Autodesk(NASDAQ) ADSK

Autodesk makes software that helps people design and build things. Architects, engineers, and movie makers use these tools to create buildings and films. The company's technology turns complex data into 3D models and digital plans.

Design and Creation Tools

• AECO Solutions: Tools for architecture, engineering, construction, and operations projects like roads and buildings; generated $1.03 billion in revenue for the three months ended July 31, 2026.
• AutoCAD: Professional software for precise 2D and 3D drafting and design; generated $500 million in revenue for the three months ended July 31, 2026.
• Manufacturing: Integrated platforms like Fusion that combine design, engineering, and machining workflows; generated $385 million in revenue for the three months ended July 31, 2026.
• Media and Entertainment: Software for 3D modeling, animation, and special effects in films and games; generated $92 million in revenue for the three months ended July 31, 2026.

Strategic Moves and New Tech

• Acquired MaintainX for approximately $3.6 billion on Aug. 3, 2026, to expand into maintenance and asset tracking management.
• Launched industry-specific clouds called Fusion, Forma, and Flow to connect design data with construction and manufacturing.
• Integrated artificial intelligence into its platform to automate complex design tasks and analyze project data.
• Implemented a new transaction model to manage direct relationships with customers while working with solution providers.

Why the Company Stands Out

Autodesk connects different stages of a project through a unified digital platform. This system helps teams in design, construction, and operations work together using shared data, insights, and automated workflows.

Measuring Recent Success

• Net revenue was $2.05 billion for the three months ended July 31, 2026, up 16% year over year.
• Recurring revenue reached $1.99 billion for the three months ended July 31, 2026, representing 97% of total net revenue.
• Cash flow from operations totaled $1.47 billion during the six months ended July 31, 2026.
• Market capitalization was $55.0 billion with a price-to-earnings ratio of 33.7.
• Remaining performance obligations reached $7.43 billion as of July 31, 2026, representing committed future contracts.

A Shifting Business Model

Autodesk has moved from selling desktop software to providing cloud-based subscription services. Its focus on connecting design and construction data helps it remain a central tool for professional creators worldwide.