ADSKAutodesk

Technology · Software · Nasdaq

Note: A glossary of terms used in this Form 10-K appears at the end of this Item 1. 10-K, Item 1

Employees: 14,300
Headquarters: San Francisco, CA
CEO: Andrew Anagnost
Next results: around Nov 24, 2026

The biggest changes in the 10-K filed 2026-03-03, this fiscal year against the last, and the sentences in the MD&A (Item 7) where management explains them, quoted word for word. Tickdelta picks sentences that name the line, a direction and a cause. It does not write explanations of its own.

Cash from operations

+52.6% Big change FY to 2026-01-31 vs 2025-01-31

The MD&A has no sentence that names a cause for this change. That can be worth a question: ask about the filing.

Revenue

+17.5% Big change FY to 2026-01-31 vs 2025-01-31

“During fiscal 2026, net revenue increased 18%, as compared to the prior fiscal year, primarily due to an increase in subscription revenue.”
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“Marketing and sales $ 2,373 $ 373 19 % $ 2,000 Increase primarily due to an increase in sales commissions to Solution Providers due to the recognition of these costs in marketing and sales expense under the new transaction model and professional fees.”
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Gross margin

90.6% → 91.0% (+0.4 pts) FY to 2026-01-31 vs 2025-01-31

The MD&A has no sentence that names a cause for this change. That can be worth a question: ask about the filing.

Operating margin

22.1% → 21.9% (-0.2 pts) FY to 2026-01-31 vs 2025-01-31

“Research and development expenses, which are expensed as incurred, consist primarily of salaries, bonuses, benefits, and stock-based compensation expense for research and development employees, the expense of travel, entertainment, and training for such personnel, professional services such as fees paid to software development firms and independent contractors, SaaS vendor costs and allocated IT costs, gains and losses on our operating expense cash flow hedges, and facilities costs.”
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Net income

+1.1% FY to 2026-01-31 vs 2025-01-31

“The decrease in interest and other income, net, was primarily due to an increase in interest expense.”
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“The increase in interest and other income, net, was primarily due to a decrease in impairments of strategic investment equity securities and an increase in gains for investments in debt and equity securities that are held in a rabbi trust under non-qualified deferred compensation plans partially offset by a decrease in interest income and a decrease in gains on foreign currency in the current period as compared to the prior period.”
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Changes are computed from the XBRL figures in the same 10-K. Hover a number to see the line item. Open the 10-K ↗

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