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.
Dassault Systèmes SE (OTCPK:DASTY) Q3 2024 Earnings Conference Call October 24, 2024 4:00 AM ET Company Participants Pascal Daloz - Chief Executive Officer Rouven Bergmann - Chief Financial Officer Beatrix Martinez - Vice President of Investor Relations Conference Call Participants Balajee Tirupati - Citi Mohammed Moawalla - Goldman Sachs Michael Briest - UBS Adam Wood - Morgan Stanley Fred Boulan - Bank of America Toby Ogg - JP Morgan Laurent Daure - Kepler Cheuvreux Nicolas David - ODDO BHF Ben Castillo-Bernaus - Exane BNP Paribas Beatrix Martinez Good morning, everyone. I'm Beatrix Martinez, Dassault Systèmes' VP Investor Relations.
The French software maker lowered its guidance for the year after revenue and operating profit came in shy of analyst expectations in the third quarter.
French software company Dassault Systemes lowered its annual revenue growth forecast on Thursday, citing the slowdown in the global automotive industry.
Dassault Systèmes has faced challenges due to the global economic slowdown impacting customer signings and earnings. The company's cyclical nature makes it sensitive to economic downturns, but could be a good investment opportunity at the end of a downturn. The company's valuation is way below the average valuation and presents an attractive entry point.