Dassault Systèmes SE (OTCPK:DASTY) Q3 2025 Earnings Call October 23, 2025 4:00 AM EDT Company Participants Pascal Daloz - CEO & Director Rouven Bergmann - CFO & Executive VP Conference Call Participants Stacy Pollard Adam Wood - Morgan Stanley, Research Division Mohammed Moawalla - Goldman Sachs Group, Inc., Research Division Balajee Tirupati - Citigroup Inc., Research Division Charles Brennan - Jefferies LLC, Research Division Laurent Daure - Kepler Cheuvreux, Research Division Frederic Boulan - BofA Securities, Research Division Presentation Stacy Pollard Good morning, everyone. I'm Stacy Pollard.
Dassault Systèmes SE (OTCPK:DASTY) Q2 2025 Earnings Conference Call July 24, 2025 8:30 AM ET Company Participants Beatrix Martinez - Vice President of Investor Relations Pascal Daloz - CEO & Director Rouven Bergmann - CFO & Executive VP Conference Call Participants Balajee Tirupati - Citigroup Inc., Research Division Frederic Emile Alfred Boulan - BofA Securities, Research Division Jason Vincent Celino - KeyBanc Capital Markets Inc., Research Division Jay Vleeschhouwer - Griffin Securities, Inc., Research Division Operator Hello, and welcome to Dassault Systemes 2025 Q2 and Half Year Earnings Presentation. My name is George.
French software maker Dassault Systemes reported a 6% rise in its second-quarter total revenue on Thursday, slightly below market estimates.
French software company Dassault Systemes extended the target period of its medium-term earnings per share (EPS) forecast by one year on Friday, at a time when weak auto demand and tariff-driven uncertainty weigh on its business.
Dassault Systèmes SE (OTCPK:DASTY) Q1 2025 Earnings Conference Call April 24, 2025 8:30 AM ET Company Participants Beatrix Martinez – Vice President, Investor Relations Pascal Daloz – Chief Executive Officer Rouven Bergmann – Chief Financial Officer Conference Call Participants Balajee Tirupati – Citi Fred Boulan – Bank of America Michael Briest – UBS Gianmarco Conti – Deutsche Bank Toby Ogg – JPMorgan Nicolas David – ODDO BHF Laurent Daure – Kepler Cheuvreux Ben Castillo – BNP Paribas Beatrix Martinez Good morning, everyone. I'm Beatrix Martinez, Dassault Systèmes VP, Investor Relations.
French software company Dassault Systemes lowered its annual operating margin forecast on Thursday, citing a risk-adjusted financial outlook.
Here is how Dassault Systemes SA (DASTY) and Perion Network (PERI) have performed compared to their sector so far this year.
Upgraded DASTY to a buy rating due to strong 4Q24 results, with 7% y/y organic revenue growth and 22% growth in 3DEXPERIENCE. Significant wins with Volkswagen, Lockheed Martin, and Airbus highlight increased market share and competitive edge, especially in the aerospace and defense sectors. Subscription revenue growth is accelerating, with 13-15% y/y growth expected in 2025, enhancing revenue visibility despite potential near-term volatility.
Dassault Systèmes SE (OTCPK:DASTY) Q4 2024 Results Conference Call February 4, 2025 8:30 AM ET Company Participants Beatrix Martinez - Vice President of Investor Relations Pascal Daloz - Chief Executive Officer Rouven Bergmann - Chief Financial Officer Conference Call Participants Balajee Tirupati - Citi Nicolas David - ODDO BHF Michael Briest - UBS Jay Vleeschhouwer - Griffin Securities Operator Hello, and welcome to the Dassault Systèmes 2024 Fourth Quarter and Full Year Earnings Call. My name is George.
French software company Dassault Systemes on Tuesday forecast total revenue growth of between 6% and 8% for 2025, above the 5% rise seen last year, citing their competitive positioning.
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I give a hold rating for Dassault Systems (DASTY) due to visible headwinds in its largest revenue segment, industrial-related, impacting growth outlook. Industrial-related revenue faces near-term headwinds from declining manufacturing output and supply chain pressures, affecting demand for DASTY's products. Despite some momentum in the life science segment, the overall growth outlook remains pressured, justifying DASTY's valuation discount relative to peers.