Subtext

Autodesk, Inc. ADSK

SectorInformation Technology
Transcripts72
Date range2006-02-28 – 2025-02-27
Calls charted72

Sentiment timeline

Net Loughran-McDonald sentiment per call (×1000), earliest → latest.

-19-9+0+9+192006 Q42009 Q22012 Q22014 Q32016 Q42019 Q12021 Q22023 Q32006 Q4 · Overall: +12.72007 Q1 · Overall: +6.72007 Q2 · Overall: +7.82007 Q4 · Overall: +4.62008 Q1 · Overall: +5.42008 Q2 · Overall: +10.62008 Q3 · Overall: +4.82008 Q4 · Overall: +5.12009 Q1 · Overall: +8.62009 Q2 · Overall: +7.72009 Q3 · Overall: -7.12009 Q4 · Overall: -8.42010 Q1 · Overall: -2.82010 Q2 · Overall: +1.62010 Q3 · Overall: +2.02010 Q4 · Overall: +5.22011 Q4 · Overall: +9.22012 Q1 · Overall: +8.52012 Q2 · Overall: +3.72012 Q3 · Overall: +4.32012 Q4 · Overall: +8.02013 Q1 · Overall: +4.72013 Q2 · Overall: -7.42013 Q3 · Overall: +4.22013 Q4 · Overall: +8.72014 Q1 · Overall: +0.02014 Q2 · Overall: +7.92014 Q3 · Overall: +5.22014 Q4 · Overall: +7.12015 Q1 · Overall: +10.62015 Q2 · Overall: +4.32015 Q3 · Overall: +4.72015 Q4 · Overall: +7.42016 Q1 · Overall: +1.22016 Q2 · Overall: +3.32016 Q3 · Overall: +5.32016 Q4 · Overall: +5.12017 Q1 · Overall: +4.52017 Q2 · Overall: +3.72017 Q3 · Overall: +1.82017 Q4 · Overall: +6.42018 Q1 · Overall: +1.72018 Q2 · Overall: +4.02018 Q3 · Overall: -1.42018 Q4 · Overall: +2.82019 Q1 · Overall: +5.12019 Q2 · Overall: +7.72019 Q3 · Overall: +11.12019 Q4 · Overall: +7.92020 Q1 · Overall: +10.92020 Q2 · Overall: +4.82020 Q3 · Overall: +9.82020 Q4 · Overall: +7.52021 Q1 · Overall: -0.42021 Q2 · Overall: +8.12021 Q3 · Overall: +10.82021 Q4 · Overall: +10.82022 Q1 · Overall: +16.22022 Q2 · Overall: +12.62022 Q3 · Overall: +7.52022 Q4 · Overall: +12.92023 Q1 · Overall: +12.62023 Q2 · Overall: +9.82023 Q3 · Overall: +6.02023 Q4 · Overall: +5.42024 Q1 · Overall: +10.52024 Q2 · Overall: +11.12024 Q3 · Overall: +5.62024 Q4 · Overall: +4.42025 Q2 · Overall: +14.42025 Q3 · Overall: +11.72025 Q4 · Overall: +10.0
Overall

CEO vs CFO

Average sentiment of each executive's remarks per call. Divergence is a signal.

