Autodesk, Inc.
ADSKQ1 2025(ADSK Q4 FY2025)Estimated4% AI
AI Revenue %
4%
AI Fair Value
$1.1B
AI Revenue (Q)
$74.1M
Total Revenue (Q)
$1.9B
Source: SEC EDGAR 10-K Filing
View 10-K on SEC.govAnalysis
Q4 FY2025 / Full Year FY2025 (fiscal year ending January 31, 2025). Full-year revenue $6,131M. Q4 implied revenue ~$1,639M ($6,131M - $4,492M 9-month). The 10-K segment table shows: FY2025 total net revenue $6,131M, consolidated net income $1,112M. New 'Restructuring' and 'New transaction model' costs appeared ($15M and $107M respectively). Revenue by product type (full year): Design category dominates. The 10-K describes products in detail including Fusion ('first 3D CAD, CAM, and CAE tool'), Tandem (digital twin), Revit (BIM), but provides no AI-specific revenue. Autodesk lists 'AECO' for the first time (adding Operations). AI features are now broadly embedded across the product portfolio. Estimate: 4%. Math: ~$1,639M x 4% = ~$66M estimated AI revenue.
Analyzed by claude-opus-4-6
Quoted Figures
Full-year FY2025 total net revenue $6,131M. Segment table: consolidated net income $1,112M. New transaction model costs $107M. Depreciation, amortization, and accretion $180M.
10-K for fiscal year ending January 31, 2025, Item 8 Segment Note
AI Products Identified (Ring 1)
Autodesk Forma (AI-powered design analysis)Fusion generative designAutodesk AI (embedded in multiple products)AI-powered BIM 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.
AECO subscriptionsAutoCAD/LT subscriptionsManufacturing subscriptionsMedia & Entertainment subscriptions
Confidence Tier
EstimatedNo direct AI revenue disclosure — estimated from product mix