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Company research4 Apr 2024
Companies That Had Their IPO in 1996: Tech and Internet Domination
An overview of the general market sentiment and IPO landscape in 1996 as the interest in tech and internet companies ramped up.
Dassault Systèmes
Dassault Systèmes (DSY) investor relations material
Dassault Systèmes Q3 2026 Investor call earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2026 Investor call earnings summary28 Oct, 2026
Executive summary
Q3 non-IFRS revenue grew 5% in constant currencies and 6% reported; ARR rose 6% and non-IFRS operating margin expanded 150 bps to 31.6%.
FY26 objectives were raised to 4%-5% revenue growth, 32.5%-32.7% operating margin and 6%-7% diluted EPS growth; objectives include ArisGlobal.
Strategic priorities include scaling agentic AI and virtual twins, integrating ArisGlobal into Life Sciences, and strengthening customer and partner execution.
Financial highlights
Q3 non-IFRS revenue was €1,551.9M, up 6% reported and 5% ex-FX; software revenue grew 5% ex-FX to €1.394B and services rose 7% to €158M.
Q3 licenses and other software revenue increased 14% to €219M; subscription and support revenue rose 3%, while recurring revenue was 84% of software revenue.
Q3 non-IFRS operating income was €490.2M, up 11% reported; operating margin was 31.6% versus 30.1%, and diluted EPS was €0.32, up 10% reported and 8% ex-FX.
YTD26 revenue was €4,617.4M, up 4% ex-FX; non-IFRS operating income was €1,413.8M and diluted EPS was €0.93, up 7% ex-FX.
YTD operating cash flow was €1.567B, up 20% ex-FX; free cash flow rose 25% ex-FX to €1.388B, with cash conversion of 111%.
Outlook and guidance
FY26 non-IFRS revenue objective is €6.399B-€6.459B, with 4%-5% growth ex-FX; software growth is 4%-5% and services growth 6%-8%.
FY26 non-IFRS operating margin objective is 32.5%-32.7%; diluted EPS is €1.35-€1.36, with 6%-7% growth ex-FX and 3%-4% reported growth.
Q4 objectives are revenue growth of 5%-8%, operating margin of 37.2%-37.8%, and diluted EPS of €0.42-€0.43; ArisGlobal adds 2 points to revenue growth.
FY26 currency assumptions are $1.16/€ and JPY180.5/€; Q4 assumptions are $1.14/€ and JPY170/€. Objectives exclude acquisitions or restructurings completed after September 30, 2026.
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Latest events from Dassault Systèmes
- Higher FY26 targets pair expanding margins with cloud and Life Sciences momentum.DSY
Q3 2026 - Q2 revenue up 4%, margins expanded, and Life Sciences boosted by ArisGlobal acquisition.DSYQ2 2026 Investor call
- Q2 revenue up 4%, margins and EPS improved, ArisGlobal acquired, outlook reaffirmed.DSYQ2 2026
- Q1 2026 saw 3% revenue growth, strong cash flow, and confirmed full-year guidance.DSYQ1 2026 Investor Call
- Q1 2026 saw 3% revenue growth, strong cash flow, and confirmed outlook with robust AI and cloud momentum.DSYQ1 2026
- Pascal Daloz takes over as Chairman and CEO as the company advances its Industrial AI strategy.DSYInvestor update
- FY26 targets 3–5% revenue growth, margin expansion, and strong ARR momentum.DSYQ4 2025
- FY25 revenue rose 4% to €6,240M, with ARR at €4.5B and FY26 growth targeted at 3–5%.DSYQ4 2025 Investor Call
- Q3 revenue up 4% to €1.46B; FY EPS guidance reaffirmed, with Q4 growth acceleration expected.DSYQ3 2024
Next Dassault Systèmes earnings date
CMD 202617 Nov, 2026
Dassault Systèmes
Next Dassault Systèmes earnings date
CMD 202617 Nov, 2026
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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.