These firms may be Canadian and typically use Autodesk software. Here's why: an SFX firm bids a fixed-price contract to win a big movie, like Gravity, and then goes out of business from cost overruns once the contract is ended. Games are 3x bigger than movies, and movies are going nearly 100% digital, yet the Media & Entertainment division represents just 7% of Autodesk's revenues.
The one industry that Autodesk truly does dominate is a failing one: computer games and special effects in movies. Aircraft and automobile design and manufacturing continue to be dominated by Dassault Systemes and Siemens, while Autodesk can only dream on Twitter of landing a Boeing (see figure 2).įigure 2: Autodesk borrowing a marketing image from Boeing Still, it is one more brick in the wall Autodesk is building against perpetual licenses.Īnd then there is the problem of its trio of primary software - Inventor, Revit, and AutoCAD - all aging programs that sell well but are in need of replacements that are more than just a clutter of Web-based apps, or desktop programs acting like they are cloud-based.Īlso dogging Autodesk is its failure to become a CAD vendor of record for the biggest CAD customers in the world. It kicks in, for instance, only when you want to reinstall old software on a new computer. It turns out that the restriction is less ominous than initially portrayed. The roll-out of the new policy proved confusing, as the company said the limitation applied to "software older than three releases " but other times "versions 2011 and later can be activated until March 2021." The accompanying Web pages offered extensive FAQs that, in their extensiveness, did not lessen the confusion. Then the company shook up its most loyal customers by announcing in August that time limits would be imposed for authorizing older software.
Figure 1: Stock price since ADSK went public
0 kommentar(er)
