Autodesk, Inc. (ADSK)

Autodesk is a global provider of 3D design, engineering and entertainment technology software spanning architecture, engineering, construction, product design, manufacturing, media and entertainment. Its customers use the software to visualize, simulate and analyze real-world performance early in the design process, so they can optimize designs, streamline manufacturing and construction, save time and money, improve quality, collaborate and deliver more sustainable outcomes. Revenue comes primarily from recurring offerings: term-based product subscriptions, cloud services and enterprise business agreements. The subscription plans combine desktop software with cloud functionality.

The product offerings fall into three families. Architecture, Engineering, Construction and Operations (AECO) includes the AEC Collection (AutoCAD, AutoCAD Civil 3D and Revit), Autodesk Build, BIM Collaborate Pro, BuildingConnected, Tandem (a digital twin platform), and AutoCAD and AutoCAD LT. Manufacturing (MFG) includes Fusion (cloud-based 3D CAD, CAM and CAE), Inventor, Vault data management and the Product Design & Manufacturing Collection. Media and Entertainment (M&E) includes Flow Production Tracking, Maya, 3ds Max and the Media & Entertainment Collection, which cover modeling, animation, effects, rendering and compositing. Autodesk is investing in AI, machine learning and generative design, and is building lifecycle solutions across its industry clouds on shared platform services. It also maintains an API-based architecture and Autodesk Platform Services to support third-party developers.

Customers include building, infrastructure and construction firms, manufacturers in automotive, transportation, industrial machinery, consumer products and building products, and creative studios in film, games and design visualization. Products are sold globally through direct and indirect channels. Direct sales go to enterprise and named accounts and through the online Autodesk store. Under a new transaction model, Solution Providers quote customers but the transaction occurs directly with Autodesk. A network of about 1,170 resellers and distributors accounted for roughly 37% of fiscal 2026 revenue, and indirect channels remain important in emerging regions and with governments. TD Synnex, the largest distributor, represented 14% of net revenue in fiscal 2026, down from 33% and 39% in the prior two years. No other distributor, reseller or direct customer reached 10%. Operations are organized into three regions: the Americas, EMEA and APAC, and international sales are expected to remain the majority of revenue. Autodesk also offers free educational licenses to students and educators.

Software is developed mainly in-house, supplemented by independent contractors and acquired or licensed technology. Most research and development takes place in the United States, Canada and India, while translation and localization are done principally in Singapore and Ireland. Customer support is multi-tiered, using resellers, Solution Providers, the Autodesk Knowledge Network and direct support channels. The market is highly competitive with limited barriers to entry. Primary competitors include Adobe, Bentley Systems, Dassault Systèmes, Hexagon's Intergraph, MSC Software, Nemetschek, Oracle, Procore, PTC, 3D Systems, Siemens PLM and Trimble. The company's website is www.autodesk.com.