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Edge20 Feb 2026
Dollar General: The Rural Retailer Playbook
How Dollar General built a small-box empire across rural America, scaling value and convenience into one of retail's most durable business models.
Autodesk
Autodesk (ADSK) investor relations material
Autodesk Q4 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2026 earnings summary26 Feb, 2026
Executive summary
Fiscal 2026 ended with billings, revenue, non-GAAP operating margin, EPS, and free cash flow all above the high end of guidance ranges, with Q4 FY26 billings up 33% to $2.80B and revenue up 19% to $1.96B.
FY26 billings increased 30% to $7.77B, and revenue grew 18% to $7.21B, driven by strong AECO, construction, and manufacturing performance.
Non-GAAP operating margin for Q4 and FY26 was 38%; free cash flow for Q4 was $972M (up 43%), and for FY26 was $2.41B (up 54%).
Successfully completed go-to-market optimization and sales restructuring, enhancing resilience and unlocking new growth and margin opportunities.
Continued investment in cloud platforms and AI, positioning for future growth and integrating capabilities across product lines.
Financial highlights
Q4 FY26 GAAP operating margin was 22%; non-GAAP operating margin was 38%.
Q4 FY26 GAAP EPS was $1.48; non-GAAP EPS was $2.85.
FY26 GAAP EPS was $5.23; non-GAAP EPS was $10.43.
Deferred revenue at Q4 FY26 was $4.69B (up 14%), with unbilled deferred revenue at $3.61B (up 28%).
Share repurchases totaled $333M in Q4 and $1.4B for the year, reducing shares outstanding by 2.1 million.
Outlook and guidance
FY27 billings guidance: $8.48B–$8.58B; revenue: $8.1B–$8.17B.
FY27 GAAP operating margin guidance: 26%–28%; non-GAAP: 38.5%–39%.
FY27 GAAP EPS guidance: $7.76–$8.39; non-GAAP EPS: $12.29–$12.56.
Free cash flow guidance: $2.7B–$2.8B.
Guidance reflects prudence for potential disruption from sales restructuring, with no expected tailwind from currency or new transaction model.
NR3 outlook as transaction model fades?
Explain H2 weighting of FY27 billings.
Why retire annual subscription count disclosure?
How will Autodesk monetize agentic AI investments?
Sales optimization plan: FY27 impact on billings?
What drove AECO's Q4 construction market growth?
How will AI address industry capacity issues?
Mitigate sales restructuring disruption in FY27
World Labs' role in Autodesk's AI product strategy
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Next Autodesk earnings date
Morgan Stanley Technology, Media & Telecom Conference 20264 Mar, 2026
Autodesk
Next Autodesk earnings date
Morgan Stanley Technology, Media & Telecom Conference 20264 Mar, 2026
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Frequently asked questions
A go-to for architects, engineers, and designers
Autodesk is a software company that provides a range of design, engineering, and entertainment software solutions to customers around the world. The company was founded in 1982 and has since become one of the leading providers of software for architects, engineers, and designers. Some of Autodesk’s competitors include Adobe, Dassault Systémes, and Trimble.
The business model
Autodesk's business model is based on providing a comprehensive suite of software solutions that help customers to design, simulate, and analyze their projects. The company's software products include AutoCAD, Revit, Maya, and 3ds Max, among others, and are used by a wide range of industries, including architecture, engineering, construction, manufacturing, and entertainment.
How Autodesk makes money
Autodesk generates revenue primarily through the sale of its software products, as well as through subscriptions to its cloud-based services. The company's software is sold on a recurring basis, providing a steady stream of revenue for the company. In addition, Autodesk also generates revenue through various other services, including consulting and training services.
A standard in its industry
Autodesk has been at the forefront of technology and innovation for over 40 years. The company was one of the pioneers of computer-aided design (CAD) software, and its AutoCAD software has become a standard in the industry. Autodesk has also been at the forefront of the transition to cloud-based software, offering its customers a range of cloud-based services that provide greater flexibility and scalability.
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