Ann: 2022 Full Year Results Investor Presentation, page-2

  1. 310 Posts.
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    Do we remember when Autodesk offered $38.50 per share (rejected) and they gave us this flight path in the following presentation?
    https://hotcopper.com.au/data/attachments/4613/4613768-b0159ffa672bdc1b35189d4a1d42558e.jpg
    They were expecting FY23 for 240-270 million USD.
    The guidance given today was 255-265m USD. This is a huge positive my opinion, business is doing even better than they originally thought.
    https://hotcopper.com.au/data/attachments/4613/4613772-4635f5c570f3ffd9fffe2f470b922520.jpg
    Not only are we adding more seats subscription, we're adding more higher value seats. The pricing power of this business is phenomenal.

    https://hotcopper.com.au/data/attachments/4613/4613781-62485850ce338edc998f7a6ddd7ad45b.jpg
    Octopart another key driver and continues to add value to the ecosystem.
    https://hotcopper.com.au/data/attachments/4613/4613787-83b5849ec998885e38a9bf66eb224e1e.jpg
    Long term goals re-affirmed.
    https://hotcopper.com.au/data/attachments/4613/4613782-24f49443df393fa62e0786507d2f73d4.jpg
    Would be great to hear others interpretation of results. I can't really find any faults with this update?

    Cheers,
    Plague.
 
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