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March 03, 2019


Richard Ernstberger

Im wondering: is this profit caused by the savings in personnel costs after 2 huge rounds of layoffs or by the upcoming success of the subscription model?
Would be interesting to see the financial results in more detail to get an idea about the real reasons for the profit.

Darren Young

Last recession, companies sat on unused licenses, software promotions allowed companies to upgrade and lock in their investment at a lower rate.

The next recession, Autodesk subscription will be in full swing. The "elastic" licensing will undoubtedly drop unused licenses. Gone are the days of software promotions as subscriptions are prorated, there's now zero incentive to buy before you need.

If Autodesk has a plan to weather a recession, it'll have to be something other than software licensing unless they can manufacture another licensing crisis that cost customers more.

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