Autodesk, Inc. (ADSK) Bank of America 2026 Global Technology Conference June 3, 2026 7:00 PM EDT
Company Participants
Janesh Moorjani – Executive VP & CFO
Conference Call Participants
Tomer Zilberman – BofA Securities, Research Division
Presentation
Tomer Zilberman
BofA Securities, Research Division
Good afternoon, everyone. My name is Tomer Zilberman, and I lead coverage of the vertical software and back office applications sector here at Bank of America. I’m very excited to be closing out Day 2 of our conference with Janesh Moorjani, CFO of Autodesk. Janesh, first of all, thank you for being with us. And I know you want to read a safe harbor statement and say some other words before we start.
Janesh Moorjani
Executive VP & CFO
Well, this is the most important announcement of the day. We may make forward-looking statements during the course of this presentation. Please refer to our SEC filings for information on risks and other factors that may cause our actual results to differ materially from these statements. So now that we’re all a little bit safer. But thank you for having us, Tomer. We appreciate it. And thank you for picking up coverage. I want to thank Koji as well. I see him in the audience there. Terrific working with him. And we appreciate the partnership with BofA.
Question-and-Answer Session
Tomer Zilberman
BofA Securities, Research Division
So big shoes to fill after Koji. Maybe to start with a high-level question, Janesh. For the investors that are newer to the story, Autodesk has went through several business model transitions over the last few years. So if you could just kind of remind us what they are — what the impact was for the business over the last few years? And really how does it position you appropriately for AI and Agentic?
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