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Bentley Systems (BSY) investor relations material
Bentley Systems Global Technology, Internet, Media & Telecommunications Conference 2025 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Leadership and ownership
Executive Chair remains actively involved in capital allocation and investor relations, with family ownership gradually decreasing but still holding a majority stake.
New generation of management in place, with C-level leaders in their 40s, expected to steward the company forward.
Business model and growth
Majority of ARR now comes from E365 Pure Consumption Program, with multi-year floors and ceilings negotiated for predictability and double-digit ARR growth.
About two-thirds of enterprise accounts have transitioned to E365, with several years left to complete the process due to staffing and upskilling needs.
SMB segment, a newer focus, contributes an additional 3% ARR growth, with public works and utilities as the largest end markets.
Market environment and demand
Global demand for infrastructure engineering is at an all-time high, with engineering firms facing resource shortages and strong backlogs.
Infrastructure spending commitments are increasing worldwide, especially in Europe, the Middle East, Asia, and India.
Permitting reform and grid expansion are major growth opportunities, with acquisitions like Power Line Systems and Seequent driving fastest growth.
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