Dassault Systèmes (DSY) Investor update summary

Governance transition and leadership changes

• Pascal Daloz is appointed Chairman and CEO, succeeding Bernard Charlès, effective February 21, 2026, with unanimous board support and a focus on continuity.

• Bernard Charlès steps down as Executive Chairman and board member for personal reasons after 43 years of leadership and innovation, but will remain available as a product and technology advisor, maintaining some client relationships.

• Succession planning was reviewed annually, ensuring a smooth and swift transition.

• The board structure remains robust, with high independence and alignment to governance standards.

• Charles Edelstenne, Founder and Honorary Chairman, expresses confidence in the new leadership.

Strategic vision and operational focus

• The company is committed to leading the Industrial AI transformation with its 3D UNIV+RSES platform and the 7th generation of AI-based industry solutions.

• Strategic priorities include redeploying product offerings, aligning go-to-market strategies, and redesigning the business model for AI-driven solutions.

• No major strategic shifts are planned beyond the current focus on 3D UNIV+RSES and AI.

• The transition is positioned as both continuity and acceleration, building on a strong legacy while entering a new phase.

• Focus remains on redefining industry innovation and maintaining a game-changing position in the Generative Economy.

Management and organizational updates

• Recent management changes include new leadership for Centric and Medidata, with external hires to strengthen go-to-market and transformation efforts.

• Additional hires from AWS and McKinsey are aimed at enhancing enterprise solutions and global transformation.

• The executive team is being reinforced to accelerate indirect channel transformation and operational efficiency.