ADSK Autodesk (ADSK) Q4 FY26 earnings call
Autodesk delivered robust Q4 FY26 results, exceeding guidance across key financial metrics, driven by strong underlying business momentum and strategic execution. The company is positioning for future growth by investing in cloud platforms and AI, while navigating a sales optimization plan that introduces near-term disruption but aims for long-term efficiency and new business capture. Management expresses confidence in its unique data, context, and expertise to monetize agentic AI.
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ADSK operating KPIs by quarter
| KPI | Jan 2025 Q4 FY25 | Jul 2025 Q2 FY26 | Oct 2025 Q3 FY26 | Change vs prior quarter |
|---|---|---|---|---|
| Remaining performance obligation (RPO) | $6.9BRPO of $6.9 billion and current RPO of $4.5 billion grew 14% and 12%, respectively.Source: earnings call transcript | $7.3BRPO of $7.3 billion and current RPO of $4.7 billion grew 24% and 20%, respectively, benefiting from tailwinds from the new transaction model.Source: earnings call transcript | $7.4MRPO of $7.4 million and current RPO of $4.8 million, both grew 20%, benefiting from tailwinds from the new transaction model.Source: earnings call transcript | -99.9% |
| Remaining performance obligation (RPO) Current | $4.5BRPO of $6.9 billion and current RPO of $4.5 billion grew 14% and 12%, respectively.Source: earnings call transcript | $4.7BRPO of $7.3 billion and current RPO of $4.7 billion grew 24% and 20%, respectively, benefiting from tailwinds from the new transaction model.Source: earnings call transcript | $4.8MRPO of $7.4 million and current RPO of $4.8 million, both grew 20%, benefiting from tailwinds from the new transaction model.Source: earnings call transcript | -99.9% |
Operating figures the company stated on at least two of the calls shown, checked against each call's transcript. Click a figure to read the sentence. A dash means it was not stated that quarter.
Inve summary of the company's earnings call; see how call summaries are prepared. Not investment advice.