Autodesk Inc (NASDAQ: ADSK) is a design and construction software company that develops and sells software for architecture, engineering, construction, manufacturing, and media and entertainment. Revenue comes almost entirely from software subscriptions billed directly to customers and through reseller channels. Autodesk reported total net revenue of $7.206 billion for the fiscal year ended January 31, 2026, up 18% from $6.131 billion in the prior fiscal year. Subscription revenue was $6.743 billion in FY2026, representing the dominant share of total revenue, with legacy maintenance revenue declining to $33 million. The four product families by FY2026 revenue were: Architecture, Engineering, Construction and Operations (AECO) at $3.583 billion, AutoCAD and AutoCAD LT at $1.787 billion, Manufacturing at $1.379 billion, and Media and Entertainment at $332 million. Switching costs across design workflows and deep integration with customer project data create meaningful customer retention. Autodesk trades on the Nasdaq Global Select Market and is headquartered in the United States.

Revenue model

Subscription software licenses sold directly to end customers and through Solution Providers (resellers). Under the current transaction model, the actual contract is between Autodesk and the customer; reseller incentives are recorded as operating expenses rather than contra-revenue. Maintenance contracts are in decline, falling from $54 million in FY2024 to $33 million in FY2026. Other revenue, primarily professional services and consulting, totaled $430 million in FY2026.

Products and services

AECO segment: AEC Collections, Autodesk Construction Cloud (rebranded Forma for Construction), and Payapps (acquired FY2025, cloud-based construction payment management). AutoCAD and AutoCAD LT: general-purpose CAD drafting software. Manufacturing: Fusion (cloud-based design and manufacturing), Inventor, Vault (data management integrating with 30-plus Autodesk design applications), and Product Design and Manufacturing Collection. Media and Entertainment: Maya (3D modeling, animation, rendering), Flow Production Tracking (cloud-based production management for distributed creative teams).

Customers and end markets

End markets include commercial and infrastructure construction, architecture and engineering firms, discrete and process manufacturers, factory and logistics operators, and film, video game, and media production companies. Customers range from global manufacturing enterprises and general contractors to trade contractors and independent creative professionals. No single customer concentration disclosed in the excerpts.

Value-chain role

Autodesk sits at the design and pre-construction software layer of project workflows, connecting design, simulation, manufacturing, and construction management data across project phases. Software is developed primarily internally with supplemental use of third-party contractors and licensed technologies. R&D is concentrated in the United States, Canada, and India, with localization performed in Singapore and Ireland.

Geographic exposure

Global sales with R&D primarily in the United States, Canada, and India. Product localization performed in Singapore and Ireland. Specific geographic revenue breakdown not provided in the excerpts.

Source: SEC 10-K, filed 2026-03-03

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