Below are extracted from TMT analyst which will help answer your question:
1. Autodesk Forge is Autodesk’s relatively new cloud developer platform where Autodesk
customers can get access to third-party tools, like the Pointerra Platform.
2. Autodesk doesn’t have a proprietary cloud-based 3D data management solution, such as the Pointerra Platform. Therefore, Autodesk will be enabling its customers to sign up and get access to the Pointerra Platform directly from Autodesk Forge. This should result in new customers for 3DP.
3. Autodesk has approximately 5.6M users for its 3D design software, who
can now get access to 3DP’s 3D data management solution. Upon sign
up, new users pay subscription fees directly to 3DP (no revenue sharing
with Autodesk). The recurring subscription fee for a typical Pointerra Platform user ranges from US$ 500 to US$ 1,000 per month. So, even if just one in 10,000 Autodesk users signs up for the Pointerra Platform through Forge, that would translate into 560 users paying a monthly recurring subscription fee to 3DP of at least US$ 500, which translates into US$ 280,000 in revenues to 3DP per month, or nearly US$ 3.4M annually.
However, we expect entire companies to sign up to the Pointerra Platform
through Forge rather than users individually, i.e. we expect multiple
Autodesk users per company will sign up at once. Therefore, we believe
the revenue potential for 3DP from the Forge integration will be
substantially larger than US$ 3.4M.
Hope above will help to answer your question and for everyone which new to 3dp can see the potential of 3dp once it's get integrated into Autodesk Forge. Being allowed integration into such a big global company like Autodesk which has more than 20B MC can tell how proven Tech that 3dp can bring into the table. I'm thrilled with that and can't wait for that to be finished. Fasten your seat belts, guys, this is going to be a long journey
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