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¥I AUTODESK
AUTODESK INVESTOR DAY
October 7, 2025
Manufacturing
3eff Kinder
EVP, Product Development & Manufacture ng Solutions
3
What's covered
o1 Industry context
Continued g rowth in the portfolio
Unlocking new growth in
the near term
Long-term g rowth drivers in adjacent
sectors
Why we win
-+ DBM market opportunity
-+ Trends
-+ Competitive landscape
-+ Our vlsion
context
4 Our vision
4 Market opportunity
4 Trends
4 Competitive landscape
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Source: Cambashi FY29 Application TAN and Autodesk estimates. Numbers adjusted far rounding.
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Source: Cambashi FY29 Application TAN and Autodesk estimates. Numbers adjusted for rounding.
Manufacturing industry trends
Q Trade and geopolitical tensions reshaping global manufacturing dynamics
Trade wars benefit some, hurt others, cause uncertainty for all
0 Flexible supply chains become a critical necessity for resilient, agile operations
Scarce raw materials and critical components become a negotiating point in trade talks
Growing investments in factory modernization to drive manufacturing efficiency and agility
Relevance and application of AI increasing in Manufacturing promising to disrupt paradigms
Top priorities for Manufacturing customers are connected data/processes and automation/AI
0 Hyperscalers begin pushing AI, cloud and data management to manufacturing
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Design
SIEMENS
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Make
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Operate
Highly customized, on-premise
mplementatons
Path of Disruption
Scalable, increasingly cloud-based mplementatons
Highly customized, on-premise
mplementatons
Path of Disruption
O
Design
•*I AUTODESK
O
Make
O
Operate
Scalable, increasingly cloud-based mplementatons
Mid-market is the backbone of a manufacturing economy
Highly customized, on-premise
mplementatons
Path of Disruption
O
Design
O
Make
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Operate
Scalable, increasingly cloud-based mplementatons
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Disclaimer
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.
