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 Autodesk’s all-rental plans.
- There are private places Autodesk customers hang out where I have access, and I receive private emails. Again, the overwhelmingly majority of the viewpoints I see expressed are very strongly against Autodesk’s strategy.
- There’s a poll right here. How’s it going?
- None of …
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.
I have done myself a bunch of graphs that I think paints a fairer picture of Autodesk’s position, but there’s a reasonable chance I’m wrong about that too so I won’t be publishing them. Instead, In a day or two, I will remove the content of the offending …
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.