Autodesk (ADSK)
Design and operations software for buildings, manufactured products, construction, and media.
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Autodesk makes the software people use to draw the physical world before it gets built — buildings, roads, machine parts, film creatures. Nearly all of it is rented by the year, and the desktop drawing tools still fund everything else. The bet now is on the messier work after the drawing: coordinating the jobsite, and keeping finished machines and buildings running.
Item facts: FY2026 · year ended Jan 31, 2026, from filings, earnings calls and company pages.
Judgment weights, not filed revenue
The band summarizes business focus and direction. ~ marks estimates.
7 in detail · 12 more below
AEC Collection (Revit, Civil 3D, Navisworks)
The drawing tools behind buildings, roads and water systems, sold as one bundle. Buildings and infrastructure together are about half of Autodesk's revenue and the fastest-growing of its four main product families. Data centers and infrastructure work is offsetting slower commercial building.
Competes with Archicad (Nemetschek) · OpenBuildings and OpenRoads (Bentley Systems) · Tekla Structures (Trimble)
In plain English
Before a hospital or a highway gets built, someone draws it. Revit is where architects and engineers build that drawing as a connected three-dimensional model — walls, beams, ducts, all linked, so moving one thing updates the rest. Civil 3D does the same for roads, rail and land development.
Firms rent one seat per person, for a year or three at a time, and keep renewing because the model file is where years of work live and everyone downstream expects to receive it. Leaving means leaving the file behind. Content partners feed it too: Eaton's electrical product data drops straight into Revit.
AutoCAD and AutoCAD LT
The general-purpose drawing program, sold wide and cheap to small firms and one-person shops across every industry. A quarter of revenue — but a slice that has shrunk every year since FY2023, because growth here comes from price and mix rather than expansion.
Competes with BricsCAD (Hexagon) · DraftSight (Dassault Systèmes) · Archicad (Nemetschek)
In plain English
Think of it as the word processor of technical drawing: a blank sheet, lines, dimensions, and a file type called DWG that almost every firm in the trade can open. AutoCAD LT is the stripped-down version for people who only ever draw flat.
Customers rent it one seat per person, from a single surveyor up to a large engineering office, and Autodesk increasingly sells it straight off its own website. Nobody leaves easily, because drawings get passed between companies as DWG files — drop AutoCAD and your work stops opening cleanly on everyone else's screen.
Inventor, Vault and the PD&M Collection
The desktop kit for designing machines and parts — Inventor for the modelling, Vault for keeping versions straight. Around a seventh of revenue, growing in the mid-teens, and the customer base Autodesk wants to move onto Fusion.
Competes with SOLIDWORKS (Dassault Systèmes) · Solid Edge and NX (Siemens) · Creo (PTC)
In plain English
Machines get drawn part by part before anyone cuts metal. Inventor is where a mechanical engineer shapes each bracket and bearing and snaps them together on screen to check nothing collides. Vault is the shared cabinet that remembers which version of every part is the current one.
Mid-sized manufacturers buy the two bundled with a few extras and renew year after year — Loh Services, part of the Friedhelm Loh Group, widened its company-wide contract this spring. The rivals here are larger than Autodesk is in this market, so the money comes from holding the middle of it rather than taking the top.
Autodesk Fusion
One online program that shapes the part, programs the cutting machine and tests whether it will bend. Small so far, but it is where Autodesk pushes its AI hardest and one of three lines it promised to keep commenting on.
Competes with Onshape (PTC) · SOLIDWORKS / 3DEXPERIENCE (Dassault Systèmes) · NX with integrated CAM (Siemens)
In plain English
Design work used to need three separate programs and three separate files — one to shape the part, one to tell the milling machine how to cut it, one to check whether it would break. Fusion does all of that on a single file that lives online.
Small machine shops buy seats because a ten-person shop cannot afford three tools plus the people to babysit them. The pitch to Autodesk's own Inventor customers is the same file, reachable from anywhere. A German manufacturer swapping out its old drawing-and-machining software, five-axis cutting included, was the named win this summer.
Autodesk Forma
The shared jobsite workspace: current drawings, checklists, quantity take-offs and costs in one place for contractors and building owners. Renamed from Construction Cloud in March 2026, and after the operations deal it is the loudest growth story on Autodesk's calls.
