Autodesk, Inc.
ADSKQ2 2024(ADSK Q1 FY2025)Estimated3% AI
AI Revenue %
3%
AI Fair Value
$704.5M
AI Revenue (Q)
$49.2M
Total Revenue (Q)
$1.6B
Source: SEC EDGAR 10-Q Filing
View 10-Q on SEC.govAnalysis
Q1 FY2025 (quarter ending April 30, 2024). Total revenue $1,417M (Subscription $1,330M, Maintenance $11M, Other $76M). Revenue by product family: AEC $674M, AutoCAD/LT $376M, Manufacturing $268M, M&E $71M, Other $28M. Revenue by product type: Design $1,196M, Make $145M, Other $76M. Single reportable segment, no AI revenue breakout. No mention of AI, artificial intelligence, or machine learning in the 10-Q filing. Goodwill increased from $3,653M to $4,133M due to acquisitions (Payapps), which are construction-tech not specifically AI. AI features continue to be bundled within existing product subscriptions. Estimate: 3%. Math: $1,417M x 3% = ~$43M estimated AI revenue.
Analyzed by claude-opus-4-6
Quoted Figures
Total net revenue $1,417M. Revenue by product family: AEC $674M, AutoCAD/LT $376M, Manufacturing $268M, M&E $71M, Other $28M
10-Q for quarter ending April 30, 2024, Note 3 Revenue Recognition
AI Products Identified (Ring 1)
Autodesk Forma (AI-powered design analysis)Fusion generative designEmbedded 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.
AEC subscriptions ($674M)AutoCAD/LT subscriptions ($376M)Manufacturing subscriptions ($268M)Media & Entertainment subscriptions ($71M)
Confidence Tier
EstimatedNo direct AI revenue disclosure — estimated from product mix