财报预测 - 预计Autodesk财年第四季度营收在14.22亿美元至14.37亿美元之间，同比增长8.57%[1] - 预计非GAAP每股收益在1.91美元至1.97美元之间，同比增长4.84%[2] - 预计订阅收入将同比增长9.3%至13.2亿美元，推动公司财年第四季度表现[4] 业绩表现 - 过去四个季度，Autodesk的盈利均超过Zacks Consensus Estimate，平均超出幅度为4.46%[3] - AutoCAD和AutoCAD LT产品系列的强劲增长有望促进Autodesk的营收增长[7] - 企业业务协议计划的强劲表现预计将提升Autodesk的剩余业绩增长率[8] 数字化转型 - Autodesk的云迁移趋势和数字化转型加速，推动了云解决方案需求增长[5] - 维护至订阅计划的大幅增长，新客户账单的持续增长和续约率稳定将成为业绩增长的助推器[6] - Autodesk Build作为Autodesk Construction Cloud的一部分，预计将为公司贡献收入增长[9] 行业预测 - 媒体与娱乐、制造业和其他产品系列的财年第四季度预计营收分别为7300万美元、2.64亿美元和3129万美元[10]

Analysts on Wall Street project that Autodesk (ADSK) will announce quarterly earnings of $1.95 per share in its forthcoming report, representing an increase of 4.8% year over year. Revenues are projected to reach $1.43 billion, increasing 8.6% from the same quarter last year.The consensus EPS estimate for the quarter has undergone a downward revision of 0.8% in the past 30 days, bringing it to its present level. This represents how the covering analysts, as a whole, have reassessed their initial estimates d ...

The AECO industry is facing rising pressure to accommodate growing populations, urbanization and a global housing crisis. For example, nearly 100,000 new affordable homes need to be built every day to house an estimated 3 billion people by 2030. Additionally, the industry faces pressure to improve its sustainability; construction is one of the most wasteful industries in the world and it's responsible for nearly 40% of global CO2 emissions. "The way the AECO industry works today is not sustainable or scalab ...

收购PIX业务 - Autodesk公司宣布将收购X2X的PIX业务，为媒体和娱乐行业提供安全审查和内容协作的生产管理解决方案[1] - 收购PIX将有助于提高合作和沟通，以及在生产过程中提高效率，节省客户的时间和金钱[2] - 收购PIX的交易将在获得监管批准后完成，具体交易条款不会披露[2] - Autodesk和PIX将在交易完成前保持独立，预计交易将在2025财年初完成[4]

公司业绩 - Autodesk公司将于2024年2月29日下午2点太平洋时间举行第四季度财务业绩电话会议[1] - Autodesk是世界上设计师、工程师、建筑师和创作者信赖的合作伙伴[2] - Autodesk的设计和制造平台利用数据的力量加速洞察和自动化流程，为客户提供技术，创造我们周围的世界，并为他们的业务和地球带来更好的结果[3]

Photographer: Michael Nagle/Bloomberg© 2024 Bloomberg Finance LPThe coming week is likely to be a consolidation period, the market is likely to move higher through 2024. Technology is the leading sector and will remain so.Autodesk ADSK has been strong and is due to sustain that strength. Relative strength has accelerated since late November. Note the two-year relative strength base in the lower weekly strip. Absolute price has broken out of a two-year formation that projects higher prices. February has been ...

We’ve all seen the headlines – America’s infrastructure is falling apart, bridges are crumbling, and major roads are chock full of potholes. The government knows infrastructure has been neglected for decades. That’s why, back in 2021, legislators passed massive spending bills totaling around $3 trillion targeted mostly at infrastructure modernization projects.Now, almost three years later, that infrastructure boom has arrived. Those federal dollars are just starting to flow into roads, bridges, airports, br ...

Laurence Dutton Autodesk (NASDAQ:ADSK) is a leading player providing software and cloud subscriptions for the Architecture, Engineering, and Construction (AEC) end-market. Like some other software players, they initiated their transition from a licensing model to SaaS a few years ago. They have achieved double-digit revenue growth with decent operating profit growth. However, the current shift in billing from multi-year contracts to annual subscriptions is expected to result in lower upfront payments fr ...

Every year is different in the stock market, but almost every investor has the same goal: to get richer. People don't stick their money in a risky asset (at least riskier than letting it sit in cash) for no returns; they want to see their investments grow.While I can't guarantee that these three stocks will make you "rich," I'm confident that they will make investors money over a long-term holding period of at least three years. Let's review them.AlphabetAlphabet (GOOG 0.07%) (GOOGL 0.02%) is better known b ...

业绩总结 - Autodesk公司在上一财季的财报电话会议中宣布，今年度所有指标均超出预期[11] - 预计新交易模式将为公司带来一些正面影响[75] 用户数据 - 公司提供了明年财务指导框架，强调了重要数据的全面性，而非简单的数字[11] 未来展望 - Autodesk公司在制造业市场中的竞争优势在于其产品的民主化和易用性[17] - Autodesk公司在经济衰退中表现更为弹性，得益于多元化的终端市场和订阅模式[42] 新产品和新技术研发 - 公司通过云端技术实现数据的共享和协作，提供自动化功能，为客户创造价值[27] - Autodesk公司构建了多个云端平台，类似于Salesforce，以提供更多服务和功能[30] - Fusion Cloud是Autodesk公司的重要云端平台，提供制造业的重要转型[35] 市场扩张和并购 - 从2级分销模式转变为直接和代理模式[49] 负面信息 - 从净收入报告转变为毛收入报告，导致利润百分比降低[59]