Subscription software for design and make
Autodesk, Inc.
Autodesk sells AutoCAD, Revit, Fusion, and cloud collaboration products, primarily by subscription, to architecture, engineering, construction, manufacturing, and media customers. It purchases external cloud and professional services to operate its products and acquires software companies to expand its portfolio.
ADSK Updated Sep 12, 2026 4 AI consumers· 3 recurring
Per the valuechain.wiki graph, Autodesk, Inc. is directly linked to 3 companies (2 supply, 1 revenue relationships) and reaches 60 companies within two hops; the links are backed by 7 dated sources, 2 of them primary filings (as of 2026-09-12).
Annual return · 2026-09-04'21-7.9%'22-33.5%'23+30.3%'24+21.4%'25+0.1%YTD-26.4%
Money in ▸Tech Data (TD SYNNEX)●Revenue share 37 percentIngram Micro Inc.●Revenue share 9 percentKia○
Autodesk, Inc.FY2026 total revenue of USD 7.206 billion
Financials & Segments
- Total revenue · FY2026 total revenue of USD 7.206 billion
- Segments · Architecture, Engineering, Construction and Operations · AutoCAD and AutoCAD LT · Manufacturing · Media and Entertainment · Other
Revenue from
- Tech Data (TD SYNNEX) High confidence· Revenue share 37 percent · FY2023 · Share of Autodesk net revenue from sales through Tech Data and its global affiliates
Autodesk's FY2023 10-K reported that sales through its largest distributor, Tech Data and its global affiliates, represented 37% of FY2023 net revenue. The current status of the transition agreement signed in 2022 and the distributor-specific FY2026 share are not disclosed; Omdia provides industry context that TD SYNNEX was the largest IT distributor by 2024 gross billings. - Ingram Micro Inc. High confidence· Revenue share 9 percent · FY2023 · Share of Autodesk net revenue from sales through Ingram Micro
Autodesk's FY2023 10-K reported that sales through its second-largest distributor, Ingram Micro, represented 9% of FY2023 net revenue. The current status of the transition agreement signed in 2022 and the distributor-specific FY2026 share are not disclosed. - Kia Low confidence
Kia Global Design and Autodesk jointly researched a generative AI concept-design solution from September 2022 through August 2023, and Kia used Autodesk BlankAI in a workshop. The official Korean case study confirms product use and a demand-side relationship, but whether it was a paid engagement and its value are not disclosed.Confirms KO Autodesk Korea Published Nov 12, 2024: Kia Global Design connects inspiration and design with generative AI
Pays to
- Amazon High confidence
Autodesk increasingly uses Amazon Web Services infrastructure for certain cloud products and relies on AWS for operational and technical services. The FY2026 10-K and a 2026 strategic collaboration announcement cross-check the relationship, but Autodesk does not disclose AWS-specific spending.Confirms EN Autodesk Investor Relations Published Jun 3, 2026: Autodesk signs strategic collaboration agreement with Amazon Web Services - Microsoft Medium confidence
Autodesk's July 2026 general subprocessor list identifies Microsoft as a cloud service provider embedded in Autodesk offerings. Autodesk also uses Azure OpenAI Service and GPT-image-1 for generative AI features in Fusion, but it does not disclose Microsoft-specific spending.Confirms EN Autodesk News Published Sep 16, 2025: New investments in Autodesk Fusion to bring AI-powered transformation to manufacturing
Investments
- Payapps Limited High confidence· Amount $387M · acquisition completed 2024-02-20 · Total cash consideration to acquire 100% of Payapps
Autodesk acquired 100% of Payapps on February 20, 2024 for USD 387 million in cash to strengthen construction payment management in Autodesk Construction Cloud. Of the total consideration, USD 381 million was treated as purchase consideration for accounting purposes.
Value-chain ripple (2 tiers)
Following node-to-node links up to 2 tiers; each firm is shown once, at its nearest tier.
| Company | Chain | '21 | '22 | '23 | '24 | '25 | YTD |
|---|---|---|---|---|---|---|---|
| Uber | lead2 | -17.8 | -41 | +149 | -2 | +35.5 | -7.3 |
| Kia | lead1 | +3.1 | -13.8 | +54 | +3.7 | +60.1 | -13.5 |
| Autodesk, Inc. | node | -7.9 | -33.5 | +30.3 | +21.4 | +0.1 | -26.4 |
| Amazon | benef1 | +2.4 | -49.6 | +80.9 | +44.4 | +5.2 | +12 |
| Microsoft | benef1 | +52.5 | -28 | +58.2 | +12.9 | +15.6 | +4 |
