Autodesk has a $7.2 billion recurring software base, 97% recurring revenue, and a larger direct channel, but the next leg depends on whether AI, cloud platforms, and the transaction model expand the toll road without cracking margins or partner trust.
References
Sources used in this report
SEC APISEC company tickers exchange dataset2026-05-14 · Ticker, CIK, company name, and exchange confirmation.SEC APISEC submissions JSON2026-05-14 · Issuer identity, fiscal year end, SIC, address, filer status, and recent filing sequence.SEC APISEC companyfacts JSON2026-05-14 · Financial statement and balance sheet cross-checks for revenue, profit, cash, debt, RPO-related facts, and cash flow.SEC annual filingFY2026 Form 10-K2026-03-03 · Audited FY2026 financials, business model, product mix, channel mix, RPO, competition, risks, liquidity, debt, and executive officers.Company release furnished to SECQ4 and FY2026 earnings release2026-02-26 · Headline FY2026 results, billings, free cash flow, RPO/current RPO, product and geography tables, and FY2027 guidance.SEC quarterly filingQ3 FY2026 Form 10-Q2025-11-26 · Interim financials, Q3 product mix, balance sheet, cash flow, RPO, debt, and officer trading-plan disclosure.SEC proxy filing2026 definitive proxy statement2026-05-06 · Board, governance, executive compensation, annual meeting proposals, incentive metrics, and stockholder proposal context.Government market contextU.S. Census Bureau Monthly Construction Spending, March 20262026-05-07 · Independent construction-market context for Autodesk's AECO and construction-cloud exposure.