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It is -26.4% in 2026. The supply side (avg +8%) has moved harder than the stock (-26.4%). That is the classic bottleneck pattern: supplier volume leverage is being priced before this layer's own margin. Among connected nodes the furthest ahead is Amazon (+12%) and the furthest behind is Kia (-13.5%). If chain logic explains the gap, the laggard is the next propagation candidate; if not, the link itself deserves a second look. It purchases external cloud and professional services to operate its products and acquires software companies to expand its portfolio.","analysis_asof":"2026-09-04"},"edges":[{"direction":"investment","counterparty":"Payapps Limited","counterparty_slug":null,"confidence":"high","metric":{"type":"amount","unit":"USD","as_of":"2026-03-03","basis":"Payapps 지분 100% 인수 총 현금대가","value":387000000,"period":"acquisition completed 2024-02-20","basis_en":"Total cash consideration to acquire 100% of Payapps","qualifier":null},"note":"오토데스크는 건설 지급 관리 기능을 Autodesk Construction Cloud에 보강하기 위해 2024년 2월 20일 Payapps 지분 100%를 현금 3억8,700만달러에 인수했다. 이 중 회계상 매수대가는 3억8,100만달러였다.","note_en":"Autodesk acquired 100% of Payapps on February 20, 2024 for USD 387 million in cash to strengthen construction payment management in Autodesk Construction Cloud. Of the total consideration, USD 381 million was treated as purchase consideration for accounting purposes.","sources":[{"stance":"confirms","publisher":"SEC EDGAR","publisher_en":"SEC EDGAR","kind":"filing","lang":"en","published_at":"2026-03-03","url":"https://www.sec.gov/Archives/edgar/data/769397/000076939726000015/adsk-20260131.htm","title":"Autodesk, Inc. 10-K (2026-03-03)","title_en":"Autodesk, Inc. 10-K (2026-03-03)","excerpt":"오토데스크는 Payapps 지분 100%를 총 현금대가 3억8,700만달러에 인수했다.","excerpt_en":"acquired 100% ... of Payapps ... for total consideration of $387 million in cash."}]},{"direction":"revenue","counterparty":"Tech Data (TD SYNNEX)","counterparty_slug":null,"confidence":"high","metric":{"type":"revenue_share","unit":"percent","as_of":"2023-03-14","basis":"Tech Data 및 글로벌 계열사를 통한 매출이 오토데스크 순매출에서 차지한 비중","value":37,"period":"FY2023","basis_en":"Share of Autodesk net revenue from sales through Tech Data and its global affiliates","qualifier":null},"note":"오토데스크의 FY2023 10-K는 최대 유통사 Tech Data와 그 글로벌 계열사를 통한 매출이 FY2023 순매출의 37%였다고 공시했다. 2022년에 체결한 전환 계약의 현재 상태와 FY2026 개별 유통사 비중은 공개되지 않았으며, Omdia 분석은 TD SYNNEX가 2024년 총청구액 기준 세계 최대 IT 유통사였다는 산업 맥락을 제공한다.","note_en":"Autodesk's FY2023 10-K reported that sales through its largest distributor, Tech Data and its global affiliates, represented 37% of FY2023 net revenue. The current status of the transition agreement signed in 2022 and the distributor-specific FY2026 share are not disclosed; Omdia provides industry context that TD SYNNEX was the largest IT distributor by 2024 gross billings.","sources":[{"stance":"mentions","publisher":"옴디아","publisher_en":"Omdia","kind":"analysis","lang":"en","published_at":"2025-06-17","url":"https://omdia.tech.informa.com/blogs/2025/jun/next-for-technology-distribution","title":"기술 유통의 다음 단계는 무엇인가","title_en":"What’s next for technology distribution?","excerpt":"시장 선두 TD SYNNEX의 2024년 총청구액은 801억달러였다.","excerpt_en":"Market leader TD Synnex’s scale is tremendous, with 2024 gross billings of US$80.1 billion."