Autodesk (ADSK) Q4 2025 10-Q Quarterly Report
Filed: Nov 26, 2025Period ending Oct 31, 2025
Information Technology
Services-Prepackaged SoftwareSEC EDGAR Autodesk (ADSK) 10-Q quarterly report for Q4 2025, filed with SEC EDGAR on Nov 26, 2025 for the fiscal period ending Oct 31, 2025. This page provides AI-powered analysis including management discussion & analysis (MD&A), risk factor updates, and key quarterly financial data such as revenue and net income extracted from XBRL.
Autodesk Q4 2025 10-Q Analysis
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
Autodesk Q4 2025 Quarterly FinancialsXBRL
Revenue
$1.9B
▲ +18.0% YoY▲ +5.1% QoQ
Net Income
$343M
▲ +24.7% YoY▲ +9.6% QoQ
Gross Margin
91.1%
▲ +46bp YoY▲ +11bp QoQ
Operating Margin
25.4%
▲ +333bp YoY▲ +18bp QoQ
Net Margin
18.5%
▲ +99bp YoY▲ +76bp QoQ
ROE
11.9%
▲ +134bp YoY
Total Assets
$11.2B
▲ +10.5% YoY
EPS (Diluted)
$1.61
▲ +26.8% YoY▲ +11.0% QoQ
Operating Cash Flow
$439M
▲ +110.0% YoY▼ -4.6% QoQ
Source: XBRL data from Autodesk Q4 2025 10-Q filing on SEC EDGAR. All figures in USD.
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