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Despite pandemic, geopolitical, policy, and macroeconomic headwinds, Autodesk gave a strong financial performance in the quarter and delivered an all-around beat. By product, AutoCAD LT, AutoCAD, and AEC revenue grew. The product subscription renewal rate and its net revenue retention rate remain strong. The company continues to make excellent progress in its strategic initiatives, which drives accelerating the adoption of the Autodesk Construction Cloud. It added around 1000 new logos, generate
Companies: AUTODESK (ADSK:NYSE)Autodesk, Inc. (ADSK:NAS)
Baptista Research
In a challenging macroeconomic environment, Autodesk delivered a decent quarterly result and has performed in line with expectations in terms of revenues as well as earnings. Its strong competitive performance, new business growth, and resilient subscription renewal rates were partly offset, given the geopolitical, macroeconomic policy-related headwinds. Outside of China and Russia, new business growth decelerated slightly in the quarter. The renewal business of the company continues to be a hig
Autodesk reported a solid quarter in terms of revenue, free cash flow, and non-GAAP operating margin. The end market's demand remained strong for the company and it delivered another all-around beat. Autodesk’s renewal rates continue to be good and its strong competitive position helps the management offset the indirect and direct impact of Covid-19, policy, macroeconomic, and geopolitical related factors. The company sustained strong momentum in its manufacturing portfolio this quarter as it co
Autodesk had a strong first quarter, with broad-based strength across products and regions. The company managed to surpass Wall Street expectations on all fronts and its structural growth drivers continue to support and propel the business even as macroeconomic, geopolitical, and policy uncertainties increase. The company’s growth drivers strengthen their position as a key player in customers' digital transformations. While its capital allocation strategy remains unchanged, the management contin
Companies: Autodesk, Inc. (ADSK:NAS)Autodesk, Inc. (0HJF:LON)
Autodesk’s deteriorating revenue momentum and the lowered management expectations with respect to future cash flows have been a cause of concern for stakeholders. The company was unable to meet management guidance in 2021 despite a fairly decent year though it did manage a strong cash generation. The company's free cash flow margin of 49% was phenomenal. Autodesk’s renewal rates were strong, subscription growth was strong, and digital sales were rapidly expanding, among other factors. Its divers
Autodesk’s share price has taken a hit like most other software players but the management made the most out of it through the recent share repurchase at a higher rate than in previous quarters, allowing them to offset the past dilution and getting ahead of a significant portion of their estimated dilution in the coming fiscal on account of future acquisitions. The company had a strong cash generation during the year and its free cash flow margin of 49% was phenomenal. Autodesk’s renewal rates w
Autodesk delivered a good third-quarter results with new subscriptions, record subscription renewal rates, a net revenue retention rate toward the high end of the company's range, and solid competitive performance. Their RPO and billings grew by 18% and 16%, respectively, despite a tougher year than 2020. In the automotive sector, the company continues to expand beyond the design studio into manufacturing and connected factories as automotive OEMs seek to break down work silos and shorten handof
Autodesk delivered yet another outstanding second-quarter results with a subscription revenue growth of 21%. Its AutoCAD and AutoCAD LT revenues increased by an impressive 12% whereas its AEC revenue increased by 21%, and manufacturing revenue increased by 12%. However, there was a selloff in the stock after its earnings given the management’s decision to tweak its billing strategy for its large enterprise clients. Earlier, companies would pay Autodesk upfront for three-year subscriptions and ge
Autodesk had a reasonably good quarterly result with a 11.7% top-line growth and earnings surpassing Wall Street expectations. The computer-aided design (CAD) software giant has recently been in the news for its failed attempt to acquire Australia-based software maker, Altium. There is little doubt over the fact that Autodesk trades at a heavy premium but we believe that it continues to have a strong upside. With the heavy infrastructure push being given by the Biden administration, the demand f
Companies: ADSK AUD ADSK 1ADSK 0HJF
Research Tree provides access to ongoing research coverage, media content and regulatory news on Autodesk, Inc.. We currently have 1 research reports from 3 professional analysts.