},{"stance":"confirms","publisher":"SEC EDGAR","publisher_en":"SEC EDGAR","kind":"filing","lang":"en","published_at":"2023-03-14","url":"https://www.sec.gov/Archives/edgar/data/769397/000076939723000036/adsk-20230131.htm","title":"Autodesk, Inc. 10-K (2023-03-14)","title_en":"Autodesk, Inc. 10-K (2023-03-14)","excerpt":"Tech Data는 FY2023 오토데스크 순매출의 37%를 차지했다.","excerpt_en":"Tech Data accounted for 37% ... of Autodesk’s total net revenue during fiscal 2023."}]},{"direction":"revenue","counterparty":"Ingram Micro Inc.","counterparty_slug":null,"confidence":"high","metric":{"type":"revenue_share","unit":"percent","as_of":"2023-03-14","basis":"Ingram Micro를 통한 매출이 오토데스크 순매출에서 차지한 비중","value":9,"period":"FY2023","basis_en":"Share of Autodesk net revenue from sales through Ingram Micro","qualifier":null},"note":"오토데스크의 FY2023 10-K는 2대 유통사 Ingram Micro를 통한 매출이 FY2023 순매출의 9%였다고 공시했다. 2022년에 체결한 전환 계약의 현재 상태와 FY2026 개별 유통사 비중은 공개되지 않았다.","note_en":"Autodesk's FY2023 10-K reported that sales through its second-largest distributor, Ingram Micro, represented 9% of FY2023 net revenue. The current status of the transition agreement signed in 2022 and the distributor-specific FY2026 share are not disclosed.","sources":[{"stance":"confirms","publisher":"SEC EDGAR","publisher_en":"SEC EDGAR","kind":"filing","lang":"en","published_at":"2023-03-14","url":"https://www.sec.gov/Archives/edgar/data/769397/000076939723000036/adsk-20230131.htm","title":"Autodesk, Inc. 10-K (2023-03-14)","title_en":"Autodesk, Inc. 10-K (2023-03-14)","excerpt":"Ingram Micro는 FY2023 오토데스크 순매출의 9%를 차지했다.","excerpt_en":"Ingram Micro accounted for 9% ... of Autodesk's total net revenue during fiscal 2023."}]},{"direction":"cost","counterparty":"아마존","counterparty_slug":"amazon","confidence":"high","metric":{"type":"amount","unit":"USD","as_of":"2026-06-03","basis":"오토데스크의 Amazon Web Services 이용액","value":null,"period":"ongoing as of 2026-06-03","basis_en":"Autodesk spending on Amazon Web Services","qualifier":"confirmed_no_disclosed_value"},"note":"오토데스크는 일부 클라우드 제품의 인프라에 Amazon Web Services를 점점 더 많이 사용하며 운영·기술 서비스를 공급받는다. FY2026 10-K와 2026년 전략적 협업 발표가 관계를 교차 확인하지만 AWS별 지출액은 공개하지 않는다.","note_en":"Autodesk increasingly uses Amazon Web Services infrastructure for certain cloud products and relies on AWS for operational and technical services. The FY2026 10-K and a 2026 strategic collaboration announcement cross-check the relationship, but Autodesk does not disclose AWS-specific spending.","sources":[{"stance":"confirms","publisher":"오토데스크 투자자 관계","publisher_en":"Autodesk Investor Relations","kind":"ir","lang":"en","published_at":"2026-06-03","url":"https://investors.autodesk.com/news-releases/news-release-details/autodesk-signs-strategic-collaboration-agreement-amazon-web","title":"오토데스크, Amazon Web Services와 전략적 협업 계약 체결","title_en":"Autodesk signs strategic collaboration agreement with Amazon Web Services","excerpt":"오토데스크는 Amazon Web Services와 전략적 협업 계약을 체결했다고 발표했다.","excerpt_en":"Autodesk ... signed a strategic collaboration agreement ... with Amazon Web Services."},{"stance":"confirms","publisher":"SEC EDGAR","publisher_en":"SEC EDGAR","kind":"filing","lang":"en","published_at":"2026-03-03","url":"https://www.sec.gov/Archives/edgar/data/769397/000076939726000015/adsk-20260131.htm","title":"Autodesk, Inc. 10-K (2026-03-03)","title_en":"Autodesk, Inc. 10-K (2026-03-03)","excerpt":"오토데스크는 일부 클라우드 제품에서 Amazon Web Services 사용을 늘리고 있다.","excerpt_en":"increasingly Amazon Web Services and to a lesser degree other infrastructure-as-a-service providers."