ADSK: Momentum in core sectors, AI adoption, and cloud growth drive a positive multi-year outlook

Strong Q3 results and raised guidance reflect momentum across key sectors, with durable growth expected from construction, manufacturing, and infrastructure. AI and cloud strategies are accelerating, while go-to-market and financial model transitions support long-term margin and revenue goals.

Based on Autodesk, Inc. [ADSK] UBS’s 2025 Global Technology and AI Conference Audio Transcript — Dec. 2 2025