Short answer
Autodesk (ADSK) filed its Q4 2025 10-Q quarterly report on Nov 26, 2025 for the quarter ended Oct 31, 2025. Quarterly revenue was $1.9B (up 18.0% year over year) with net income of $343M.
Q4 2025 key financials · XBRL
- Revenue
- $1.9B
- +18.0% YoY · +5.1% QoQ
- Net income
- $343M
- +24.7% YoY · +9.6% QoQ
- Operating margin
- 25.4%
- Gross margin
- 91.1%
- EPS (diluted)
- $1.61
- +26.8% YoY · +11.0% QoQ
Source: XBRL data from the Autodesk (ADSK) Q4 2025 10-Q on SEC EDGAR. USD.
Autodesk Q4 2025 10-Q analysis
AI summary of MD&A and risk factor updates
Management Discussion & Analysis
- Revenue $1.85B for Q3 FY2025, up 18% YoY from $1.57B Q3 FY2024; nine months $5.25B, up 17% from $4.49B prior year
- Non-GAAP operating margin 37.9% vs 36.1% YoY for Q3; nine months non-GAAP net income $1.63B vs $1.34B prior year
- Best segment AECO with nine-month revenue $2.61B, up from $2.14B; worst indirect sales channel down 31% to $591M Q3
- Cash, cash equivalents & marketable securities $2.59B; operating cash flow $1.46B for nine months vs $915M prior year; repurchased 3M shares for $1.07B
- Management anticipates increased marketing and R&D expenses, slightly lower G&A, ongoing risks from inflation, labor shortages, geopolitical uncertainty, and FX fluctuations
Risk Factors
- New risk: 2026 restructuring plan launched in Q1 FY26 to optimize go-to-market and invest in cloud, platform, AI, with cost savings and disruption risks
- Most material update: Audit Committee investigation on cash flow and margin practices closed in 2025 with SEC and USAO, but ongoing litigation and potential future inquiries remain
- Regulatory risk: EU AI Act effective March 2024 imposes obligations on AI providers, raising compliance costs and potential liabilities from AI ethical and legal issues
- Operational risk: Security breaches, heightened by AI use and geopolitical cyber threats including Ukraine-Russia and Israel-Hamas conflicts, could cause reputational and financial harm
- Financial risk: $2.50B debt with maturities 2027–2035 plus $1.5B credit facility entered May 2025, with covenants that could be restrictive on refinancing and increase interest if downgraded
Generated from the filing text; verify against the original. 10-K vs 10-Q vs 8-K
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