Autodesk, Inc.
ADSKQ2 2023(ADSK Q1 FY2024)Estimated2% AI
AI Revenue %
2%
AI Fair Value
$460.4M
AI Revenue (Q)
$28.3M
Total Revenue (Q)
$1.4B
Source: SEC EDGAR 10-Q Filing
View 10-Q on SEC.govAnalysis
Q1 FY2024 (quarter ending April 30, 2023). Total revenue $1,269M (Subscription $1,193M, Maintenance $14M, Other $62M). Single reportable segment. No AI revenue breakout. No mention of AI, artificial intelligence, or machine learning in the 10-Q filing. Strategy section references 'valuable automation and insight' but this is generic product language, not an AI-specific disclosure. Generative design in Fusion and embedded ML features remain bundled in subscriptions. Conservative estimate: 2%. Math: $1,269M x 2% = ~$25M estimated AI revenue.
Analyzed by claude-opus-4-6
Quoted Figures
Total net revenue $1,269M (Subscription $1,193M, Maintenance $14M, Other $62M)
10-Q for quarter ending April 30, 2023, Condensed Consolidated Statements of Operations
AI Products Identified (Ring 1)
Fusion 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