-29-14+0+14+292006 Q42009 Q22012 Q22014 Q32016 Q42019 Q12021 Q22023 Q32006 Q4 · CEO: +2.62007 Q1 · CEO: +13.92007 Q4 · CEO: +8.62008 Q1 · CEO: +12.62008 Q2 · CEO: +12.42008 Q3 · CEO: +6.32008 Q4 · CEO: +10.52009 Q1 · CEO: +15.22009 Q2 · CEO: +12.32009 Q3 · CEO: -3.62009 Q4 · CEO: -4.62010 Q1 · CEO: -0.22010 Q2 · CEO: +8.12010 Q3 · CEO: +4.62010 Q4 · CEO: +15.42011 Q4 · CEO: +15.22012 Q1 · CEO: +14.72012 Q2 · CEO: +6.22012 Q3 · CEO: +9.92012 Q4 · CEO: +13.02013 Q1 · CEO: +8.52013 Q2 · CEO: -1.82013 Q3 · CEO: +8.62013 Q4 · CEO: +13.62014 Q1 · CEO: +5.12014 Q2 · CEO: +15.92014 Q3 · CEO: +11.32014 Q4 · CEO: +11.92015 Q1 · CEO: +16.82015 Q2 · CEO: +8.82015 Q3 · CEO: +10.02015 Q4 · CEO: +12.42016 Q1 · CEO: +5.32016 Q2 · CEO: +8.62016 Q3 · CEO: +7.32016 Q4 · CEO: +9.52017 Q1 · CEO: +9.52017 Q2 · CEO: +11.62017 Q3 · CEO: +5.22017 Q4 · CEO: +9.82018 Q2 · CEO: +8.12018 Q3 · CEO: +3.22018 Q4 · CEO: +4.72019 Q1 · CEO: +7.82019 Q2 · CEO: +13.22019 Q3 · CEO: +14.72019 Q4 · CEO: +12.02020 Q1 · CEO: +14.12020 Q2 · CEO: +10.62020 Q3 · CEO: +14.62020 Q4 · CEO: +11.82021 Q1 · CEO: +1.92021 Q2 · CEO: +11.02021 Q3 · CEO: +13.22021 Q4 · CEO: +14.72022 Q1 · CEO: +17.82022 Q2 · CEO: +13.22022 Q3 · CEO: +13.62022 Q4 · CEO: +23.92023 Q1 · CEO: +17.82023 Q2 · CEO: +12.02023 Q3 · CEO: +12.12023 Q4 · CEO: +9.82024 Q1 · CEO: +20.32024 Q2 · CEO: +16.62024 Q3 · CEO: +13.52024 Q4 · CEO: +10.22025 Q2 · CEO: +20.02025 Q3 · CEO: +18.72025 Q4 · CEO: +18.52006 Q4 · CFO: +16.82007 Q1 · CFO: -1.92007 Q2 · CFO: +9.52007 Q4 · CFO: +4.32008 Q1 · CFO: +7.02008 Q2 · CFO: +16.92008 Q3 · CFO: +12.32008 Q4 · CFO: +14.02009 Q1 · CFO: +8.62010 Q1 · CFO: +5.12010 Q2 · CFO: +1.52010 Q3 · CFO: +8.52010 Q4 · CFO: -3.32011 Q4 · CFO: +7.82012 Q1 · CFO: +8.12012 Q2 · CFO: +10.62012 Q3 · CFO: +6.02012 Q4 · CFO: +9.52013 Q1 · CFO: +9.92013 Q2 · CFO: +0.82013 Q3 · CFO: +9.02013 Q4 · CFO: +9.22014 Q1 · CFO: -1.22014 Q2 · CFO: +2.42014 Q3 · CFO: +5.02014 Q4 · CFO: +8.12015 Q1 · CFO: +4.52015 Q3 · CFO: +1.32016 Q3 · CFO: +4.82017 Q1 · CFO: +1.02017 Q2 · CFO: -1.22017 Q3 · CFO: +4.02017 Q4 · CFO: +10.32018 Q1 · CFO: -6.52018 Q2 · CFO: +4.42018 Q3 · CFO: -0.92018 Q4 · CFO: +6.82019 Q1 · CFO: +8.82019 Q2 · CFO: +7.92019 Q3 · CFO: +11.22019 Q4 · CFO: +10.92020 Q1 · CFO: +14.52020 Q2 · CFO: +6.32020 Q3 · CFO: +8.32020 Q4 · CFO: +6.52021 Q1 · CFO: -0.32021 Q2 · CFO: +11.92021 Q3 · CFO: +13.82022 Q1 · CFO: +22.62022 Q2 · CFO: +25.12022 Q3 · CFO: +3.62022 Q4 · CFO: +6.12023 Q1 · CFO: +10.62023 Q2 · CFO: +10.72023 Q3 · CFO: +5.62023 Q4 · CFO: +7.62024 Q1 · CFO: +6.52024 Q2 · CFO: +13.62024 Q3 · CFO: +3.52024 Q4 · CFO: +4.12025 Q2 · CFO: +10.72025 Q3 · CFO: +5.72025 Q4 · CFO: +12.9
CEOCFO

Prepared remarks vs Q&A

Scripted tone vs unscripted answers. The gap is information.

