Autodesk, Inc. 8-K

What Happened
Autodesk, Inc. announced fourth-quarter and fiscal year financial results for the period ended January 31, 2026 in a press release dated February 26, 2026 (furnished as Exhibit 99.1 to the 8-K). The press release includes GAAP results as well as non‑GAAP measures and key performance metrics; the non‑GAAP reconciliation is included in Exhibit 99.1. The company also posted supplemental investor materials on its investors.autodesk.com site and notes that site disclosures can be used to satisfy Regulation FD.

Key Details

• Press release date: February 26, 2026; fiscal period covered: quarter and year ended January 31, 2026. Exhibit 99.1 is furnished (not deemed “filed”) with the 8‑K.
• Autodesk highlights key performance metrics used to monitor recurring business: billings, recurring revenue, net revenue retention rate (NR3), and subscriptions.
• Non‑GAAP measures disclosed include non‑GAAP operating margin, non‑GAAP income from operations, non‑GAAP free cash flow, and non‑GAAP diluted net income per share; the company explains exclusions and provides reconciliations in the press release.
• Common exclusions from non‑GAAP results: stock‑based compensation; amortization of developed technologies and purchased intangibles; restructuring and facility reduction costs; lease‑related impairments; acquisition‑related costs; gains/losses on strategic investments/dispositions; and certain income tax adjustments.

Why It Matters
For investors, the filing signals Autodesk’s updated financial results and management’s presentation of both GAAP and adjusted (non‑GAAP) metrics used to evaluate recurring revenue and operating performance. The emphasis on billings, NR3, subscriptions, and reconciled non‑GAAP measures helps investors compare period‑to‑period performance and peer results, but the company cautions these measures exclude items that may materially affect GAAP results. Investors should review Exhibit 99.1 for the full numbers, reconciliations, and the forward‑looking statement disclaimers, and monitor Autodesk’s investor website for any additional disclosures.