3D design software developerAutodesk（纳斯达克股票代码：ADSK）在其第三季度的财务业绩中报告了18％的收入增长。
Autodesk的收入结果在整个财政年度都非正统地发布，该公司在第三季度的2022年期间带来了11.3亿美元的收入，比报告的9.52亿美元高出18％Q3 2021。尽管如此，Autodesk进入第4季度2022年就会预测“宏观经济不确定性”，并将其账单和自由现金流量指导的中点和1亿美元降低了，2022财年全年。
According to CEO Andrew Anagnost, Autodesk’s Q3 2022 results were “strong” and were driven by one of the firm’s best-ever quarters for new subscriptions, as well as the launch of its Flex consumption model and developments to its Forge platform. However, he said that the firm’s rate of improvement decelerated in comparison toQ1andQ2 2022，并且没有公司的期望。
“尽管需求强劲，但我们认为供应链中断和通货膨胀压力，全球劳动力短缺使我们的客户更难进行新项目，而Covid的潮起潮落和流动有助于减速，以及有记录的国家 -在中国对AEC的具体破坏。”他说。“我们与客户和渠道合作伙伴的对话加强了我们的看法。”
Autodesk的第三季度2022财务
Autodeskreports its financials across calendar years, and breaks down its revenue under its Subscription and Maintenance Plan divisions, as well as into ‘Design’ and ‘Make.’ The company’s Design arm, which comprises revenue from its maintenance, product subscriptions, EBAs and AutoCAD sales, generated $994 million, up 17 percent on Q3 2021.
Over the same period, Autodesk’s Make segment revenue increased by 23 percent to $94 million, while its billings jumped 16 percent between Q3 2021 and Q3 2022 to $1.2 billion, which according to Autodesk CFO Debbie Clifford reflected “robust underlying demand” for the firm’s offerings.
“Our product subscription renewal rates reached record highs, and our net revenue retention rate was toward the high end of our 100 percent to 110 percent range,” she said. “Billings increased 16 percent to $1.2 billion, reflecting robust underlying demand and a tough comparison versus last year when we signed two of our largest ever EBAs, including a nine-digit deal.”
她继续解释说，该公司第二季度业绩中宣布的多年合同向年度账单的转变将推动更可预测的自由现金流，并且随着公司转移到2024财年，该公司的价格更高。
Geographically, Autodesk’s Americas-based business, its biggest revenue driver, grew 18 percent to $461.9 million during Q3 2022. Meanwhile, its EMEA business increased 19 percent to $433.2 million, and its APAC rose 18 percent to $230.7 million.
| Autodesk收入（$） | Q3 2022 | Q3 2021 | Difference (%) |
| Subscription plan | 107亿 | 884m | 21 |
| 维护计划 | 18m | 3980万 | -56 |
| 设计 | 994m | 848m | 17 |
| 制作 | 94m | 77m | 23 |
| 总收入 | 1.13bn | 952m | 18 |
Autodesk的战略增长计划
根据Anagnost的说法，Autodesk正在继续开发高价值的基于云的高价值软件产品，以连接客户的数据和工作流程以发展其业务模型。在第三季度，法国建筑公司Bouygues的建设和Colas在过去三年中转移到BIM和数字工作流程后，大大提高了其Autodesk产品的投资组合，例如Revit，Autocad和Civil 3D。他们之间约有100,000名建筑员工，公司的新承诺大大增加了Autodesk的月平均用户。
随着最近推出的Autodesk Build（一种基于帐户的定价业务模型）以及通过其渠道合作伙伴分销，Autodesk将进一步扩展到建筑中部市场。该公司计划每隔几个月推出新的Autodesk建立功能和能力，并“对未来的机会感到乐观”。
Turning to Autodesk’s manufacturing portfolio now, which Anagnost stated: “sustained strong momentum”. The company is continuing to grow its footprint in the automotive sector in order to move beyond the design studio into manufacturing and connected factories. During Q3, automotive manufacturer Ford renewed and expanded its EBA with Autodesk, adding Autodesk Construction Cloud and Autodesk Build to its manufacturing facilities in order to enable field access to plant drawings during maintenance and operations and equipment changeovers.
