3D design software developerAutodesk（纳斯达克股票代码：ADSK）在其第1季度的2022年财务业绩中报告了年收入增长12％。
Autodesk’s Q1 2022 turnover of $989 million, represents a $103 million increase on the $886 million it generated in Q1 2021, and a slight improvement on the $955-970 million projected for the quarter. The firm’s rapid growth can mainly be attributed to a jump in its Subscription Plan revenue, which rose 18% between Q1 2021 and Q1 2022 thanks to an increase in its renewal rates, and it now has over 5 million subscribers.
在Autodesk的收入电话会议上，其首席执行官Andrew Anagnost解释了该公司如何从“减弱不确定性”和“对最终市场的信心日益信心”中受益。Anagnost说：“新业务的加速，可靠的执行和有弹性的订阅业务模式为新的会计年度提供了良好的开端。”
“As the world rebuilds after the pandemic, Autodesk’s purpose – a better world designed and made for all – has never been more important, and underpins our confidence this year and well into the future,” he added.
Autodesk’s Q1 2022 financials
Autodesk reports its financials in an orthodox fashion across calendar years, and the firm breaks down its revenue under its Subscription and Maintenance Plan divisions, as well as into ‘Design’ and ‘Make.’ The company’s Design arm, comprising revenue gained from its maintenance, product subscriptions and EBAs, including its AutoCAD sales, generated $885 million during Q1 2022, 11% more than in Q1 2021.
Over the same period, Autodesk’s Make segment revenue rose even more, increasing by 21%, something Anagnost attributed to the firm’s shift to a cloud-based model and growing crossover between its divisions. “The digitization of AEC, convergence of design and make, and our expansion into adjacent verticals through organic investment and acquisitions, are growing our total addressable market,” said Anagnost.
“我们的业务模型的发展，我们平台对新的和旧客户的连通性不断增长产生的价值，以及将我们的系统加固到不合规的用户，使我们能够吸引和保留更多的潜在机会，并增长我们的潜在机会生态系统以及我们从中产生的用法和价值。”他补充说。
Another key driver behind Autodesk’s revenue increase lies in its billings, which jumped 10% between Q1 2021 and Q1 2022 to $974 million, reflecting its crackdown on unlicensed users. Anagnost said on the firm’s earnings call that during Q1 2022, it managed to convert a non-compliant Indonesian adopter into one of its largest clients yet, in a move that’s since seen its software licensed to over 500 branches.
Finally, in terms of geographical area, Autodesk’s EMEA-based business remained its highest-earning in Q1 2022, generating $383 million, but its APAC division became its fastest growing, rising 20% between Q1 2021 and Q1 2022 to $215 million. In the U.S, meanwhile, the firm’s revenue grew, but at a comparatively slower pace, increasing 8% from the $301 million reported in Q1 2021 to $324 million in Q1 2022.
| Autodesk收入（$） | Q1 2021 | Q1 2022 | 差异(%) |
| Subscription Plan | 803m | 948m | +18 |
| 维护计划 | 62m | 19m | -69 |
| 设计 | 798m | 885m | +11 |
| Make | 67m | 82m | +21 |
| Total Revenue | 886m | 989m | +12 |
Autodesk’s Fusion 360 focus
During Q1 2022, Autodesk invested significantly in organic growth, upgrading its Inventor package to unlock accelerated product R&D for adopters of its AutoCAD and Revit programs. Within its Vault software, the firm also rolled-out an app that enables real-time monitoring, while Fusion 360 users have benefited from the addition of integrated extensions that provide advanced design functionalities.
Thanks to these new features, Autodesk has been able to continue building on its Fusion 360 user base, reaching a total of 152,000 commercial subscriptions by the end of Q1 2022. What’s more, Anagnost said during the firm’s earnings call that the software has now arrived at a “tipping point,” and he remains “excited” about its future, before highlighting the breadth of its latest applications.
In one such case, a UK-based producer of architectural facades adopted Fusion 360, and found that the program’s multi-sheet layouts enabled it to significantly cut its waste. Elsewhere, in a very different application at丹维尔社区学院, students deployed the software to win aU.S. Department of Defensedesign contest, proving the platform’s versatility when it comes to expediting production workflows.
2021年4月，Autodesk还宣布收购产品生命周期管理（PLM）软件开发人员Upchain为了补充其有机增长的前景并向前发展，它打算将基于云的产品与Fusion 360结合起来，以在工程师和制造商之间启用简化的数据共享。
“数据和流程的融合正在改变行业，”移动时Anagnost说。“通过将Upchain与我们的现有产品集成，Autodesk客户将能够轻松地移动数据而无需障碍，并有权解锁和利用有价值的见解，这些见解可以转化为新的想法和业务成功。”
Raising the bar for FY 2022
在本财政年度的剩余时间里，Autodesk预计，除了改善更广泛的经济体外，其客户的保留率仍然保持100-110％的水平。结果，该公司将2022财年的收入指南提高到430.5亿至43.85亿美元之间，如果实现的话，将构成14％-16％的同比增长。
The company’s returning CFO Debbie Clifford, wrapped up its earnings call by adding that its Q1 revenue result represents the firm’s “trough,” and that it will start to reap the benefits of its acquisitions as well as positive seasonal trends during H2 2022, enabling it to continue its momentum and build towards sustained growth through FY 2023.
克利福德总结说：“我们在2022财年的加速势头将使我们进入2023财年，因此，我对我们2023财年的2023财年收入增长潜力充满信心。”“当我开始远远超过2023财年，我们所服务的行业的数字化转型，我们对云的持续投资和灵活的商业模式，为我们提供了一个强大的平台，以实现双位数的增长。”
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Featured image shows a 3D printed model being optimized using Autodesk’s Fusion 360 software. Image via Autodesk.
