Autodesk, Inc.
ADSKQ3 2024(ADSK Q2 FY2025)Estimated3% AI
AI Revenue %
3%
AI Fair Value
$742.2M
AI Revenue (Q)
$49.0M
Total Revenue (Q)
$1.6B
Source: SEC EDGAR 10-Q Filing
View 10-Q on SEC.govAnalysis
Q2 FY2025 (quarter ending July 31, 2024). Total revenue $1,505M (Subscription $1,408M, Maintenance $11M, Other $86M). Revenue by product family: AEC $713M, AutoCAD/LT $389M, Manufacturing $296M, M&E $77M, Other $30M. Revenue by product type: Design $1,257M, Make $162M, Other $86M. Single reportable segment, no AI revenue breakout. No mention of AI or machine learning in the filing. AI features (Forma, generative design, AI-powered analysis) remain embedded in subscription products. Estimate: 3%. Math: $1,505M x 3% = ~$45M estimated AI revenue.
Analyzed by claude-opus-4-6
Quoted Figures
Total net revenue $1,505M. Revenue by product family: AEC $713M, AutoCAD/LT $389M, Manufacturing $296M, M&E $77M, Other $30M
10-Q for quarter ending July 31, 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 ($713M)AutoCAD/LT subscriptions ($389M)Manufacturing subscriptions ($296M)Media & Entertainment subscriptions ($77M)
Confidence Tier
EstimatedNo direct AI revenue disclosure — estimated from product mix