ADSKAutodesk, Inc.

“this is going to unlock a deeper and broader data and context layer that makes our capabilities more powerful in the agentic world. It's going to unlock a $40 billion TAM for us. And it's also going to advance our digital twin strategy from static to dynamic and ultimately to predictive.”

“building agentic AI requires data, context, and expertise. What differentiates Autodesk is that we have all 3 at scale, and each one is scarce. We have scarce, geometric-data from real Design and Make workflows that lets us build frontier 3D foundation models grounded in how the built world is actually designed and made. We have real-world workflow context, including design intent, constraints, constructability, coordination, and trade-offs that enable industry-specific MCP and agentic-based workflows that work reliably across the life cycle. And we have deep domain and technical expertise that translates data and context into trusted products, defensible IP, and knowledge graphs built for professional-grade outcomes.”

“what MaintainX brings us is the field execution and data piece, the actual asset data piece. They're the fastest-growing company in the space, they're rapidly consolidating a lot of the space onto their platform and there's a reason for that. And what they're bringing to us is not only that expertise at the point of work where the assets are functioning, they're bringing to us a rich set of data about asset performance in the real world. This data is going to help us move along that spectrum from static to dynamic to predictive”

“Coming out very shortly is what's called the Building Layout Explorer. It's going to be built into the Forma Building design suite. It allows people to explore the layout of a building within the framework of the envelope for the building that they're proposing and that they're exploring. These are the kind of capabilities that are built off of models that we've created ourselves that allow customers to do things that they would not be able to do dynamically with some of the other kind of horizontal large language model tools.”

“When Autodesk AI generates a design, revision, manufacturing tool path, routing layout, or simulation setup, that output is validated to the same core parametric models from Autodesk that our customers have trusted for decades. These systems performed deterministic checks for geometric integrity, manufacturability, constructability, standards compliance and performance. Every validation loop also improves the platform itself, continuously strengthening our AI models, validation systems and quality thresholds over time.”

“Autodesk 3D foundation models used decades of engineering intelligence combined with trusted product engines to directly reason about geometry and physical relationships, enabling workflows like similarity search, drawing dimensions, constraints, building plans, and geometry-aware automation. AutoConstrain in Fusion and more expansive features like our soon-to-be launched Building Layout Explorer in Forma are good examples of our progress here.”

“We are combining probabilistic AI generation with deterministic engineering validation using parametric and physics-based engines designed to reason about the physical world in 3D, so AI-generated outcomes can be validated against real-world constraints. Simply put, AI can generate and our engines can validate.”

“Through Assistant and MCP infrastructure, Autodesk provides the harness layer that makes frontier models more controllable, context aware, and useful across the life cycle. Autodesk Assistant is a good example already in market, and there are even more powerful tools on the way”

“the usage of our APIs and the AEC data model and the manufacturing data model by our customers continues to go up month after month after month. They're using it to provide real solutions. We're actually monetizing some of that API usage today.”

“when you look at the agentic world, remember, though, that there's this important critical mass around data and context that extends beyond any single customer. No single customer is going to have enough data to fully understand the scope and impact of a project nor will they have the entire context of the project. Remember, context for a project flows across companies and across silos within a particular project. It is an ecosystem problem. And we're well positioned to orchestrate the ecosystem at the data and context layer.”

“Our relationship with our customers is one of transparency and choice. We are very transparent about what we're doing with their data and how we're using it and where we're using it and where we're going to give them choice for opting out of how we use their data. That relationship has been highly effective. It's resulted in robust conversations with a lot of customers, and I think it's resulted in good outcomes for them and for us. Everybody wants the automations we're able to deliver.”

“Whenever you meet the customers where you're at, you bring new customers into the ecosystem, right? And part of what we're doing is to meet the customers where they're at. We pull them into the ecosystem and then they're able to explore the capabilities that we're able to help them finish above and beyond what they do in some of these other layers. So you'll -- this is absolutely a channel for us, but it's also meeting the customers where they're at today.”

“the data that we're getting about asset performance and asset life cycles is incredibly valuable to us. It allows us to move up the spectrum from the operational and the static and dynamic twins into the predictive world. That's going to provide a lot of value to the mid-market customers we serve. It's going to provide high-value AI-driven solutions that do things that most small and midsized players are not able to do without some of these tools.”

“The timing is right because this is the time when you want to expand the breadth and depth of your data and context layer across entire life cycles. The broader and deeper your context and data layer, the more competitive you are in the future agentic world because the more workflows you can automate, the more value you can bring to your customers.”

“Bringing MaintainX into Autodesk begins to build the data and context loop that enables a new generation of more integrated, data-driven, and AI-powered capabilities, connecting digital Design and Make with real-world performance to deliver predictive maintenance, intelligent automation, and real-time decision support.”

“we still plan to deploy cash to the highest return opportunities, prioritizing organic investment in R&D, including cloud platform and AI and accelerating the realization of our strategy with targeted and tuck-in acquisitions.”

“it's far too early to look at MaintainX through the lens of consumption and things associated with consumption. They're very early in that journey. They've got a bunch of AI-driven capabilities. That will evolve over time.”

“it also gives us very rich operational data and workflow context that really allows us to close the entire loop across design, make, and operate, and it strengthens our overall AI foundation as a combined company.”

“It's led by world-class engineering and AI talent and delivers a scalable go-to-market growth motion for operations and strong expansion potential across customer segments, geographies, and adjacent use cases.”

“In manufacturing, customers are demanding convergence as they invest in their digital transformation to leverage granular and unified data and embrace AI-driven automation capable of industry transformation.”

“With this expansion in operations, we plan to unlock higher-value system-level AI, extend our duration with assets and systems from years to decades, and meaningfully expand our addressable market.”

“With MaintainX, we intend to extend those capabilities to develop digital twins that move beyond descriptive and informative models to high-value predictive and autonomous workflows and systems.”

“you're going to see us add a lot more to the layer between the frontier models and what the Assistant does and some of the capabilities that Autodesk builds on top.”

“It's why we believe Autodesk will define the next generation of industrial AI.”

“prepare for an agentic AI world.”