Autodesk, Inc. (NASDAQ:ADSK) Morgan Stanley Technology, Media & Telecom Conference March 3, 2025 4:50 PM ET
Company Participants
Andrew Anagnost – CEO
Janesh Moorjani – CFO
Conference Call Participants
Elizabeth Porter – Morgan Stanley
Elizabeth Porter
Good afternoon, everyone. Thank you for joining us at the Morgan Stanley TMT Conference. My name is Elizabeth Porter. I’m an analyst on the U.S. software equity research team, and I’m really excited to have with us today both Autodesk CEO and CFO, Andrew and Janesh.
And there’s going to be mics going around at the end. So we will have a mic come to you if you have any questions. And before we start, for important disclosures, please see the Morgan Stanley research disclosure website at www.morganstanley.com/researchdisclosures.
And with that, Andrew, Janesh, thank you so much for joining us.
Andrew Anagnost
Thank you.
Janesh Moorjani
Thank you for having us, Liz.
Question-and-Answer Session
Q – Elizabeth Porter
Awesome. So you guys recently reported earnings last week, and the metrics really did beat across the board on headline revenue, margin, free cash flow. And before we get to some of the granularity of those metrics, I wanted to get your perspective on the print. How would you characterize the health of the business in Q4 and the macro environment that we’re working in?
Andrew Anagnost
Yes. I’m happy to take that. But before I do that, Janesh has a public service announcement for all of you.
Janesh Moorjani
Super important. We may make forward-looking statements during the course of this presentation. Please refer to our SEC filings for information on risks and other factors that may cause our actual results to differ materially from these statements. And now having established that, I can actually read. Over to you, Andrew.
Andrew Anagnost
Sure. Yes. So where I’ll
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