-34-17+0+17+342006 Q42009 Q22012 Q22014 Q32016 Q42019 Q12021 Q22023 Q32006 Q4 · Prepared remarks: +21.42007 Q1 · Prepared remarks: +10.22007 Q2 · Prepared remarks: +20.72007 Q4 · Prepared remarks: +6.62008 Q1 · Prepared remarks: +16.42008 Q2 · Prepared remarks: +19.82008 Q3 · Prepared remarks: +13.02008 Q4 · Prepared remarks: +21.62009 Q1 · Prepared remarks: +15.22009 Q2 · Prepared remarks: +12.02009 Q3 · Prepared remarks: -3.82009 Q4 · Prepared remarks: -9.02010 Q1 · Prepared remarks: +0.02010 Q2 · Prepared remarks: +11.52010 Q3 · Prepared remarks: +19.82010 Q4 · Prepared remarks: +30.02011 Q4 · Prepared remarks: +20.62012 Q1 · Prepared remarks: +13.12012 Q2 · Prepared remarks: +21.92012 Q3 · Prepared remarks: +21.32012 Q4 · Prepared remarks: +25.62013 Q1 · Prepared remarks: +17.12013 Q2 · Prepared remarks: -0.72013 Q3 · Prepared remarks: +10.82013 Q4 · Prepared remarks: +27.62014 Q1 · Prepared remarks: +11.52014 Q2 · Prepared remarks: +21.82014 Q3 · Prepared remarks: +19.92014 Q4 · Prepared remarks: +18.42015 Q1 · Prepared remarks: +24.02015 Q2 · Prepared remarks: +15.72015 Q3 · Prepared remarks: +21.52015 Q4 · Prepared remarks: +18.52016 Q1 · Prepared remarks: +13.92016 Q2 · Prepared remarks: +18.52016 Q3 · Prepared remarks: +9.02016 Q4 · Prepared remarks: +14.02017 Q1 · Prepared remarks: +10.62017 Q2 · Prepared remarks: +14.42017 Q3 · Prepared remarks: +10.52017 Q4 · Prepared remarks: +14.42018 Q1 · Prepared remarks: +26.12018 Q2 · Prepared remarks: +16.72018 Q3 · Prepared remarks: +6.02018 Q4 · Prepared remarks: +11.92019 Q1 · Prepared remarks: +12.92019 Q2 · Prepared remarks: +19.72019 Q3 · Prepared remarks: +21.92019 Q4 · Prepared remarks: +18.72020 Q1 · Prepared remarks: +20.22020 Q2 · Prepared remarks: +14.52020 Q3 · Prepared remarks: +17.62020 Q4 · Prepared remarks: +19.52021 Q1 · Prepared remarks: +7.12021 Q2 · Prepared remarks: +19.22021 Q3 · Prepared remarks: +25.22021 Q4 · Prepared remarks: +22.52022 Q1 · Prepared remarks: +24.92022 Q2 · Prepared remarks: +24.42022 Q3 · Prepared remarks: +19.82022 Q4 · Prepared remarks: +27.22023 Q1 · Prepared remarks: +23.72023 Q2 · Prepared remarks: +25.32023 Q3 · Prepared remarks: +17.92023 Q4 · Prepared remarks: +17.32024 Q1 · Prepared remarks: +19.12024 Q2 · Prepared remarks: +18.52024 Q3 · Prepared remarks: +14.22024 Q4 · Prepared remarks: +15.22025 Q2 · Prepared remarks: +18.52025 Q3 · Prepared remarks: +20.42025 Q4 · Prepared remarks: +23.52006 Q4 · Q&A responses: +8.02007 Q1 · Q&A responses: +7.42007 Q2 · Q&A responses: +5.62007 Q4 · Q&A responses: +7.22008 Q1 · Q&A responses: +3.62008 Q2 · Q&A responses: +9.12008 Q3 · Q&A responses: +4.02008 Q4 · Q&A responses: +3.82009 Q1 · Q&A responses: +9.72009 Q2 · Q&A responses: +7.92009 Q3 · Q&A responses: -3.12009 Q4 · Q&A responses: -5.72010 Q1 · Q&A responses: +0.42010 Q2 · Q&A responses: +4.62010 Q3 · Q&A responses: +2.32010 Q4 · Q&A responses: +8.22011 Q4 · Q&A responses: +10.72012 Q1 · Q&A responses: +11.72012 Q2 · Q&A responses: +2.42012 Q3 · Q&A responses: +4.42012 Q4 · Q&A responses: +7.22013 Q1 · Q&A responses: +4.72013 Q2 · Q&A responses: -4.42013 Q3 · Q&A responses: +6.12013 Q4 · Q&A responses: +7.72014 Q1 · Q&A responses: -0.12014 Q2 · Q&A responses: +8.82014 Q3 · Q&A responses: +5.52014 Q4 · Q&A responses: +7.62015 Q1 · Q&A responses: +9.62015 Q2 · Q&A responses: +5.32015 Q3 · Q&A responses: +4.62015 Q4 · Q&A responses: +8.62016 Q1 · Q&A responses: +0.82016 Q2 · Q&A responses: +2.32016 Q3 · Q&A responses: +5.42016 Q4 · Q&A responses: +4.72017 Q1 · Q&A responses: +5.82017 Q2 · Q&A responses: +3.32017 Q3 · Q&A responses: +1.32017 Q4 · Q&A responses: +6.32018 Q1 · Q&A responses: +2.62018 Q2 · Q&A responses: -0.62018 Q3 · Q&A responses: -1.02018 Q4 · Q&A responses: +0.72019 Q1 · Q&A responses: +5.02019 Q2 · Q&A responses: +3.32019 Q3 · Q&A responses: +7.62019 Q4 · Q&A responses: +6.12020 Q1 · Q&A responses: +10.12020 Q2 · Q&A responses: +5.02020 Q3 · Q&A responses: +7.62020 Q4 · Q&A responses: +3.72021 Q1 · Q&A responses: -2.82021 Q2 · Q&A responses: +5.02021 Q3 · Q&A responses: +6.42021 Q4 · Q&A responses: +8.32022 Q1 · Q&A responses: +12.02022 Q2 · Q&A responses: +9.32022 Q3 · Q&A responses: +4.22022 Q4 · Q&A responses: +7.22023 Q1 · Q&A responses: +9.62023 Q2 · Q&A responses: +3.92023 Q3 · Q&A responses: +3.52023 Q4 · Q&A responses: -0.32024 Q1 · Q&A responses: +9.42024 Q2 · Q&A responses: +12.02024 Q3 · Q&A responses: +4.22024 Q4 · Q&A responses: +0.52025 Q2 · Q&A responses: +11.92025 Q3 · Q&A responses: +8.02025 Q4 · Q&A responses: +8.8
Prepared remarksQ&A responses

