How do I know most Autodesk customers don’t want rental?

In a recent comment, I was asked how I know Autodesk’s move to all-rental is the opposite of what customers want. Have I conducted research? This is an excellent question and deserves a proper answer. So how do  I know this? Why am I so convinced? There are several independent sources of evidence, one bit of critical thinking and one undeniable proof. They all point in the same direction. First, a bit of evidence. There are many public places on the Internet where this issue has been discussed, including Autodesk’s own discussion groups. The viewpoints expressed everywhere are overwhelmingly against …

Disaster in progress – Getting it wrong

No, not Autodesk getting it wrong, me  getting it wrong. In recent posts, I supported my arguments against Autodesk’s move to all-rental software with faulty evidence. As pointed out to me by several commenters, I completely failed to take deferred revenue into account. I would like to sincerely thank those who pointed out my error.* Although I included a disclaimer about not being a financial analyst, I should have gone further and simply not ventured into areas I am ill-qualified to cover. I got it wrong. I therefore offer unreserved apologies to Autodesk and my readers. What now? I have …

Disaster in progress – Autodesk continues to lose heavily

This post originally contained assertions about Autodesk’s financials that were based on flawed understanding, and has been removed. It’s not really possible to delete things from the Internet, so if you ever want to relive the joy of seeing me get things spectacularly wrong, feel free to use the Internet Archive to do so.