Sign inJoin
Company / Finance

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.

FollowAdd to WatchlistAsk Question
NASDAQADSKCoverage BootstrapDesign SoftwareConstruction SoftwareCAD
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 ->
Company filters1 of 1 reports match
Clear filters
Selected tags
CADConstruction Software
Clear tags
MatchAny tagAll tags
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
Read reportOpen slidesDiscussion (0)
Autodesk, Inc.The Design Software Toll Road AI Could Either Widen Or UndercutMay 14, 2026
Member workspace

Financials and workspace tools are for paid members.

Paid login unlocks company financials, filing timeline, peer comparison, scorecard, and discussion. Valuation remains admin-only while we finalize market-data licensing.

Sign in to continue

Recent Reports

Compact report index for this company.

View all 1 reports ->
ReportTypeUpdatedReadActions
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