Autodesk (ADSK) Q3 Earnings call transcript Nov 26, 2025
1min read Autodesk recently released its third-quarter financial results for fiscal year 2025, showcasing a robust performance and a strategic focus on growth and optimization. The company reported a 12% revenue growth in constant currency and raised its full-year guidance, reflecting the sustained momentum of its business.
Strategic Initiatives and Growth Opportunities
During the earnings call, Autodesk's CEO, Andrew Anagnost, highlighted the company's successful execution of its strategy, including the smooth implementation of the new transaction model in Western Europe. The company's focus on cloud, platform, and AI technologies is ahead of its peers, as evidenced by the recent Autodesk University event that demonstrated the company's leadership in these areas.
Anagnost emphasized the importance of modernizing Autodesk's go-to-market motion, which began a few years ago with the subscription transition and more recently with the deployment of direct billing. These initiatives are expected to build larger and more durable direct relationships with customers, enabling more efficient service and increased value creation.
Financial Performance and Outlook
Autodesk's financial performance in Q3 was strong, with revenue growth across all product categories, particularly in manufacturing and construction. The company's revenue grew by 11% and 12% in constant currency, driven by the successful adoption of its new transaction model and M&A activities.
Looking ahead, Autodesk expects to maintain its momentum, with a focus on improving operational velocity and efficiency. The company has increased its share repurchase authorization to extend its flexibility over the medium term, while also maintaining a disciplined approach to capital deployment.
Strategic Investments and Future Plans
Autodesk's strategic investments in cloud, platform, and AI technologies are expected to drive long-term growth and value creation. The company's focus on modernizing its go-to-market strategy and building direct relationships with customers is a significant step towards enhancing its competitive position and improving customer satisfaction.
The company's new CFO, Janesh, is expected to bring valuable experience and insights from his tenure at Elastic, VMware, and Cisco. His expertise in driving optimization and efficiency at scale will be instrumental in Autodesk's continued growth and profitability.
Conclusion
Autodesk's Q3 performance underscores its strong financial health and strategic focus on growth and innovation. The company's investments in cloud, platform, and AI technologies, combined with its strategic go-to-market initiatives, position Autodesk well for future success. As the company continues to execute its growth strategy and optimize its operations, it remains poised to capitalize on the opportunities in the attractive, long-term secular markets it serves.
