Citable filing context

ADSK filing events and research context

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ADSK's research view summarizes recent SEC filing context, starting with acquisition from Aug 3, 2026.

ADSK filing events and research context
FiledItemContext
Aug 3, 2026acquisitionAutodesk completed the acquisition of MaintainX Inc. on August 3, 2026.
Jul 13, 2026debt_offeringAutodesk established a $2.0 billion unsecured commercial paper program to support general corporate purposes and acquisitions.
Jun 18, 2026otherAutodesk stockholders approved an amendment to the Certificate of Incorporation to provide for officer exculpation.
May 28, 2026Guidance: billings8505.00 to 8580.00
May 28, 2026Guidance: revenue8155.00 to 8215.00
May 28, 2026Guidance: revenue2005.00 to 2015.00
May 29, 2026mda_quarterlyNet revenue increased 18% to $1.93 billion for the quarter ended April 30, 2026, with recurring revenue comprising 97% of the total. Growth was led by the Architecture, Engineering, Construction, and Operations (AECO) segment, which rose 20% to $970 million, driven by Revit, Forma, and AEC Collections. Manufacturing revenue grew 19% to $367 million, supported by Fusion and MFG Collections. The company is executing a "Design and Make" strategy focused on workflow convergence and the monetization of agentic AI. Net revenue retention (NR3) remained stable slightly above the 100% to 110% range on a constant currency basis, while remaining performance obligations (RPO) declined 6% to $7.81 billion. A significant strategic expansion includes the definitive agreement to acquire MaintainX for approximately $3.6 billion in cash. Operating cash flow increased to $893 million, and $448 million was used for share repurchases. Key risks include foreign exchange volatility and geopolitical instability in emerging markets, specifically China, India, and Brazil. Research and development expenses are rising to accelerate investments in cloud and AI capabilities.
Mar 3, 2026businessAutodesk is a global leader in 3D design, engineering, and entertainment software, providing solutions that span the architecture, engineering, construction (AEC), manufacturing, and media and entertainment (M&E) sectors. The company’s portfolio centers on cloud-connected platforms that facilitate design, simulation, and data management. Key offerings include the AEC Collection (Revit, AutoCAD, Civil 3D), which supports Building Information Modeling (BIM) and construction management via Autodesk Build and BIM Collaborate Pro. In manufacturing, the company provides Fusion, Inventor, and Vault to integrate product development lifecycles. Its M&E segment features Maya and 3ds Max for animation and visual effects. Autodesk operates in a market defined by rapid technological shifts and evolving customer requirements. To maintain its competitive edge, the company is transitioning toward industry-specific cloud solutions powered by shared data models. Its business model relies heavily on subscription plans that combine desktop software with cloud functionality to improve collaboration and workflow automation. Significant investments in artificial intelligence, machine learning, and generative design are central to its strategy for increasing customer efficiency and sustainability. The company manages a global research and development footprint to optimize costs and access diverse talent, while navigating the inherent risks of continuous product innovation and market integration.

Source: SEC EDGAR filing text and events; period Aug 3, 2026; filed Aug 3, 2026.

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