Autodesk, Inc.
ADSKQ4 2024(ADSK Q3 FY2025)Estimated4% AI
AI Revenue %
4%
AI Fair Value
$1.0B
AI Revenue (Q)
$161.1M
Total Revenue (Q)
$4.0B
Source: SEC EDGAR 10-Q Filing
View 10-Q on SEC.govAnalysis
Q3 FY2025 (quarter ending October 31, 2024). Total revenue $1,570M (Subscription $1,457M, Maintenance $9M, Other $104M). Revenue by product family: AEC $751M, AutoCAD/LT $398M, Manufacturing $307M, M&E $83M, Other $31M. Revenue by product type: Design $1,295M, Make $171M, Other $104M. Single reportable segment, no AI revenue breakout. AEC and Manufacturing product families are growing strongly (AEC +11.3% YoY, Manufacturing +14.1% YoY), likely aided by AI feature adoption (Forma, generative design, AI-powered BIM). Autodesk AI features are increasingly driving product differentiation and subscription value. Increasing estimate to 4% to reflect expanding AI feature monetization through subscription upsells and premium tier adoption. Math: $1,570M x 4% = ~$63M estimated AI revenue.
Analyzed by claude-opus-4-6
Quoted Figures
Total net revenue $1,570M. Revenue by product family: AEC $751M, AutoCAD/LT $398M, Manufacturing $307M, M&E $83M, Other $31M. Revenue by product type: Design $1,295M, Make $171M, Other $104M
10-Q for quarter ending October 31, 2024, 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 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 ($751M)AutoCAD/LT subscriptions ($398M)Manufacturing subscriptions ($307M)Media & Entertainment subscriptions ($83M)
Confidence Tier
EstimatedNo direct AI revenue disclosure — estimated from product mix