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Dassault Systèmes (DSY) investor relations material
Dassault Systèmes Q3 2025 Investor Call earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2025 Investor Call earnings summary23 Oct, 2025
Executive summary
Achieved 5% year-over-year revenue growth in Q3 2025, with strong recurring and subscription momentum, particularly from the 3DEXPERIENCE platform and cloud solutions, which saw 16% subscription growth and 36% cloud revenue growth.
Non-IFRS operating margin improved to 30.1%, up 100 basis points, and non-IFRS EPS increased 10% to €0.29 in Q3.
Industrial Innovation led product line growth, while Life Sciences (Medidata) and Centric segments underperformed.
Major contracts were won with industrial clients, including Ford, Apple, Stellantis, and others, supporting long-term value creation in cloud and AI-enabled solutions.
Expansion into new categories such as Virtual Twin as a Service and Generative Experiences, with continued leadership in CAD and SaaS transitions.
Financial highlights
Q3 2025 total revenue: €1.46 billion (up 5% in constant currencies); software revenue: €1.32 billion (up 5%).
Recurring revenue represented 86% of software revenue in Q3, with subscription revenue up 16% YTD and now nearly half of recurring revenue.
Non-IFRS operating margin: 30.1% for Q3 and YTD; non-IFRS EPS: €0.29 in Q3 (+10% YoY), €0.91 YTD (+6% YoY).
Cash and cash equivalents at €3.91 billion; net cash position €1.32 billion as of September 2025.
Upfront license revenue declined 13% as clients increasingly adopt subscriptions.
Outlook and guidance
FY25 non-IFRS revenue growth outlook revised to 4-6% (from 6-8%), with non-IFRS diluted EPS growth target maintained at 7-10%.
Q4 2025 non-IFRS revenue expected at €1.697–€1.817 billion (+1–8% YoY), with operating margin 37.2–38% and EPS of €0.41–€0.45.
Tax rate assumptions: ~16.2% for Q4, 17.3% for FY25.
What drives EPS growth despite lower revenue outlook?
Address Life Sciences & CENTRIC PLM challenges.
Detail YTD cash flow allocation.
Pace of upfront license revenue decline
Nature of large Industrial Innovation deals?
3D UNIV+RSES monetization strategy?
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Next Dassault Systèmes earnings date
Q4 202511 Feb, 2026
Next Dassault Systèmes earnings date
Q4 202511 Feb, 2026
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Frequently asked questions
3D Design Software
Dassault Systèmes is a French multinational software company developing 3D design software, 3D digital mock-ups, and product lifecycle management (PLM) products. The company is most known for its 3DEXPERIENCE platform, which encompasses a suite of software solutions for design, simulation, and product data management. Dassault Systèmes serves various industries, including aerospace, automotive, industrial equipment, and similar sectors. The company is headquartered in Vélizy-Villacoublay, France, and its shares are listed on the Euronext Paris.
Founded as a Subsidiary
Dassault Systèmes was established as a subsidiary of the French aerospace company Dassault Aviation in 1981. The initial aim was to create 3D software to help eliminate the need for physical prototypes, thereby reducing development time and costs for aerospace projects. A year after its founding, the company launched CATIA (Computer Aided Three-dimensional Interactive Application), initially a 3D CAD software created to assist in private aerospace design but which would later become a cornerstone product, evolving into a multi-industry suite used by various sectors for complex designs. The company expanded its product range and market reach throughout the 1990s, targeting new industries. In recent years, Dassault Systèmes has focused on its 3DEXPERIENCE platform, a comprehensive suite that combines modeling, simulation, data management, and collaboration tools.
Dassault Systèmes Products
The firm's offerings include SolidWorks and CATIA for 3D modeling and computer-aided design, enabling users to conceptualize, design, and test products in a virtual environment. ENOVIA, part of their PLM solutions, assists organizations in managing the development process of products from inception to retirement. Its 3D Experience platform integrates modeling, simulation, and information intelligence applications, allowing businesses to create immersive 3D representations of their products for collaboration and decision-making. SIMULIA provides advanced simulation capabilities to predict product performance, while DELMIA helps with planning, implementing, and optimizing manufacturing processes.
Further reading: Dassault Systèmes: The French Software Titan
Serving Diverse Industries
Dassault Systèmes' products and services are utilized across various industries, each adapting the company's software solutions to meet specific needs and challenges. Its products allow organizations such as aerospace and automotive companies to model, design, and simulate new models and improvements without needing to physically build new prototypes. This is merely an example and more or less any sector that can benefit from digital simulations can utilize the company’s services. Two companies that have used Dassault Systèmes' platforms are Hyundai and Panasonic.
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