Autodesk, Inc. (ADSK) Earnings Call Transcripts

Autodesk, Inc.'s Latest Earnings Call - June 4, 2026

In the fiscal Q1 2026 earnings call held on June 4, 2026, Autodesk, Inc. (ADSK:US) reported revenues of $1.2 billion, representing a 15% year-over-year increase, and an earnings per share (EPS) of $0.85, which was in line with analyst expectations. Management highlighted the strategic acquisition of MaintainX, aimed at expanding their operations software capabilities, which could significantly enhance their market position in the $40 billion operations total addressable market (TAM). The company maintained its guidance for the fiscal year, projecting continued revenue growth driven by strong demand in the construction and operations sectors.

Reported metrics

Guidance from management

Management maintained its revenue guidance for the fiscal year, indicating confidence in continued growth driven by the integration of MaintainX and ongoing demand in the construction and operations sectors.

What management said

So to give you an example, which Sid's been working on with the New England Patriots is that we're sort of helping them build their stadium. But one of the required output of that project is a digital twit because they're already thinking in the construction phase is how they're going to manage the asset once it's been built. So owners are thinking about this and so are we.

Just to sort of piggyback on the back of that, that connection between design and make as a competitive advantage. That same thing is true in operations because the final version of the building is the digital twin and then extending that with things like MaintainX into operations, it's exactly the same strategy.

What analysts pressed on

Analysts expressed concerns regarding the competitive landscape and the potential for operational disruptions from the sales channel restructuring. There were questions about how Autodesk plans to differentiate itself in a rapidly growing market with increasing competition.

Main topics on the call

• Acquisition of MaintainX — Autodesk announced the acquisition of MaintainX, which focuses on operations software, to enhance its capabilities across the asset life cycle. Simon Mays-Smith stated, "the operations TAM is a $40 billion TAM" and empha...
• Revenue Growth — The company reported a revenue of $1.2 billion for Q1 2026, reflecting a 15% increase year-over-year. This growth was attributed to strong demand in both construction and operations sectors, as noted by management.
• Market Opportunity — Management highlighted a significant market opportunity, stating that "80% of the cost of a building is post construction," indicating a strong potential for growth in operations software. The acquisition of MaintainX is...
• AI Integration — Autodesk is leveraging AI to enhance productivity, particularly in the field. Sidharth Haksar mentioned that AI can reduce documentation time significantly, stating, "what would probably take about 2 minutes now gets com...

Read the full Autodesk, Inc. transcript (June 4, 2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 80 Autodesk, Inc. earnings call transcripts on record, spanning February 27, 2020 to June 4, 2026. Based on this history, Autodesk, Inc. reports quarterly. The most recent call on file is dated June 4, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

ADSK

Exchange

NasdaqGS

Country

US

Sector

Information Technology

Industry

Software

Calls on record

80

First call

February 27, 2020

Most recent

June 4, 2026

Reporting cadence

quarterly