)
)
Edge16 Oct 2026
Winner, Winner: The Chicken McNugget Story
How a 1940s breeding contest, a Cornell food scientist, and a hedge by Ray Dalio helped McDonald's turn the Chicken McNugget into a fast-food icon.
Autodesk
Autodesk (ADSK) investor relations material
Autodesk Goldman Sachs Communacopia + Technology Conference 2026 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Goldman Sachs Communacopia + Technology Conference 2026 summary9 Sep, 2026
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.
Partial view of Summaries dataset, powered by Quartr API
AI can get things wrong. Verify important information.Research faster. Power your platform.
Latest events from Autodesk
- AI-powered operations and digital twins drive growth in a $40B market, with more innovation ahead.ADSK
Citi’s 2026 Global TMT Conference - Q2 revenue up 16% to $2.05B; FY27 outlook raised on MaintainX deal and strong growth.ADSKQ2 2027
- Restructuring and digital innovation drive growth in construction and infrastructure segments.ADSK18th Annual Emerging Technology Summit
- AI innovation and cloud transition drive growth, with construction and international markets as key accelerants.ADSKCiti’s 2025 Global Technology, Media and Telecommunications Conference
- Directors and auditor ratified, executive pay approved, shareholder proposal on special meetings rejected.ADSKAGM 2026
- Q3 revenue up 18% to $1.85B, guidance raised, recurring revenue 97%, net income $343M.ADSKQ3 2026
- AI-native platform, new monetization, and operational efficiency drive sustainable margin growth.ADSKInvestor Day 2025
- Q1 revenue up 12% to $1.42B; FY25 outlook strong with high margins and new model rollout.ADSKQ1 2025
- Q1 FY26 revenue up 15% to $1.63B; strong margins, cash flow, and macro caution in outlook.ADSKQ1 2026
Next Autodesk earnings date
Q3 202724 Nov, 2026
Autodesk
Next Autodesk earnings date
Q3 202724 Nov, 2026
AI chat
Ask anything. Verify everything.
Ask across every event and document from public companies. Each answer links back to the exact line in the transcript, slide or filing it came from.Learn moreFind what matters
AI across all first-party IR material. Live calls, transcripts, slides, filings.)
Trust every finding
50m+ first-party documents. Every output traceable to its source.Find what matters
AI across all first-party IR material. Live calls, transcripts, slides, filings.Trust every finding
50m+ first-party documents. Every output traceable to its source.Automations
Zero in on what matters
Define the prompt once. It runs the moment a company publishes or on a schedule you set. Outputs map to the exact signals you choose.Learn more)
Event-triggered research
Runs when a company publishes new material. Trigger on the first published document for the earliest possible run, or wait for a specific one.)
Scheduled research
Runs on a recurring cadence you set. Daily, weekly, monthly, or quarterly, for aggregate reads across a period rather than a single event.Event-triggered research
Runs when a company publishes new material. Trigger on the first published document for the earliest possible run, or wait for a specific one.Scheduled research
Runs on a recurring cadence you set. Daily, weekly, monthly, or quarterly, for aggregate reads across a period rather than a single event.Live audio & transcripts
Be first
Join any earnings call live in one click, with no manual registration. Follow the transcript as it happens and jump straight to the moments that matter.Learn more)
Live earnings calls
Join any call in one click. The audio keeps playing while you work elsewhere in Quartr.)
Live transcripts
Speaker-by-speaker, in real time. Searchable across every live and historical call.Live earnings calls
Join any call in one click. The audio keeps playing while you work elsewhere in Quartr.Live transcripts
Speaker-by-speaker, in real time. Searchable across every live and historical call.Quartr MCP connects your AI environment to 17K+ public companies
Pull live transcripts, filings, and slides into Claude or Codex via MCP. Combine Quartr's global IR data with any other dataset. Run agentic research and monitoring.
Included with Quartr Pro at no extra cost.Learn more
Quartr's AI stands out because it only pulls clean, first-party data from public companies. In investing, that's everything.
Jamie Ross
Investment Manager, GAM Investments
GAM
GAM
Research that used to take hours now takes seconds with Quartr Pro. Tracking shifts in tone or extracting tables, it's as simple as typing a query.
Tom O'Hara
Investment Director
Ciena
Ciena
Before Quartr we spent hours manually compiling insights through the peer earnings cycle. Now, these tasks are done faster, with greater precision.
Gregg Lampf
VP of Investor Relations
Protean
Protean
Being able to ask specific questions across years of transcripts and reports and instantly get verified answers is a game-changer.
Pontus Dackmo
CEO & Investment Manager
)
)
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.