“Autodesk, Inc.”
🐂 Bull
- Recurring software revenue tends to be sticky
- Free cash flow $2.4B = 33% of FY revenue
- 29% GAAP operating margin last quarter
🐻 Bear
- Competition and AI disruption can compress pricing
- Stock comp $788M = 11% of FY revenue
What changed
Quarter revenue $2.0B, +16% YoY; operating income $599M vs $444M a year ago (+35%).
ADSK · Autodesk, Inc.
Software & Internet · ◆ Epic · Power 88/100 · CIK 0000769397
What it does
Autodesk, Inc. is a software & internet company (services-prepackaged software) headquartered in CA, reporting $7.2B of revenue in its fiscal year ended 2026-01-31. Last quarter revenue moved +16% year over year with a 29% operating margin.
Auto-written from filing data.
What changed
10-Q for the period ending 2026-07-31, filed 2026-08-28 0000769397-26-000061
Quarter revenue $2.0B, +16% YoY; operating income $599M vs $444M a year ago (+35%).
- Revenue (qtr to 2026-07-31): $2.0B (+16% YoY) 0000769397-26-000061
- Operating income (qtr to 2026-07-31): $599M (+35% YoY) 0000769397-26-000061
- Operating cash flow (FY to 2026-01-31): $2.5B (+53% YoY) 0000769397-26-000015
🐂 Bull case
- Recurring software revenue tends to be sticky
- Free cash flow $2.4B = 33% of FY revenue 0000769397-26-000015
- 29% GAAP operating margin last quarter 0000769397-26-000061
🐻 Bear case
- Competition and AI disruption can compress pricing
- Stock comp $788M = 11% of FY revenue 0000769397-26-000015
🚩 Red flags
- 🟢 Insider buying: 1 open-market purchase(s) (~$378,400) in Form 4s 0001197000-26-000008
10-year history PRO
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How the power level is computed
Power (0–100) = Growth 25 × clip(quarter revenue YoY ÷ 30%) + Profit 25 × clip(quarter GAAP operating margin ÷ 30%) + Cash 20 × clip(FY free cash flow ÷ FY revenue ÷ 25%) + Fortress 15 (full if cash + short-term investments ≥ debt, else 15 × clip(1 − net debt ÷ FY revenue); half if debt isn't tagged) + Dilution 15 (full if diluted shares flat/down YoY, 0 at +5%). Missing inputs get half credit. Banks and insurers get a Financials frame: their score isn't comparable.
Not investment advice. Ticker Card summarizes public SEC EDGAR filings, which can be restated or late. No stock prices. Every number cites the filing's accession number. Source: SEC EDGAR.