Company profile

Ticker
ADSK
Exchange
CEO
Andrew Anagnost
Employees
Incorporated
Location
Fiscal year end
Former names
AUTODESK INC
SEC CIK
IRS number
942819853

ADSK stock data

(
)

Investment data

Data from SEC filings
Securities sold
Number of investors

Calendar

2 Sep 20
27 Sep 20
31 Jan 21

News

Quarter (USD) Jul 20 Apr 20 Oct 19 Jul 19
Revenue
Cost of revenue
Operating income
Operating margin
Net income
Net profit margin
Cash on hand
Change in cash
Diluted EPS
Annual (USD) Jan 20 Jan 19 Jan 18 Jan 17
Revenue
Cost of revenue
Operating income
Operating margin
Net income
Net profit margin
Cash on hand
Change in cash
Diluted EPS

Financial data from Autodesk earnings reports.

Date Owner Security Transaction Code 10b5-1 $Price #Shares $Value #Remaining
21 Sep 20 Lorrie M Norrington Common Stock Sell Dispose S Yes 220.8 2,475 546.48K 14,112
15 Sep 20 Hope Stephen W. Common Stock Sell Dispose S Yes 234.31 312 73.1K 3,153
14 Sep 20 Hope Stephen W. Common Stock Payment of exercise Dispose F No 227.48 165 37.53K 3,465
8 Sep 20 Hope Stephen W. Common Stock Sell Dispose S Yes 224.16 263 58.95K 3,630
8 Sep 20 Hope Stephen W. Common Stock Sell Dispose S Yes 224.16 236 52.9K 3,630
6 Sep 20 Hope Stephen W. Common Stock Payment of exercise Dispose F No 233.88 140 32.74K 3,893
28 Aug 20 Mcdowell Mary T Common Stock Sell Dispose S No 247.57 1,616 400.07K 42,279
28 Aug 20 Mcdowell Mary T Common Stock Sell Dispose S No 245.17 6,620 1.62M 43,895
90.8% owned by funds/institutions
13F holders
Current Prev Q Change
Total holders 843 774 +8.9%
Opened positions 147 115 +27.8%
Closed positions 78 101 -22.8%
Increased positions 276 293 -5.8%
Reduced positions 296 267 +10.9%
13F shares
Current Prev Q Change
Total value 47.61B 31.42B +51.5%
Total shares 199.17M 201.3M -1.1%
Total puts 3.04M 2.33M +30.6%
Total calls 2.15M 1.63M +32.0%
Total put/call ratio 1.4 1.4 -1.0%
Largest owners
Shares Value Change
Vanguard 18.04M $4.32B -0.4%
BLK BlackRock 17.65M $4.22B +4.3%
Capital Research Global Investors 14.46M $3.46B -2.4%
Loomis Sayles & Co L P 10.65M $2.55B +1.1%
STT State Street 8.84M $2.11B +0.6%
Capital World Investors 8M $1.91B -10.5%
FMR 7.14M $1.71B -21.0%
Polen Capital Management 6.05M $1.45B +62.3%
Clearbridge Advisors 3.92M $936.7M -17.0%
BAC Bank of America 3.85M $920.68M +0.8%
Largest transactions
Shares Bought/sold Change
Polen Capital Management 6.05M +2.32M +62.3%
Lone Pine Capital 2.09M -1.93M -48.0%
FMR 7.14M -1.9M -21.0%
Findlay Park Partners 1.96M +1.89M +2843.1%
Darsana Capital Partners 0 -1M EXIT
Capital World Investors 8M -939.85K -10.5%
PFG Principal Financial 3.8M +826.54K +27.8%
Clearbridge Advisors 3.92M -804.89K -17.0%
MTH Meritage 0 -791.23K EXIT
MS Morgan Stanley 2.37M +776.52K +48.6%

Financial report summary

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Competition
SystemsSonyAppleSoftechMSC SoftwareOracleOracle SystemsPTCAvid TechnologyMapinfo
Management Discussion
  • modifications.  We have observed other companies as well as many governments taking precautionary and preemptive actions to address COVID-19, and they may take further actions that alter their normal business operations.  We will continue to actively monitor the situation and may take further actions that alter our business operations as may be required by federal, state or local authorities, or that we determine are in the best interests of our employees, customers, partners, suppliers and stockholders. 
  • The COVID-19 pandemic has had some specific effects on our business. During the six months ended July 31, 2020, we experienced a slight decrease in usage of our products. We experienced a stable recovery in growth during the second fiscal quarter ended July 31, 2020, and we continue to see an increase in usage of our cloud collaboration products as customers worked from home. Our product subscription renewal rates improved steadily throughout the quarter ended July 31, 2020. New business declined in the range of mid-teens percent during our second quarter ended July 31, 2020. Further, we are experiencing recovery in the markets that were impacted early by the pandemic in prior periods. Among our target markets, both AEC and Manufacturing revenue increased as compared to the second quarter in the prior fiscal year.
  • We also took action to support our customers during the six months ended July 31, 2020, and extended payment terms to 60 days through August 7, 2020, offering free commercial use of our cloud collaboration products through June 2020, and delaying the transition from multi-user licenses to named-user licenses from May 2020 to August 2020 to minimize customer disruption. Further, we deferred a 20% maintenance price increase from May 2020 to August 2020 to give customers additional time to consider a subscription agreement.
Content analysis ?
Positive
Negative
Uncertain
Constraining
Legalese
Litigous
Readability
H.S. sophomore Avg
New words: began, Belonging, creation, hard, holistic, invited, larger, listening, municipal, prioritizing, rich, site, slight, stable, steadily, tour, upstream
Removed: Assemble, bidding, BuildingConnected, declining, disaggregated, electronic, field, fulfillment, fund, momentum, original, peaked, physical, PlanGrid, quantity, standard, withholding

Patents

GRANT
Utility
Nesting using rigid body simulation
22 Sep 20
Embodiments of the invention provide systems and methods for nesting objects in 2D sheets and 3D volumes.
APP
Utility
Application Functionality Optimization
17 Sep 20
A method, apparatus, and system provide the ability to optimize execution of an application.
GRANT
Utility
Building and attaching support structures for 3D printing
15 Sep 20
Methods, systems, and apparatus, including medium-encoded computer program products, for creating toolpaths of support structures for 3D printing include, in one aspect, a method including: obtaining a perimeter of a first slice of a 3D model; identifying at least one portion of the perimeter of the first slice that extends a distance beyond a boundary of the 3D model for a second slice below the first slice, the distance being greater than a threshold amount defining an unsupported overhang; creating a support path that follows a shape of the at least one portion of the perimeter, the support path having a lateral offset from the at least one portion of the perimeter, the lateral offset being a fraction of the 3D print bead width, and the fraction being a positive number less than one; and adding the support path to toolpaths for the second slice.
GRANT
Utility
Approach for generating and exploring a design space
15 Sep 20
A design application allows an end-user to define an engineering problem, and then synthesizes a spectrum of design options that solve the engineering problem.
GRANT
Utility
Smart tools and workspaces for do-it-yourself tasks
15 Sep 20
One embodiment of the invention disclosed herein provides techniques for assisting with performing a task within a smart workspace environment.