ADSK Autodesk (ADSK) Q2 FY26 earnings call
Autodesk delivered strong Q2 FY26 results, exceeding expectations across key financial metrics and leading to a raised full-year outlook. The company is executing on its cloud, platform, and AI strategy, driving operational efficiencies, and committing to a long-term non-GAAP operating margin target of 41% by FY29. Momentum in construction and AECO remains robust, while the new transaction model continues to mature and contribute to direct business.
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ADSK operating KPIs by quarter
| KPI | Jan 2025 Q4 FY25 | This call 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.