Autodesk(ADSK)

Leader

San Francisco design and construction software (NASDAQ: ADSK) $6.1B FY2025 revenue (+12%); AutoCAD/Revit industry standard, 98%+ subscription revenue, Construction Cloud competing with Bentley and Procore.

Updated March 2026
AI Supply Chain
earlysig.com/universe
Ticker
ADSK
Market Cap
$60B
AI Revenue
15%
Supply Layer
L7: AI Applications
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Company Overview

About Autodesk

Autodesk, Inc. is a San Francisco, California-based design, engineering, and construction software company — publicly traded on the NASDAQ (NASDAQ: ADSK) as an S&P 500 Information Technology component — developing cloud-based and desktop software for architects, engineers, construction professionals, product designers, media and entertainment creators through industry-specific platforms including AutoCAD (2D/3D computer-aided design), Revit (building information modeling for architects and structural engineers), Civil 3D (infrastructure design for civil engineers), Inventor (3D mechanical CAD for product design), Maya/3ds Max (3D animation and visual effects), and Fusion 360 (cloud-based product design and manufacturing) through approximately 14,000 employees. In fiscal year 2025 (ending January 2025), Autodesk reported revenues of $6.1 billion (+12% year-over-year) with subscription model revenue representing 98%+ of total revenue — completing the company's decade-long transition from perpetual software license sales to annual and multi-year subscription contracts that generate predictable recurring revenue and higher lifetime customer value than one-time license purchases. CEO Andrew Anagnost leads Autodesk's strategy of expanding from design software into a construction platform: Autodesk Construction Cloud (ACC — combining BIM 360, BuildingConnected, PlanGrid, and Assemble Systems into a unified construction project management and collaboration platform) targets the $10+ trillion global construction industry's digital transformation — connecting architects, engineers, contractors, and owners on a single platform from design (Revit/AutoCAD) through construction (ACC document management, RFI workflow, safety management) to facility management (Autodesk Tandem digital twin). Autodesk AI (AI-assisted design generation, Intelligent Model Healing, AutoCAD AI Drafting) integrates generative AI into the design workflow to automate repetitive drafting tasks and provide design optimization suggestions within existing AutoCAD and Revit workflows.

Business Model & Competitive Advantage

Autodesk's design and construction software model creates competitive advantages through the industry-standard status of AutoCAD and Revit file formats that have become the lingua franca of design exchange: an architectural firm using Autodesk Revit to model a commercial building exports IFC and RVT files that structural engineers (also on Revit), MEP engineers (on AutoCAD MEP), and construction contractors (on Autodesk Construction Cloud) can all open natively — creating a file format ecosystem lock-in where switching to competing software (Bentley Systems, Trimble, Nemetschek) requires convincing the entire project team to change platforms simultaneously. AutoCAD's 40+ year incumbency in 2D drafting (every engineering and architectural school teaches AutoCAD as the default 2D CAD tool) has created a generation of designers whose muscle memory and drafting standards are AutoCAD-specific — creating human capital switching cost beyond software switching cost alone. Autodesk's construction platform (Autodesk Construction Cloud) competes directly with Procore Technologies (NYSE: PCOR, the leading independent construction project management platform) for the digital construction management platform that general contractors and subcontractors use for daily project communication.

Competitive Landscape 2025–2026

In 2025, Autodesk competes in design, engineering, and construction software against Bentley Systems (NASDAQ: BSY, infrastructure engineering software for civil, structural, and plant engineers), PTC (NASDAQ: PTC, industrial CAD and product lifecycle management), and Trimble (NASDAQ: TRMB, construction technology hardware and software) for design software adoption in architecture/engineering/construction (AEC), product design manufacturing, and media and entertainment markets. The infrastructure bill investment cycle (US Infrastructure Investment and Jobs Act — $1.2 trillion for roads, bridges, water systems, broadband) creates demand for Civil 3D and AutoCAD infrastructure design project volume from DOT contractors and municipal engineers across the US. Autodesk's transition to a "flexible token" consumption model (Autodesk Flex — allowing companies to purchase tokens that unlock any Autodesk product rather than committing to specific product subscriptions) addresses the SMB market of smaller firms that use multiple Autodesk tools intermittently, expanding addressable market. The 2025 strategy focuses on Autodesk Construction Cloud enterprise adoption (large general contractor platform consolidation), AI-assisted design feature commercialization in AutoCAD and Revit subscriptions, and the flexible token model expansion to the global mid-market.

