AD

Autodesk, Inc. stock research

Apr 30, 2025

FY2026 Q1

Autodesk (ADSK) Gross Margin — Quarter Ended Apr 30, 2025

Revenue and cost of revenue together determine gross profit, which as a percentage of revenue yields the gross margin. In this quarter, gross margin remained high despite a slight increase in cost of revenue relative to the prior quarter, while revenue was stable.

Gross margin takeaway

Quarter ended Apr 30, 2025 · FY2026 Q1

Revenue and cost of revenue together determine gross profit, which as a percentage of revenue yields the gross margin. In this quarter, gross margin remained high despite a slight increase in cost of revenue relative to the prior quarter, while revenue was stable.

  • The strongest observable driver is the change in cost of revenue, which increased from the prior quarter while revenue was unchanged, leading to a slight reduction in gross margin.
  • Compared to the prior quarter, gross margin weakened slightly as cost of revenue increased while revenue was stable. Compared to the same quarter a year earlier, gross margin was essentially stable, with a larger revenue base and proportionally higher cost of revenue.

Gross margin snapshot

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

Gross margin

90.2%

Gross profit

$1.5B

Revenue

$1.6B

Cost of revenue

$160.0M

Quarter-over-quarter change

-0.4 pts

Year-over-year change

-0.1 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, 2024$1.5B$1.4B$140.0M90.7%
Oct 31, 2024$1.6B$1.4B$147.0M90.6%
Jan 31, 2025$1.6B$1.5B$154.0M90.6%
Apr 30, 2025$1.6B$1.5B$160.0M90.2%

Quarterly comparisons

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

Previous-quarter change

Jan 31, 2025

-0.4 pts

Year-over-year change

Apr 30, 2024

-0.1 pts

What the margin says

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

The strongest observable driver is the change in cost of revenue, which increased from the prior quarter while revenue was unchanged, leading to a slight reduction in gross margin.

Compared to the prior quarter, gross margin weakened slightly as cost of revenue increased while revenue was stable. Compared to the same quarter a year earlier, gross margin was essentially stable, with a larger revenue base and proportionally higher cost of revenue.

Monitor the trajectory of cost of revenue relative to revenue growth, as the company's filing notes risks including macroeconomic factors and the transition to annual billings that could affect future results.

ADSK Gross Margin — Quarter Ended Apr 30, 2025