Audodesk also has CAD software, Blender is certainly not an alternative to Fusion. It is hard to see in the share value which one is related to 3DS compared to other Autodesk products. In the same way that the share value of Microsoft is certainly not an indicator for the success of Linux. Linux certainly caused some traditional UNIX companies to go down, but it is more likely due to the raise of the cheaper PC architecture in the server space. Also, Oracle did fine despite Postgres, they even ended up buying MySql. Apple with its proprietary OS did extremely well against open source Linux and Android.
It may be a good indication for smaller companies reliant on a single product, but these may not be publicly traded. Big companies usually don't rely on a single product, and have ways around open source competition. They can diversify, buy their competition, sue them, for example using patents, use tactics like "embrace-extend-exctinguish", have good marketing targeted at big customers, or simply invest a lot into making their paid product the best.
It may be a good indication for smaller companies reliant on a single product, but these may not be publicly traded. Big companies usually don't rely on a single product, and have ways around open source competition. They can diversify, buy their competition, sue them, for example using patents, use tactics like "embrace-extend-exctinguish", have good marketing targeted at big customers, or simply invest a lot into making their paid product the best.