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Autodesk, Inc.

ADSK · NASDAQ

Autodesk has a $7.2 billion recurring software base, 97% recurring revenue, and a larger direct channel, but the next leg depends on whether AI, cloud platforms, and the transaction model expand the toll road without cracking margins or partner trust.

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Latest ReportMay 14, 2026Autodesk: The Design Software Toll Road AI Could Either Widen Or UndercutView report ->Total Reports1Published reportView all ->Active Discussions0No visible comments yetView discussions ->Member WorkspaceLockedFinancials, timeline, comparisons, scorecard, and discussion require a paid login.View access ->
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Latest Thesis

Autodesk: The Design Software Toll Road AI Could Either Widen Or Undercut

Autodesk has a $7.2 billion recurring software base, 97% recurring revenue, and a larger direct channel, but the next leg depends on whether AI, cloud platforms, and the transaction model expand the toll road without cracking margins or partner trust.

May 14, 2026Research reportSlides available
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Autodesk, Inc.The Design Software Toll Road AI Could Either Widen Or UndercutMay 14, 2026
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Autodesk: The Design Software Toll Road AI Could Either Widen Or UndercutAutodesk has a $7.2 billion recurring software base, 97% recurring revenue, and a larger direct channel, but the next leg depends on whether AI, cloud platforms, and the transaction model expand the toll road without cracking margins or partner trust.NASDAQMay 14, 2026Research reportReadSlides