ADSK Autodesk (ADSK) Q1 FY27 earnings call
Autodesk's Q1 was a clean beat-and-raise, with reported growth still flattered by transaction-model and construction/emerging-market strength while the sales reorganization plays out largely as planned — the drag shows first in new subscriptions and billings, and only later in revenue. Management framed near-term RPO and unbilled-deferred softness as a deliberate economic trade-off (less multiyear discounting for better long-term price realization backed by strong renewals), not demand weakness. The headline is strategic: the debt-and-cash-funded MaintainX acquisition — Autodesk's largest ever
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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.