Quarterly Financial Results for Q2 FY2027 (period ended July 31, 2026): Contains consolidated financial statements including income statement, balance sheet, and cash flow data comparing Q2 2026 to Q2 2025, as well as six-month year-to-date comparisons Revenue Segmentation by Product Line: Breaks down revenue across multiple business segments including Architecture, Engineering, Construction and…

Our analysis rates this filing NEUTRAL. The elevated concern level (5.2/10) reflects a balanced but cautious picture. The primary concern is customer concentration via TD Synnex, which creates meaningful channel risk for a subscription software business dependent on distribution partners. The…

Concern level: ELEVATED (5.2/10). Key factors: Customer concentration risk: TD Synnex distributor represents material revenue portion across multiple segments and reporting periods, creating channel dependency for subscription software business; Deferred revenue execution risk: Remaining performance obligations (RPO) extend into 2027-08-01 and beyond, creating revenue recognition volatility if…

Notable risk changes: TD Synnex distributor concentration explicitly disclosed as major customer across Design, Make, and other R&D channels - indicates significant reliance on single distribution partner for revenue realization; Remaining performance obligations (RPO) structure shows revenue recognition extending into 2027, creating execution risk on customer retention and deployment timelines; Revolving credit…

The model predicts ADSK will underperform the S&P 500 by about 0.0% over 30 days. This is model analysis for research, not investment advice.