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Company Research4 Apr 2024
Companies That Had Their IPO in 1996: Tech and Internet Domination
An overview of the general market sentiment and IPO landscape in 1996 as the interest in tech and internet companies ramped up.
Dassault Systèmes
Dassault Systèmes (DSY) investor relations material
Dassault Systèmes Q4 2025 Investor Call earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 Investor Call earnings summary11 Feb, 2026
Executive summary
FY25 total revenue reached €6,240M, up 4% year-over-year at constant currency, with software revenue comprising 82% of the total and recurring revenue up 6%.
Operating margin improved to 32.0% for FY25, with EPS up 7% to €1.31; Q4 margin was 37%.
The company is transitioning to a subscription-driven, cloud-based model, introducing AI-powered solutions and 3D Universes, and focusing on ARR reporting.
Strategic partnerships, notably with NVIDIA, and management changes in Centric and Medidata are underway to accelerate growth.
FY26 guidance targets 3–5% revenue growth, 3–6% EPS growth, and continued investment in AI and cloud expansion.
Financial highlights
FY25 non-IFRS total revenue: €6,240M (+4% constant currency); Q4: €1,682M (+1%).
FY25 non-IFRS operating income: €1,993.6M; margin: 32.0%; EPS: €1.31 (+7%).
Recurring revenue grew 6% to 82% of software revenue; subscription revenue up 11%.
Free cash flow for FY25 was €1,380M; operating cash flow €1.63B; net cash position €1.53B.
Cash and cash equivalents at year-end were €4.1B.
Outlook and guidance
FY26 non-IFRS revenue expected at €6,290M–€6,410M, up 3–5%; operating margin 32.2%–32.6%.
EPS guidance for FY26 is €1.30–1.34, up 3–6%.
Q1 2026 revenue guidance: €1.48–€1.54B, down 2–6% YoY; margin 29.2%–30.7%; EPS €0.28–0.31.
ARR introduced as a key metric, reaching €4.5B in Q4 2025, with 6% average growth over two years.
Focus areas include expanding AI monetization, cloud transition, and 3D Universes.
AI-native solutions monetization strategy
Drivers of subscription revenue acceleration
Plans to address European auto sector weakness
Value-based pricing: revenue impact vs. seat-based?
Life Sciences: Key indicators for 2027 growth?
NVIDIA partnership: key co-development for AI models?
Partial view of Summaries dataset, powered by Quartr API
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Next Dassault Systèmes earnings date
Q1 202623 Apr, 2026
Dassault Systèmes
Next Dassault Systèmes earnings date
Q1 202623 Apr, 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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