Key TakeawaysAutodesk shares jumped in extended-hours trading on Thursday after the company exceeded analysts' quarterly earnings estimates and issued better-than-expected sales guidance.The company said it saw strength from enterprise and entry-level customers during the fourth quarter.Autodesk shares may run into resistance between $320 and $335 from a prior triple top chart pattern. Shares in Autodesk (ADSK) jumped more than 8% in extended-hours trading on Thursday after the 3D design software maker deli ...

收入情况 - 在第四季度，Autodesk的收入同比增长14%[1] - 美洲地区的收入同比增长19%，EMEA地区增长11%，APAC地区增长8%[3] - 总收入增长11%，其中AutoCAD和AutoCAD LT收入增长7%，AEC收入增长18%，制造业收入增长16%[3] 递延收入和利润 - 总递延收入下降7%，为43亿美元，主要是由于多年合同的前期账单转为年度账单[4] - 全年非GAAP运营利润率与去年持平，但在恒定汇率下增长约1个百分点[4] 财务展望 - 预计2025财年收入将在599至609亿美元之间，同比增长约9%至11%[8] - 预计2025财年自由现金流将在14.3至15亿美元之间[8] 业务拓展和市场趋势 - Fusion产品在制造业仍然是增长最快的产品之一，第四季度结束时拥有255,000订阅用户[13] - Autodesk致力于成为生成式人工智能市场领导者，通过AI实现自动化，提高客户生产力[14] - 公司将更多关注水解决方案和建筑解决方案，水资源管理和基础设施建设将成为未来的重要业务[19]

财务表现 - Autodesk (ADSK)报告的第一季度营收为14.7亿美元，同比增长11.5%[1] - Autodesk的EPS为2.09美元，较去年同期的1.86美元有所增长[1] - 公司的营收超出了Zacks Consensus Estimate 2.66%，EPS也超出了7.18%[2] - Autodesk的订阅净收入为13.4亿美元，同比增长10.3%[6] - 公司其他净收入为1.16亿美元，同比增长28.9%[7] - Autodesk的总订阅和维护收入为13.5亿美元，同比增长10.2%[8] 产品家族表现 - 公司的M&E（媒体和娱乐）产品家族的净收入为7700万美元，同比增长4.1%[9] - Autodesk的AEC（建筑、工程和建筑）产品家族的净收入为6.96亿美元，同比增长15.6%[12] - 公司的制造产品家族的净收入为2.92亿美元，同比增长13.6%[15]

Autodesk (ADSK) came out with quarterly earnings of $2.09 per share, beating the Zacks Consensus Estimate of $1.95 per share. This compares to earnings of $1.86 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 7.18%. A quarter ago, it was expected that this design software company would post earnings of $1.99 per share when it actually produced earnings of $2.07, delivering a surprise of 4.02%.Over the last four quarters, the c ...

Shares of Autodesk Inc. rose after hours on Thursday after the developer of 3-D design software reported fiscal fourth-quarter results that topped expectations. The company, whose software is used by architects and engineers to plan out projects, reported fourth-quarter net income of $282 million, or $1.31 a share, compared with $293 million, or $1.35 a share, in the same quarter last year. Adjusted for stock-based compensation, amortization, acquisition-related costs and other matters, Autodesk ADSK, ...

财务数据 - 第四季度总收入增长11%，达到14.7亿美元[3] - 订阅计划收入为13亿4000万美元，同比增长10%[6] - 美国地区净收入增长15%，达到5.17亿美元[14] - 总账单金额下降11%，为51.8亿美元[15] - 总现金流为4.37亿美元，同比减少4.74亿美元[13] - 非GAAP营业利润为5.22亿美元，与去年同期持平[9] - 非GAAP稀释净收入每股为2.09美元，较去年同期增长[11] - 未结转收入下降7%，为42.6亿美元[12] - 上市公司财报显示，非GAAP运营收入为19.6亿美元，较去年的17.9亿美元有所增长[17] - 美洲地区净收入达到24.38亿美元，较去年增长17%[18] - AEC产品家族的净收入为25.8亿美元，较去年增长13%[19] 未来展望 - 公司展望显示，2025财年净收入预计将增长9%-11%[22] - 第一季度2025财年预计营收为13.85亿至14亿美元[21] - 预计2025财年非GAAP每股收益为7.89至8.11美元[22] - 预计2025财年自由现金流为14.3亿至15亿美元[22] 产品和服务 - 企业业务协议（EBAs）提供企业客户在一定合同期内获得广泛的Autodesk产品的基于令牌的访问[34] - 产品订阅提供了一种灵活、具有成本效益的方式，让客户访问和管理3D设计、工程和娱乐软件工具[41]

财报预测 - 预计Autodesk财年第四季度营收在14.22亿美元至14.37亿美元之间，同比增长8.57%[1] - 预计非GAAP每股收益在1.91美元至1.97美元之间，同比增长4.84%[2] - 预计订阅收入将同比增长9.3%至13.2亿美元，推动公司财年第四季度表现[4] 业绩表现 - 过去四个季度，Autodesk的盈利均超过Zacks Consensus Estimate，平均超出幅度为4.46%[3] - AutoCAD和AutoCAD LT产品系列的强劲增长有望促进Autodesk的营收增长[7] - 企业业务协议计划的强劲表现预计将提升Autodesk的剩余业绩增长率[8] 数字化转型 - Autodesk的云迁移趋势和数字化转型加速，推动了云解决方案需求增长[5] - 维护至订阅计划的大幅增长，新客户账单的持续增长和续约率稳定将成为业绩增长的助推器[6] - Autodesk Build作为Autodesk Construction Cloud的一部分，预计将为公司贡献收入增长[9] 行业预测 - 媒体与娱乐、制造业和其他产品系列的财年第四季度预计营收分别为7300万美元、2.64亿美元和3129万美元[10]

Analysts on Wall Street project that Autodesk (ADSK) will announce quarterly earnings of $1.95 per share in its forthcoming report, representing an increase of 4.8% year over year. Revenues are projected to reach $1.43 billion, increasing 8.6% from the same quarter last year.The consensus EPS estimate for the quarter has undergone a downward revision of 0.8% in the past 30 days, bringing it to its present level. This represents how the covering analysts, as a whole, have reassessed their initial estimates d ...

The AECO industry is facing rising pressure to accommodate growing populations, urbanization and a global housing crisis. For example, nearly 100,000 new affordable homes need to be built every day to house an estimated 3 billion people by 2030. Additionally, the industry faces pressure to improve its sustainability; construction is one of the most wasteful industries in the world and it's responsible for nearly 40% of global CO2 emissions. "The way the AECO industry works today is not sustainable or scalab ...

收购PIX业务 - Autodesk公司宣布将收购X2X的PIX业务，为媒体和娱乐行业提供安全审查和内容协作的生产管理解决方案[1] - 收购PIX将有助于提高合作和沟通，以及在生产过程中提高效率，节省客户的时间和金钱[2] - 收购PIX的交易将在获得监管批准后完成，具体交易条款不会披露[2] - Autodesk和PIX将在交易完成前保持独立，预计交易将在2025财年初完成[4]