Dassault Systèmes SE (DSY) Earnings Call Transcripts
Dassault Systèmes SE's Latest Earnings Call - Q1 FY2026
In Q1 2026, Dassault Systèmes (DSY:FR) reported revenue of €1.510 billion, reflecting a 3% increase year-over-year, in line with expectations. The company confirmed its full-year guidance of €6.290 billion to €6.410 billion, projecting 3% to 5% growth, with an expected acceleration in the second half of the year. Earnings per share (EPS) guidance was maintained at €1.30 to €1.34, indicating growth of 3% to 6%. Management emphasized a strong focus on execution, particularly in transitioning to subscriptions and enhancing their industrial AI strategy.
Reported metrics
| Metric | Value |
|---|---|
| Total Revenue | €1.510 billion (inline) |
| Annual Recurring Revenue (ARR) | €4.371 billion (positive) |
| Cloud Revenue Growth | 8% (positive) |
| Operating Cash Flow | €949 million (positive) |
| Operating Margin | 32.2% to 32.6% (positive) |
| EPS Guidance | €1.30 to €1.34 (positive) |
Guidance from management
Management confirmed full-year revenue guidance of €6.290 billion to €6.410 billion, projecting 3% to 5% growth, with an expected acceleration in the second half of the year. Q2 revenue is expected to be in the range of €1.518 billion to €1.568 billion, up 2% to 5%.
What analysts pressed on
Analysts expressed concerns regarding the Life Sciences segment, particularly the sustainability of Medidata's recovery and the impact of macroeconomic factors on demand, especially in the auto industry. There were questions about the predictability of revenue streams as the company transitions to a subscription model and how this might affect pricing negotiations with clients.
Main topics on the call
- Revenue Growth and Guidance — Dassault Systèmes reported Q1 revenue of €1.510 billion, up 3% year-over-year. Management confirmed full-year revenue guidance of €6.290 billion to €6.410 billion, projecting growth of 3% to 5%. CEO Pascal Daloz stated, ...
- Annual Recurring Revenue (ARR) Performance — The annual run rate (ARR) increased by €35 million sequentially, reaching €4.371 billion, reflecting a 6% year-over-year growth. CFO Rouven Bergmann noted, "Our recurring business continues to perform well... double-digi...
- Cloud Revenue Growth — Cloud revenue grew by 8%, with 3DEXPERIENCE Cloud seeing a significant increase of 30%. This aligns with the company's strategy to enhance its cloud offerings, as highlighted by Bergmann's comment on the "strong momentum...
- Life Sciences Segment Challenges — The Life Sciences segment faced challenges, with Medidata's revenue down 3% year-over-year due to lower bookings from 2025. Management anticipates improvement in H2 2026, with Bergmann stating, "We expect H2 to improve o...
Read the full Dassault Systèmes SE transcript (Q1 FY2026) → Summary generated from the call transcript; every figure above is stated by management on the record.
About Dassault Systèmes SE
Dassault Systèmes SE (DSY) is a publicly listed company in the Software industry, within the Information Technology sector. It trades on ENXTPA and is based in FR. EarningsCalls.dev maintains a free, full-text archive of its earnings call transcripts — 72 calls on record spanning February 6, 2020 to July 23, 2026. Every transcript is split into speaker-by-speaker segments with headline metrics, free to read or available through our REST API.
Earnings Call History
EarningsCalls.dev has 72 Dassault Systèmes SE earnings call transcripts on record, spanning February 6, 2020 to July 23, 2026. Based on this history, Dassault Systèmes SE reports quarterly. The most recent call on file is dated July 23, 2026. The full list is below — each row opens the complete, free-to-read transcript.
- Ticker
- DSY
- Exchange
- ENXTPA
- Country
- FR
- Sector
- Information Technology
- Industry
- Software
- Calls on record
- 72
- First call
- February 6, 2020
- Most recent
- July 23, 2026
- Reporting cadence
- quarterly