The earnings call highlights a solid performance in subscription and 3DEXPERIENCE growth, resilience in key sectors, and AI-driven innovations. However, challenges in Life Sciences, service revenue, and currency headwinds presented some obstacles. The positive aspects, such as strategic partnerships and financial health, slightly outweigh the lowlights.

Company Guidance

During the call, Dassault Systemes provided guidance for the full year 2025, maintaining their revenue growth forecast between 6% to 8% and EPS growth between 7% to 10%, excluding foreign exchange impacts. They reported a solid Q2 with total and software revenue growth of 6%, subscription revenue up by 10%, and 3DEXPERIENCE revenue increasing by 20%. EPS for the quarter was EUR 0.30. The company highlighted their focus on expanding in areas like space, defense, energy, and AI-driven cloud infrastructure, emphasizing the growing importance of AI and regulatory compliance in their business strategy. The CFO, Rouven Bergmann, outlined that despite challenges, such as the currency impacts and the shifts in clinical trial volumes affecting MEDIDATA, the company expects H2 to continue positively. They projected Q3 revenue growth between 5% to 8%, with an operating margin expected to be in the range of 29.7% to 29.9%.

Strong Subscription and 3DEXPERIENCE Growth

Subscription revenue increased by 10%, and 3DEXPERIENCE saw a significant growth of 20%.

Resilient Performance in Key Sectors

Transportation & Mobility and Aerospace & Defense showed resilience with mid-single-digit growth and a 15% increase year-to-date, respectively.

AI-Driven Innovations

AI is creating new growth paths, especially in regulatory compliance and software-defined productions, with virtual twins transforming compliance into a strategic advantage.

Strategic Partnerships and Acquisitions

Dassault Systemes signed a strategic partnership with Thales Alenia Space and acquired ASCON QUBE technology, enhancing their manufacturing offer.

Cash Flow and Financial Health

Operating cash flow for the first half of the year was €1.147 billion, up 2% year-over-year with a strong net cash position.

Dassault Systemes SA (DASTY) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

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DASTY Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Oct 23, 2025	2025 (Q3)	0.35 / -	0.313	―	―	―
Jul 24, 2025	2025 (Q2)	0.35 / 0.35	0.326	8.28% (+0.03)
Apr 24, 2025	2025 (Q1)	0.35 / 0.36	0.321	13.40% (+0.04)
Feb 04, 2025	2024 (Q4)	0.41 / 0.41	0.39	6.41% (+0.02)
Oct 24, 2024	2024 (Q3)	0.31 / 0.31	0.296	5.74% (+0.02)
Jul 25, 2024	2024 (Q2)	0.33 / 0.33	0.309	5.50% (+0.02)
Apr 25, 2024	2024 (Q1)	0.31 / 0.32	0.309	3.88% (+0.01)
Feb 01, 2024	2023 (Q4)	0.40 / 0.39	0.372	4.84% (+0.02)
Oct 25, 2023	2023 (Q3)	0.28 / 0.30	0.261	13.41% (+0.03)
Jul 25, 2023	2023 (Q2)	0.30 / 0.31	0.263	17.49% (+0.05)

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
Jul 24, 2025	$37.54	$34.49	-8.12%
Apr 24, 2025	$38.21	$36.33	-4.92%
Feb 04, 2025	$38.31	$41.98	+9.58%
Oct 24, 2024	$35.49	$34.73	-2.14%

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 Oct 23, 2025, Before Open (Confirmed).

What is Dassault Systemes S.A. (ADR) (DASTY) earnings time?

Dassault Systemes S.A. (ADR) (DASTY) earnings time is at Oct 23, 2025, 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?

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What is DASTY EPS forecast?

DASTY EPS forecast for the fiscal quarter 2025 (Q3) is 0.35.

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