Autodesk, Inc.
ADSKQ2 2022(ADSK Q1 FY2023)Estimated2% AI
AI Revenue %
2%
AI Fair Value
$397.0M
AI Revenue (Q)
$25.4M
Total Revenue (Q)
$1.3B
Source: SEC EDGAR 10-Q Filing
View 10-Q on SEC.govAnalysis
Q1 FY2023 (quarter ending July 31, 2022). Total revenue $1,237M (Subscription $1,160M, Maintenance $17M, Other $60M). Autodesk operates as a single reportable segment with no AI-specific revenue breakout. Revenue by product family not disclosed in Q1 FY2023 10-Q. At this time, Autodesk's AI capabilities consisted primarily of generative design in Fusion 360 and embedded ML features in BIM/CAD tools. These are bundled into existing subscription pricing, not sold separately. No mention of AI, artificial intelligence, machine learning, or generative design in the filing. Conservative estimate: ~2% of total revenue attributable to AI-enabled features in Fusion generative design and embedded ML. Math: $1,237M x 2% = ~$25M estimated AI revenue.
Analyzed by claude-opus-4-6
Quoted Figures
Total net revenue $1,237M (Subscription $1,160M, Maintenance $17M, Other $60M)
10-Q for quarter ending July 31, 2022, Condensed Consolidated Statements of Operations
AI Products Identified (Ring 1)
Fusion 360 generative design (embedded in subscription)Embedded ML in BIM/CAD tools
AI-Enabled Items (Ring 2 — Not Counted)
These items use AI but are not counted in the AI revenue estimate because they primarily serve non-AI functions.
AutoCAD/AutoCAD LT subscriptionsAEC Collection subscriptionsManufacturing subscriptionsMedia & Entertainment subscriptions
Confidence Tier
EstimatedNo direct AI revenue disclosure — estimated from product mix