业绩总结 - FY23财年总收入为58亿美元，总营收50亿美元，自由现金流20亿美元，营运利润率为36%[5] - FY23财年MFG产品家族收入为9.78亿美元，同比增长12%，AEC产品家族收入为13.87亿美元，同比增长11%[7] - FY24财年第一季度预计营收为12.6亿至12.75亿美元，全年营收预计为53.55亿至54.55亿美元，非GAAP每股收益预计为1.50至1.56美元[9] - FY24财年自由现金流受一次性因素影响，预计为25亿美元，主要因为转向年度账单和外汇影响[10] - FY24财年其他收入将受益于离线和大型EBA续约，净收入保留率预计在100至110%之间[11] - FY24财年毛利率预计约为92%，非GAAP营运利润率预计持平[11] - FY24财年预计约一半的自由现金流将在下半年实现[11] - FY24财年预计每股非GAAP收益为6.98至7.32美元[20] 用户数据 - 公司使用的关键绩效指标包括营收、净收入保留率、订阅等，用于监控业务的长期健康状况[21] - 净收入保留率（NR3）衡量了一年前存在的客户群体的循环收入的年度变化[29] 未来展望 - FY24财年预计每股非GAAP收益为6.98至7.32美元[20] - FY24财年预计约一半的自由现金流将在下半年实现[11] 新产品和新技术研发 - 云服务产品包括通过网络浏览器技术或混合软件和云配置部署的个别按期提供[22] - 产品订阅提供了一种灵活、具有成本效益的方式，以访问和管理3D设计、工程和娱乐软件工具[32] 市场扩张和并购 - FY24财年其他收入将受益于离线和大型EBA续约，净收入保留率预计在100至110%之间[11] 负面信息 - FY24财年自由现金流受一次性因素影响，预计为25亿美元，主要因为转向年度账单和外汇影响[10] 其他新策略和有价值的信息 - 公司使用的关键绩效指标包括营收、净收入保留率、订阅等，用于监控业务的长期健康状况[21]

Autodesk, Inc. (NASDAQ:ADSK) Barclays 2022 Global Technology, Media and Telecommunications Conference December 8, 2022 4:20 PM ET Company Participants Simon Mays-Smith - Head, Investor Relations Sidharth Haksar - Senior Director of Strategic Business Development, Construction Strategy Theo Agelopoulos - Senior Director of Infrastructure, Industry and Business Conference Call Participants Saket Kalia - Barclays Saket Kalia Okay. Well, hey, good afternoon, everyone. Welcome to day two of the Barclays TMT Conf ...

Autodesk, Inc. (NASDAQ:ADSK) Wells Fargo 6th Annual TMT Summit November 29, 2022 4:10 PM ET Company Participants Debbie Clifford – Chief Financial Officer Jeff Kinder – Executive Vice President, Product Development and Manufacturing Solutions Conference Call Participants Michael Turrin – Wells Fargo Michael Turrin Everyone, thanks for joining, busy day for everyone across software at Day 1 of Wells Fargo TMT Summit. Michael Turrin, Software Analyst. Very pleased to have Autodesk with us. Debbie Clifford, CF ...

Autodesk, Inc. (NASDAQ:ADSK) Credit Suisse 26th Annual Technology Conference November 29, 2022 2:20 PM ET Company Participants Andrew Anagnost - CEO Conference Call Participants Phil Winslow - Credit Suisse Phil Winslow All right well, thank you, everyone, for joining us after the lunch session and during the World Cup match. So, but we're going to make this more entertaining, right Andrew? Andrew Anagnost Oh, very. Much more entertaining than a soccer match. Phil Winslow Exactly, exactly. So but - thank yo ...

Autodesk, Inc. (NASDAQ:ADSK) Q3 2023 Earnings Conference Call November 22, 2022 5:00 PM ET Company Participants Simon Mays-Smith - Vice President, Investor Relations Andrew Anagnost - Chief Executive Officer Debbie Clifford - Chief Financial Officer Conference Call Participants Saket Kalia - Barclays Jay Vleeschhouwer - Griffin Securities Phil Winslow - Credit Suisse Adam Borg - Stifel Stephen Tusa - JPMorgan Michael Funk - Bank of America Gal Munda - Wolfe Research Matt Hedberg - RBC Tyler Radke - Citi Jas ...

Autodesk, Inc. (NASDAQ:ADSK) Citi 2022 Global Technology Conference September 8, 2022 3:15 PM ET Company Participants Simon Mays-Smith - VP, IR Sidharth Haksar - SD, Head of Construction Strategy Conference Call Participants Tyler Radke - Citi Tyler Radke Good afternoon, everybody. Welcome. We're in the home stretch of day two of Citi's Technology Conference. I'm Tyler Radke. I co-Head the software sector here at Citi. And we got the Autodesk team here. We got Sid Haksar, who runs the Construction Strategy ...

Start Time: 16:30 January 1, 0000 5:05 PM ET Autodesk, Inc. (NASDAQ:ADSK) Deutsche Bank 2022 Technology Conference August 31, 2022, 16:30 PM ET Company Participants Theo Agelopoulos - VP of AEC Design Strategy Simon Mays-Smith - VP of IR Conference Call Participants Bhavin Shah - Deutsche Bank Bhavin Shah Great. Good afternoon, everyone. For those of you that don't know me, I'm Bhavin Shah, a member of the software research team at Deutsche Bank. I'm pleased to be hosting Autodesk here today for a fireside ...