Nemetschek, Autodesk, & Media & Entertainment Software

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That sounds interesting. We'll delve into that shortly. This information is helpful for our background understanding. To begin with, we're not very familiar with the specifics of the animation and 3D content creation market. Could you provide an overview of the main players in this market?

Now, let's talk about Maxon and Cinema 4D. They have their niche in motion graphics animation, which is widely used in broadcasting. About 90% of broadcasters need a product that is easy to use and quick because they have productions that go on air the same day. They don't have time to tweak a lot of parameters for an animation. This is where Maxon excels.

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That sounds interesting. We'll delve into that shortly. This information is helpful for our background understanding. To begin with, we're not very familiar with the specifics of the animation and 3D content creation market. Could you provide an overview of the main players in this market?

In general, Maxon does have a future. If they can replace the shrinking aspect of the broadcasters, which is indeed shrinking as more people move away from broadcast TV to streaming services, and continue expanding tools for YouTubers or making it simpler for those who don't require much specification, then there's a great future in there. However, the major player in the motion graphics field is Adobe.

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Could you provide a better understanding of the size or distribution of these different markets you've mentioned?

Autodesk dominates a large part of the market. I can't provide exact figures or percentages at this moment, but I can gather that information and send it to you if you provide your email. The majority of revenue in 3D comes from feature animation or VFX. Maxon has a minor role in the VFX market. Autodesk's Maya is the preferred product for most feature animations and any necessary movie effects. For instance, even in movies that aren't heavy on VFX, Maya might be used to recreate a scene. For example, where there is a weird reflection on a wine bottle and they use Maya to recreate that same wine bottle in 3D. Autodesk dominates this aspect. Feature animation, like entirely animated movies, is where Autodesk really dominates. I would estimate that this accounts for about 65% to 70% of the revenue from 3D. Major studios like Disney use this.

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