By Mukundan Sivaraj · AIM Media House
Autodesk raised its fiscal 2027 revenue and billings outlook after reporting second-quarter revenue of $2.046 billion, up 16% year over year, as the software company continues expanding its platform into operations and AI.
Billings rose 10% to $1.854 billion, while GAAP operating margin increased to 29% from 25% a year earlier. Non-GAAP operating margin reached 41%, up 2 percentage points. Autodesk also reported GAAP diluted earnings per share of $2.33 and non-GAAP diluted earnings per share of $3.30.
The company raised its full-year fiscal 2027 billings guidance to $8.575 billion-$8.65 billion, compared with its previous outlook, and lifted revenue guidance to $8.295 billion-$8.345 billion. The updated outlook includes MaintainX, which Autodesk acquired on August 3.
MaintainX Expands Autodesk's Push Into Operations MaintainX is expected to contribute approximately $60 million in revenue and $70 million in billings during the second half of fiscal 2027. Autodesk said the contribution will be weighted slightly toward the fourth quarter.
The acquisition adds maintenance and operations capabilities to Autodesk's existing design and manufacturing portfolio. Autodesk had announced the approximately $3.6 billion acquisition in May, saying it would help connect operations workflows with design and make across the asset lifecycle.
The company is now positioning operations as another source of growth alongside its established businesses.
CEO Andrew Anagnost said during the earnings call that MaintainX would allow Autodesk to capture information about how assets perform in the real world and feed that information back into design, construction and manufacturing workflows.
That approach comes as companies increasingly seek to connect operational data with AI applications.
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