AD

Autodesk, Inc. stock research

Apr 30, 2024

FY2025 Q1

Autodesk (ADSK) Gross Margin — Quarter Ended Apr 30, 2024

Revenue decreased from the previous quarter, while gross profit held steady and cost of revenue increased slightly. Gross margin declined modestly compared with the prior quarter and improved slightly compared with the same quarter last year.

Gross margin takeaway

Quarter ended Apr 30, 2024 · FY2025 Q1

Revenue decreased from the previous quarter, while gross profit held steady and cost of revenue increased slightly. Gross margin declined modestly compared with the prior quarter and improved slightly compared with the same quarter last year.

  • Gross profit remained almost unchanged despite lower revenue, as cost of revenue rose only slightly. This kept the gross margin in a narrow range near its year-ago level.
  • Compared with the preceding quarter, revenue was lower and cost of revenue was higher, resulting in a slightly weakened gross margin. Versus the same quarter one year ago, both revenue and gross profit were higher, and gross margin improved modestly.

Gross margin snapshot

The selected quarter's reported revenue, gross profit, direct costs, and margin comparisons.

Gross margin

90.3%

Gross profit

$1.3B

Revenue

$1.4B

Cost of revenue

$137.0M

Quarter-over-quarter change

-0.8 pts

Year-over-year change

+0.3 pts

Quarterly gross margin trend

A four-quarter view of the revenue and direct-cost bridge behind gross margin.

PeriodRevenueGross profitCost of revenueGross margin
Jul 31, 2023$1.3B$1.2B$127.0M90.6%
Oct 31, 2023$1.4B$1.3B$127.0M91.0%
Jan 31, 2024$1.5B$1.3B$130.0M91.2%
Apr 30, 2024$1.4B$1.3B$137.0M90.3%

Quarterly comparisons

Compare the selected margin with the preceding quarter and the same fiscal quarter one year earlier.

Previous-quarter change

Jan 31, 2024

-0.8 pts

Year-over-year change

Apr 30, 2023

+0.3 pts

What the margin says

Filing-constrained interpretation of margin direction, comparisons, and what to monitor next.

Gross profit remained almost unchanged despite lower revenue, as cost of revenue rose only slightly. This kept the gross margin in a narrow range near its year-ago level.

Compared with the preceding quarter, revenue was lower and cost of revenue was higher, resulting in a slightly weakened gross margin. Versus the same quarter one year ago, both revenue and gross profit were higher, and gross margin improved modestly.

Monitor cost of revenue trends, as it increased sequentially while revenue declined, affecting gross margin.