Gestern veröffentlichte das börsennotierte Unternehmen Autodesk seine Zahlen für das erste Quartal im fiscal Year 2015.
In diesem Q1 konnten Sie einen Zuwachs von über 89.000 Subscriptions-Usern (zB in der 123D Produktfamilie) und einen Anstieg von 10% bei Fakturen beobachten. Dabei wurde ein Umsatz von 593 Millionen US$ erzielt, bei dem die Marge von 14% auf 7% (nach GAAP) gefallen ist.
Carl Bass, Autodesk President und CEO:
Our year is off to an encouraging start. We had solid first quarter results and made meaningful progress on our business model transition with the addition of over 89,000 subscriptions. Continued strength in our suites and Architecture, Engineering and Construction (AEC) business segment, strong demand in Asia Pacific (APAC), and solid performance in our Manufacturing business drove financial results above our expectations.
While we experienced strong growth in our cloud and desktop subscriptions (rental), strong growth in maintenance subscriptions was the primary driver behind the increase in total subscriptions, as expected. Late in the first quarter we launched AutoCAD LT as a desktop subscription on a global basis and were pleased with the initial response. We look forward to building on these early successes and transitioning Autodesk to an even more profitable and recurring, subscription-based model over the next four years.
Mehr zu den Produkten von Autodesk finden Sie in unserer Software Übersicht.
Auszug aus den veröffentlichten Zahlen:
First Quarter Fiscal 2015
Total billings increased 10 percent, compared to the first quarter of fiscal 2014.
Total subscriptions increased by over 89,000, compared to the fourth quarter of fiscal 2014.
Revenue was $593 million, an increase of 4 percent, compared to the first quarter of fiscal 2014 as reported, and increased 5 percent on a constant currency basis. Revenue contribution from the recent acquisition of Delcam was immaterial to first quarter results.
GAAP operating margin was 7 percent, compared to 14 percent in the first quarter of fiscal 2014.
Non-GAAP operating margin was 17 percent, compared with 24 percent in the first quarter of fiscal 2014. A reconciliation of GAAP to non-GAAP results is provided in the accompanying tables.
GAAP diluted earnings per share were $0.12, compared to $0.24 in the first quarter of fiscal 2014.
Non-GAAP diluted earnings per share were $0.32, compared to $0.42 in the first quarter of fiscal 2014.
Deferred revenue increased 13 percent to a record $964 million, compared to the first quarter of fiscal 2014.
Cash flow from operating activities was $219 million, compared to $224 million in the first quarter of fiscal 2014.
Hier können Sie den ganzen Bericht lesen.