Autodesk, Inc.
ADSKQ4 2023(ADSK Q3 FY2024)Estimated3% AI
AI Revenue %
3%
AI Fair Value
$617.1M
AI Revenue (Q)
$45.1M
Total Revenue (Q)
$1.5B
Source: SEC EDGAR 10-Q Filing
View 10-Q on SEC.govAnalysis
Q3 FY2024 (quarter ending October 31, 2023). Total revenue $1,414M (Subscription $1,314M, Maintenance $12M, Other $88M). Revenue by product family: AEC $675M, AutoCAD/LT $372M, Manufacturing $269M, M&E $73M, Other $25M. Revenue by product type: Design $1,192M, Make $134M, Other $88M. Single reportable segment, no AI-specific revenue disclosed. Autodesk Forma (AI-powered early-stage sustainable building design) was commercially available by this period. Generative design features in Fusion expanded. Autodesk began publicly discussing AI strategy more prominently. Still no AI revenue figures in the filing. Slight increase to 3% estimate to reflect Forma availability and expanding AI feature set in AEC and Manufacturing products. Math: $1,414M x 3% = ~$42M estimated AI revenue.
Analyzed by claude-opus-4-6
Quoted Figures
Total net revenue $1,414M. Revenue by product family: AEC $675M, AutoCAD/LT $372M, Manufacturing $269M, M&E $73M, Other $25M. Revenue by product type: Design $1,192M, Make $134M, Other $88M
10-Q for quarter ending October 31, 2023, 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 ($675M)AutoCAD/LT subscriptions ($372M)Manufacturing subscriptions ($269M)Media & Entertainment subscriptions ($73M)
Confidence Tier
EstimatedNo direct AI revenue disclosure — estimated from product mix