Safe Harbor Statement
Each of the presentations today will contain forward-looking statements about our strategies, products (including AI), future results, performance or achievements, financial, operational and otherwise, including: statements about our strategic priorities; guidance for the fiscal year 2026; total addressable market (TAM) and our long term financial and operational goals; our M&A strategy; our capital allocation initiatives; and our stock repurchase program. These statements reflect management's current expectations, estimates and
assumptions based on the information currently available to us. These forward-looking statements are not guarantees of future performance and involve significant risKs, uncertainties and other factors that may cause our actual results, performance or achievements to be materially different from results, performance or achievements expressed or implied by the forward-looking statements contained in these presentations, such as a failure to maintain subscriptions, billings, revenue, deferred revenue, margins and cash flow growth; difficulty in predicting those financial and performance metrics; failure to maintain disciplined and focused investment; failure to successfully integrate acquisitions and manage transitions to new business models and markets, including our new transaction model and our ability to monetize the platform and scale AI; uncertainties regarding AI technologies and its integration into our products, failure to successfully
expand adoption of our products or our ability to successfully introduce new services and product features; our ability to implement our
business plans and negative developments in worldwide economic, business or political conditions.
A discussion of factors that may affect future results is contained in our most recent Form 10-K and Form 10-Q filings available at
https://www.sec.gov, including descriptions of the risk factors that may impact us and the forward-looking statements made in these
presentations. The forward-looking statements made in these presentations are being made as of the time and date of their live presentation. If these presentations are reviewed after the time and date of their live presentation, even if subsequently made available by us, on our website or otherwise, these presentations may not contain current or accurate information. We disclaim any obligation to update or revise any forward-looking statement based on new information, future events or otherwise.
Non-GAAP financial measures
These presentations include certain non-GAAP financial measures. Please see the section entitled "Reconciliation of GAAP Financial Measures to non-GAAP Financial Measures" in the Appendices attached to the presentations for an explanation of management's use of these measures and a reconciliation of the most directly comparable GAAP financial measures.
«*I AUTODESK
Go-to-market evoution: Driving efficient, sustainabe growth
Steve Btum
Executive Vice President & Chief Operating Officer
AUTODESK INVESTOR DAY
October 7, 2025
3
Our fOCUS
today
Agenda
A planned journey
Our go-to-market system transformation
Transform1ng the customer exper1ence
Our go-to-market model evolution
Efficiencies and growth levers
Our sustainable growth
oday
Agenda
Transform1ng the customer exper1ence
fiUr go-to-market model evolution
Efficiencies and growth levers
6ur sustainable growth
Delivering proven transformation results
1980s I99Os 2000s 2OIOs 2020s
Building our go-to-market (GTM) system capability by capability
Modern SaaS-based tech stack
Creating direct relationships with our customers through new transaction model
From two-tier distribution
to direct transactions
High-fidelity customer data
Complete visibility into customer engagement and usage
Agency-based partner compensation
Autodesk
Customer
SOtUt1Of
provider
Customer
Requests a quote from
solution provider
Solution provider
Helps customer with solution design and configures quote
Autodesk
Sends the quote to customer
Customer
Accepts quote and pays
Autodesk
Driving strategic benefits with new transaction madel
O Self-service and automations
Data-driven 1nteractions and personalization
O Price predictabil1ty
Data-driven interactions
Customers have more personalized and relevant experiences with support and services tailored to their needs.
@ H1gher renewal rates
Data-driven expansion opportunities
Self-seYvice capabilities
Customers are empowered to
manage their own transactions, and this allows partners to focus on providing value-added services.
Predictability
Customers receive consistent pricing regardless of how they buy, and partners benefit from a predictable financial model.
Our fOCUS
today
Agenda
A planned journey
Our go-to-market system transformation
Efficiencies and growth levers
Our sustainable growth
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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 19:05 UTC.



















