Stock Movers Closing Bell: Earnings from Autodesk, Workday, Dell Technologies
Nov 25, 2025
The hosts analyze strong earnings from Autodesk, which raised its full-year guidance and saw a 5% after-hours jump. Workday also impressed with a solid EPS beat and an upgraded subscription revenue forecast. Dell Technologies revealed a boom in AI server demand, boosting its fiscal outlook and booking $12.3 billion in orders. Additionally, they cover notable retail performance from Abercrombie and Urban Outfitters amid chip stock declines linked to competitive AI developments.
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Autodesk Beats And Guides Above Street
- Autodesk beat Q3 estimates and raised fiscal-quarter guidance, signaling stronger momentum in software demand.
- The company's lower-end revenue guidance still exceeded street estimates, indicating conservative guidance with upside.
Workday's Subscription Momentum
- Workday reported stronger-than-expected Q3 adjusted EPS and lifted subscription revenue guidance for the year.
- The market responded positively with after-hours share gains reflecting confidence in recurring revenue growth.
NetApp Lifts Earnings Outlook
- NetApp raised its fiscal-year adjusted EPS outlook after beating quarterly revenue expectations.
- The company still expects full-year revenue in a defined range, supporting its after-hours share gain.