Autodesk Co-CEOS Confident About Long-Term Growth

The video discusses the company's transition from perpetual licenses to a cloud-based subscription model, highlighting the growth in recurring revenue and sector-specific expansion in construction and manufacturing. It addresses the impact of economic cycles, profitability projections, and investor relations, while also touching on leadership dynamics during the business model transition.

What impact does the economy have on the company's business model?

What is the expected profitability outlook as the recurring revenue base grows?

How is the company addressing investor concerns regarding the transition?