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The rise of Alphabet
Autodesk (ADSK) investor relations material
Autodesk Investor Day 2025 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Investor Day 2025 summary7 Oct, 2025
Strategic vision, transformation, and business model evolution
Completed a multi-year transformation to a cloud-enabled, AI-native platform, shifting from product-only to platform and capabilities, and moving to direct customer relationships for better data and engagement.
Transitioned from perpetual licenses to subscription, consumption, and outcome-based models, enabling predictable revenue and stronger customer relationships.
Implemented a new transaction model with expanded self-service, high-fidelity customer data, and improved renewal and expansion rates.
AI strategy is sequenced from task automation to workflow and systems automation, with monetization through subscriptions, consumption, and outcome-based pricing.
Expansion into operations and a third-party ecosystem unlocks new growth and monetization opportunities.
Financial performance, guidance, and efficiency
Revenue grew from $2.5B in FY15 to $6.1B in FY25, with free cash flow rising from $0.6B to $1.6B; FY26 revenue is projected at $7.05B and free cash flow at $2.24B.
Non-GAAP operating margin increased from 15% in FY15 to 36% in FY25, with guidance for 41% by FY29, reflecting a 500–900 basis point improvement since FY24.
Transition to annual billings and direct customer relationships has increased cash flow predictability and resilience.
Capital allocation prioritizes organic investment, targeted M&A, and share repurchases to reduce share count, with stock-based compensation targeted below 10% of revenue.
Efficiency gains are driven by cloud optimization, automation, and GTM model transformation, with sales and marketing as a percentage of revenue expected to decline.
AI, platform, and ecosystem innovation
APS (Autodesk Platform Services) underpins AI-native, cloud-connected workloads, enabling rapid development and deployment of AI features across industries.
AI features are delivered at task, workflow, and systems levels, with monetization through subscriptions, consumption, and access models.
Neural CAD and domain-specific foundation models are redefining design automation, with new business models for API and AI monetization rolling out.
Platform services, including API and MCP monetization, are expanding, with over 40% YoY growth in API usage.
Trusted AI governance, data security, and global compliance are core to the platform, with ISO 42001 certification achieved.
Describe the blend of future monetization models.
Partner ecosystem's strategic value creation?
AI's role in driving market share shift?
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Next Autodesk earnings date
Q3 202625 Nov, 2025
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Frequently asked questions
A go-to for architects, engineers, and designers
Autodesk is a software company that provides a range of design, engineering, and entertainment software solutions to customers around the world. The company was founded in 1982 and has since become one of the leading providers of software for architects, engineers, and designers. Some of Autodesk’s competitors include Adobe, Dassault Systémes, and Trimble.
The business model
Autodesk's business model is based on providing a comprehensive suite of software solutions that help customers to design, simulate, and analyze their projects. The company's software products include AutoCAD, Revit, Maya, and 3ds Max, among others, and are used by a wide range of industries, including architecture, engineering, construction, manufacturing, and entertainment.
How Autodesk makes money
Autodesk generates revenue primarily through the sale of its software products, as well as through subscriptions to its cloud-based services. The company's software is sold on a recurring basis, providing a steady stream of revenue for the company. In addition, Autodesk also generates revenue through various other services, including consulting and training services.
A standard in its industry
Autodesk has been at the forefront of technology and innovation for over 40 years. The company was one of the pioneers of computer-aided design (CAD) software, and its AutoCAD software has become a standard in the industry. Autodesk has also been at the forefront of the transition to cloud-based software, offering its customers a range of cloud-based services that provide greater flexibility and scalability.
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