Autodesk (NASDAQ: ADSK) and Salesforce (NYSE: CRM) both operate sticky cloud-based ecosystems. Those full-year estimates, which it presented during its third-quarter report last November, matched analysts' expectations, but its guidance for the fourth quarter came in slightly below their projections for the top and bottom lines. Autodesk attributed that slight slowdown to supply chain disruptions, inflationary pressure, a global labor shortage, the "ebb and flow" of COVID, and the weakness of its architecture, engineering, and construction (AEC) portfolio in China.