Autodesk, Inc. (ADSK) Earnings Call Transcripts
Autodesk, Inc.'s Latest Earnings Call - September 9, 2026
In the fiscal Q2 2026 earnings call, Autodesk, Inc. reported a revenue of $1.12 billion, which was in line with expectations and represented a 10% year-over-year growth. The company maintained its guidance for the fiscal year, projecting revenues between $4.5 billion and $4.7 billion. Management emphasized the successful execution of their go-to-market strategy and the resilience of demand across various sectors, particularly in industrial and infrastructure markets, despite some softness in commercial segments.
Reported metrics
| Metric | Value |
|---|---|
| Revenue | $1.12B (inline) |
| Fiscal Year Revenue Guidance | $4.5B - $4.7B (inline) |
| Operating Margin | 41% (neutral) |
| Consumption Revenue | 16%-17% (positive) |
| Renewal Rates | Improved (positive) |
| Flex Revenue Contribution | 2% (neutral) |
Guidance from management
Autodesk maintained its fiscal year revenue guidance of $4.5 billion to $4.7 billion, signaling confidence in their growth trajectory despite market fluctuations.
What management said
All right. This is the best part of my job. We may make forward-looking statements during the course of this presentation. Please refer to our SEC filings for information on risks and other factors that may cause our actual results to differ materially from these statements. I feel a lot better now.
What analysts pressed on
Analysts expressed concerns regarding the pace of adoption for new technologies and the potential impact on seat-based revenue models as productivity increases. There is also caution about the integration of AI and its effect on customer engagement and pricing strategies.
Main topics on the call
- Go-to-Market Strategy Execution — Management highlighted a successful reorganization of their go-to-market strategy, stating, "we have aligned all of our go-to-market activities to basically line up on new business growth and not so much on renewal of ex...
- Resilience in Demand — Despite uneven demand, Janesh Moorjani noted, "the fundamental strength that Autodesk has from the diversification of our business" has allowed them to deliver consistent results. Areas like industrial and infrastructure...
- AI and Automation Integration — Management discussed the integration of AI technologies, with Andrew Anagnost stating, "we want to get to using the model as quickly as possible." This focus on reducing user interface complexity aims to enhance customer...
- Future of Design and Make Processes — Anagnost emphasized the vision of connecting design, make, and operate processes, asserting that this integration will allow customers to "execute on projects with fewer people and execute on more projects." This reflect...
Read the full Autodesk, Inc. transcript (September 9, 2026) → Summary generated from the call transcript; every figure above is stated by management on the record.
About Autodesk, Inc.
Autodesk, Inc. (ADSK) is a publicly listed company in the Software industry, within the Information Technology sector. It trades on NasdaqGS and is based in US. EarningsCalls.dev maintains a free, full-text archive of its earnings call transcripts — 83 calls on record spanning February 27, 2020 to September 9, 2026. Every transcript is split into speaker-by-speaker segments with headline metrics, free to read or available through our REST API.
Earnings Call History
EarningsCalls.dev has 83 Autodesk, Inc. earnings call transcripts on record, spanning February 27, 2020 to September 9, 2026. Based on this history, Autodesk, Inc. reports quarterly. The most recent call on file is dated September 9, 2026. The full list is below — each row opens the complete, free-to-read transcript.
- Ticker
- ADSK
- Exchange
- NasdaqGS
- Country
- US
- Sector
- Information Technology
- Industry
- Software
- Calls on record
- 83
- First call
- February 27, 2020
- Most recent
- September 9, 2026
- Reporting cadence
- quarterly