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Bentley Systems (BSY)
NASDAQ:BSY
Earnings Data
Report Date
Aug 12, 2025TBA Not Confirmed
Period Ending
2025 (Q2)Consensus EPS Forecast
0.28Last Year’s EPS
0.31Same Quarter Last Year
Moderate Buy
Based on 12 Analysts Ratings
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Earnings Call Summary
Earnings Call Date:May 07, 2025
|% Change Since: 6.44%
|Next Earnings Date:Aug 12, 2025
Earnings Call Sentiment|Positive
The earnings call reflected a generally positive sentiment with strong ARR growth, robust subscription revenues, and a resilient business model. Despite some challenges in the professional services segment and geopolitical headwinds in China, the company remains well-positioned with solid geographical diversification and a positive outlook in the U.S. infrastructure market.Company Guidance
During the call, Bentley Systems provided detailed guidance for their fiscal year 2025, with a strong focus on metrics such as Annual Recurring Revenue (ARR) growth, profitability, and cash flow. They reported a 12% year-over-year ARR growth for Q1 2025, despite global macro uncertainties, with net revenue retention remaining at 110%. The company's subscription revenues now represent 92% of total revenues, up from the previous year, reflecting a strategic shift towards more predictable and consistent revenue streams. Bentley's E365 program continues to be a key growth driver, contributing significantly to ARR from both renewals and new logos. The company emphasized their intention to maintain low double-digit ARR growth and achieve 100 basis points of margin expansion. They also highlighted their strategic focus on infrastructure sectors such as public works and utilities, which continue to show robust growth, while their exposure to more cyclically sensitive sectors like commercial facilities has decreased. Bentley's strong balance sheet and free cash flow generation support their ongoing investments and shareholder returns, with their financial outlook for 2025 remaining intact.Strong ARR Growth
ARR growth was 12% year-over-year and 12.5% excluding the impact of China. The E365 program continues to be a growth driver, and 300 basis points of ARR growth came from new logos.
Record Subscription Revenue
Subscription revenues grew 11% year-over-year, now representing 92% of total revenues, improving growth consistency, predictability, and margin contribution.
Geographical Diversification
India was a key growth driver in the Asia-Pacific region, and Latin America stood out in the Americas. Solid growth was also recorded in EMEA, with significant investments in Europe and the Middle East.
Resilient Business Model
Recurring revenues reached a high watermark of 92% of total revenues, and our direct sales model is at 94%. ARR from infrastructure owner-operators has reached parity with ARR from engineering and construction contractors.
Positive U.S. Infrastructure Outlook
The U.S. market remains strong with IIJA funding continuing for at least another 18 months, and state and local government contract awards in Q1 were up 34% year-over-year.
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BSY 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
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BSY Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
| May 07, 2025 | $43.77 | $46.24 | +5.64% |
| Feb 26, 2025 | $45.60 | $44.54 | -2.32% |
| Nov 07, 2024 | $49.80 | $50.94 | +2.29% |
| Aug 06, 2024 | $44.61 | $47.38 | +6.21% |
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.
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FAQ
When does Bentley Systems (BSY) report earnings?
Bentley Systems (BSY) is schdueled to report earning on Aug 12, 2025, TBA Not Confirmed.
What is Bentley Systems (BSY) earnings time?
Bentley Systems (BSY) earnings time is at Aug 12, 2025, TBA Not 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 BSY EPS forecast?
BSY EPS forecast for the fiscal quarter 2025 (Q2) is 0.28.
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