Autodesk, Inc.
ADSKQ1 2024(ADSK Q4 FY2024)Estimated3% AI
AI Revenue %
3%
AI Fair Value
$636.0M
AI Revenue (Q)
$47.1M
Total Revenue (Q)
$1.6B
Source: SEC EDGAR 10-K Filing
View 10-K on SEC.govAnalysis
Q4 FY2024 / Full Year FY2024 (fiscal year ending January 31, 2024). Full-year revenue $5,497M; Q4 implied revenue ~$1,469M ($5,497M - $4,028M 9-month). Revenue by product type for full year: Design $4,625M, Make $507M, Other $365M (derived from 10-K segment table showing FY2024 total $5,497M). The 10-K describes products including Fusion (generative design, CAD/CAM/CAE), Tandem (digital twin), BIM Collaborate Pro, AutoCAD, Revit. The filing mentions 'process automation' and 'insights' generically but provides no AI-specific revenue disclosure. Forma and expanded AI features are available but bundled into subscriptions. Estimate: 3%. Math: ~$1,469M x 3% = ~$44M estimated AI revenue.
Analyzed by claude-opus-4-6
Quoted Figures
Full-year FY2024 total net revenue $5,497M. Revenue by product type: Design, Make, Other (no AI-specific breakout). Segment table shows consolidated net income $906M.
10-K for fiscal year ending January 31, 2024, Item 8 Segment Note and Revenue Recognition
AI Products Identified (Ring 1)
Autodesk Forma (AI-powered design analysis)Fusion generative designEmbedded ML in BIM/CAD toolsTandem digital twin
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 subscriptionsAutoCAD/LT subscriptionsManufacturing subscriptionsMedia & Entertainment subscriptions
Confidence Tier
EstimatedNo direct AI revenue disclosure — estimated from product mix