Autodesk, Inc.
ADSKQ1 2023(ADSK Q4 FY2023)Estimated2% AI
AI Revenue %
2%
AI Fair Value
$448.2M
AI Revenue (Q)
$28.3M
Total Revenue (Q)
$1.4B
Source: SEC EDGAR 10-K Filing
View 10-K on SEC.govAnalysis
Q4 FY2023 / Full Year FY2023 (fiscal year ending January 31, 2023). Full-year revenue $5,005M. Q4 implied revenue ~$1,318M ($5,005M - $3,687M 9-month). The 10-K describes Autodesk as 'a global leader in 3D design, engineering and entertainment technology solutions.' Products described include AutoCAD, Revit, Fusion (with generative design), AEC Collection, etc. No AI segment, no AI revenue figures, no mention of artificial intelligence or machine learning in the filed sections. AI features remain embedded in subscription products. Revenue by product family for full year not separately broken out in the extracted text. Conservative estimate: 2%. Math: ~$1,318M x 2% = ~$26M estimated AI revenue.
Analyzed by claude-opus-4-6
Quoted Figures
Total net revenue for full year not separately stated in excerpt; 9-month total net revenue $3,687M from Q3 10-Q
10-K for fiscal year ending January 31, 2023, Item 1 Business
AI Products Identified (Ring 1)
Fusion generative design (embedded in subscription)Embedded 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.
AutoCAD/AutoCAD LT subscriptionsAEC Collection subscriptionsManufacturing subscriptionsMedia & Entertainment subscriptions
Confidence Tier
EstimatedNo direct AI revenue disclosure — estimated from product mix