Tone vs forward expectations

Management tone next to Wall Street's forward-looking numbers (glopardo): the 12-month forward EPS estimate and the forward P/E per call.

Forward EPS estimate

$-1.38$4.28$9.932006 Q42009 Q22012 Q22014 Q32016 Q42019 Q12021 Q22023 Q32014 Q1: $1.212014 Q2: $1.322014 Q3: $1.372014 Q4: $1.332015 Q1: $1.222015 Q2: $1.062015 Q3: $0.342015 Q4: $-0.602016 Q1: $-0.582016 Q2: $-0.442016 Q3: $-0.182016 Q4: $-0.192017 Q1: $-0.302017 Q2: $0.162017 Q3: $0.632017 Q4: $1.082018 Q1: $1.272018 Q2: $1.842018 Q3: $2.442018 Q4: $3.012019 Q1: $3.192019 Q2: $3.632019 Q3: $3.922019 Q4: $4.292020 Q1: $4.592020 Q2: $4.452020 Q3: $4.872020 Q4: $5.072021 Q1: $5.292021 Q2: $5.752021 Q3: $6.292021 Q4: $6.682022 Q1: $7.002022 Q2: $7.122022 Q3: $7.412022 Q4: $7.272023 Q1: $7.422023 Q2: $7.732023 Q3: $8.142023 Q4: $8.122024 Q1: $8.242024 Q2: $8.502024 Q3: $8.882024 Q4: $9.15

