Autodesk, Inc. (ADSK)

In November 2025, Autodesk reported strong quarterly results, leading to a stock surge and raised fiscal year guidance due to AI demand. In February 2026, the company announced a 19% year-over-year revenue growth for Q4 and invested $200 million in World Labs, an AI spatial intelligence company. In May 2026, Autodesk launched its "Autodesk for Small Business" initiative, with the Q1 FY2027 earnings call scheduled for May 28, 2026. The stock price has shown fluctuations and traded below its 200-day moving average.

While specific details on Autodesk's product and service demand seasonality are not extensively detailed, seasonality can play a role in market trends. Autodesk's revenue is tied to subscriptions from businesses, design firms, builders, and industrial customers, aiming to create predictable recurring revenue. The company's largest product segment is Architecture, Engineering, and Construction, suggesting that demand might be influenced by trends and cycles within the construction and infrastructure industries.

Autodesk, Inc. is a multinational software corporation in the Technology sector, providing 3D design, engineering, and entertainment technology solutions. Its software and services cater to architecture, engineering, construction (AEC), manufacturing, media, education, and entertainment industries. Major products include AutoCAD, Revit, Civil 3D, Autodesk Construction Cloud, Advance Steel, Navisworks, InfraWorks, Fabrication CADmep, Forma Site Design, BIM Collaborate Pro for AEC; Autodesk Fusion, Autodesk Inventor, Autodesk Vault, Autodesk CFD, Moldflow, VRED, and the Product Design & Manufacturing Collection for Manufacturing; and Flame, Flow Production Tracking, Maya, 3ds Max, Arnold, MotionBuilder, and Mudbox for Media & Entertainment.

Autodesk has a significant global presence with its worldwide headquarters in San Francisco, California, USA. Regional headquarters are located in Singapore for the Asia Pacific (APAC) region and Dublin, Ireland, for Europe, the Middle East, and Africa (EMEA). The company maintains offices in various countries across the Americas, APAC, and EMEA regions, including the United States, Canada, Argentina, Australia, India, Japan, Korea, Austria, Spain, Germany, France, United Arab Emirates, and Saudi Arabia.

Autodesk's brand reputation has been influenced by restructuring and layoffs, a focus on AI and cloud computing, and activist investor scrutiny. In 2025, Autodesk underwent layoffs of approximately 9% of its workforce, followed by another reduction of about 7% in January 2026, as part of a restructuring effort. The company has been actively positioning itself as a leader in AI and cloud computing, supported by its investment in an AI spatial intelligence company. In mid-2024, activist investor Starboard Value reportedly pressed Autodesk over governance and accounting practices.

Autodesk's ownership is predominantly held by institutional investors, including BlackRock, Inc., Vanguard Group Inc., State Street Corp., Loomis Sayles & Co L P, Geode Capital Management, Llc, Fmr Llc (Fidelity Management), Ninety One UK Ltd, Massachusetts Financial Services Co /ma/, UBS Asset Management Americas Inc, and Morgan Stanley. Insider ownership is in the low single digits, and no single individual or entity holds a majority stake.