ADSK
Market read
The latest filing evidence is available. 0 of 23 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 12 directly disclosed connections are confirming.
Invalidation: The isolated read changes if ADSK's group or a disclosed connection begins moving with it.
Research brief
The latest filing evidence is available. 0 of 23 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 12 directly disclosed connections are confirming.
No thresholded adverse filing evidence is available yet.
Company research
Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.
No credible peer-relative valuation comparison is available yet.
Reported annual revenue and per-share history. This is accounting history, not a forecast.
What management says matters
“Restructuring, other exit costs, and facility reductions 29 (82) NM (1) 111 The decrease is due to the restructuring plan initiated during the first quarter of fiscal 2026 which was substantially complete as of January 31, 2026.”10-Q · Aug 28, 2026 ↗
“Any claims or regulatory actions initiated by or against us, whether successful or not, could result in high defense costs, damage awards, injunctive relief, increased costs of business, fines or orders to change certain business practices, significant dedica…”10-Q · Aug 28, 2026 ↗
“The decrease in interest and other income, net, was primarily due to an increase in interest expense.”10-K · Mar 3, 2026 ↗
“Increased competition could result in price reductions, reduced net revenue and profit margins, and loss of market share, any of which could harm our business.”10-K · Mar 3, 2026 ↗
Valuation discipline
Price/sales 6.3× · EV/sales 6.3×. Comparisons use only industry-matched filing peers.
Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.
Price action
Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 10 Sept, 15:55 GMT-4; this is a coverage limitation, not a flat-price conclusion.
Developments
Jodie has not returned a relevant primary source or news item for ADSK. This is an evidence-coverage gap, not a conclusion that nothing material happened.
Business and financial condition
Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.
Latest filing assessment · baseline
10-Q filed 2026-05-29 against the comparable filing from 2025-05-29.
No thresholded deterioration was identified.
“The positive change in cash provided by working capital is primarily due to the change in accounts receivable of $859 million due to the seasonality of our billings in the fourth fiscal quarter and timing of cash collections from customers partially offset by negative changes in accounts payable and other liabilities of $488 million due to the timing of payments related to employee compensation and related costs and deferred revenue of $238 million due to the timing of our billing installments and seasonality of billings in the fourth fiscal quarter.”
“The decrease in working capital is primarily due to a negative change in prepaid expenses and other assets of $304 million, and a decrease in deferred revenue of $204 million due to the timing of our billing installments and seasonality of billings in the fourth fiscal quarter, partially offset by the change in accounts receivable of $515 million due to the seasonality of our billings in the fourth fiscal quarter and timing of cash collections from customers.”
“Total cost of revenue $ 175 $ 15 9 % $ 160 Operating expenses: Marketing and sales $ 593 $ 27 5 % $ 566 Increase primarily due to an increase in sales commissions to Solution Providers partially offset by a decrease in employee-related costs and the recording of the cumulative adjustment related to the Company’s Employee Stock Purchase Plan in the prior comparative period.”
Retrospective baseline calibration. It was generated after the filing date and is not part of Jodie's live track record.
Business ecosystem
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depends on
“Our direct channels include, but are not limited to, internal sales resources focused on selling our highly specialized solutions in our largest accounts, Solution Providers focused on serving certain Flex and subscription customers through our new transactio…”
“Total revenue from TD Synnex accounted for 9% and 20% of our total net revenue during the three months ended April 30, 2026 and 2025, respectively.”
Depended on by
“While we do not believe that any competitor offers a portfolio as comprehensive as ours, we do face strong competition, varying by infrastructure lifecycle phase and sector: • our key competitors in Public Works/Utilities applications include Autodesk, Inc.,…”
Filing peers
Companies whose filings use similar operating language.
Open the three relationships above to see Jodie’s filing proof. Pro unlocks 10 more links, every receipt, and alerts when connected names begin moving. Unlock the full network →
What is moving around it
ADSK is currently a Follower in the organic co-movement group B2B Information Software. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 3 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.
Context history
No durable theme membership has been observed for this name yet.