Autodesk, Inc. (ADSK) Q3 2025 Earnings Call Transcript Summary
Autodesk, Inc. (ADSK) Q3 2025 Earnings Call Transcript Summary
Net revenue retention rate persisted within the 100% to 110% range, confirming strong customer retention and stability in generating recurring revenue.The following is a summary of the Autodesk, Inc. (ADSK) Q3 2025 Earnings Call Transcript:
以下是歐特克公司（ADSK）2025年第三季度業績會會議記錄的總結：
Financial Performance:
財務表現：
Autodesk demonstrated a robust Q3 2025 with a 12% year-over-year revenue growth in constant currency, reflecting effective execution and strategic advancements.
Gross and non-GAAP operating margins remained stable despite pressures from foreign exchange rates and new transaction models, indicating effective cost management and operational efficiency.
Net revenue retention rate persisted within the 100% to 110% range, confirming strong customer retention and stability in generating recurring revenue.
歐特克在2025年第三季度表現強勁，按固定匯率計算營業收入同比增長12%，反映了有效的執行和戰略進步。
儘管受到匯率的壓力和新的交易模式的影響，毛利和非公認會計原則的營業利潤率仍保持穩定，顯示出有效的成本管理和運營效率。
淨營業收入留存率保持在100%到110%的區間內，確認了強大的客戶留存和持續產生重複營業收入的穩定性。
Business Progress:
業務進展：
Autodesk's sustained focus on expanding its cloud platform and AI capabilities has positioned it ahead of industry peers, which was evident from the presentations and engagements at Autodesk University.
Significant developments in the AEC (Architecture, Engineering, and Construction) sector, particularly with infrastructure and construction projects, have driven deeper integrations and fueled growth.
The rollout of the new transaction model in Western Europe has progressed smoothly, enhancing sales and marketing efficiency and strengthening direct customer relationships.
歐特克對擴大其雲平台和人工智能能力的持續關注使其在行業板塊中處於領先地位，這在歐特克大學的演示和交流中得到了明顯體現。
在AEC（建築、工程和施工）板塊，尤其是在基礎設施和施工項目上的重要進展，推動了更深入的整合和增長。
新交易模型在歐洲的推廣進展順利，提高了銷售和市場效率，並增強了與直接客戶的關係。
Opportunities:
機會：
The new transaction model and strategic focus on AI and cloud-based solutions present substantial opportunities for growth in customer engagement and efficiency.
Autodesk's continued investment in expanding its construction and manufacturing solutions supports long-term growth in these sectors.
新交易模型以及對人工智能和基於雲的解決方案的戰略重點爲客戶參與和效率的增長提供了可觀的機會。
歐特克持續投資於擴展其施工和製造解決方案，支持這些板塊的長期增長。
Risks:
風險：
Macro factors such as economic fluctuations and geopolitical uncertainties continue to pose risks, potentially impacting new business growth and operational stability.
宏觀因素如經濟波動和地緣政治不確定性繼續構成風險，可能會影響新業務增長和運營穩定性。
Tips: For more comprehensive details, please refer to the IR website. The article is only for investors' reference without any guidance or recommendation suggestions.
提示：如需更全面的詳情，請參閱投資人關係網站。本文僅供投資者參考，不作任何指引或建議。
譯文內容由第三人軟體翻譯。