| SanDisk | benef2 | · | · | · | · | · | +633 |
| Seagate Technology | benef2 | +87.5 | -51.4 | +69.1 | +4.1 | +225.3 | +209.1 |
| Western Digital | benef2 | +17.7 | -51.6 | +66 | +13.9 | +283.7 | +171.6 |
| Nebius Group | benef2 | · | · | · | · | +202.2 | +170.5 |
| Marvell | benef2 | +84.6 | -57.5 | +63.7 | +83.8 | -22.8 | +163.4 |
| Intel | benef2 | +6.1 | -46.6 | +94.6 | -59.6 | +84 | +159.6 |
| AMD | benef2 | +56.9 | -55 | +127.6 | -18.1 | +77.3 | +123 |
| Wiwynn | benef2 | +24.7 | -22.3 | +206.4 | +3.5 | +64.4 | +120.2 |
| Astera Labs | benef2 | · | · | · | · | +25.6 | +86.6 |
| Corning | benef2 | +5.9 | -11.6 | -1.2 | +60.6 | +87.8 | +77.2 |
| Vertiv | benef2 | +33.8 | -45.3 | +251.8 | +136.8 | +42.8 | +73.2 |
| Arista Networks | benef2 | +97.9 | -15.6 | +94.1 | +87.7 | +18.5 | +47.9 |
| Occidental Petroleum | benef2 | +67.7 | +119.1 | -4.1 | -15.9 | -14.9 | +47.4 |
| GE Vernova | benef2 | · | · | · | · | +99 | +44.4 |
| Caterpillar | benef2 | +16 | +18.6 | +25.9 | +24.7 | +60.3 | +42.9 |
| FedEx | benef2 | +0.7 | -31.6 | +49.1 | +13.5 | +5.1 | +39.6 |
| Ciena | benef2 | +45.6 | -33.8 | -11.7 | +88.4 | +175.8 | +37.3 |
| Equinix | benef2 | +20.3 | -21.1 | +25.4 | +19.5 | -16.9 | +37.3 |
| Jabil | benef2 | +66.4 | -2.5 | +87.4 | +13.3 | +58.7 | +36.3 |
| Alchip Technologies | benef2 | +14.3 | -8.7 | +365.1 | -18.9 | +0.8 | +36.1 |
| Super Micro | benef2 | +38.8 | +86.8 | +246.2 | +7.2 | -4 | +35.3 |
| Globalstar | benef2 | +241.2 | +14.7 | +45.9 | +6.7 | +96.6 | +34.9 |
| Eaton | benef2 | +46.7 | -7.2 | +56.2 | +39.5 | -2.8 | +30.1 |
| Quanta Computer | benef2 | +22.2 | -12.8 | +254.5 | +12.7 | +8.9 | +28.5 |
| Digital Realty | benef2 | +30.7 | -41 | +39.9 | +35.9 | -10.1 | +23.4 |
| Schneider Electric | benef2 | +25.9 | +1.6 | +25.8 | +36.1 | +0.5 | +20.7 |
| Foxconn (Hon Hai) | benef2 | -5.1 | +2.8 | +7.8 | +80.1 | +26.9 | +19.6 |
| Credo Technology | benef2 | · | · | +46.3 | +245.2 | +114.1 | +18.5 |
| ABB | benef2 | +23.9 | +7.3 | +18.9 | +39 | +36.1 | +18.4 |
| IREN | benef2 | · | -92.3 | +472 | +37.3 | +284.6 | +18.3 |
| Entergy | benef2 | +17.1 | +3.6 | -6.1 | +56 | +25.3 | +18.2 |
| Norfolk Southern | benef2 | +27.3 | -15.6 | -1.6 | +1.6 | +25.6 | +15.6 |
| Colgate-Palmolive Company | benef2 | +2.1 | -5.4 | +3.8 | +16.6 | -11 | +14.4 |
| Cummins | benef2 | -1.7 | +14.1 | +1.7 | +48.9 | +49.4 | +11 |
| Automatic Data Processing, Inc. | benef2 | +42.6 | -1.3 | -0.2 | +28.4 | -10.2 | +9.6 |
| United Parcel Service, Inc. | benef2 | +30 | -16.2 | -6 | -15.9 | -15.9 | +8 |
| 3M Company | benef2 | +4.9 | -29.6 | -3.3 | +46.1 | +26.4 | +6.8 |
| Celestica | benef2 | +37.9 | +1.3 | +159.8 | +215.2 | +220.3 | +5.7 |
| Procter & Gamble | benef2 | +20.5 | -5 | -0.9 | +17.3 | -12.3 | +4.5 |
| Amorepacific | benef2 | -30.1 | -5.7 | -18.4 | +9.9 | +8.2 | +4.1 |
| Exelon | benef2 | +41.5 | +8.3 | -14 | +9.2 | +20 | +1.9 |
| Brookfield Asset Management Ltd. | benef2 | · | · | +45.6 | +39.7 | -0.2 | -0.4 |
| Vistra | benef2 | +19.6 | +5.1 | +70.7 | +261.5 | +17.7 | -7.2 |
| Fabrinet | benef2 | +52.7 | +8.2 | +48.4 | +15.5 | +107.1 | -10.5 |
| IonQ | benef2 | · | -79.3 | +259.1 | +237.1 | +7.4 | -11.9 |
| Abbott Laboratories | benef2 | +30.5 | -20.7 | +2.3 | +4.8 | +12.9 | -11.9 |
| Constellation Energy | benef2 | · | · | +37.2 | +92.7 | +58.8 | -15 |
| Talen Energy | benef2 | · | · | · | +214.8 | +86.1 | -15.4 |
| Take-Two Interactive Software, Inc. | benef2 | -14.5 | -41.4 | +54.6 | +14.4 | +39.1 | -16.1 |
| Quantum Computing Inc | benef2 | -75.8 | -55.7 | -39.5 | +1712.7 | -38 | -21.9 |
| D-Wave Quantum | benef2 | · | -85.3 | -38.9 | +854.5 | +211.3 | -36.6 |
| Nike | benef2 | +18.7 | -29 | -6 | -29.1 | -13.8 | -38.1 |
YTD as of 2026-09-04 · source: Yahoo Finance
Autodesk, Inc. operates across Subscription software for design and make. It is -26.4% in 2026. The supply side (avg +8%) has moved harder than the stock (-26.4%). That is the classic bottleneck pattern: supplier volume leverage is being priced before this layer's own margin. Among connected nodes the furthest ahead is Amazon (+12%) and the furthest behind is Kia (-13.5%). If chain logic explains the gap, the laggard is the next propagation candidate; if not, the link itself deserves a second look. It purchases external cloud and professional services to operate its products and acquires software companies to expand its portfolio.
Analysis generated from returns as of 2026-09-04