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Dassault Systemes S.A. (ADR) (DASTY)
OTHER OTC:DASTY
Earnings Data
Report Date
Apr 23, 2026Before Open (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
0.37Last Year’s EPS
0.36Same Quarter Last Year
Based on 0 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
The call delivered a mixed but constructive message: the company has strong fundamentals—profitability, cash generation, cloud and ARR momentum, and strategic positioning in industrial AI with credible partnerships and early commercial traction. However, 2025 underperformed relative to targets, with notable headwinds from MEDIDATA, Centric and European auto weakness; management provided conservative 2026 guidance and flagged timing/recognition mismatches while rolling out new monetization models that carry execution risk. The balance of solid financial resilience and strategic progress against material near-term growth challenges results in cautious optimism.Company Guidance
Full Year 2025 Revenue and Profitability
Total revenue for FY2025 was EUR 6,240 million; software revenue grew 4% (ex-FX). Operating profit was EUR 1,994 million with an operating margin of 32% (+40 bps YoY). EPS for FY2025 was EUR 1.31, up 7%.
Q4 2025 Results and Margin Expansion
Q4 revenue was EUR 1,682 million, up 1% ex-FX; software revenue was roughly flat (+0.3%). Q4 operating profit was EUR 622 million and operating margin was 37% (up 90 bps ex-FX). Q4 EPS was EUR 0.40, +9% ex-FX.
Recurring Revenue Strength and Subscription Momentum
Recurring revenue grew 6% for the year and represented 82% of software revenue. Subscription revenue grew 11% for FY2025 and 4% in Q4; services were up 11% in Q4. Management expects subscription share to surpass maintenance in 2026.
ARR Introduction and Growth
Company introduced an annual recurring revenue (ARR) metric for 2026 reporting. ARR reached nearly EUR 4.5 billion in Q4 with ~EUR 100 million net ARR addition in the quarter; ARR has grown about 6% on average over the last two years.
3DEXPERIENCE & Cloud Momentum
3DEXPERIENCE revenue grew 10% for FY2025 and now represents ~40% of software revenue. 3DEXPERIENCE Cloud grew ~38% in Q4 and 32% for the full year; overall group Cloud revenue grew 9% in Q4 and 8% for the year.
Cash Flow and Balance Sheet Resilience
Operating cash flow was EUR 1,630 million (up 1% ex-FX) and free cash flow rose ~2% ex-FX. Cash conversion was 82% for 2025 (ahead of previous estimates). Cash & cash equivalents were EUR 4,125 million and net cash was EUR 1,530 million.
Strategic AI Positioning and Partnerships
Launched 3D UNIV+RSES and new AI-native categories (Virtual Companions, Generative Experiences, Virtual Twin-as-a-Service). Strategic partnership with NVIDIA highlighted; management reported early commercial traction and a roughly EUR 50 million backlog for new AI products within ~6 months of launch.
Product & Industry Wins / Market Position
Management highlighted competitive displacements and strategic 3DEXPERIENCE deals with potential multi-year expansion; cited wins and traction in high-tech, transportation & mobility, aerospace & defense and resilient performance in Asia (Q4 +6%, FY +5%).
Operational Productivity
Productivity gains contributed to margin expansion (Q4 margin +90 bps ex-FX) and management expects continued margin improvement (2026 operating margin +40–80 bps ex-FX guidance).
Centric & MEDIDATA Actions and Enterprise Wins
Centric has new management, ContentServ integration completed, and management expects a marked recovery / return to low-teens growth in 2026. MEDIDATA won back large enterprise clients (Novartis, Merck, AbbVie, Gilead) and MEDIDATA enterprise (excluding Moderna) was reported up ~6%.
DASTY Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
DASTY Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 11, 2026 | $26.74 | $21.07 | -21.18% |
Oct 23, 2025 | $34.97 | $30.44 | -12.96% |
Jul 24, 2025 | $37.54 | $34.49 | -8.12% |
Apr 24, 2025 | $38.21 | $36.33 | -4.91% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Dassault Systemes S.A. (ADR) (DASTY) report earnings?
Dassault Systemes S.A. (ADR) (DASTY) is schdueled to report earning on Apr 23, 2026, Before Open (Confirmed).
What is Dassault Systemes S.A. (ADR) (DASTY) earnings time?
Dassault Systemes S.A. (ADR) (DASTY) earnings time is at Apr 23, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is DASTY EPS forecast?
DASTY EPS forecast for the fiscal quarter 2026 (Q1) is 0.37.