Welcome to our dedicated page for Autodesk news (Ticker: ADSK), a resource for investors and traders seeking the latest updates and insights on Autodesk stock.
News about Autodesk, Inc. (NASDAQ: ADSK) focuses on its role as a global Design and Make software company and on the financial and strategic developments that shape its business. Autodesk regularly issues press releases and Form 8-K filings reporting quarterly financial results, key performance metrics, and guidance for future periods. These updates cover revenue trends across its Design, Make, and Other product types, as well as performance by geographic regions and product families such as AECO, AutoCAD and AutoCAD LT, Manufacturing, and Media and Entertainment.
Investors following ADSK news will see announcements about earnings results, billings, recurring revenue, free cash flow, and operating margins, often accompanied by commentary from Autodesk’s leadership. The company also provides business outlooks and discusses macroeconomic assumptions, tax rate expectations, and the use of non-GAAP financial measures to supplement GAAP reporting.
Beyond earnings, Autodesk news highlights product and platform developments, especially in AI and media and entertainment. For example, Autodesk has launched Autodesk Flow Studio, an AI-powered VFX and animation tool, and introduced freemium and tiered pricing to make professional-grade AI tools more accessible to creators. News releases also describe partnerships, such as Autodesk’s multi-year collaboration with the Kraft Group as the Official Design and Make Platform for the New England Patriots, and its designation as the Official Design and Make Platform of the LA28 Olympic and Paralympic Games and Team USA.
Autodesk also announces investor events, including participation in technology and AI conferences and digital investor days, as well as invitations to quarterly financial results conference calls. For anyone tracking ADSK, this news stream provides insight into Autodesk’s financial performance, strategic direction in cloud, platform, and AI, and the ways its technology is used across architecture, construction, manufacturing, and media and entertainment.
Autodesk (NASDAQ: ADSK) announced that Elizabeth 'Betsy' Rafael will not seek re-election to the Board of Directors at the company's 2025 Annual Meeting of Stockholders. Rafael, who joined the board in September 2013, served as Audit Committee chair from March 2016 to May 2024 and as Interim CFO from May 31, 2024, until December 16, 2024.
Her decision aligns with the completion of her advisory tenure, which concludes on April 30, 2025. CEO Andrew Anagnost acknowledged Rafael's contributions during her decade-long service, highlighting her oversight of significant company growth and her role in shaping Autodesk's long-term vision.
Autodesk (NASDAQ: ADSK) has issued a response to Starboard Value LP's comments, highlighting strong financial performance and defending against what it calls a 'self-serving campaign.' The company reported FY 2025 revenue of $6.1 billion, representing 16% annual growth since FY 2019 and 12% year-over-year increase.
Key financial highlights include: non-GAAP operating margins increased over 2,400 basis points since FY 2019, with additional 200-300 bps expansion expected in FY 2026; free cash flow grew 22% from $1.3 billion to $1.6 billion, with FY 2026 target of $2.075-2.175 billion; and planned share repurchases of $1.1-1.2 billion in FY 2026, representing a 30-40% increase over FY 2025.
The company criticized Starboard's approach, noting that the investor sold 44% of its position in Q4 2024 and submitted a dissident slate just hours before the nomination deadline. Autodesk maintains its commitment to shareholder dialogue, having engaged with investors representing over 50% of outstanding shares.
Starboard Value LP, a significant stockholder of Autodesk (NASDAQ: ADSK), has announced the nomination of three director candidates for election at Autodesk's 2025 Annual Meeting. The nominees include Geoff Ribar, Christie Simons, and Jeff Smith.
Starboard, which holds an ownership stake valued at over $500 million in Autodesk, has delivered a letter to the company's shareholders. The activist investor suggests that Autodesk's response regarding TSR performance and Investor Day targets has been misleading, emphasizing the need for change and improved accountability at the board level.
Autodesk (NASDAQ: ADSK) has responded to Starboard Value LP's intention to nominate directors to its Board. The company highlighted its strong financial performance, noting its FY 2025 non-GAAP operating margin reached ~39%, representing a significant increase of 2,400 basis points since FY 2019 and 300 basis points since FY 2023.
