Autodesk, Inc.ADSK

Autodesk, Inc. Revenue Disclosure

10-KFiled Mar 3, 20263 min read
Revenue Recognition
Revenue Disaggregation

Autodesk recognizes revenue from the sale of (1) product subscriptions, cloud service offerings, and EBAs, (2) fees for maintenance purchased with software licenses, and (3) consulting and other products and services. The three categories are presented as line items on Autodesk’s Consolidated Statements of Operations.

Information regarding the components of Autodesk’s net revenue from contracts with customers by product family, geographic location, sales channel, and product type was as follows: 
 Fiscal Year ended January 31,
 202620252024
Net revenue by product family:
Architecture, Engineering, Construction and Operations$3,583 $2,937 $2,580 
AutoCAD and AutoCAD LT1,787 1,572 1,462 
Manufacturing1,379 1,189 1,063 
Media and Entertainment332 315 295 
Other 125 118 97 
Total net revenue$7,206 $6,131 $5,497 
Net revenue by geographic area:
Americas
U.S.$2,566 $2,228 $1,978 
Other Americas612 488 460 
Total Americas3,178 2,716 2,438 
Europe, Middle East and Africa2,794 2,307 2,042 
Asia Pacific1,234 1,108 1,017 
Total net revenue$7,206 $6,131 $5,497 
Net revenue by sales channel:
Indirect$2,646 $3,568 $3,444 
Direct4,560 2,563 2,053 
Total net revenue$7,206 $6,131 $5,497 
Net revenue by product type:
Design$5,980 $5,104 $4,647 
Make796 654 523 
Other430 373 327 
Total net revenue$7,206 $6,131 $5,497 

Payments for subscriptions are typically due in annual installments or upfront. Autodesk does not have any material variable consideration, such as obligations for returns, refunds, warranties, or amounts due to customers for which significant estimation or judgment is required as of the reporting date.
Remaining performance obligations consist of total short-term, long-term, and unbilled deferred revenue. As of January 31, 2026, Autodesk had remaining performance obligations of $8.30 billion, which represents the total transaction price allocated to remaining performance obligations, which are generally recognized over the next three years. We expect to recognize $5.48 billion or 66% of our remaining performance obligations as revenue during the next 12 months. We expect to recognize the remaining $2.82 billion or 34% of our remaining performance obligations as revenue thereafter.

The amount of remaining performance obligations may be impacted by the specific timing, duration, and size of customer subscription and support agreements, the specific timing of customer renewals, and foreign currency fluctuations.
Contract Balances

We receive payments from customers based on a billing schedule as established in our contracts. Contract assets relate to performance completed in advance of scheduled billings. Contract assets were not material as of January 31, 2026 and 2025. Deferred revenue relates to billings in advance of performance under the contract. The primary changes in our contract assets and deferred revenues are due to our performance under the contracts and billings.

Revenue recognized during the fiscal years ended January 31, 2026 and 2025, that was included in the deferred revenue balances at January 31, 2025 and 2024, was $3.78 billion and $3.49 billion, respectively. The satisfaction of performance obligations typically lags behind billings under revenue contracts from customers.

Historical Timeline

Fiscal YearFiled
2026Mar 3, 2026Showing above
2025Mar 6, 2025
2024Jun 10, 2024
2023Mar 14, 2023
2022Mar 14, 2022
2021Mar 19, 2021
2020Mar 19, 2020
2019Mar 25, 2019

About Revenue Disclosures

Revenue disclosures under ASC 606 explain how a company identifies performance obligations, allocates transaction prices, and determines when revenue is recognized. This section is essential for understanding whether reported revenue reflects genuine economic activity or aggressive accounting choices. Analysts examine the mix of point-in-time versus over-time recognition, which directly affects revenue timing and comparability.

Key signals: rising contract liabilities (deferred revenue) suggest strong future revenue visibility, while declining contract assets may indicate slowing project milestones. Watch for variable consideration estimates — rebates, returns, and performance bonuses that require management judgment. Significant changes in disaggregated revenue by geography or product line can reveal shifting business mix before it appears in headline numbers. Compare revenue growth against contract liability growth to assess sustainability, and scrutinize any changes in the timing of recognition that coincide with earnings pressure.

Other Available Disclosures

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