Sentiment · FY2027 Q1
What companies say about each other on earnings calls — extracted verbatim from public transcripts. Mentions from the newest quarter are a Pro feature.
“leading partners like Autodesk, PTC, and Siemens have all built their own industrial AI solutions on our stack.”
Autodesk has built its own industrial AI solutions on Microsoft's Azure/AI stack, signaling deepening AI investment by Autodesk on top of a hyperscaler partnership.
“Now when you talk about World Labs, look, we're very excited about that investment. And we're excited to work with a deep technology company that's focused on something that we feel is really important.”
Autodesk made a strategic investment in World Labs and plans to connect its world-model (spatial/physical AI) technology into Autodesk products, starting in media and entertainment (Marble) and extending to digital twins, factory automation and robotics.
“MotorScrubber is a market leader in innovative floor cleaning machines.”
MotorScrubber adopted Fusion with simulation, design and data-management extensions to replace a competitive CAD solution, a competitive-displacement customer win.
“Dynamic Energy is a full-service solar developer offering turnkey services for commercial, industrial, institutional and utility scale solar installations.”
Dynamic Energy selected Autodesk Construction Cloud to replace a competitive solution, a competitive-displacement customer win for Autodesk.
“Kimley-Horn is a premier planning and design consulting firm committed to growth and digital transformation.”
Kimley-Horn renewed and expanded its Autodesk relationship to accelerate adoption of BIM solutions and Autodesk Construction Cloud, a customer-expansion win.
“AtkinsRéalis is a world-class engineering services and nuclear company.”
AtkinsRéalis signed its sixth EBA with Autodesk this quarter and has embedded Autodesk technologies across its global delivery ecosystem, a customer-expansion read-through.
“we enabled flex consumption for Jones Engineering, a global contractor, so they can manage fluctuating project requirements in their cutting-edge off-site fabrication and modeling modular manufacturing business. This enabled rapid scaling of new projects and reduced administrative bottlenecks.”
Jones Engineering, a global contractor, adopted flexible software consumption to scale its off-site/modular fabrication business more rapidly and cut administrative overhead.
“Grain Handler is a global leader in grain handling equipment. Historically, it relied on two competitor solutions, one for design and one for manufacturing. Facing growing inefficiencies from limited process integration, Grain Handler selected Fusion to modernize its entire design and manufacturing workflow.”
Grain Handler switched off two competing point solutions onto a unified Autodesk Fusion workflow after inefficiencies from limited process integration, modernizing its design-to-manufacturing pipeline.
“George P Johnson, which creates immersive brand experiences, partnered with Autodesk, Inc. for its large-scale digital transformation. By breaking down silos and automating workflows, GPJ sought to enhance collaboration, scheduling, capacity planning, and shop floor visibility to avoid late-stage changes that can result in project delivery and financial risk.”
GPJ (George P Johnson) is undertaking a large-scale digital transformation of its fabrication operations to cut late-stage project changes and financial risk.
“Waldner is a German-based industrial group specializing in engineering and system solutions across laboratories, process systems, and filling and sealing machines. It was looking to transition from 2D to 3D solutions to streamline workflows and accelerate sales cycle times and project delivery. In Q1, it purchased our product design and manufacturing collection and Vault Professional to supercharge its 3D design and data management capabilities.”
Waldner, a German industrial equipment group, is investing in 3D design/data-management tooling to speed up its sales cycles and project delivery, a modernization signal for its engineering operations.
“Hitachi Energy provides innovative, sustainable, and efficient solutions that support energy transition. As part of the most recent EBA renewal, it expanded adoption of Autodesk Construction Cloud, Revit, and Fusion to advance renewable energy integration and digitization.”
Hitachi Energy expanded its Autodesk enterprise agreement to add Construction Cloud, Revit, and Fusion for digital-twin and grid-performance work, signaling continued investment in its energy-transition digitization initiatives.
“MSC Industrial Supply, one of the largest industrial distributors in North America with the leading position across metalworking product categories, will begin leveraging Autodesk Fusion’s connected supply chain capabilities, and unique, all-in-one cloud CAD, CAM, CAE, and PCB platform, to enhance its industry-leading Application Optimization AP-OP program.”
MSC Industrial Supply is adopting Autodesk Fusion's cloud CAD/CAM/CAE platform to enhance its metalworking optimization program, expected to generate roughly $500 million in customer savings for MSC.
“Buhler a family-owned Swiss multinational plant equipment manufacturer, renewed and expanded its EBA in the quarter. Autodesk will be one of Buhler’s key strategic partners in the development and execution of their digital strategy, as it moves to optimize for outcomes by connecting data and workflows, from Product and Plant design to project delivery including Installation.”