Competes with Procore (Procore Technologies) · e-Builder and Viewpoint (Trimble) · iTwin (Bentley Systems)
In plain English
A building site runs on a thousand small answers — which drawing is current, what got installed yesterday, how much concrete is still to pour. Forma is the shared workspace where the contractor, the architect and the owner all look at the same set instead of emailing files back and forth.
Contractors and owners pay a subscription for it, and they pick it because the models came out of Revit upstream, so the handoff from drawing to building is short. One of the world's largest retailers chose it to run its North American sites, and a big cloud company is spreading it across its data centers.
Maya, 3ds Max and Arnold
The modelling, animation and rendering tools behind film effects, animation and games. The smallest product family, under a twentieth of revenue and a smaller share every year, though it grew 15% last quarter.
Competes with Blender (Blender Foundation) · Houdini (SideFX) · ftrack (Backlight)
In plain English
Every computer-made creature, explosion or animated short starts as a mesh of points an artist pushes around. Maya and 3ds Max are where that pushing happens; Arnold is the piece that turns the finished mesh into a picture, one frame at a time, ready for a screen.
Visual-effects houses, animation studios and game teams rent the tools as one bundle, and the bundling matters: it keeps any single tool from being priced on its own. Blender — free, open and made by a foundation — is the steady pressure underneath, and this line's share of Autodesk has fallen every year since FY2023.
MaintainX
Bought for about $3.6B and closed in August 2026: phone software telling a maintenance crew which machine to fix next. It adds roughly $60M of revenue in the second half of FY2027, well under a cent of every dollar, and was losing money at the deal.
Competes with Maximo Application Suite (IBM) · Limble CMMS (Limble) · Fiix (Rockwell)
In plain English
When a conveyor jams or a walk-in freezer starts running warm, somebody has to log it, order the part and show it was fixed. MaintainX is the phone app carrying that job list — work orders, inspection checklists, and the history of what broke and when.
Factories, building operators and food-service chains subscribe to it, and the people holding it are the crews on the floor rather than an office. For Autodesk it is the first step past drawing things into running them; management expects operations to become a bigger business than construction over time.
AEC Collection (Revit, Civil 3D, Navisworks)The drawing tools behind buildings, roads and water systems, sold as one bundle. Buildings and infrastructure together are about half of Autodesk's revenue and the fastest-growing of its four main product families. Data centers and infrastructure work is offsetting slower commercial building.The drawing tools behind buildings, roads and water systems, sold as one bundle. Buildings and infrastructure together are about half of Autodesk's revenue and the fastest-growing of its four main product families. Data centers and infrastructure work is offsetting slower commercial building.
In plain English
Before a hospital or a highway gets built, someone draws it. Revit is where architects and engineers build that drawing as a connected three-dimensional model — walls, beams, ducts, all linked, so moving one thing updates the rest. Civil 3D does the same for roads, rail and land development.
Firms rent one seat per person, for a year or three at a time, and keep renewing because the model file is where years of work live and everyone downstream expects to receive it. Leaving means leaving the file behind. Content partners feed it too: Eaton's electrical product data drops straight into Revit.
Competes with Archicad (Nemetschek) · OpenBuildings and OpenRoads (Bentley Systems) · Tekla Structures (Trimble)
AutoCAD and AutoCAD LTThe general-purpose drawing program, sold wide and cheap to small firms and one-person shops across every industry. A quarter of revenue — but a slice that has shrunk every year since FY2023, because growth here comes from price and mix rather than expansion.The general-purpose drawing program, sold wide and cheap to small firms and one-person shops across every industry. A quarter of revenue — but a slice that has shrunk every year since FY2023, because growth here comes from price and mix rather than expansion.
In plain English
Think of it as the word processor of technical drawing: a blank sheet, lines, dimensions, and a file type called DWG that almost every firm in the trade can open. AutoCAD LT is the stripped-down version for people who only ever draw flat.
Customers rent it one seat per person, from a single surveyor up to a large engineering office, and Autodesk increasingly sells it straight off its own website. Nobody leaves easily, because drawings get passed between companies as DWG files — drop AutoCAD and your work stops opening cleanly on everyone else's screen.
