Autodesk Inc Citi’s 2026 Global TMT Conference
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Hey everyone, I'm Tyler Radke, Citi's co-head of U.S. Software. Thank you for joining day two of Citi's Global TMT Conference. We're happy to have Autodesk back, who's a regular attender to the conference, and excited to have a great discussion with a practitioner, I would say, at Autodesk. We have Robert Bray, the VP and GM of Autodesk Tandem. Bob, thanks for making it out to New York City. I know you got a big conference in Las Vegas next week you're probably busy prepping for. But for the benefit of the folks in the room, give us a sense of your background. What are the things that you do day to day at Autodesk, just to set the stage?
Yeah, I live and breathe in the trenches. I build software. I run teams that build software. I've been doing it for Autodesk for almost 30 years, all through our architecture, engineering, construction business for a lot of that time. Was part of the foundation of our construction technology businesses. We did some foundational acquisitions there. Now I am kind of leading the way into the operations business for Autodesk, so that next pillar of growth for us. Excited to be here. Yeah.
What is Autodesk Tandem, just for folks that may be less familiar with it?
You can think of Tandem as an operational intelligence platform. Autodesk for years has helped customers design and build things. Tandem is more about how do we help customers operate those things effectively, efficiently, reduce downtime.
Yep. Increase operating efficiency, whether that is throughput of a factory, whether that is helping people get through TSA lines more efficiently, whatever that may be.
Yep. It is really about driving efficiency in operations.
If you think about the flywheel that creates, that knowledge from operations then feeds back into helping people design and build things better in the future.
Right. It really connects the value chain for Autodesk.
And- From end to end.
And- And for our customers.
Just to add that the operations market TAM is about $40 billion. That is about four times the size of the construction TAM. But as Bob Bray said, there is sort of a couple of interesting attributes about it. One is it is a decades long business, whereas our construction business and design business is sort of a 3- to 5-year business. They are massively longer duration business. The second thing is it opens up a whole and massively bigger data set for us, because it is not just the new build where you get the data.
It is the existing built environment, of which there is vastly more than the annual new build as well.
Yeah. For example, a very large global retailer in Q2 signed an EBA with us to digitize their entire estate.
It is not just their new build, they are digitizing their entire existing estate. That is pretty exciting, using Tandem.
And when you say it is a, I think you said 10 or 20-year opportunity versus a three to five-year, what do you mean?
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