Buhler's expanded EBA and designation of Autodesk as a key strategic digital-transformation partner signals a deepening manufacturing relationship spanning product and plant design.
| Analyst | Firm | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Jason Celino | KeyBanc Capital Markets | 13 (15%) |
| Jay Vleeschhouwer | Griffin Securities | 13 (0%) |
| Joe Vruwink | Robert W. Baird | 13 (8%) |
| Adam Borg | Stifel | 12 (0%) |
| Saket Kalia | Barclays | 11 (9%) |
| Tyler Radke | Citigroup | 11 (0%) |
| Joshua Tilton | Wolfe Research | 10 (20%) |
| Elizabeth Porter | Morgan Stanley | 10 (10%) |
| Ken Wong | Oppenheimer | 10 (0%) |
| Mike Turrin | Wells Fargo | 9 (0%) |
| Firm | Analysts | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| KeyBanc Capital Markets | 1 | 13 (15%) |
| Griffin Securities | 1 | 13 (0%) |
| Robert W. Baird | 1 | 13 (8%) |
| Stifel |
Autodesk closed FY2026 with Q4 revenue growing 19% and non-GAAP margins expanding 120 basis points, capping a year of consistent outperformance with strong beats across all metrics. Free cash flow reached $972 million in Q4 while the go-to-market optimization program completed its final phase in January. Management introduced FY2027 revenue guidance of $8.1-$8.17 billion with prudence embedded for sales restructuring execution risk, and articulated a 3D agentic AI strategy positioning the platform for the next technology cycle.
Revenue Growth | Competitive Dynamics | Demand | Guidance Reliability | Cloud & AI | Margin | Macroeconomic | Pricing | |
|---|---|---|---|---|---|---|---|---|
| 2025Q3 | 8 | 6 | 6 | 3 | 1 | 2 | 2 | |
| 2025Q4 | 11 | 6 | 4 | 4 | 2 | 8 | 1 | 2 |
| 2026Q1 | 9 | 6 | 4 | 4 | 3 | 3 | 4 | 2 |
| 2026Q2 | 9 | 4 | 7 | 6 | 4 | 4 | 3 | |
| 2026Q3 | 13 | 8 | 5 | 6 | 6 | 1 | 2 | 3 |
| 2026Q4 | 7 | 5 | 4 | 5 | 7 | 3 | 2 | |
| 2027Q1 | 2 | 4 | 3 | 3 | 1 | 2 |
| '25Q3 | '25Q4 | '26Q1 | '26Q2 | '26Q3 | '26Q4 | '27Q1 | |
|---|---|---|---|---|---|---|---|
| Revenue Growth | 8 | 11 | 9 | 9 | 13 | 7 | 2 |
| Competitive Dynamics | 6 | 6 | 6 | 4 | 8 | 5 | |
| Demand | 6 | 4 | 4 | 7 | 5 | 4 | 4 |
| Guidance Reliability | 3 | 4 | 4 | 6 | 6 | 5 | 3 |
| Cloud & AI | 1 | 2 | 3 | 4 | 6 | 7 | 3 |
| Margin | 2 | 8 | 3 | 4 | 1 | 3 | 1 |
| Macroeconomic | 2 | 1 | 4 | 3 | 2 | ||
| Pricing | 2 | 2 | 3 | 2 | 2 |
| 1 |
| 12 (0%) |
| Barclays | 1 | 11 (9%) |
| Citigroup | 1 | 11 (0%) |
| Wolfe Research | 1 | 10 (20%) |
| Morgan Stanley | 1 | 10 (10%) |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
ADSK Autodesk | 10 | +18.4% | |
| APP Applovin Corp | 9 | +24.1% | |
| CDNS Cadence Design Systems | 9 | +18.7% | |
| CRM Salesforce, Inc. | 9 | +13.3% | |
| DDOG Datadog | 10 | +32.1% | |
| FICO Fair Isaac | 9 | +38.7% | |
| INTU Intuit | 9 | +10.4% | |
| MSTR MicroStrategy Inc. | 7 | +11.9% | |
| NOW ServiceNow | 7 | +22.1% | |
| PTC PTC Inc. | 9 | +21.7% | |
| SHOP Shopify | 8 | +34.3% | |
| TEAM Atlassian | 7 | +31.7% | |
| TTD The Trade Desk, Inc. | 8 | +11.8% | |
| TYL Tyler Technologies | 8 | +8.6% | |
| UBER Uber | 8 | +14.5% | |
| WDAY Workday, Inc. | 9 | +13.5% |