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Dassault Systèmes (DSY) investor relations material
Dassault Systèmes Q2 2025 Investor Call earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2025 Investor Call earnings summary24 Jul, 2025
Executive summary
Q2 2025 total and software revenue grew 6% year-over-year, with subscription revenue up 10% and 3DEXPERIENCE up 20%; EPS reached €0.30.
Full-year 2025 guidance remains unchanged: revenue growth of 6–8% and EPS growth of 7–10% excluding FX.
Diversification and strong momentum in sectors like space, defense, energy, and AI-driven cloud infrastructure.
AI and regulatory compliance are driving new growth, especially in software-defined production and cloud infrastructure.
Major strategic wins include partnerships in space (Thales Alenia Space), life sciences (Neon Codan), and the acquisition of Ascon/ASCON Systems to enhance manufacturing automation.
Financial highlights
Q2 2025 total revenue was €1.52–1.523B, up 6% year-over-year; H1 revenue reached €3.096B, up 5–7%.
Recurring revenue comprised 83% of software revenue YTD, up from 82% last year.
Operating margin (non-IFRS) for Q2 was 29.3%; H1 margin was 30.1%.
EPS (non-IFRS) for Q2 was €0.30, up 4–10% year-over-year; H1 EPS was €0.61, up 13%.
Operating cash flow for H1 was €1,147M, up 2% year-over-year; net cash position at quarter-end was €1,506M.
Outlook and guidance
FY 2025 guidance: total and software revenue growth of 6–8%, EPS growth of 7–10% (ex-FX).
Q3 2025 revenue expected at €1,485–1,535M; EPS guidance: €0.29–0.30.
FY 2025 revenue guided at €6.41–6.51B, operating margin at 32.2–32.4%.
Recurring revenue expected to grow 7–8%, with subscription growth of 13–15%.
Guidance excludes impacts from new acquisitions, restructuring, and certain one-time items.
Assess impact of Ascon acquisition.
How is Al enabling new territories?
Elaborate on Life Sciences growth ex MEDIDATA.
How does AI impact regulatory compliance?
Elaborate on 3DEXPERIENCE Works' progression.
Detail MEDIDATA's growth trajectory next year.
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Next Dassault Systèmes earnings date
Q3 202523 Oct, 2025
Next Dassault Systèmes earnings date
Q3 202523 Oct, 2025
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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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