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 PRESS RELEASE

Medidata Selected by Worldwide Clinical Trials to Accelerate Trials an...

NEW YORK--(BUSINESS WIRE)-- , a Dassault Systèmes brand and leading provider of clinical trial solutions to the life sciences industry, today announced an expansion of its relationship with (“Worldwide”), a full-service global contract research organization (CRO). The agreement will facilitate data-driven decision-making across Worldwide’s entire clinical operations with the implementation of Medidata AI and enable Worldwide to support customers by reducing trial timelines and improving site selection. This new collaboration will catapult Worldwide into the next phase of its data evolution,...

 PRESS RELEASE

JLR and Dassault Systèmes Extend Partnership, Deploying the 3DEXPERIEN...

VELIZY-VILLACOUBLAY, France--(BUSINESS WIRE)-- (Euronext Paris: FR0014003TT8, DSY.PA) today announced that it has extended its long-term strategic partnership with for five years, heralding a new era of digital transformation at the automaker that will drive improved efficiency, collaborative innovation and sustainability throughout the enterprise. This press release features multimedia. View the full release here: Image courtesy of JLR JLR continues to deploy Dassault Systèmes’ globally, to support the end-to-end development of all its modern luxury vehicles. More than 18,000 users across...

Nicolas David
  • Nicolas David

Dassault Systemes : 3DExperience should drive the acceleration in grow...

>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...

Nicolas David
  • Nicolas David

Dassault Systèmes : La 3DExperience va tirer l’accélération de la croi...

>Ton raisonnablement optimiste concernant Medidata - Comme attendu, une part importante des discussions avec le CFO lors de ce roadshow a porté sur les difficultés de Medidata (15% CA groupe). La croissance T2 de Medidata devrait s’inscrire dans la lignée du T1 (-2.5% cc). Néanmoins, le management de DSY voit quelques signes d’amélioration sur le plan commercial : 1/ les bookings liés aux volumes d’essais cliniques sont en légère croissance ; 2/ la demande auprès des ...

 PRESS RELEASE

New Dassault Systèmes Media Campaign Introduces Virtual Worlds for Rea...

VELIZY-VILLACOUBLAY, France--(BUSINESS WIRE)-- (Euronext Paris: FR0014003TT8, DSY.PA) today announced the launch of a digital out-of-home media campaign inviting three million people in London to see and understand how virtual worlds are impacting real life in areas such as health, cities and manufacturing. This press release features multimedia. View the full release here: From April 28-May 5, Piccadilly Circus will be illuminated by a massive, 780-square-meter screen showcasing groundbreaking innovations created with Dassault Systèmes’ virtual twin technology, highlighting how imagination...

Nicolas David
  • Nicolas David

Dassault Systemes : The de-rating seems excessive and H2 is promising

>Medidata took a toll on Q1 results - DSY had warned of a soft start to 2024, with Q1 guidance reflecting growth of 7-9% in software revenues. This was not out of excessive caution: software growth in Q1 came to +7% at cc, at the bottom end of the guidance range and 1pt below expectations because of the weakness of recurring revenues (+7% at cc vs guidance of 9-10% at cc), mainly since: i/ Medidata was down 3%, at the bottom end of management’s initial guidance range ...

Nicolas David
  • Nicolas David

Dassault Systèmes : Le derating semble exagéré alors que le S2 est pro...

>Medidata pèse sur les résultats du T1 - DSY avait prévenu d’une entrée en douceur dans l’année 2024, avec une guidance T1 reflétant une croissance des revenus Software de 7% à 9%. Ce n’était pas un excès de prudence : la croissance Software T1 est ressortie à +7% cc, en bas de fourchette de guidance et -1pt en dessous des attentes, en raison d’une faiblesse des revenus récurrents (+7% cc vs guidance de 9% à 10% cc), essentiellement car : i/ Medidata était en recul de...

 PRESS RELEASE

Peugeot Sport Aims for the Endurance Racing Finish Line With Simulatio...

PARIS--(BUSINESS WIRE)-- (Euronext Paris: FR0014003TT8, DSY.PA) and , the motorsports division of Stellantis, today announced their partnership to simulate and optimize the aerodynamics of the PEUGEOT 9X8 Hybrid Hypercar for the 2024 endurance racing season, and demonstrate high-performing electric mobility in motorsports that creates value for Stellantis’ automotive brands. This press release features multimedia. View the full release here: Image courtesy of Peugeot Sport Dassault Systèmes’ SIMULIA PowerFLOW application, powered by the 3DEXPERIENCE platform, was used to create a virtual twi...

