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Autodesk, Inc (ADSK) Q2 2027 Earnings Call Transcript

Autodesk (ADSK) reported Q2 2027 earnings with revenue and EPS exceeding guidance. The company raised its full-year outlook, including MaintainX post-acquisition. Revenue grew 16% YoY, with billings up 10%. GAAP and non-GAAP operating margins were 29% and 41%, respectively. The company discussed its strategy of building project intelligence across the asset lifecycle.

Original reporting
news.alphastreet.com
Published Aug 28, 2026, 3:09 AM UTC
Analysis
alphai AI DeskAI-generated
Added to alphai Aug 28, 2026, 7:58 AM UTC. Informational, not investment advice.
How this was made
alphai summarizes source reporting and applies a structured AI analysis for relevance, timing, sentiment and ticker impact. Always verify material claims with the original publisher.
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Autodesk, Inc (ADSK) Q2 2027 Earnings Call Transcript — source image
Source · news.alphastreet.com
Decision brief

The 30-second read

$ADSKBullishHigh
01

Why it matters

The earnings beat and raised outlook are likely to drive immediate buying pressure, while the new transaction model and acquisition of MaintainX may affect margins over the longer term.

02

Market read

Autodesk's strong quarter and upward guidance reinforce its growth narrative in the design‑software market, offering a clear trading catalyst.

03

What to watch

Potential headwinds from macro slowdown or slower adoption of new transaction model.

Relevance 9/10Novelty 9/10Timing: today

Background

Autodesk's Q2 FY2027 earnings call provides the first public disclosure of its quarterly results and updated guidance.

Company-level read

Ticker impact

$ADSKBullishHigh confidence
Context

Autodesk reported Q2 FY2027 revenue up 16% YoY and raised full-year guidance, indicating strong earnings momentum.

Expected impact

Potential short-term rally as investors price in higher guidance.

Evidence & confidence

Both revenue growth and guidance lift exceed prior expectations, a classic catalyst for price appreciation.

Market effects

Sector

Positive for AEC software and cloud-based design SaaS sector.

Regional

Boosts sentiment in US tech equities and related overseas markets.

Global

Highlights continued demand for digital twin and project intelligence solutions worldwide.

Counterpoint

What could challenge this read

If guidance is overly optimistic, future execution risk could lead to a pullback.

Key entities

  • Executive
    Andrew Anagnost

    CEO of Autodesk, presented earnings highlights.

  • Executive
    Janesh Moorjani

    CFO of Autodesk, detailed financial performance.

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