Report
Nicolas David

Dassault Systemes : 3DExperience should drive the acceleration in growth over the rest of the year

>A reasonably optimistic tone on Medidata - As expected, a significant part of the discussions with the CFO during this roadshow focused on the difficulties of Medidata (15% of Group sales). In Q2, the Medidata growth trend should be in line with Q1 (-2.5% cc). That said, Dassault Systèmes’ management sees signs of improvement on the commercial front: i/ bookings linked to the volume of clinical trials are up slightly; ii/ demand at mid-sized clients is stabilising an...
Underlying
DASSAULT SYSTEMES SA

Provider
Oddo BHF
Oddo BHF

​Oddo Securities provides securities brokerage and research services. The company offers equity, economic, and derivatives research and credit analysis services. It focuses on insurance, automotive, building materials, pharmaceuticals, telecommunications, information technology, and agri-food industries.

Analysts
Nicolas David

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