Forward P/E

-1130.127243.2715616.652006 Q42009 Q22012 Q22014 Q32016 Q42019 Q12021 Q22023 Q32014 Q1: 42.192014 Q2: 43.232014 Q3: 40.072014 Q4: 42.702015 Q1: 50.382015 Q2: 50.712015 Q3: 136.602015 Q4: 136.602017 Q1: 14461.702017 Q2: 650.202017 Q3: 185.392017 Q4: 98.552018 Q1: 106.822018 Q2: 74.382018 Q3: 60.822018 Q4: 42.512019 Q1: 48.082019 Q2: 45.632019 Q3: 38.552019 Q4: 42.802020 Q1: 30.892020 Q2: 53.312020 Q3: 47.352020 Q4: 57.652021 Q1: 51.612021 Q2: 47.642021 Q3: 45.542021 Q4: 40.682022 Q1: 29.202022 Q2: 24.832022 Q3: 28.142022 Q4: 27.522023 Q1: 26.402023 Q2: 27.612023 Q3: 26.082023 Q4: 28.922024 Q1: 31.382024 Q2: 28.722024 Q3: 29.752024 Q4: 32.02

Divergence watch ⚑

Quarters where tone and the forward EPS estimate moved opposite ways.

  • 2014 Q3 tone ↓ -2.7 fwd EPS ↑ +0.05 Tone cooled even as the forward EPS estimate rose.
  • 2015 Q1 tone ↑ +3.6 fwd EPS ↓ -0.11 Tone rose while the forward EPS estimate was cut.
  • 2015 Q4 tone ↑ +2.7 fwd EPS ↓ -0.94 Tone rose while the forward EPS estimate was cut.
  • 2016 Q1 tone ↓ -6.2 fwd EPS ↑ +0.02 Tone cooled even as the forward EPS estimate rose.
  • 2018 Q1 tone ↓ -4.7 fwd EPS ↑ +0.20 Tone cooled even as the forward EPS estimate rose.
  • 2018 Q3 tone ↓ -5.4 fwd EPS ↑ +0.60 Tone cooled even as the forward EPS estimate rose.
  • 2019 Q4 tone ↓ -3.2 fwd EPS ↑ +0.37 Tone cooled even as the forward EPS estimate rose.
  • 2020 Q4 tone ↓ -2.3 fwd EPS ↑ +0.19 Tone cooled even as the forward EPS estimate rose.
  • 2021 Q1 tone ↓ -7.9 fwd EPS ↑ +0.22 Tone cooled even as the forward EPS estimate rose.
  • 2022 Q2 tone ↓ -3.6 fwd EPS ↑ +0.11 Tone cooled even as the forward EPS estimate rose.
  • 2022 Q3 tone ↓ -5.0 fwd EPS ↑ +0.29 Tone cooled even as the forward EPS estimate rose.
  • 2022 Q4 tone ↑ +5.4 fwd EPS ↓ -0.14 Tone rose while the forward EPS estimate was cut.
  • 2023 Q2 tone ↓ -2.8 fwd EPS ↑ +0.32 Tone cooled even as the forward EPS estimate rose.
  • 2023 Q3 tone ↓ -3.8 fwd EPS ↑ +0.41 Tone cooled even as the forward EPS estimate rose.
  • 2024 Q3 tone ↓ -5.5 fwd EPS ↑ +0.38 Tone cooled even as the forward EPS estimate rose.

Recent transcripts

CallDateSentiment ×1000Fwd EPSFwd P/E
2025 Q42025-02-27+10.0——View →
2025 Q32024-11-26+11.7——View →
2025 Q22024-08-29+14.4——View →
2024 Q42024-02-29+4.4$9.1532.0View →
2024 Q32023-11-21+5.6$8.8829.8View →
2024 Q22023-08-23+11.1$8.5028.7View →
2024 Q12023-05-25+10.5$8.2431.4View →
2023 Q42023-02-23+5.4$8.1228.9View →