Autodesk (ADSK) investor relations material

Strategic vision and business model evolution

• Shifted go-to-market focus to new business growth, aligning sales and technology for expansion opportunities.

• Diversified business across geographies and industry verticals, providing resilience amid uneven demand.

• Go-to-market reorganization is progressing as planned, with productivity returning in most regions, though Western Europe lags due to local requirements.

• Monetization framework for AI includes task, workflow, and system automation, with consumption-based revenue streams already comprising 16-17% of business.

• No major transition expected; instead, a gradual increase in consumption models alongside subscriptions, offering customers more choice.

AI, automation, and product innovation

• AI initiatives focus on reducing UI friction, enabling users to create and use models with minimal effort.

• New AI-driven tools like AutoConstrain and Building Layout Explorer are accelerating workflows and will be showcased at Autodesk University.

• The next-gen Autodesk Assistant acts as a context and orchestration layer, dynamically delivering tools and microservices based on user needs.

• Neural CAD models are designed for high-accuracy, deterministic outcomes, supporting compliance and constructability.

• Fusion exemplifies the platform strategy, integrating design and make in a cloud-based, collaborative environment, and leading in AI adoption.

Industry clouds, open ecosystem, and customer adoption

• Forma is positioned as the future, offering an end-to-end, cloud-native, agent-ready system for design through construction, with gradual customer migration supported.

• Revit and AutoCAD are being connected to Forma, ensuring continuity for customers as they transition to new platforms.

• Open ecosystem strategy allows integration via APIs and agents, with monetization through access points and flexible commercial models.

• Lowered adoption barriers for small businesses by reducing Flex pack thresholds, supporting granular consumption.