Autodesk (ADSK) CFO Reflects Back on Strong Fiscal Fourth Quarter

Autodesk, Inc. (NASDAQ:ADSK) is included in our list of the 11 best software stocks to invest in according to billionaires.

Autodesk (ADSK) CFO Reflects Back on Strong Fiscal Fourth Quarter

Autodesk, Inc. (NASDAQ:ADSK) participated in the Morgan Stanley Technology, Media & Telecom Conference on March 4, 2026.

At the conference, the company’s CFO, Janesh Moorjani, reflected on its strong fiscal fourth quarter, during which it showed resilience in the face of macroeconomic uncertainty. While discussing the company’s ongoing efforts to restructure operations to sustain momentum, the firm cited management confidence following better-than-expected performance across billings, revenue, margins, and free cash flow. The company’s performance demonstrated continued expansion, alongside an increase in customer numbers.

Meanwhile, Autodesk, Inc. (NASDAQ:ADSK) continues to expand its Construction Cloud and Fusion platforms to cover the full lifecycle of physical assets. At the same time, the company remains on track to deepen its cloud and AI capabilities, with management noting that the long-term demand outlook is bolstered by factors such as construction digitization, manufacturing modernization, and global infrastructure investment.

Under its restructuring plans, Autodesk, Inc. (NASDAQ:ADSK) is targeting a 7% workforce reduction. With this, the company aims to use the savings to accelerate its efforts in artificial intelligence and research and development.

Bringing restructuring efficiencies and operating leverage into play, Autodesk, Inc. (NASDAQ:ADSK) expects to achieve an additional 75 basis-point margin expansion. The company already made a 200 basis-point improvement in fiscal 2026.

Autodesk, Inc. (NASDAQ:ADSK) designs software and related services, known for products such as AutoCAD, BIM Collaborate Pro, Revit, Civil 3D, Fusion 360, InfraWorks, Inventor, Maya, PlanGrid, Shotgun, and 3ds Max.

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