Charlotte Vaisse ... (+5)
  • Charlotte Vaisse
  • Emmanuel Matot
  • Jean-Baptiste Rouphael
  • Konrad Zomer
  • Thomas Zlowodzki

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 04/25/2024

Having flirted with the 495-point mark on Friday, which could have triggered an extension of the correction, the market has rebounded well since then. Our technical analysis highlights a configuration in which we are only at the start of a powerful rally. Target of 622 points for Stoxx 600 index (+11%) by the end of the year confirmed. Prefer banks to insurance companies in the short term. - ...

Charlotte Vaisse ... (+5)
  • Charlotte Vaisse
  • Emmanuel Matot
  • Jean-Baptiste Rouphael
  • Konrad Zomer
  • Thomas Zlowodzki

ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 25/04/2024

Après avoir frôlé vendredi la barre des 495 points qui aurait pu déclencher la poursuite de la correction, le marché a ensuite bien rebondi. Notre analyse technique met en lumière une configuration où nous ne serions qu’au début d’un rallye puissant. Objectif 622 points (+11%) d’ici à la fin de l’année confirmé sur le Stoxx 600. Préférer les banques aux assurances à court terme. - ...

Nicolas David
  • Nicolas David

Dassault Systemes : Mixed Q1 earnings but satisfactory Q2 guidance and...

>Q1 2024 earnings roughly in line: slightly below at topline level, impacted by Medidata slower growth, but above at EPS level - Total revenue came to € 1,500m up 5% on a reported basis and 6% at cc /org. This is -1% below expectations in reported terms and -2pts below at cc (ODDO BHF: € 1518m, up 8.0% cc; Css: € 1,512m up 7.9% at cc). This performance is below the lower end of the guidance (7% to 8% at cc) notably due to Services revenue up only 2% cc). Software...

Nicolas David
  • Nicolas David

Dassault Systèmes : Mixed Q1 earnings but satisfactory Q2 guidance and...

>Q1 2024 earnings roughly in line: slightly below at topline level, impacted by Medidata slower growth, but above at EPS level - Total revenue came to € 1,500m up 5% on a reported basis and 6% at cc /org. This is -1% below expectations in reported terms and -2pts below at cc (ODDO BHF: € 1518m, up 8.0% cc; Css: € 1,512m up 7.9% at cc). This performance is below the lower end of the guidance (7% to 8% at cc) notably due to Services revenue up only 2% cc). Software...

 PRESS RELEASE

Embraer Selects Dassault Systèmes’ Simulation Technology to Support Qu...

VELIZY-VILLACOUBLAY, France--(BUSINESS WIRE)-- (Euronext Paris: FR0014003TT8, DSY.PA) and (NYSE: ERJ; B3: EMBR3) announced today that Dassault Systèmes’ simulation technology has been utilized to simulate, analyze and test virtually (NYSE: EVEX) electric vertical take-off and landing (eVTOL) aircraft. Dassault Systèmes’ SIMULIA PowerFLOW application has provided robust and industry-proven fluid dynamics simulation to predict real-world operating conditions, allowing Embraer and Eve’s engineers to evaluate how the aircraft flies and test its sound emission. “One of the main advantages of...

 PRESS RELEASE

Dassault Systèmes and CDR-Life Collaborate to Accelerate Scientific In...

VELIZY-VILLACOUBLAY, France--(BUSINESS WIRE)-- (Euronext Paris: FR0014003TT8, DSY.PA) today announced it collaborated with , a Swiss biotherapeutics company, to accelerate CDR-Life’s development of next-generation highly tumor-selective immunotherapies using CDR-Life’s proprietary M-gager® platform. Scientists from Dassault Systèmes’ Contract Research team worked closely with scientists from CDR-Life to perform virtual “what if” experiments on antibody-based biologics called T-cell engagers, using Dassault Systèmes’ BIOVIA software and CDR-Life’s experimental data. Dassault Systèmes’ Contra...

 PRESS RELEASE

Dassault Systèmes Unveils Innovative, Collaborative Mining Solutions f...

VELIZY-VILLACOUBLAY, France--(BUSINESS WIRE)-- (Euronext Paris: FR0014003TT8, DSY.PA) today announced that it is showcasing the latest portfolio advancements of its mining flagship brand during the , on March 5 at the Metro Toronto Convention Centre (MTCC), Room 206-D, in Toronto. GEOVIA solutions provide end-to-end virtual twin experiences focusing on the intersection of natural resources, infrastructure and urban planning. The GEOVIA solutions portfolio is transforming significantly to seamlessly integrate with Dassault Systèmes' 3DEXPERIENCE platform. This integration establishes a unif...

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