ADSK Autodesk (ADSK) Q3 FY26 earnings call
Autodesk delivered a strong Q3 FY26, exceeding expectations across key financial metrics and raising full-year guidance, driven by consistent execution and a stable macro environment. The company continues to advance its cloud, platform, and AI strategies, particularly in AECO and manufacturing, while navigating ongoing business model transitions and macroeconomic uncertainties. Management remains focused on operational efficiency and capital allocation to drive long-term shareholder value.
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ADSK operating KPIs by quarter
| KPI | Jan 2025 Q4 FY25 | Jul 2025 Q2 FY26 | This call 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.