Autodesk Inc. (ADSK) reported fiscal third-quarter 2026 results on Tuesday that showed the company's bet on going direct is paying off. Direct sales jumped 85% compared to the prior year, fueled by stronger-than-expected performance from its online store and growing adoption of its new transaction model.
Autodesk's Direct Sales Jump 85% as New Transaction Model Takes Hold
MarketDash
Autodesk reported a massive 85% surge in direct sales during its fiscal third quarter, beating revenue and earnings expectations as the company's shift away from resellers unfolds exactly as planned.
Get Autodesk Alerts
Weekly insights + SMS alerts
Everything Going According to Plan
When asked whether the revenue figures lined up with internal projections, CFO Janesh Moorjani had a pretty straightforward answer: "I'd say in Q3, things were as we expected they would be."
The jump in direct revenue wasn't a surprise to management. Moorjani explained that the company anticipated the mix would shift as its new transaction model continued to scale, and that's essentially what happened. The shift toward direct sales changes how Autodesk's financials look on paper, which is why the company provides underlying metrics to help investors see through the noise.
What's interesting is that the online store has shown sustained strength for multiple reasons. Yes, some customers are moving away from resellers, but there's also solid demand coming from international markets where the new transaction model hasn't even launched yet. According to Moorjani, the momentum appears "broader-based" than a simple channel shift would suggest.
Beating Expectations Across the Board
Autodesk reported third-quarter revenue of $1.85 billion, marking an 18% increase from a year earlier and topping the $1.81 billion analysts were expecting.
The company also posted adjusted earnings of $2.67 per share, comfortably beating the consensus estimate of $2.50 per share.
Investors liked what they saw. Autodesk shares closed at $294.43 on Tuesday, up 1.58%, then climbed another 6.14% to $312.50 in after-hours trading as the results landed.
More News
Stocks Soar, Oil Plunges: The De-Escalation Trade Takes Over
.jpeg)
Inside: Pre-IPO Ticker + The Next Elon Musk?
The S&P 500 Just Erased All Its War Losses. Here's What's Driving the Rally.
JPMorgan's Earnings Show a Strong Economy, But Jamie Dimon Sees Storm Clouds Gathering
Producer Prices Miss the Mark in March – Where's the Hormuz Shock?
Mar-a-Lago Bombshell
Chip Stocks Are Having Their Best Run Since The Dot-Com Bust — And It's All Thanks To The Iran War
China's Xi Warns of 'Crumbling' World Order as Beijing Slams U.S. Hormuz Blockade
Get Autodesk Alerts
Real-time alerts on price moves, news, and trading opportunities.
Join 20,000+ investors. No spam, ever.
Featured Articles
View all newsStocks Soar, Oil Plunges: The De-Escalation Trade Takes Over
By MarketDash
April 14, 2026
Trump's Executive Order 14330: What Wall Street Doesn't Want You to Know (Ad)
By The Oxford Club
The S&P 500 Just Erased All Its War Losses. Here's What's Driving the Rally.
By MarketDash
April 14, 2026
JPMorgan's Earnings Show a Strong Economy, But Jamie Dimon Sees Storm Clouds Gathering
By MarketDash
April 14, 2026
Producer Prices Miss the Mark in March – Where's the Hormuz Shock?
By MarketDash
April 14, 2026
How To Claim Your Pre-IPO Stake In SpaceX! (Ad)
By Paradigm Press
Chip Stocks Are Having Their Best Run Since The Dot-Com Bust — And It's All Thanks To The Iran War
By MarketDash
April 14, 2026
China's Xi Warns of 'Crumbling' World Order as Beijing Slams U.S. Hormuz Blockade
By MarketDash
April 14, 2026