Autodesk, Inc. reported a total net revenue of $7.21 billion for the fiscal year ending January 31, 2026, marking an 18% increase from the previous year. The company's subscription revenue, which constitutes a significant portion of its total revenue, rose to $6.74 billion, reflecting a growth of 18% compared to $5.72 billion in fiscal 2025. The net income for the year was $1.12 billion, slightly up from $1.11 billion in the prior year, resulting in diluted earnings per share of $5.23, compared to $5.12 in fiscal 2025. The increase in revenue was primarily driven by a rise in subscription sales, which accounted for 97% of total revenue.
In terms of operational metrics, Autodesk's deferred revenue reached $4.69 billion, a 14% increase year-over-year, while remaining performance obligations (RPO) grew by 20% to $8.30 billion. The company maintained a net revenue retention rate above 100%, indicating strong customer retention and expansion within its existing customer base. Autodesk's customer base continues to expand, with significant contributions from its direct sales channels, which accounted for approximately 63% of total revenue in fiscal 2026, up from 42% in fiscal 2025.
Strategically, Autodesk has focused on enhancing its product offerings and expanding its market presence. The company did not complete any acquisitions during fiscal 2026 but has made significant investments in its cloud-based solutions and artificial intelligence capabilities. Notably, Autodesk's acquisition of Payapps Limited in fiscal 2025 is expected to enhance its Autodesk Construction Cloud platform. The company is also transitioning to a new transaction model that allows for more direct sales to customers, which is anticipated to positively impact revenue growth while being broadly neutral to operating profit.
Geographically, Autodesk's revenue was well-distributed, with the Americas contributing $3.18 billion, EMEA $2.79 billion, and APAC $1.23 billion. The company continues to face challenges from global economic conditions, including inflation and geopolitical tensions, which may impact future performance. However, Autodesk's management remains optimistic about the company's growth trajectory, emphasizing its commitment to innovation and customer engagement. Looking ahead, Autodesk expects to continue leveraging its strong balance sheet and operational efficiencies to navigate market challenges and capitalize on growth opportunities in the design and manufacturing sectors.
About Autodesk, Inc.
Autodesk, Inc. is a global leader in 3D design, engineering, and entertainment software solutions serving architecture, engineering, construction, manufacturing, and media industries. Its core products include AutoCAD, Revit, Fusion 360, and Maya, enabling customers to visualize, simulate, and optimize designs for improved productivity, quality, and sustainability. Autodesk operates a subscription-based model combining desktop and cloud services, selling through direct and indirect channels worldwide.
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