The following is excerpted from the question-and-answer section of the transcript.
(Questions from industry analysts are provided in full, but answers are omitted - download the transcript to see the full question-and-answer session)
Question: Gal Munda - Joh. Berenberg, Gossler & Co. KG, Research Division - Analyst
: The first one is just around kind of the way you're thinking of multiyear offerings going forward. We're hearing that towards the end
of the year, you're kind of -- even on the product side, you're thinking about kind of decreasing the discounts potentially. Is that
something that could have an implication beyond the EBA also going into product subscriptions to have a lower multiyear going
forward? Or is it just something that you kind of managing cash flow as we head into FY '23, which is a big cohort of renewals, like
you said?
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AUGUST 25, 2021 / 9:00PM, ADSK.OQ - Q2 2022 Autodesk Inc Earnings Call
Question: Gal Munda - Joh. Berenberg, Gossler & Co. KG, Research Division - Analyst
: Got you. That's really helpful. And then just the second question, we haven't heard much about the network licenses and how the
-- kind of the transition is going. What you -- what we said in the past over the last year that obviously, the first ones to hand them
over were the ones that had entitlement that basically gives them maybe more under the 2 for 1 or 1 for 2 effectively. They give
them more licenses that they needed, and the others will kind of come later. Are you starting to see that tip of the iceberg effectively
when it kind of goes to the other way where people that are handing in their network licenses now are -- that's 2 for 1 exactly or
even they need to take extra entitlement in order to be in compliance?
Question: Matthew George Hedberg - RBC Capital Markets, Research Division - Analyst
: Great. Andrew, I want to start with you. Given the U.S. federal infrastructure spending bill, one of the most often asked questions I
get is really your exposure to infrastructure spending. I'm wondering if there's any way that you can help, just roughly frame up the
magnitude of that business or even perhaps how fast is it growing relative to your overall sort of portfolio of businesses.
Question: Matthew George Hedberg - RBC Capital Markets, Research Division - Analyst
: That is super comprehensive. And as a sidebar, yes, it does feel like your acquisition of Innovyze, given the wording of the bill on
water, was certainly timely.
I wanted to go back to manufacturing just with another question. You noted in prior calls that Fusion 360 is near a tipping point.
And there was another question on MCAD and ECAD. I'm just curious, though, from a philosophical perspective, what's left for you
to do within your manufacturing portfolio? In other words, is there a much more white space left beyond what you've got? Just sort
of kind of getting a sense for where we're at in that sort of platform maturation.
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