Investopedia: Autodesk's Growth Problems Go Front And Center

When I last wrote about Autodesk (Nasdaq:ADSK), I cited the company's lack of top-line growth (and the macroeconomic sensitivity of that growth) as key impediments to the stock living up to its apparent value. Based on this quarter and management's guidance, those growth concerns are biting even harder right now. Although management deserves praise for the extent to which it maintained margins, margin preservation and cash flow just aren't going to make much headway against the negative sentiment around revenue growth.

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Investopedia: For Autodesk, Growth Is Weighing On Value

Autodesk (Nasdaq:ADSK) is a great company, but tech stock investors don't care nearly as much about "great company" as they do "lots and lots of growth." Unfortunately, Autodesk is something of a victim of its own success in that regard, and the company is now seen as inextricably tied to overall global macroeconomic growth. While a discounted cash flow analysis suggests that Autodesk shares are significantly undervalued, value-oriented investors need to know that realizing that value is going to likely take quite some time.

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http://stocks.investopedia.com/stock-analysis/2012/For-Autodesk-Growth-Is-Weighing-On-Value-ADSK-PMTC-DASTY.PK0523.aspx

Investopedia: Autodesk Still At The Drawing Board

Going back to the drawing board is supposed to be a bad a thing - a mark of failure that comes after a plan does not quite work out as expected. For Autodesk (Nasdaq:ADSK), it's just another day on the job for this leading provider of design and digital content software, including the very well-known AutoCad software, which is a leader in drafting, design and architectural drawing. 

With the economic recovery in full swing, the question for Autodesk investors now is what the company can do to leverage its extensive brand value into new growth opportunities. The answer to that question may well spell the difference between an underappreciated growth opportunity and yet another well-known, old-school tech stock destined to languish. 

A Solid Start to the Year 

Autodesk got the year off to a good start. Revenue rose 11%, with license revenue rising 15% and making up more than 60% of total revenue. Looking at the company's segments, there was a pretty remarkable conformity. The platforms, manufacturing and design business all grew around 15% for the period. In contrast, weak infrastructure and commercial construction activity is keeping a lid on the AEC (architecture, engineering and construction) business, and growth here was just 3% for the quarter. 

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