Companies: Beeks Financial Cloud Group Plc
Canaccord Genuity
Companies: PEB PEN ELCO EMR HSP CNSL STX HERC
Cavendish
musicMagpie’s (MMAG’s) H124 results reflected several strategic decisions taken by the management team to improve profitability and cash generation. The decision to make the US a sourcing-only geography to benefit margins had a notable impact on revenues, with US revenues declining by more than half. Despite the double-digit decline in group revenue, the adjusted EBITDA margin remained relatively stable at 4.4% (H123: 4.5%), reflecting the focus on profitability. The outlook remains challenging,
Companies: musicMagpie plc
Edison
Following significant double-digit growth, Beeks announces that FY24 results (to 30 June) are in line with expectations. Revenue soared 27% Y/Y. We note a beat to FCF, a beat to net cash (6.58m vs 4.41m in FY23) and a beat to profitability all illustrative of improving unit economics. CEO Gordon McArthur comments that the record results are a testament to Beeks growing reputation. That Beeks did not suffer outage, or break SLAs, on 19 July will copper bottom that reputation. After that global IT
Progressive Equity Research
Fonix’s FY24 trading update shows gross profit growth of +18% to £17.9m or +6% ahead of our previous forecast, adjusted EBITDA growth of +18% to £13.7m or +5% ahead, and a confident outlook leads us to conservatively upgrade our FY25E gross profit, adjusted EBITDA, and EFCF by +3%. Robust progress with new and existing customers has driven FY24 growth in both mobile payments and mobile messaging of at least +16%, and UK gross profit growth of at least +15% has been boosted by the successful expa
Companies: Fonix Mobile PLC
Companies: GAW IMB KIE MSLH JET2 IPF CRW SMWH RST DATA KWS ALFA RMV PETS GAMA ICG SBRE SRE
Panmure Liberum
The Hardman & Co Healthcare Index (HHI) has been running since 2009. Its main function is to highlight the attractions of life sciences investments over the long term. For the second year running, apart from global economic influences affecting world markets, performance in 2023 was dented by the capital-intensive nature of the sector. The HHI fell 3.7%, to 483.8, underperforming the main London markets – FTSE 100 (+3.8%) and FTSE All-Share (3.8%) but outperforming the FTSE AIM All-Share Index (
Companies: TXG ETXPF NDVA/H TSVT BCOW Z29 TXG NCYT GNS SUN AMS OMG APH EKF EAH IMM AGL DEMG AGY TSTL IPO GDR TRX HVO CTEC OXB DEST VLG IXI VAL INDV AGR AVCT BAI 123F IMCR BCOW
Hardman & Co
Joiners: No joiners today. Leavers: Medica Group plc has left the Premium Segment of the Main Market. What’s cooking in the IPO kitchen?** Blackpoint Biotech plc, a medical cannabinoids company established to fulfil gaps in the medical cannabis market by creating products that provide fast onset of action and accurate dosing, intends to join intends to join the Access Segment of the AQSE Growth Market. Expected Admission 20 July 2023. Metals One Plc, a company focusing on acquiring natural resou
Companies: TNTAF CRL ITM VAST CMX RENX MAFL HE1
Hybridan
24th June 2024 * A corporate client of Hybridan LLP ** Arranged by type of listing and date of announcement *** Alphabetically arranged **** Potential means Intention to Float (ITF) has been announced, or it is a rumour Dish of the day Admissions: Delistings: TUI AG (TUI.L) has left the Premium Segment of the Main Market. Bens Creek Group (BEN) has left AIM. What’s baking in the oven? ** Potential**** Initial Public Offerings: ITF announced: 19 June 2024: IntelliAM, an artificial intelligence co
Companies: TBLD SKL AUK EDEN WBI KDR SUP
National World has reported a Trading Update for the 21wks to 25th May in which revenues advanced +18% driven by acquisitions; we maintain our FY24 estimates.
Companies: National World PLC
Dowgate Capital
Companies: BILN IGP RBN SBTX
Ingenta has released FY23A annual results in-line with our expectations and the year-end trading update. The Group made significant progress during the year, with the Content division having a near-record year as customers bought upgraded products, and wins being seen in the key growth market of North America. The Commercial division also saw strategic successes through geographical expansion and building its presence in adjacent royalty segments such as music. Revenue grew 3% whilst Adj EPS gre
Companies: Ingenta plc
Intercede has delivered revenue to March FY24 of £20m (+65% vs FY23) as expected, with profit and cash generation comfortably in line with the April trading update. Adj EBIT of £5.9m (vs £5.5mE; +479% vs FY23), and free cash flow of £9.0m (vs £8.9mE; +277% vs FY23), again outperformed forecasts that have been upgraded eight times already since 2022: original expectations accommodated £12m revenue, £0.6m adj EBIT and FCF of £0.4m. With the CMD having demonstrated the expanded product trio of MyID
Companies: Intercede Group plc