Autodesk, Inc.
ADSKQ3 2023(ADSK Q2 FY2024)Estimated2% AI
AI Revenue %
2%
AI Fair Value
$471.2M
AI Revenue (Q)
$28.3M
Total Revenue (Q)
$1.4B
Source: SEC EDGAR 10-Q Filing
View 10-Q on SEC.govAnalysis
Q2 FY2024 (quarter ending July 31, 2023). Total revenue $1,345M (Subscription $1,270M, Maintenance $14M, Other $61M). Single reportable segment. No AI revenue breakout in the filing. Revenue by product family: AEC $627M, AutoCAD/LT $364M, Manufacturing $256M, M&E $74M, Other $24M. Revenue by product type: Design $1,154M, Make $130M, Other $61M. None of these categories are AI-specific. Generative design in Fusion and embedded ML features remain bundled. Conservative estimate: 2%. Math: $1,345M x 2% = ~$27M estimated AI revenue.
Analyzed by claude-opus-4-6
Quoted Figures
Total net revenue $1,345M. Revenue by product family: AEC $627M, AutoCAD/LT $364M, Manufacturing $256M, M&E $74M, Other $24M
10-Q for quarter ending July 31, 2023, Note 3 Revenue Recognition
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.
AEC subscriptions ($627M)AutoCAD/LT subscriptions ($364M)Manufacturing subscriptions ($256M)Media & Entertainment subscriptions ($74M)
Confidence Tier
EstimatedNo direct AI revenue disclosure — estimated from product mix