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Bentley Systems (BSY) investor relations material
Bentley Systems 53rd Annual Nasdaq Investor Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Company overview and leadership
Focuses on infrastructure engineering software, serving all project phases and sectors.
Founded in 1984, public since 2019, with a leadership transition to the first non-family CEO.
Board includes the founding family and the current CEO.
Strategic and organizational changes
Strategy is an evolution, not a radical shift, with increased emphasis on AI.
Product and technology teams consolidated under the CTO for faster feedback.
User-facing teams unified under a chief revenue officer to enhance responsiveness.
Market demand and industry trends
Global infrastructure investment is at an all-time high, driven by economic growth, climate, and energy needs.
Engineering talent shortages are creating backlogs and capacity constraints.
Productivity gains through software are critical as workforce retirements loom.
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