Equity Profile

ADSK

Autodesk, Inc.

Information TechnologyApplication Software$54.4B

Aug27Thu

Pre-Earnings Brief

UpcomingQ2-2027After Close5:00 PM EDT

Company Snapshot

Autodesk, Inc. (ADSK) is a leader in application software, primarily serving industries like architecture, engineering, and construction....

Key Metrics to Watch

Earnings Per Share (EPS)

EPS is a key indicator of profitability and will show how well Autodesk is managing its costs and revenues.

Expected to be around $2.99

Revenue Growth

Revenue growth will indicate demand for Autodesk's software solutions and overall business health.

Not available

1 more metrics, Wall Street expectations, options signals, track record, and call prep available with Pro.

ADSK Q2-2027 Earnings Preview

Context

Company Snapshot

Autodesk, Inc. (ADSK) is a leader in application software, primarily serving industries like architecture, engineering, and construction. With a market cap of $54 billion, Autodesk plays a crucial role in digital design and project management, leveraging trends in cloud computing and automation.

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

100%

Avg EPS Surprise

+52.12%

Avg Stock Reaction

+1.06%

Last Quarter Recap

In Q1-2027, Autodesk reported an EPS of $2.99, significantly exceeding expectations by 41%. The stock reacted positively, gaining 1.67% the following day.

Management Promises & Guidance

Focus on expanding cloud services.
Commitment to enhancing user experience through software updates.
Plans to invest in AI-driven features.

Expectations

Wall Street Expectations

Analysts are cautiously optimistic about Autodesk's upcoming earnings, especially given its strong track record of beating EPS estimates.

Bull Case

If Autodesk continues its trend of exceeding EPS estimates, it could signal robust demand for its software, leading to a strong stock performance.

Bear Case

Conversely, if revenue growth does not meet expectations, it could raise concerns about market saturation and competition.

Key Metrics to Watch

Earnings Per Share (EPS)

Expected to be around $2.99

EPS is a key indicator of profitability and will show how well Autodesk is managing its costs and revenues.

Revenue Growth

Not available

Revenue growth will indicate demand for Autodesk's software solutions and overall business health.

Customer Retention Rate

Not available

A strong retention rate reflects customer satisfaction and the effectiveness of Autodesk's products.

Expectations

Two Questions That Matter

The print will turn on these two things.

What will the EPS be this quarter, and how does it compare to the previous quarter?

Given Autodesk's history of beating EPS estimates, the market will closely watch this metric to gauge ongoing profitability.

How is Autodesk performing in terms of revenue growth, particularly in its cloud services?

Revenue growth is critical for understanding the company's market position and ability to innovate in a competitive landscape.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may underestimate Autodesk's growth potential in cloud services, which could drive higher-than-expected revenue.

Supporting Evidence

Autodesk has consistently beaten EPS estimates, indicating strong operational performance.

The options market is pricing a larger move than historical averages, suggesting expectations for significant news.

Management's focus on AI and cloud services may not be fully reflected in current estimates.

Key Risk

If Autodesk reports cloud revenue growth significantly above current expectations, it could shift market sentiment.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The debate this quarter revolves around whether Autodesk can maintain its growth trajectory amid increasing competition.

Bull Confirmed If

An EPS of $3.10 or higher would confirm strong profitability and growth.

Bear Confirmed If

An EPS below $2.80 could signal potential issues with revenue generation.

Pre-Earnings Positioning

Options Market

Implied Move

±9.74%

Historical Avg

±1.5%

Pricing rich

The options market is pricing in a significant move, suggesting that investors expect volatility around the earnings report.

Options are pricing ±9.7% while ADSK has averaged ±1.5% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

0.4%

30d HV

34.4%

Calls (342K)P/C Ratio: 2.49Puts (245K)

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If Autodesk beats expectations, history suggests a potential stock increase of about 1.06%, confirming strong demand for its software.

In-Line / Cautious

If results are in line but management provides cautious commentary, the stock may react neutrally, reflecting uncertainty.

Miss

A miss on EPS could lead to a decline, with historical patterns suggesting a potential drop of around 1.06%.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Updates on cloud service adoption rates.
2Details on new AI features and their expected impact.
3Customer feedback on recent software updates.
4Insights into competitive pressures in the application software market.
5Any changes in guidance for the upcoming quarters.

