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Analyst
Bhavin Shah
Period: Reporting periods mapped to calendar 2024 Q4 – 2026 Q1 (6 quarters; questions recorded in 5).
- Questions
- 11on tracked calls
- Challenge rate
- 0%none of 11 questions
- Companies
- 2questioned at least once
- Reporting periods
- 5with questions
These figures cover the whole profile: every tracked question, all reporting periods.
How to read these numbers
Challenge rate is the share of questions that pushed back, pressed for specifics or questioned management’s assumptions. It describes how questions were asked on the calls tracked here; it does not measure whether any view turned out to be right.
Rounding. Rates are rounded to whole percentages, so a small share can show as 0% even when some questions were challenging. The count beside each rate is exact; “none of N questions” means no question was challenging.
No questions recorded. “—” means there is nothing to calculate: no questions were recorded for that period on the calls tracked here. It does not mean there was no activity.
Fewer than 3 questions. A company-level rate is withheld when fewer than 3 questions were recorded for that company; the questions are still counted everywhere else.
Small samples. Profiles with fewer than 10 questions are marked Limited sample.
Reporting periods. Questions are grouped by the calendar quarter each company’s fiscal reporting period maps to, not by the date of the call. Periods without a calendar mapping are listed separately under their fiscal label.
Questions asked
Grouped by company, most questions first. Open a company to read its questions, newest reporting period first.
Showing 11 of 11 questions from 2 companies
ADSKAutodesk9 questions · 5 reporting periods · 0 of 9 challenging
Calendar 2026 Q1
What are the types of things that your customers are asking you to help solve that might be different
Show response
Andrew said customers increasingly demanding convergence, fast feedback between design and make decisions, and an agentic layer to sort through complexity and reduce downstream risk. This drives deeper investment in Autodesk's connected lifecycle platform.
what are you guys doing to help mitigate any impact that might have any disruption there
Show response
Janesh said partner compensation changes had operational guardrails to prevent timing games. Early renewals in Q4 were not remarkably different from typical patterns and not a significant contributor to outperformance. Early renewals don't impact revenue.
Calendar 2025 Q4
how much time is still spent on operational elements? When do you think the channel gets back to full productivity
Show response
Janesh said operational friction largely behind them. EMEA first renewals completed in September as expected. All first annual renewals now lapped. Lower-tier partner business flowing to Autodesk store as planned. Larger partners building value-added services.
what role can Autodesk play? How are you thinking about evolving the product capabilities as agents and copilots to turn sketches into the models continues to evolve
Show response
Andrew emphasized Autodesk's unique data advantage and focus in the 2D-to-3D AI space, but kept details brief, directing focus to where the biggest returns are.
Calendar 2025 Q2
just clarifying that you're not seeing anything yet in the business that's cautioning you
Show response
Janesh confirmed no actual business impact from macro uncertainty, just prudence based on headlines and customer conversations. Momentum continued into Q2.
the industry continues to be labor constrained. When you speak to customers, is this still a challenge for them?
Show response
Andrew said labor constraints are persistent and may worsen, driving adoption of Autodesk's design and make portfolios as customers need technology to do more with limited resources.
Calendar 2025 Q1
How are you now thinking about M&A and do these actions change your view at all?
Show response
Andrew stated M&A strategy is unchanged, will pursue acquisitions that accelerate strategy or open relevant adjacencies, consistent with prior stance.
what's the timeline you guys are thinking about in terms of kind of seeing some of the benefits from a lot of the adjustments
Show response
Janesh confirmed FY26 margin benefit already embedded but deferred FY27+ details to Investor Day, noting ongoing investment in channel integration and self-service capabilities.
Calendar 2024 Q4
there appeared to be a noticeable uptick in attendance and sessions geared towards owners and operators. What's been driving
Show response
Andrew highlighted Tandem digital twin adoption driving owner interest, with continued investment planned for operations solutions across buildings, factories, and infrastructure.
SHOPShopify2 questions · 2 reporting periods · 0 of 2 challenging
Calendar 2026 Q1
how do you approach building versus partnering more broadly? And how might that differ from more software like solutions versus some that are more fintech-related?
Show response
Harley clearly articulated the framework: partner where 10x exists externally, build where it doesn't. Highlighted growing app ecosystem alongside Sidekick.
Calendar 2025 Q1
is this impacting your kind of views on overall expenses relative to the prior commentary that you guys talked about on free cash flow margins?
Show response
Jeff confirmed no change to FCF margin philosophy, AI is a tailwind for effectiveness, and the returns-based marketing approach allows rapid flex up or down based on real-time signal.
Challenge rate by company
Every company this analyst questioned, most questions first. A company-level rate is shown from 3 questions; below that it is withheld.
| Company | Questions | Challenge rate |
|---|---|---|
| ADSK Autodesk | 9 | 0%none of 9 questions |
| SHOP Shopify | 2 | —Rate withheld: fewer than 3 questions |
Activity by reporting period
Questions recorded for each calendar quarter that companies’ reporting periods map to (not the call date), with the challenge rate for that period. Periods inside the range with no questions are shown as “No questions recorded”.
| Calendar period | Questions | Challenge rate | Companies |
|---|---|---|---|
| 2024 Q4 | 1 | 0%none of 1 question | 1 |
| 2025 Q1 | 3 | 0%none of 3 questions | 2 |
| 2025 Q2 | 2 | 0%none of 2 questions | 1 |
| 2025 Q3 | No questions recorded | — | — |
| 2025 Q4 | 2 | 0%none of 2 questions | 1 |
| 2026 Q1 | 3 | 0%none of 3 questions | 2 |
- 2024 Q41 question · challenge rate 0% (none of 1 question) · 1 company
- 2025 Q13 questions · challenge rate 0% (none of 3 questions) · 2 companies
- 2025 Q22 questions · challenge rate 0% (none of 2 questions) · 1 company
- 2025 Q3No questions recorded
- 2025 Q42 questions · challenge rate 0% (none of 2 questions) · 1 company
- 2026 Q13 questions · challenge rate 0% (none of 3 questions) · 2 companies
Topics
Topics tagged on this analyst’s questions.
- Competitive Dynamics4
- Cloud & AI3
- Demand2
- Product Launch2
- Guidance Reliability2
- Innovation & R&D2
- Margin2
- Revenue Growth1
- Macroeconomic1
- Labor Market1
Show all 12 topics
- M&A1
- Capital Allocation1