Autodesk’s position – a trader’s perspective

Seeking Alpha has published an interesting analysis of Autodesk’s current position by Amit Ghate, a private trader and financial journalist. He surmises 4 key points: That Autodesk’s switch to rental had been mostly accepted by large companies, but vehemently opposed by small companies; that they have reduced their R&D spend to manage costs; that their financial position continues to worsen; and that these factors combined are pushing small customers to competitors, making them more vulnerable to change.  The article contains much more detail can be read in full on Seeking Alpha’s website.