Autodesk, Inc.
ADSKQ2 2025(ADSK Q1 FY2026)Estimated5% AI
AI Revenue %
5%
AI Fair Value
$1.3B
AI Revenue (Q)
$70.8M
Total Revenue (Q)
$1.4B
Source: SEC EDGAR 10-Q Filing
View 10-Q on SEC.govAnalysis
Q1 FY2026 (quarter ending April 30, 2025). Total revenue $1,633M (Subscription $1,532M, Maintenance $8M, Other $93M). Revenue by product family: AECO $809M, AutoCAD/LT $411M, Manufacturing $309M, M&E $76M, Other $28M. Revenue by product type: Design $1,361M, Make $179M, Other $93M. Restructuring charges of $105M in the quarter. Single reportable segment, no AI revenue breakout. AECO revenue grew 20% YoY ($809M vs $674M), partly driven by AI features like Forma and AI-powered BIM tools. Manufacturing also grew 15.3% YoY. Direct sales channel surpassed indirect ($891M vs $742M), suggesting enterprise adoption of premium AI-enabled product tiers. Increasing estimate to 5% to reflect the deepening AI feature integration and premium pricing. Math: $1,633M x 5% = ~$82M estimated AI revenue.
Analyzed by claude-opus-4-6
Quoted Figures
Total net revenue $1,633M. Revenue by product family: AECO $809M, AutoCAD/LT $411M, Manufacturing $309M, M&E $76M, Other $28M. Revenue by product type: Design $1,361M, Make $179M, Other $93M
10-Q for quarter ending April 30, 2025, Note 3 Revenue Recognition
AI Products Identified (Ring 1)
Autodesk Forma (AI-powered design analysis)Fusion generative designAutodesk AI (embedded in multiple products)AI-powered BIM toolsAutodesk Assistant
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.
AECO subscriptions ($809M)AutoCAD/LT subscriptions ($411M)Manufacturing subscriptions ($309M)Media & Entertainment subscriptions ($76M)
Confidence Tier
EstimatedNo direct AI revenue disclosure — estimated from product mix