See the full picture

AI-powered briefs, options data, and 20 quarters of history — everything you need before earnings.

No charge today · Auto-bills $8/mo after 7 days · Cancel anytime

More Earnings This Week

5 Reports

Sandisk Corporation

Company Snapshot

Autodesk, Inc. (ADSK) is a leader in application software, primarily serving industries like architecture, engineering, and construction....

Key Metrics to Watch

Earnings Per Share (EPS)

EPS is a key indicator of profitability and will show how well Autodesk is managing its costs and revenues.

Expected to be around $2.99

Revenue Growth

Revenue growth will indicate demand for Autodesk's software solutions and overall business health.

Not available

1 more metrics, Wall Street expectations, options signals, track record, and call prep available with Pro.

ADSK Q2-2027 Earnings Preview

Context

Company Snapshot

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

100%

Avg EPS Surprise

+52.12%

Avg Stock Reaction

+1.06%

Last Quarter Recap

In Q1-2027, Autodesk reported an EPS of $2.99, significantly exceeding expectations by 41%. The stock reacted positively, gaining 1.67% the following day.

Management Promises & Guidance

Focus on expanding cloud services.
Commitment to enhancing user experience through software updates.
Plans to invest in AI-driven features.

Expectations

Wall Street Expectations

Analysts are cautiously optimistic about Autodesk's upcoming earnings, especially given its strong track record of beating EPS estimates.

Bull Case

If Autodesk continues its trend of exceeding EPS estimates, it could signal robust demand for its software, leading to a strong stock performance.

Bear Case

Conversely, if revenue growth does not meet expectations, it could raise concerns about market saturation and competition.

Key Metrics to Watch

Earnings Per Share (EPS)

Expected to be around $2.99

EPS is a key indicator of profitability and will show how well Autodesk is managing its costs and revenues.

Revenue Growth

Not available

Revenue growth will indicate demand for Autodesk's software solutions and overall business health.

Customer Retention Rate

Not available

A strong retention rate reflects customer satisfaction and the effectiveness of Autodesk's products.

Expectations

Two Questions That Matter

The print will turn on these two things.

What will the EPS be this quarter, and how does it compare to the previous quarter?

Given Autodesk's history of beating EPS estimates, the market will closely watch this metric to gauge ongoing profitability.

How is Autodesk performing in terms of revenue growth, particularly in its cloud services?

Revenue growth is critical for understanding the company's market position and ability to innovate in a competitive landscape.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may underestimate Autodesk's growth potential in cloud services, which could drive higher-than-expected revenue.

Supporting Evidence

Autodesk has consistently beaten EPS estimates, indicating strong operational performance.

The options market is pricing a larger move than historical averages, suggesting expectations for significant news.

Management's focus on AI and cloud services may not be fully reflected in current estimates.

Key Risk

If Autodesk reports cloud revenue growth significantly above current expectations, it could shift market sentiment.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The debate this quarter revolves around whether Autodesk can maintain its growth trajectory amid increasing competition.

Bull Confirmed If

An EPS of $3.10 or higher would confirm strong profitability and growth.

Bear Confirmed If

An EPS below $2.80 could signal potential issues with revenue generation.

Pre-Earnings Positioning

Options Market

Implied Move

±9.74%

Historical Avg

±1.5%

Pricing rich

The options market is pricing in a significant move, suggesting that investors expect volatility around the earnings report.

Options are pricing ±9.7% while ADSK has averaged ±1.5% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

0.4%

30d HV

34.4%

Calls (342K)P/C Ratio: 2.49Puts (245K)

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If Autodesk beats expectations, history suggests a potential stock increase of about 1.06%, confirming strong demand for its software.

In-Line / Cautious

If results are in line but management provides cautious commentary, the stock may react neutrally, reflecting uncertainty.

Miss

A miss on EPS could lead to a decline, with historical patterns suggesting a potential drop of around 1.06%.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Updates on cloud service adoption rates.
2Details on new AI features and their expected impact.
3Customer feedback on recent software updates.
4Insights into competitive pressures in the application software market.
5Any changes in guidance for the upcoming quarters.