Autodesk, Inc.
ADSKQ3 2022(ADSK Q2 FY2023)Estimated2% AI
AI Revenue %
2%
AI Fair Value
$408.2M
AI Revenue (Q)
$25.4M
Total Revenue (Q)
$1.3B
Source: SEC EDGAR 10-Q Filing
View 10-Q on SEC.govAnalysis
Q2 FY2023 (quarter ending October 31, 2022). Total revenue $1,280M (Subscription $1,188M, Maintenance $16M, Other $76M). Single reportable segment; no AI revenue breakout. No mention of AI, artificial intelligence, or machine learning in the 10-Q filing. Generative design in Fusion 360 and embedded ML features in BIM tools remain bundled in existing subscriptions. Conservative estimate unchanged at 2%. Math: $1,280M x 2% = ~$26M estimated AI revenue.
Analyzed by claude-opus-4-6
Quoted Figures
Total net revenue $1,280M (Subscription $1,188M, Maintenance $16M, Other $76M)
10-Q for quarter ending October 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