Autodesk Q4 FY1/25 Earnings Review

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Gloom Notable Only By Its Absence

As I mentioned in my last writeup on Autodesk, I tend to look to ADSK revenues and order book as something of a health-of-the-economy indicator. A growing, confident, investing economy commits more to Autodesk, and a shrinking, worried economy commits less. The print this quarter was good. Revenue growth accelerated; order book growth fell a little but only to the average rate achieved since around the middle of 2022. So at least as of quarter end - that’s 31 January - it seems confidence amongst Autodesk customers - it’s a global business - remains solid.

Here’s the headline numbers:

Note the guide for Q1 is for revenue growth to accelerate.

Now let’s look at the detailed numbers, the valuation, stock chart and price targets.