Autodesk, Inc.
ADSKQ3 2025(ADSK Q2 FY2026)Estimated5% AI
AI Revenue %
5%
AI Fair Value
$1.3B
AI Revenue (Q)
$146.1M
Total Revenue (Q)
$2.9B
Source: SEC EDGAR 10-Q Filing
View 10-Q on SEC.govAnalysis
Q2 FY2026 (quarter ending July 31, 2025). Total revenue $1,763M (Subscription $1,658M, Maintenance $9M, Other $96M). Revenue by product family: AECO $878M, AutoCAD/LT $440M, Manufacturing $334M, M&E $80M, Other $31M. Revenue by product type: Design $1,472M, Make $194M, Other $97M. AECO grew 23.1% YoY ($878M vs $713M). Manufacturing grew 12.8% YoY. Direct sales channel dramatically exceeded indirect ($1,087M vs $676M), reflecting enterprise adoption of Autodesk's new transaction model and premium AI-enabled offerings. Single reportable segment, no AI revenue breakout. Estimate: 5%. Math: $1,763M x 5% = ~$88M estimated AI revenue.
Analyzed by claude-opus-4-6
Quoted Figures
Total net revenue $1,763M. Revenue by product family: AECO $878M, AutoCAD/LT $440M, Manufacturing $334M, M&E $80M, Other $31M. Revenue by product type: Design $1,472M, Make $194M, Other $97M
10-Q for quarter ending July 31, 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 ($878M)AutoCAD/LT subscriptions ($440M)Manufacturing subscriptions ($334M)Media & Entertainment subscriptions ($80M)
Confidence Tier
EstimatedNo direct AI revenue disclosure — estimated from product mix