Chief Executive Officer at Autodesk
Thank you, Debbie. Now, let me turn to our strategic growth initiatives. Sustained and purposeful innovation to enable digital transformation in the industries we serve has changed our relationship with our customers from software vendor to strategic partner, and that is enabling us to create more value through end-to-end, cloud-based solutions, that connects data and workflows, and through business model evolution. Our model is scalable and extensible into adjacent verticals, from architecture and engineering, through construction and owners; and from product engineering, through product manufacturing and product data and lifecycle management.
By helping our customers grow and navigate their digital transformation, we will grow, too. For example, Bouygues Construction and Colas, are leading construction and infrastructure firms based in France, with over 100,000 construction employees operating in 60 countries across the globe. In the third quarter, they significantly increased their commitment to Autodesk products such as Revit, AutoCAD and Civil 3D following an accelerated move to BIM and digital work flows over the last three years, which significantly increased monthly average users.
Similarly, Obayashi Corporation, one of the largest construction firms in Japan, which operates in 16 countries worldwide, is accelerating its global consolidation around BIM and a unified 3D technology platform, to enable greater efficiency and sustainability. In the third quarter, it expanded its EBA with us. Over the last two years, it has more than doubled the number of Revit users and expanded its usage of Autodesk Construction Cloud, to connect workflows from design to construction.
We are further extending our reach into the construction mid-market with the recent launch of Autodesk Build, introduction of an account-based pricing business model and distribution through our channel partners. For example, this quarter, Jacobsen Construction Company, an ENR 400 general contractor in the United States, was looking for a long-term technology partner and to consolidate around a single project management solution that would increase the efficiency of its field teams, while also seamlessly integrating with its accounting solution. While it had previously used a competitor solution for some projects, Jacobsen ultimately chose Autodesk Construction Cloud, because of Autodesk Build's robust field and cost management functionality, and the opportunity to integrate it smoothly with existing technology. With new Autodesk Build features and capabilities launched every two months or so, and the recently launched ACC bundles for pre-construction and construction operations, we remain optimistic about the opportunities ahead.
We're connecting the dots in infrastructure, too. For example, the Administrator of Railway Infrastructures in Spain, or ADIF, selected Autodesk products over competitor offerings to support its digital transformation. Backed by our common data environment, ADIF will leverage the Autodesk Construction Cloud to collaborate on project information, on-site development, and model coordination, to ensure efficient and accurate construction of their railway network. Infrastructure remains an important opportunity for Autodesk across the globe. Our end-to-end solutions, which boosts the efficiency and sustainability of customers like ADIF, as well as our ability to seamlessly integrate vertical and horizontal design and construction, give us a competitive advantage.
Much needed additional investment in infrastructure in the United States and across the globe will restore ageing infrastructure, and increase the productivity of the economy. Perhaps more consequentially in the long term, provisions in the U.S. infrastructure bill, which encourages Department of Transportation to digitize their processes, should accelerate adoption of digital workflows and enable all infrastructure investment to become more efficient and sustainable.
Turning to manufacturing, we sustained strong momentum in our manufacturing portfolio this quarter. In automotive, we continue to grow our footprint, beyond the design studio into manufacturing and connected factories, as automotive OEMs seek to break down work silos and shorten hand-off and design cycles.
Ford, one of the largest automotive OEMs in the world, renewed and expanded its EBA with Autodesk during the third quarter, growing users in Alias and VRED in design and AutoCAD, Inventor and Navisworks in manufacturing, while adding Autodesk Construction Cloud and Autodesk Build in facilities and manufacturing, to enable field access to plant drawings during maintenance and operations and equipment changeover.
Fusion 360 commercial subscribers again grew strongly, without any systematic sales promotions, ending the quarter with 175,000 subscribers. While still early days, our new extensions, including Machining, Generative Design, and Nesting & Fabrication are performing well and there is major interest in our upcoming simulation and design extensions. Fewer promotions and growing demand for Fusion 360's extensions, are enabling us to capture more of the potential market opportunity and accelerate our growth.
Fast Radius is a leading digital manufacturing and supply chain company. The company's proprietary Cloud Manufacturing Platform combines software and advanced microfactories that enable its customers to flexibly design, make and move certified products. Fast Radius already uses several Autodesk products. This quarter, it added Fusion 360 with the Machining Extension, to support its in-house CNC operation and integrate it alongside its existing additive manufacturing offering. Fusion 360 enables Fast Radius to program a wide variety of parts more quickly, resulting in faster product cycle times.
Outside of commercial use, there is a large and rapidly growing ecosystem of users that are taking Fusion 360 from education and home into the workplace. These will fuel commercial usage in the future. As one measure of this ecosystem, we ended the third quarter with 1 million monthly active users, up over 50% year-over-year and they are doing some amazing work.
On September 12, the Technical University of Munich's TUM Boring team beat more than 400 applicants and 12 finalists to win the inaugural Not-a-Boring Competition. As Haokun Zheng, one of five leads responsible for project operations, said; 'Fusion 360's cloud-based solution enabled our 60-member team to collaborate remotely during the pandemic and design and build an award-winning 40-foot long, 22-ton tunneling machine. Throughout the year, we were repeatedly told by industry experts that the timeline we were aiming for was borderline impossible. But Fusion 360's ease of use and integrated CAD, CAM and FEM enabled rapid simulation and improved the speed and efficiency of the design workflow.'
And finally, we continue to enable more users to participate in our ecosystem more productively, through business model innovation and our license compliance initiatives. For example, a sustainable building engineering design solutions consultant in Australia, which has been an Autodesk AEC customer for more than a decade, added our premium offering in the third quarter to enable it to better manage its subscriptions and provide more secure single sign on across multiple offices. Across Autodesk, the number of premium subscribers increased more than 500% year-over-year.
And in the Middle East, a large telecom company undertaking its own digital transformation was seeking to increase efficiency and sustainability by adopting BIM standards and streamlining digital workflows, while also ensuring license compliance across a fragmented employee base. During the process, we became the trusted partner of choice, resulting in a significant investment in AEC Collections, AutoCAD, Revit, and 3DS Max. Year-to-date, license compliance billings across Autodesk as a whole are up 20% when compared to the same period two years ago and almost 50% year-over-year.
In speaking with customers, partners and employees, we are very optimistic about the future. They have demonstrated grit and determination, inspiration, innovation, and agility and transformation during the pandemic. And while there will certainly be twists and turns on the road ahead, in many ways the pandemic has accelerated the future, and increased my confidence that we are on the right path. We are executing well in challenging times and believe we have only significant opportunities ahead of us.
I am reminded again that Autodesk's purpose has never been more important or urgent. Empowering innovators with design-and-make technology, so that they can achieve the new possible also enables them to build and manufacture efficiently and sustainably. Together, we can meet the challenges posed by carbon, water, and waste while also advancing equity and access to the in-demand skills of the future. Autodesk's central role in meeting these challenges, underpins my confidence this year, and my confidence in the future.
Operator, we would now like to open the call for questions.