Autodesk

Anthropic is now worth more than all of these software companies, COMBINED:

-Adobe $Adobe(ADBE.US)

-ServiceNow $ServiceNow(NOW.US)

-Atlassian $Atlassian(TEAM.US)

-Intuit $Intuit(INTU.US)

-Snowflake $Snowflake(SNOW.US)

-DataDog $Datadog(DDOG.US)

-Salesforce $Salesforce(CRM.US)

-Workday $Workday(WDAY.US)

-AutoDesk $Autodesk(ADSK.US)

-ADP $Automatic Data Process(ADP.US)

📢 𝐉𝐔𝐒𝐓 𝐈𝐍: Autodesk Signs Strategic AWS Partnership, Expands to AWS Marketplace - $Autodesk(ADSK.US) $Amazon(AMZN.US)

👉 𝐊𝐞𝐲 𝐇𝐢𝐠𝐡𝐥𝐢𝐠𝐡𝐭𝐬:

➤ Autodesk signs a 𝐬𝐭𝐫𝐚𝐭𝐞𝐠𝐢𝐜 𝐜𝐨𝐥𝐥𝐚𝐛𝐨𝐫𝐚𝐭𝐢𝐨𝐧 𝐚𝐠𝐫𝐞𝐞𝐦𝐞𝐧𝐭 with AWS.

➤ Autodesk products will be available via 𝐀𝐖𝐒 𝐌𝐚𝐫𝐤𝐞𝐭𝐩𝐥𝐚𝐜𝐞 starting Q2.

➤ Initial offerings include 𝐅𝐮𝐬𝐢𝐨𝐧 𝐟𝐨𝐫 𝐏𝐫𝐨𝐝𝐮𝐜𝐭 𝐃𝐞𝐬𝐢𝐠𝐧 and 𝐅𝐮𝐬𝐢𝐨𝐧 𝐌𝐚𝐧𝐚𝐠𝐞.

➤ Customers gain simplified procurement, billing, and support for AWS pricing agreements.

➤ Companies will collaborate on 𝐜𝐥𝐨𝐮𝐝 and 𝐀𝐈-driven design and manufacturing workflows.

➤ Partnership aims to improve scalability, efficiency, and project lifecycle insights.

➤ Collaboration expands opportunities across the broader 𝐀𝐖𝐒 𝐞𝐜𝐨𝐬𝐲𝐬𝐭𝐞𝐦.

💬 𝐄𝐱𝐩𝐞𝐫𝐭 𝐒𝐭𝐚𝐭𝐞𝐦𝐞𝐧𝐭:

“By deepening our collaboration with AWS, we're taking another major step in helping customers choose how they design and make in the cloud,” said Rachel Tuller, VP of Global Partner Ecosystem Sales at Autodesk.

“Together, we can give organizations the flexibility to build, operate, and scale solutions that best meet their business needs while driving greater efficiency and innovation.”

“This collaboration reflects what happens when partners align around customer success,” said Colin Lazier, Vice President, Databases, Amazon Web Services.

🌙 After-Market Earnings Recap:

$Autodesk(ADSK.US) $American Eagle Outfitters(AEO.US) $Asana(ASAN.US) $Costco Wholesale(COST.US) $Dell Tech(DELL.US) $Elastic NV(ESTC.US) $GAP(GAP.US) $EQY $MongoDB(MDB.US) $NetApp(NTAP.US) $Okta(OKTA.US) $UiPath(PATH.US) $Pagerduty(PD.US) $SentinelOne(S.US)

$Autodesk(ADSK.US) | 𝐀𝐮𝐭𝐨𝐝𝐞𝐬𝐤: Stifel reiterates 𝐁𝐮𝐲, maintains 𝐏𝐓 𝐚𝐭 $𝟐𝟖𝟓

Analyst sees improving channel checks and stable demand trends supporting in-line results.

Michael Burry just went long on three beaten-down software stocks

Adobe: $Adobe(ADBE.US) — down 30% YTD

Autodesk: $Autodesk(ADSK.US) — down 22% YTD

Veeva: $Veeva Systems -CL(VEEV.US) — down 29% YTD

Thesis: "The credit side for software is not large enough to continue driving these stocks lower for much longer"

On Average, 635 people have been fired every day in 2026 so far

Over 45,000 tech workers laid off so far.

• Amazon: 16,000

• Block: 4,000

• WiseTech: 2,000

• Atlassian: 1,600

• Meta: 1,500

• Autodesk: 1,000

• eBay: 800

• Pinterest: 675