The company emphasized its proactive board refreshment strategy, pointing to the appointment of five new independent directors over the past six years, including recent additions John Cahill (former Kraft Foods Chairman/CEO) and Ram Krishnan (Emerson's EVP/COO) in December 2024. Two current directors will not seek reelection at the 2025 Annual Meeting.
Despite multiple meetings with Starboard representatives and inviting them to present to the full Board, tensions remain. Autodesk's Board will review Starboard's candidates through its Corporate Governance Committee if nominations proceed.
Starboard Value LP, a significant stockholder of Autodesk (NASDAQ: ADSK) with an ownership stake exceeding $500 million, has announced its intention to nominate director candidates for election at the upcoming annual meeting. The activist investor has delivered a letter to Autodesk shareholders highlighting concerns about the company's prolonged financial and operational underperformance and what they view as ineffective board oversight.
Starboard has outlined a strategic path targeting 45% underlying adjusted operating margins by FY2028. The investment firm believes a reconstituted board is necessary to address multiple objectives: instilling accountability, rebuilding credibility, restoring investor confidence, and improving overall performance. Starboard has expressed openness to constructive engagement with Autodesk's management and board.
Autodesk (NASDAQ: ADSK) has announced that its executives will participate in upcoming investor conferences. The company will provide live webcasts and replays of the presentations through their Investor Relations website at investors.autodesk.com.
Interested participants are advised to register 15 minutes before the events and ensure necessary software is installed. Additional information will be made available on the investor relations portal.
Autodesk (NASDAQ: ADSK) announced that Board member Mary T. McDowell will not seek re-election at the 2025 Annual Meeting of Stockholders. McDowell, who joined the Board in March 2010, has served for 15 years, contributing to the company's growth, profitability, and shareholder value creation.
This announcement follows the December 2024 news that Lorrie Norrington will also not stand for re-election, while John Cahill (former Chairman and CEO of Kraft Foods) and Ram Krishnan (Executive Vice President and COO of Emerson) joined the Board. These changes align with Autodesk's commitment to reduce its Board size while maintaining strong independent oversight with diverse expertise.
Autodesk (NASDAQ: ADSK) reported strong Q4 fiscal 2025 results with revenue growing 12% to $1.64 billion. The company achieved a GAAP operating margin of 22% and non-GAAP operating margin of 37%. Key financial metrics include GAAP diluted EPS of $1.40 and non-GAAP diluted EPS of $2.29.
The company announced a significant restructuring plan, including a 9% workforce reduction (approximately 1,350 employees) with expected pre-tax restructuring charges of $135-150 million. Design revenue increased 12% to $1.36 billion, while Make revenue grew 28% to $176 million.
For fiscal 2025, total revenue reached $6.13 billion, up 12% year-over-year, with recurring revenue representing 97% of total. Total subscriptions increased by 516,000 to 7.79 million. The company is focusing on cloud convergence, platform development, and AI implementation while optimizing its go-to-market functions.
Autodesk (NASDAQ: ADSK) has announced its upcoming fourth quarter fiscal 2025 financial results conference call, scheduled for Thursday, February 27, 2025, at 2:00 p.m. Pacific Time. The company will broadcast the call via a live webcast on their investor relations website. An audio replay will be made available after 5:00 p.m. PT on the same platform.
Autodesk has appointed Giant Spoon as its first-ever creative agency of record, marking a significant step in its brand evolution. The partnership aims to build on Autodesk's recent achievements, including its role as the Official Design and Make Platform of the LA28 Olympic and Paralympic Games and Team USA.
Giant Spoon will manage Autodesk's major brand campaigns, creative assets, and brand media strategy, with the goal of reshaping the company's market presence. The collaboration comes as Autodesk seeks to expand its influence in the Design and Make industry, which currently employs 300 million people and is projected to reach $3 trillion in economic value by 2027.
The partnership will focus on showcasing customer success stories and innovations, aiming to establish Autodesk as the go-to platform for design and manufacturing needs globally.