Autodesk (ADSK) reported $1.76 billion in revenue for the quarter ended July 2025, representing a year-over-year increase of 17.1%. EPS of $2.62 for the same period compares to $2.15 a year ago.
The reported revenue represents a surprise of +2.17% over the Zacks Consensus Estimate of $1.73 billion. With the consensus EPS estimate being $2.44, the EPS surprise was +7.38%.
While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.
Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.
Here is how Autodesk performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
- Billings: $1.68 billion versus $1.57 billion estimated by five analysts on average.
- Net Revenue- Maintenance: $9 million compared to the $9.26 million average estimate based on six analysts. The reported number represents a change of -18.2% year over year.
- Net Revenue- Other: $96 million versus the six-analyst average estimate of $89.56 million. The reported number represents a year-over-year change of +11.6%.
- Net Revenue- Subscription: $1.66 billion versus $1.63 billion estimated by six analysts on average. Compared to the year-ago quarter, this number represents a +17.8% change.
- Net Revenue- Total subscription and maintenance revenue: $1.67 billion compared to the $1.64 billion average estimate based on six analysts. The reported number represents a change of +17.5% year over year.
- Net Revenue by Product Family- M&E (Media and Entertainment): $80 million versus $97.34 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +3.9% change.
- Net Revenue by Product Family- Other: $31 million versus $39.76 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +3.3% change.
- Net Revenue by Product Family- AECO (Architecture, Engineering, Construction and Operations): $878 million compared to the $821.8 million average estimate based on two analysts. The reported number represents a change of +23.1% year over year.
- Net Revenue by Product Family- MFG (Manufacturing): $334 million versus $341.65 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +12.8% change.
- Net Revenue by Product Family- AutoCAD and AutoCAD LT: $440 million versus $416.04 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +13.1% change.
View all Key Company Metrics for Autodesk here>>>
Shares of Autodesk have returned -7.2% over the past month versus the Zacks S&P 500 composite's +1.5% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.
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Autodesk, Inc. (ADSK): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).
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