autodesk announces agreement to acquire upchain · 2021. 4. 12. · autodesk provides means to...

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Autodesk Announces Agreement to Acquire Upchain

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Page 1: Autodesk Announces Agreement to Acquire Upchain · 2021. 4. 12. · Autodesk provides means to scale through Enterprise, Channel and geographic expansion Presents new growth opportunities

Autodesk AnnouncesAgreement to Acquire Upchain

Page 2: Autodesk Announces Agreement to Acquire Upchain · 2021. 4. 12. · Autodesk provides means to scale through Enterprise, Channel and geographic expansion Presents new growth opportunities

Safe Harbor

This presentation contains forward-looking statements that involve risks and uncertainties, including statements regarding: the planned Upchain acquisition, the impact of the acquisition on Autodesk’s business performance; the impact of the transaction on Autodesk's and Upchain's products and services capabilities, customers, and partners; and Autodesk’s strategic priorities.

Factors that could cause actual results to differ materially include the following: Autodesk's ability to successfully integrate Upchain's business; costs related to the acquisition; the evolution of cloud-based and traditional PLM and PDM technologies; changes in the manufacturing industry; the competitive environment in the PLM, PDM, and manufacturing industries and competitive responses to the acquisition; changes in Upchain’s customer base; Autodesk and Upchain's success developing new products or modifying existing products and the degree to which these gain market acceptance; general market and business conditions; unanticipated impact of accounting for acquisition; and the ability to satisfy the conditions to the completion of the acquisition on the anticipated schedule, or at all.

Further information on potential factors that could affect future results is contained in our Form 10-K and Form 10-Q filings available at www.sec.gov, including descriptions of the risk factors that may impact us and the forward-looking statements made in this presentation. Autodesk disclaims any obligation to update the forward-looking statements provided to reflect events that occur or circumstances that exist after the date on which they were made.

Page 3: Autodesk Announces Agreement to Acquire Upchain · 2021. 4. 12. · Autodesk provides means to scale through Enterprise, Channel and geographic expansion Presents new growth opportunities

Strategic Rationale

Differentiated Cloud PDM

▪ Modern Instant-On Cloud Product Data Management (PDM) technology augments existing strength in ADSK Vault

▪ Robust competitive CAD integrations

▪ Accelerates next gen design/make convergence in Fusion 360

▪ Out-of-the-box setup for target verticals like Consumer Products

PDM Expertise & Strong R&D

▪ 140+ employees with ~50% in R&D. Headquartered in Toronto, Canada

▪ Modern SaaS architecture with Multi-tenant, rapid-deploy capability

▪ Strong engineering and customer success talent

Compelling Synergies

▪ Autodesk provides means to scale through Enterprise, Channel and geographic expansion

▪ Presents new growth opportunities with competitive CAD integrations

Accelerates GrowthIn PDM/PLM

▪ Leads prospects and existing Inventor accounts to the Fusion 360 platform

▪ Sticky solution provides entry point and eventual expansion into user base as workflows become data centric

▪ Boosts expansion into competitive accounts

Page 4: Autodesk Announces Agreement to Acquire Upchain · 2021. 4. 12. · Autodesk provides means to scale through Enterprise, Channel and geographic expansion Presents new growth opportunities

Traditional Manufacturing Processes are Inefficient

CONCEPT ENGINEERING VALIDATE MANUFACTURE

TIME TO MARKET

DES

IGN

MA

TUR

ATI

ON

1. Data loss2. Re-work3. Disconnected workflows

!

Page 5: Autodesk Announces Agreement to Acquire Upchain · 2021. 4. 12. · Autodesk provides means to scale through Enterprise, Channel and geographic expansion Presents new growth opportunities

Traditional Manufacturing Processes are Inefficient

DISPARATEFORMATS

MISPLACEDDATA

DISTRIBUTEDTEAMS

INCOMPLETEDATA

LIMITED COLLABORATION

COMPLICATED IMPLEMENTION

Page 6: Autodesk Announces Agreement to Acquire Upchain · 2021. 4. 12. · Autodesk provides means to scale through Enterprise, Channel and geographic expansion Presents new growth opportunities

CAD

CAM

CAE

PLM

GENERATIVE DESIGN & INTELLIGENT AUTOMATION

$14BDISRUPTwith Cloud Convergence & Automation

CONVERGENCE OF DESIGN & MAKE(DISCONTINUOUS DISRUPTION)

BRIDGEto Next Gen$19B

GROWwith Core Design

Fusion 360 is disrupting the market

Page 7: Autodesk Announces Agreement to Acquire Upchain · 2021. 4. 12. · Autodesk provides means to scale through Enterprise, Channel and geographic expansion Presents new growth opportunities

Upchain Accelerates Integrated Data Experience with Full Featured, Cloud-Based PLM

Page 8: Autodesk Announces Agreement to Acquire Upchain · 2021. 4. 12. · Autodesk provides means to scale through Enterprise, Channel and geographic expansion Presents new growth opportunities

A Diversified and Loyal Customer Base

Automotive

Data CentersFurniture Textiles & Apparel

Aerospace & Defense

Entertainment

Robotics & Industrial Machinery

Marine Shipping & Transportation

Page 9: Autodesk Announces Agreement to Acquire Upchain · 2021. 4. 12. · Autodesk provides means to scale through Enterprise, Channel and geographic expansion Presents new growth opportunities

Upchain Accelerates Fusion 360 as an Onramp to its Cloud Platform

Third Party User

Inventor User

AutoCAD User

Forge PlatformFusion 360 User

Fusion 360 Upchain

Page 10: Autodesk Announces Agreement to Acquire Upchain · 2021. 4. 12. · Autodesk provides means to scale through Enterprise, Channel and geographic expansion Presents new growth opportunities

Fusion 360 + Upchain = Disruptive End-to-End Cloud-Based Manufacturing Platform with Multiple Adoption Onramps

Documentation / Viz

Generative

Industrial Design

Product Lifecycle Management

Mechanical

Kinematics

Cloud Product Data Management

Fluids

Thermal

Subtractive Mfg

Inspection

Adv Materials

Additive Mfg

Fusion 360 Upchain

Electrical Design

Mechanical Design

DESIGN SIMULATION MANUFACTURING

Page 11: Autodesk Announces Agreement to Acquire Upchain · 2021. 4. 12. · Autodesk provides means to scale through Enterprise, Channel and geographic expansion Presents new growth opportunities

Autodesk and the Autodesk logo are registered trademarks or trademarks of Autodesk, Inc., and/or its subsidiaries and/or affiliates in the USA and/or other countries. All other brand names, product names, or trademarks belong to their respective holders. Autodesk reserves the right to alter product and services offerings, and specifications and pricing at any time without notice, and is not responsible for typographical or graphical errors that may appear in this document.

© 2019 Autodesk. All rights reserved.