Competes with BricsCAD (Hexagon) · DraftSight (Dassault Systèmes) · Archicad (Nemetschek)
Inventor, Vault and the PD&M CollectionThe desktop kit for designing machines and parts — Inventor for the modelling, Vault for keeping versions straight. Around a seventh of revenue, growing in the mid-teens, and the customer base Autodesk wants to move onto Fusion.The desktop kit for designing machines and parts — Inventor for the modelling, Vault for keeping versions straight. Around a seventh of revenue, growing in the mid-teens, and the customer base Autodesk wants to move onto Fusion.
In plain English
Machines get drawn part by part before anyone cuts metal. Inventor is where a mechanical engineer shapes each bracket and bearing and snaps them together on screen to check nothing collides. Vault is the shared cabinet that remembers which version of every part is the current one.
Mid-sized manufacturers buy the two bundled with a few extras and renew year after year — Loh Services, part of the Friedhelm Loh Group, widened its company-wide contract this spring. The rivals here are larger than Autodesk is in this market, so the money comes from holding the middle of it rather than taking the top.
Competes with SOLIDWORKS (Dassault Systèmes) · Solid Edge and NX (Siemens) · Creo (PTC)
Autodesk FusionOne online program that shapes the part, programs the cutting machine and tests whether it will bend. Small so far, but it is where Autodesk pushes its AI hardest and one of three lines it promised to keep commenting on.One online program that shapes the part, programs the cutting machine and tests whether it will bend. Small so far, but it is where Autodesk pushes its AI hardest and one of three lines it promised to keep commenting on.
In plain English
Design work used to need three separate programs and three separate files — one to shape the part, one to tell the milling machine how to cut it, one to check whether it would break. Fusion does all of that on a single file that lives online.
Small machine shops buy seats because a ten-person shop cannot afford three tools plus the people to babysit them. The pitch to Autodesk's own Inventor customers is the same file, reachable from anywhere. A German manufacturer swapping out its old drawing-and-machining software, five-axis cutting included, was the named win this summer.
Competes with Onshape (PTC) · SOLIDWORKS / 3DEXPERIENCE (Dassault Systèmes) · NX with integrated CAM (Siemens)
Autodesk FormaThe shared jobsite workspace: current drawings, checklists, quantity take-offs and costs in one place for contractors and building owners. Renamed from Construction Cloud in March 2026, and after the operations deal it is the loudest growth story on Autodesk's calls.The shared jobsite workspace: current drawings, checklists, quantity take-offs and costs in one place for contractors and building owners. Renamed from Construction Cloud in March 2026, and after the operations deal it is the loudest growth story on Autodesk's calls.
In plain English
A building site runs on a thousand small answers — which drawing is current, what got installed yesterday, how much concrete is still to pour. Forma is the shared workspace where the contractor, the architect and the owner all look at the same set instead of emailing files back and forth.
Contractors and owners pay a subscription for it, and they pick it because the models came out of Revit upstream, so the handoff from drawing to building is short. One of the world's largest retailers chose it to run its North American sites, and a big cloud company is spreading it across its data centers.
Competes with Procore (Procore Technologies) · e-Builder and Viewpoint (Trimble) · iTwin (Bentley Systems)
Maya, 3ds Max and ArnoldThe modelling, animation and rendering tools behind film effects, animation and games. The smallest product family, under a twentieth of revenue and a smaller share every year, though it grew 15% last quarter.The modelling, animation and rendering tools behind film effects, animation and games. The smallest product family, under a twentieth of revenue and a smaller share every year, though it grew 15% last quarter.
In plain English
Every computer-made creature, explosion or animated short starts as a mesh of points an artist pushes around. Maya and 3ds Max are where that pushing happens; Arnold is the piece that turns the finished mesh into a picture, one frame at a time, ready for a screen.
Visual-effects houses, animation studios and game teams rent the tools as one bundle, and the bundling matters: it keeps any single tool from being priced on its own. Blender — free, open and made by a foundation — is the steady pressure underneath, and this line's share of Autodesk has fallen every year since FY2023.
Competes with Blender (Blender Foundation) · Houdini (SideFX) · ftrack (Backlight)
MaintainXBought for about $3.6B and closed in August 2026: phone software telling a maintenance crew which machine to fix next. It adds roughly $60M of revenue in the second half of FY2027, well under a cent of every dollar, and was losing money at the deal.Bought for about $3.6B and closed in August 2026: phone software telling a maintenance crew which machine to fix next. It adds roughly $60M of revenue in the second half of FY2027, well under a cent of every dollar, and was losing money at the deal.
