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Company Research8 Mar 2023
Earnings Season Recap #18
Curated transcript quotes and slides from Autodesk's Investor Day, HelloFresh's Capital Markets Day, and Brunello Cucinelli's Q4 2022 earnings call.
Autodesk
Autodesk (ADSK) investor relations material
Autodesk Barclays 23rd Annual Global Technology Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Barclays 23rd Annual Global Technology Conference summary10 Dec, 2025
Key business updates and strategic direction
Business performance remains strong, outperforming most competitors and maintaining healthy growth rates.
Guidance for next year will consider macroeconomic factors and sales/marketing optimization.
Transition to annual billing is nearly complete, normalizing billings and free cash flow by fiscal 2027.
The path to fiscal 2029 margin goals is non-linear due to headwinds from the new transaction model.
Significant investments have been made in direct customer engagement and automating the back end for scalable AI.
AI leadership and product innovation
Years of AI research have positioned the company ahead of competitors, with a dedicated AI lab since 2018.
Generative AI is transforming architecture, automating repetitive tasks, improving collaboration, and enabling outcome-based design.
AI features are being integrated across products, including the new Autodesk Assistant and Neural CAD for buildings.
Cycle time from research to product has shrunk to 3–6 months, accelerating innovation.
Centralized, focused AI investment is seen as a key barrier to entry for competitors.
Economic model and monetization
Seat-based licensing will remain, but AI-driven automation and machine-led consumption will expand addressable market.
New value is created as machines perform tasks humans cannot and operate continuously, monetized via consumption pricing.
Flex platform enables flexible metering and API monetization for future consumption models.
Expansion into adjacent verticals and end-to-end cloud workflows is increasing the customer base.
Autodesk's AI competitive moat
AI's impact on Autodesk's monetization
NTM margin impact for FY27
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Next Autodesk earnings date
Q4 202626 Feb, 2026
Autodesk
Next Autodesk earnings date
Q4 202626 Feb, 2026
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Frequently asked questions
A go-to for architects, engineers, and designers
Autodesk is a software company that provides a range of design, engineering, and entertainment software solutions to customers around the world. The company was founded in 1982 and has since become one of the leading providers of software for architects, engineers, and designers. Some of Autodesk’s competitors include Adobe, Dassault Systémes, and Trimble.
The business model
Autodesk's business model is based on providing a comprehensive suite of software solutions that help customers to design, simulate, and analyze their projects. The company's software products include AutoCAD, Revit, Maya, and 3ds Max, among others, and are used by a wide range of industries, including architecture, engineering, construction, manufacturing, and entertainment.
How Autodesk makes money
Autodesk generates revenue primarily through the sale of its software products, as well as through subscriptions to its cloud-based services. The company's software is sold on a recurring basis, providing a steady stream of revenue for the company. In addition, Autodesk also generates revenue through various other services, including consulting and training services.
A standard in its industry
Autodesk has been at the forefront of technology and innovation for over 40 years. The company was one of the pioneers of computer-aided design (CAD) software, and its AutoCAD software has become a standard in the industry. Autodesk has also been at the forefront of the transition to cloud-based software, offering its customers a range of cloud-based services that provide greater flexibility and scalability.
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