some to be negative. The shares fell about 3%, although most of the headlines about weak guidance were far from the mark. The company is tracking…

Read More

August 29, 2016 Summary Autodesk reported the results of its fiscal Q2 and achieved significant upside compared to prior consensus expectations. Much of the upside was driven by end of life purchases of perpetual licenses on the part of the user base. Nonetheless, new model subscription growth also exceeded targeted levels as the company moves…

Read More

Apr. 18, 2016 2:41 PM ET  Summary Autodesk is in the midst of a multi-year transition from a on-prem model to a SaaS model. During the course of the transition, headline metrics will be ugly, but things like sub adds, increase in deferred revenue balance and churn can guide investors. Autodesk derives more than two-thirds…

Read More

Apr. 25, 2016 1:32 PM ET Summary The cloud revolution continues to pick up steam and to outpace most expected growth forecasts for its adoption. The cloud is leaving a chasm between performance of legacy vendors and their cloud competitors. Pure cloud vendors, for the most part, are very expensive and their headline optics remain…

Read More
{"cart_token":"","hash":"","cart_data":""}