Founded
1982
Headquarters
Marin County, California, USA
Revenue
$6100M
Curated content • Fact-checked and verified

The Autodesk Story

Founded in 1982
Marin County, California, USA
Founded by John Walker, Daniel Drake and 11 others

Founders

John WalkerDaniel DrakeMike FordRudolf KunzliMauri LaitmanGreg LutzDavid KalishLars MoureauRichard HandysideKern SibbaldHal RoyalteyDuff KurlandKeith Marcelus
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Company Timeline

Major milestones in Autodesk's journey

15
Total Events
0
Funding Rounds
5
Acquisitions
3
Product Launches
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Leadership Team

Meet the leaders behind Autodesk

Andrew Anagnost

President and Chief Executive Officer

Andrew Anagnost has served as President and CEO of Autodesk since June 2017. With deep expertise in the design software industry and a track record of driving transformation, Anagnost has led Autodesk's successful transition to a cloud-based subscription model and is now steering the company's AI and innovation strategy.

Janesh Moorjani

Chief Financial Officer and Executive Vice President

Janesh Moorjani joined Autodesk as CFO and Executive Vice President in December 2024. He brings extensive financial leadership experience and is responsible for driving financial strategy, planning, and operations across the global organization.

Steve Blum

Chief Operating Officer and Executive Vice President

Steve Blum has served as COO and Executive Vice President since November 2022. He oversees operational excellence and business execution across Autodesk's global operations, ensuring the company delivers on its commitments to customers and stakeholders.

Raji Arasu

Executive Vice President and Chief Technology Officer

Raji Arasu serves as Executive Vice President and Chief Technology Officer, leading Autodesk's technology vision and innovation strategy. She drives the company's investments in cloud computing, AI, and next-generation design technologies.

Debbie Clifford

Chief Strategy Officer and Executive Vice President

Debbie Clifford joined Autodesk as Chief Strategy Officer and Executive Vice President in May 2024. She leads corporate strategy, mergers and acquisitions, and strategic planning to position Autodesk for long-term growth and market leadership.

Dara Treseder

Chief Marketing Officer

Dara Treseder serves as Chief Marketing Officer, leading Autodesk's global marketing strategy, brand positioning, and customer engagement initiatives. She brings creative leadership and a customer-centric approach to building Autodesk's market presence.

Rebecca Pearce

Chief People Officer

Rebecca Pearce leads Autodesk's human resources strategy as Chief People Officer, focusing on talent development, organizational culture, diversity and inclusion, and creating a workplace where employees can thrive and innovate.

Prakash Kota

Chief Information Officer

Prakash Kota serves as Chief Information Officer, responsible for Autodesk's internal IT infrastructure, digital transformation initiatives, and ensuring technology supports the company's operational excellence and innovation goals.

Ruth Ann Keene

Chief Legal Officer

Ruth Ann Keene leads Autodesk's legal organization as Chief Legal Officer, overseeing legal affairs, compliance, intellectual property strategy, and governance to protect the company's interests and support its business objectives.

Roland Zelles

Chief Revenue Officer

Roland Zelles serves as Chief Revenue Officer, leading Autodesk's global sales organization and revenue strategy. He focuses on driving customer success, expanding market reach, and maximizing the company's revenue growth opportunities.

Open Positions

Reddit Discussions

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Key Differentiators

Market Leader

Autodesk is recognized as a market leader in the Consumer Technology sector, demonstrating strong industry presence and customer trust.

Enterprise Scale

With $6100M in revenue, Autodesk operates at enterprise scale with proven market validation.

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