Autodesk (ADSK) reported $1.85 billion in revenue for the quarter ended October 2025, representing a year-over-year increase of 18%. EPS of $2.67 for the same period compares to $2.17 a year ago.
The reported revenue represents a surprise of +2.67% over the Zacks Consensus Estimate of $1.8 billion. With the consensus EPS estimate being $2.49, the EPS surprise was +7.23%.
While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.
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: $1.86 billion compared to the $1.84 billion average estimate based on five analysts.
- Net Revenue- Maintenance: $8 million versus the six-analyst average estimate of $8.95 million. The reported number represents a year-over-year change of -11.1%.
- Net Revenue- Other: $111 million versus $103.57 million estimated by six analysts on average. Compared to the year-ago quarter, this number represents a +6.7% change.
- Net Revenue- Subscription: $1.73 billion versus $1.69 billion estimated by six analysts on average. Compared to the year-ago quarter, this number represents a +19% change.
- Net Revenue- Total subscription and maintenance revenue: $1.74 billion versus $1.7 billion estimated by six analysts on average. Compared to the year-ago quarter, this number represents a +18.8% change.
- Net Revenue by Product Family- M&E (Media and Entertainment): $86 million compared to the $102.45 million average estimate based on three analysts. The reported number represents a change of +3.6% year over year.
- Net Revenue by Product Family- Other: $33 million versus the two-analyst average estimate of $40.6 million. The reported number represents a year-over-year change of +6.5%.
- Net Revenue by Product Family- AECO (Architecture, Engineering, Construction and Operations): $921 million versus the two-analyst average estimate of $877.99 million. The reported number represents a year-over-year change of +22.6%.
- Net Revenue by Product Family- MFG (Manufacturing): $355 million compared to the $348.82 million average estimate based on two analysts. The reported number represents a change of +15.6% year over year.
- Net Revenue by Product Family- AutoCAD and AutoCAD LT: $458 million versus the two-analyst average estimate of $425.22 million. The reported number represents a year-over-year change of +15.1%.
View all Key Company Metrics for Autodesk here>>>
Shares of Autodesk have returned -7.6% over the past month versus the Zacks S&P 500 composite's -1.2% 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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