Former VP at Autodesk Inc
- Autodesk (NASDAQ: ADSK) and its evolution to a cloud platform company with considerable and expanding modules and functionality
- Business segment specifics, with a current emphasis on manufacturing and offerings following a focus on construction
- Competitive considerations, particularly across AEC and manufacturing, highlighting Bentley Systems (NASDAQ: BLY), Dassault (EPA: DSY), Procore (NYSE: PCOR), PTC (NASDAQ: PTC) and Siemens (ETR: SIE) and others
- 1-3-year outlook, noting opportunities and risks, as well as management overview
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