Autodesk’s Fusion 360 commercial subscribers grew strongly throughout the quarter to 175,000. “While still early days, our new extensions, including Machining, Generative Design, and Nesting & Fabrication are performing well and there is a major interest in our upcoming simulation and design extensions,” explained Anagnost. “Fewer promotions and growing demand for Fusion 360’s extensions are enabling us to capture more of the potential market opportunity and accelerate our growth.”
Outside of commercial use, Autodesk is seeing a large and rapidly growing ecosystem of Fusion 360 users at home, in education, and in the workplace, which Anagnost says will “fuel commercial usage in the future”. The company ended Q3 2022 with one million monthly active users, up 50 percent year-over-year.
Autodesk的Fusion 360由慕尼黑技术大学（TUM）团队（TUM）的埃隆·马斯克（Elon Musk）无聊的隧道比赛杠杆作用，在那里他们击败了400多名申请人，而12名决赛入围者则获得了冠军。
“Fusion 360’s cloud-based solution enabled our 60-member team to collaborate remotely during the pandemic and design and build an award-winning 40-foot long, 22-ton tunneling machine,” said Haokun Zheng, Project Operations Lead of the TUM team. “Throughout the year, we were repeatedly told by industry experts that the timeline we were aiming for was borderline impossible. But Fusion 360’s ease of use and integrated CAD, CAM, and FEM enabled rapid simulation and improved the speed and efficiency of the design workflow.”
Finally, Q3 2022 has seen Autodesk take steps to optimize its capital structure by issuing its first sustainability bond. In addition to extending its debt maturity profile by almost two years and reducing its weighted average cost of debt by 40 basis points, the move aligns with the company’s sustainability goals.
Anagnost说：“在格拉斯哥举行的气候变化和联合国气候变化会议的最新报告都强调了减少地球大气层碳的紧迫性，以及包括公司在内的每个人都需要扮演的角色。”“需要设计，制造可持续性，并且在许多情况下，在建筑和制造业中进行了改造。如果没有像我们这样的端到端软件来推动流程，就无法有效或有效地实现这一目标。
“这种组织原则不仅会影响我们如何通过投资来开发可持续工具和我们最近收购Innovyze的投资，而且会影响我们如何获取资本。”
Autodesk’s FY 2022 outlook
随着Autodesk进入第四季度，它计划减少由于大流行而转向混合劳动力模型，因此减少其房地产足迹。该公司将寻求将其设施的平方英尺减少到全球约20％，并优化其设施成本，以使公司能够更好地部署其资本来追求增长。
During Q3 2022, the growth in Autodesk’s product subscription volume decelerated from 30 percent to the mid-20s, which is more than normal seasonality. This dynamic drove strong billings growth for the company during Q3, but still fell short of its expectations.
“Macroeconomic headwinds such as supply chain disruption and resulting inflationary pressures, a global labor shortage, the ebb and flow of Covid, and AEC in Chaina are impacting the pace of our recovery,” said Clifford. “In light of this macroeconomic uncertainty, as we enter Q4, we’re taking a pragmatic approach and are assuming that the supply chain, labor, Covid and country-specific challenges will persist.”
As such, the company is reducing the mid-point of its billings guidance by $150 million, and its free cash flow guidance by $100 million for FY 2022. Autodesk is still targeting $2.4 billion of free cash flow in FY 2023, however could see a risk to that target of between $100-$200 million if growth deceleration continues through next year.
该公司对其2023财年以外的增长潜力保持乐观，并将继续以38-40％的范围目标针对两位数的收入增长和非GAAP营业利润率。
Anagost说：“我再次提醒我，Autodesk的目的从未如此重要或紧急。”“通过设计和制造技术赋予创新者的能力，以便他们可以实现新的可能性，还可以使他们有效，可持续地构建和制造。我们可以一起满足碳，水和废物所带来的挑战，同时还可以提高公平并获得未来的需求技能。
“Autodesk’s central role in meeting these challenges underpins my confidence this year and my confidence in the future.”
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Featured image showsAutodesk的加利福尼亚总部。通过Wikimedia Commons的照片。
