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Autodesk, Inc. (ADSK) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript

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Q4: 2026-02-26 Earnings Summary

EPS of $2.85 beats by $0.21

 | Revenue of $1.96B (19.40% Y/Y) beats by $45.08M

Autodesk, Inc. (ADSK) Morgan Stanley Technology, Media & Telecom Conference 2026 March 4, 2026 2:30 PM EST

Company Participants

Janesh Moorjani – Executive VP & Chief Financial Officer

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Conference Call Participants

Keith Weiss – Morgan Stanley, Research Division

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Presentation

Keith Weiss
Morgan Stanley, Research Division

All right. Let’s get started.

Thank you, everyone, for joining us. My name is Keith Weiss. I am filling in for Elizabeth Porter, who just had a beautiful baby girl. But actually really excited to be talking with Autodesk, speaking with Janesh Moorjani, CFO of Autodesk. Before Elizabeth took over, I covered Autodesk for a long time, and it’s always been one of my favorite companies.

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Janesh Moorjani
Executive VP & Chief Financial Officer

Mine too.

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Question-and-Answer Session

Keith Weiss
Morgan Stanley, Research Division

Excellent. A long, long time ago, I came out of college as an idealistic young man, wanted to be an architect. So I’ve always been pining to be back in this field. And now you’re settling into your role as CFO. You’ve had some time to take a look at the sort of scope of the business. I’m sure you’re excited about it when you kind of came in the door. Now with some time under the belt, maybe you could talk to us about what excites you most about that longer-term potential at Autodesk?

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Janesh Moorjani
Executive VP & Chief Financial Officer

I’m happy to, Keith, and thank you for hosting, by the way, while Elizabeth is out, so we appreciate that. Before we talk about the long-term excitement, what excites me the most in the short term is reading a safe harbor statement. So let me do that first. 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

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