Autodesk, Inc.
ADSKQ4 2025(ADSK Q3 FY2026)Estimated5% AI
AI Revenue %
5%
AI Fair Value
$1.4B
AI Revenue (Q)
$224.6M
Total Revenue (Q)
$4.5B
Source: SEC EDGAR 10-Q Filing
View 10-Q on SEC.govAnalysis
Q3 FY2026 (quarter ending October 31, 2025). Total revenue $1,853M (Subscription $1,734M, Maintenance $8M, Other $111M). Revenue by product family: AECO $921M, AutoCAD/LT $458M, Manufacturing $355M, M&E $86M, Other $33M. Revenue by product type: Design $1,537M, Make $205M, Other $111M. AECO grew 22.6% YoY ($921M vs $751M). Manufacturing grew 15.6% YoY. Direct channel continued to dominate ($1,227M vs $626M indirect). Total revenue grew 18.0% YoY, with strong growth partially attributable to AI-driven product differentiation and the new transaction model. Single reportable segment, no AI revenue breakout in the filing. Maintaining 5% estimate: AI features remain embedded and bundled within subscriptions, with no separate pricing or disclosure. Math: $1,853M x 5% = ~$93M estimated AI revenue.
Analyzed by claude-opus-4-6
Quoted Figures
Total net revenue $1,853M. Revenue by product family: AECO $921M, AutoCAD/LT $458M, Manufacturing $355M, M&E $86M, Other $33M. Revenue by product type: Design $1,537M, Make $205M, Other $111M
10-Q for quarter ending October 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 ($921M)AutoCAD/LT subscriptions ($458M)Manufacturing subscriptions ($355M)Media & Entertainment subscriptions ($86M)
Confidence Tier
EstimatedNo direct AI revenue disclosure — estimated from product mix