Autodesk: Short-Term Pain Overweigh Long-Term Bullish Outlook
Summary
- I believe short-term downsides are getting apparent with reinvestments impeding margin expansion and potential downside risk to the top line in F24.
- FY24 growth will largely stem from targeting core subscribers.
- I believe there is potential to use the connected data on its platform to train bigger ML models to implement productivity tools.
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