Adam Bewick

Adam Bewick inquired about customers' current stage in their AI journey and their specific needs from Autodesk. He also asked for an update on the consumption mix of total revenue for fiscal year 2026 and the outlook for this mix in fiscal year 2027.

Answer

Andrew Anagnost, President and CEO, noted that customers are aggressively exploring AI to reduce model complexity and improve data insights, leading to strong engagement with Autodesk Platform Services. Janesh Moorjani, EVP and CFO, stated that the consumption-based mix (EBAs and Flex) for fiscal year 2026 was roughly similar to fiscal year 2025's approximately 17%.

Adam Bewick asked about customers' current stage in their AI journey, what specific assistance they seek from Autodesk regarding AI, and for an update on the consumption mix of total revenue for fiscal 2026 compared to the 17% reported in fiscal 2025.

Answer

President and CEO Andrew Anagnost noted that customers, particularly in GC and engineering, are actively exploring AI to reduce model creation complexity and time, and to wrangle data for insights and agentic actions, leading to strong engagement with platform services and APIs. EVP and CFO Janesh Moorjani stated that the consumption-based mix for fiscal 2026 was roughly similar to fiscal 2025's 17% (15% EBAs, 2% Flex).