In plain English
When a conveyor jams or a walk-in freezer starts running warm, somebody has to log it, order the part and show it was fixed. MaintainX is the phone app carrying that job list — work orders, inspection checklists, and the history of what broke and when.
Factories, building operators and food-service chains subscribe to it, and the people holding it are the crews on the floor rather than an office. For Autodesk it is the first step past drawing things into running them; management expects operations to become a bigger business than construction over time.
Competes with Maximo Application Suite (IBM) · Limble CMMS (Limble) · Fiix (Rockwell)
Named in filings, launches and programs
- Enterprise Business AgreementsCustomer programMulti-year company-wide deals, ~15% of what customers commit. Autodesk is deliberately shortening them, and its signed-but-not-yet-delivered book slipped to roughly $7.4B by July 2026.
- Billing customers directlyCustomer programAutodesk now invoices end customers itself and pays partners a commission; distributor TD Synnex fell from 39% of revenue in FY2024 to 14% in FY2026.
- Autodesk FlexCustomer program · RampingPrepaid day passes for occasional users, about 2% of what customers commit; the minimum purchase dropped from $300 to $99 in June 2026.
- Autodesk Platform ServicesPlatformThe connectors partners build on, letting other software read and write Autodesk design data; a European infrastructure customer used it on a transit programme.
- Autodesk Operations SolutionsPlatform · RampingThe operations group under SVP Stephen Hooper, pulling together Tandem, FlexSim, Fusion Operations and Factory Design Utilities — and now MaintainX.
- Autodesk TandemProductA living digital copy of a finished building; since September 2026 paired with Eaton's Brightlayer to track electrical systems.
- Autodesk AssistantPlatformThe built-in AI helper, live inside Fusion, Inventor, Moldflow and Vault since April 2026.
- Flow Production TrackingProductStudio job-tracking software, renamed from ShotGrid — keeps shots, artists and deadlines in one place for effects and animation houses.
- Flow StudioProductThe cloud piece of the media line, renamed from Wonder Studio and sold alongside Maya and 3ds Max.
- Autodesk StoreServiceAutodesk's own website checkout, selling straight to the customer instead of through a reseller; management called it a strength in late 2025.
- Neural CAD / Project BerniniProduct · AnnouncedResearch into AI that generates editable 3D shapes for Forma and Fusion; it has barely come up on earnings calls since 2024.
- Other product familyProduct lineThe leftover line outside the four main families — $125M in FY2026, under two cents of every revenue dollar.
Enterprise Business AgreementsCustomer program
Multi-year company-wide deals, ~15% of what customers commit. Autodesk is deliberately shortening them, and its signed-but-not-yet-delivered book slipped to roughly $7.4B by July 2026.
Billing customers directlyCustomer program
Autodesk now invoices end customers itself and pays partners a commission; distributor TD Synnex fell from 39% of revenue in FY2024 to 14% in FY2026.
Autodesk FlexCustomer program · Ramping
Prepaid day passes for occasional users, about 2% of what customers commit; the minimum purchase dropped from $300 to $99 in June 2026.
Autodesk Platform ServicesPlatform
The connectors partners build on, letting other software read and write Autodesk design data; a European infrastructure customer used it on a transit programme.
Autodesk Operations SolutionsPlatform · Ramping
The operations group under SVP Stephen Hooper, pulling together Tandem, FlexSim, Fusion Operations and Factory Design Utilities — and now MaintainX.
Autodesk TandemProduct
A living digital copy of a finished building; since September 2026 paired with Eaton's Brightlayer to track electrical systems.
Autodesk AssistantPlatform
The built-in AI helper, live inside Fusion, Inventor, Moldflow and Vault since April 2026.
Flow Production TrackingProduct
Studio job-tracking software, renamed from ShotGrid — keeps shots, artists and deadlines in one place for effects and animation houses.
Flow StudioProduct
The cloud piece of the media line, renamed from Wonder Studio and sold alongside Maya and 3ds Max.
Autodesk StoreService
Autodesk's own website checkout, selling straight to the customer instead of through a reseller; management called it a strength in late 2025.
Neural CAD / Project BerniniProduct · Announced
Research into AI that generates editable 3D shapes for Forma and Fusion; it has barely come up on earnings calls since 2024.
Other product familyProduct line
The leftover line outside the four main families — $125M in FY2026, under two cents of every revenue dollar.