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¥I AUTODESK
d1gital transformation across Architecture,
Amy Bunszel
Executive Vice President
Architecture, Engineering & Construction Design Solutions
AUTODESK INVESTOR DAY
October 7, 2025
3
What's covered
o1 Industry context
Continued g rowth -+ Opportunities for BIM expansion
from the core portfolio
Leveraging AI to deliver more value
Getting more value from dataUntocki ng new growth -+ Construction
levers in the near term
Transportation
WaterRe-imagining BIM for -+ Forma Vision
the Future with Forma
o5//hy we win
Forma Today
4
market opportunity
Source: Cambashi FY29 Application TAM. Numbers adjusted for rounding.
Breaking down design, make and operate
Autodesk AECO Desig n
2 I'/o product monthly active user
growth over the past 3 years
tOtO¥0
or 4 times more than Design
Autodesk Construction user
growth over the past 3 years
The construct1on TAM has grown 21% faster than design over the past 3 years as the industry d1g1t1zes.
source: la i›1ba6hi FY20 Applica lion TAM. Nu mbers ad/usted far round inp.
Increased challenges and new opportunities are campelling a case far change
More demand Better assets Enhanced outcomes
Explosion of AI tools and data
Financial
pressures
Transformation is in our DNA
Outcome-based BIN
gronular data & A/
'•
Connected BIN
common data environment
O
BIN
3D porometric modeling
0
TEC H N 0 LOGY EVO LUTI ON
Leading the next evolution:
Forma Industry Cloud
The first end-to-end industry cloud for arch1tects, engineers, contractors,
and operators.
Al's value creation trajectory in AECO 10
Each phase, built on earlier foundations, continues to deliver value overtime
Systems Examples
Project risk analysis and recommendation*
AI assisted scheduling*
AI photo-ba sed progress trackinq*
Systems Automation
AI connects and learns from an entire system,
then take autonomous actions to create or optimize
Access
Customer value
Workflow Examples
Generative Building Layout (FACET) • Automated point cloud
ID sheet generation* segmentation and classification
AI assisted takeoffs & estimates* onto a BIM model
Workflow Automation
AI redefJ nes entire workflows, converges tasks, and augments human
Design risk review (IO)
AI assisted issue creation from photo
capabilities to help customers leap forward in the end-to-end process
Task Examples
Rapid environmental analysis (daylight, energy, wind/not se)
AutoCAD markup impa rt B assist
Personalized, actionable user
insights to improve productivity
AI symbol detection for takeoffs
Interactive flood simulation
Photo auto-tagging
AI data extraction from financial forms
Task Automatio n
AI automates tasks, enhances features, and provides tactical assistance to address known inefficiencies or low-value-added areas to unlock capacity
Time / Maturity
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Autodesk Inc. published this content on October 07, 2025, and is solely responsible for the information contained herein. Distributed via Public Technologies (PUBT), unedited and unaltered, on October 07, 2025 at 18:57 UTC.