}]},{"direction":"cost","counterparty":"마이크로소프트","counterparty_slug":"microsoft","confidence":"mid","metric":{"type":"amount","unit":"USD","as_of":"2026-07-01","basis":"오토데스크의 Microsoft 클라우드 서비스 이용액","value":null,"period":"ongoing as of 2026-07","basis_en":"Autodesk spending on Microsoft cloud services","qualifier":"confirmed_no_disclosed_value"},"note":"오토데스크의 2026년 7월 일반 하위처리자 목록은 마이크로소프트를 제품에 내장된 클라우드 서비스 공급사로 명시한다. 오토데스크는 Fusion의 생성형 AI 기능에도 Azure OpenAI Service와 GPT-image-1을 사용하지만 마이크로소프트별 지출액은 공개하지 않는다.","note_en":"Autodesk's July 2026 general subprocessor list identifies Microsoft as a cloud service provider embedded in Autodesk offerings. Autodesk also uses Azure OpenAI Service and GPT-image-1 for generative AI features in Fusion, but it does not disclose Microsoft-specific spending.","sources":[{"stance":"confirms","publisher":"오토데스크","publisher_en":"Autodesk","kind":"ir","lang":"en","published_at":"2026-07-01","url":"https://damassets.autodesk.net/content/dam/autodesk/www/pdfs/Subprocessor-list.pdf","title":"오토데스크 하위처리자 목록","title_en":"Autodesk Subprocessors","excerpt":"2026년 7월 기준 일반 하위처리자 목록은 Microsoft Corporation을 클라우드 서비스 공급사로 명시한다.","excerpt_en":"Microsoft Corporation Cloud Service Provider."},{"stance":"confirms","publisher":"오토데스크 뉴스","publisher_en":"Autodesk News","kind":"news","lang":"en","published_at":"2025-09-16","url":"https://adsknews.autodesk.com/en/news/new-investments-in-fusion-bring-ai-powered-transformation-to-manufacturing/","title":"오토데스크 Fusion의 AI 기반 제조 혁신을 위한 신규 투자","title_en":"New investments in Autodesk Fusion to bring AI-powered transformation to manufacturing","excerpt":"오토데스크는 Fusion에서 Azure OpenAI Service와 GPT-image-1 같은 마이크로소프트 AI 서비스를 사용한다고 밝혔다.","excerpt_en":"Tapping into Microsoft’s AI services like Azure OpenAI Service and models such as GPT-image-1"}]},{"direction":"revenue","counterparty":"기아","counterparty_slug":"kia","confidence":"low","metric":{"type":"amount","unit":"USD","as_of":"2024-11-12","basis":"기아의 오토데스크 제품 사용 및 공동 연구 관련 지급액","value":null,"period":"2022-09 to 2023-08; reported 2024-11-12","basis_en":"Kia spending related to Autodesk product use and joint research","qualifier":"confirmed_no_disclosed_value"},"note":"기아글로벌디자인은 오토데스크와 2022년 9월부터 2023년 8월까지 생성형 AI 콘셉트 디자인 솔루션을 공동 연구했고, 워크숍에서 오토데스크 BlankAI를 사용했다. 공식 한국어 사례가 제품 사용과 수요 측 관계를 확인하지만 유료 계약 여부와 금액은 확인되지 않았다.","note_en":"Kia Global Design and Autodesk jointly researched a generative AI concept-design solution from September 2022 through August 2023, and Kia used Autodesk BlankAI in a workshop. The official Korean case study confirms product use and a demand-side relationship, but whether it was a paid engagement and its value are not disclosed.","sources":[{"stance":"confirms","publisher":"오토데스크 한국","publisher_en":"Autodesk Korea","kind":"news","lang":"ko","published_at":"2024-11-12","url":"https://www.autodesk.com/kr/design-make/articles/kia-generative-ai-for-automotive-design","title":"생성형 AI로 영감과 디자인을 연결한 기아글로벌디자인","title_en":"Kia Global Design connects inspiration and design with generative AI","excerpt":"기아글로벌디자인은 오토데스크와 공동 연구를 진행하며 AI 솔루션 프로토타입을 개발했다.","excerpt_en":"Kia Global Design jointly researched with Autodesk and developed an AI solution prototype."}]}]}