Report
Nicolas David

Dassault Systemes : Medidata woes should not overshadow industrial PLM

>Substantial disappointment for Medidata in Q4 2023 and for 2024… - The main factor driving yesterday’s sell-off is clearly the performance from Medidata, which software growth in Q4 remained anaemic (c. +5% cc, in line with Q3). It is true that strong revenue growth in services saw total growth at Medidata recover in Q4 to reach c. +10% cc on the year but it was an upturn in revenues for software that the market was looking for. This weaker-than-expected growth was d...
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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