reports
- Andrew Lange
Morningstar | Dassault Posts Good 2Q; 3DExperience Platform Anchors Qu...
Dassault posted a good second-quarter result and outperformed revenue and earnings guidance. The firm's software growth continued to impress, and we remain bullish on the company's long-term ability to upgrade and sell its connected 3DExperience platform across its diverse and sticky customer base. To that end, total 3DExperience software revenue grew 52% year over year (in constant currency) and constituted 31% of total software revenue, up from 23% in the prior year. We expect the 3DExperience...
- Andrew Lange
Morningstar | Dassault Posts Good 2Q; 3DExperience Platform Anchors Qu...
Dassault posted a good second-quarter result and outperformed revenue and earnings guidance. The firm's software growth continued to impress, and we remain bullish on the company's long-term ability to upgrade and sell its connected 3DExperience platform across its diverse and sticky customer base. To that end, total 3DExperience software revenue grew 52% year over year (in constant currency) and constituted 31% of total software revenue, up from 23% in the prior year. We expect the 3DExperience...
- Andrew Lange
Dassault Posts Good 2Q; 3DExperience Platform Anchors Quality of Compa...
Dassault posted a good second-quarter result and outperformed revenue and earnings guidance. The firm's software growth continued to impress, and we remain bullish on the company's long-term ability to upgrade and sell its connected 3DExperience platform across its diverse and sticky customer base. To that end, total 3DExperience software revenue grew 52% year over year (in constant currency) and constituted 31% of total software revenue, up from 23% in the prior year. We expect the 3DExperience...
- Andrew Lange
Morningstar | Dassault Continues to Benefit From Digital Adoption by C...
Dassault Systemes reported a good start to the year. While the first quarter performance was in line with expectations, due to favorable foreign exchange effects, the firm mildly raised its revenue and EPS guidance for fiscal 2019. Group revenue was at the high end of expectations and software revenue in seven of the company’s 11 industries rose double-digits on a year-over-year basis. Dassault continues to benefit from the global shift toward digital transformation, whereby clients are increa...
- Andrew Lange
Morningstar | Dassault Continues to Benefit From Digital Adoption by C...
Dassault Systemes reported a good start to the year. While the first quarter performance was in line with expectations, due to favorable foreign exchange effects, the firm mildly raised its revenue and EPS guidance for fiscal 2019. Group revenue was at the high end of expectations and software revenue in seven of the company’s 11 industries rose double-digits on a year-over-year basis. Dassault continues to benefit from the global shift toward digital transformation, whereby clients are increa...
- Andrew Lange
Dassault Continues to Benefit From Digital Adoption by Clients; Shares...
Dassault Systemes reported a good start to the year. While the first quarter performance was in line with expectations, due to favorable foreign exchange effects, the firm mildly raised its revenue and EPS guidance for fiscal 2019. Group revenue was at the high end of expectations and software revenue in seven of the company’s 11 industries rose double-digits on a year-over-year basis. Dassault continues to benefit from the global shift toward digital transformation, whereby clients are increa...
- Andrew Lange
Morningstar | Dassault Adds Airbus to Premier Platform; Remains in a S...
Dassault’s fourth-quarter results slightly outperformed both our top- and bottom-line expectations. It was the company’s first ever EUR 1 billion revenue quarter and represented healthy continued demand for the firm’s 3D design and management software. Dassault announced that Airbus had selected the company’s 3DExperience platform for its multiyear digital transformation initiatives. The deployment roadmap will be across 2019 to 2021 and we believe the agreement is significant twofold. F...
- Andrew Lange
Morningstar | Dassault Adds Airbus to Premier Platform; Remains in a S...
Dassault’s fourth-quarter results slightly outperformed both our top- and bottom-line expectations. It was the company’s first ever EUR 1 billion revenue quarter and represented healthy continued demand for the firm’s 3D design and management software. Dassault announced that Airbus had selected the company’s 3DExperience platform for its multiyear digital transformation initiatives. The deployment roadmap will be across 2019 to 2021 and we believe the agreement is significant twofold. F...
- Andrew Lange
Dassault Adds Airbus to Premier Platform; Remains in a Strong Position...
Dassault’s fourth-quarter results slightly outperformed both our top- and bottom-line expectations. It was the company’s first ever EUR 1 billion revenue quarter and represented healthy continued demand for the firm’s 3D design and management software. Dassault announced that Airbus had selected the company’s 3DExperience platform for its multiyear digital transformation initiatives. The deployment roadmap will be across 2019 to 2021 and we believe the agreement is significant twofold. F...
- Andrew Lange
Morningstar | Dassault's Wide Economic Moat Results From High Switchin...
The increasing complexity of business has led many firms to seek out an efficient way to operate and align processes properly. Dassault's product life cycle management offerings have been a benefactor of this secular trend, and we believe the company's market-leading PLM portfolio (3D CAD, PDM, and digital manufacturing) will continue to attract widespread adoption among traditional and emerging industries.We think Dassault's wide moat, which stems from high switching costs and network effects, ...
- Andrew Lange
Dassault's Wide Economic Moat Results From High Switching Costs and Ne...
Dassault posted a good third-quarter result that exemplified broad-based demand for its software portfolio. The firm saw double-digit software growth across multiple industry verticals and products, and tailwinds continue for this 3D design and engineering software leader. We see benefits for the company over the long term as it focuses on expanding it platform-based approach through the sales of its 3DExperience platform, otherwise known as Version 6 of its software. We continue to be encourage...
- Andrew Lange
Morningstar | Dassault Posts Good 3Q Result; Broad-Based Growth Illust...
Dassault posted a good third-quarter result that exemplified broad-based demand for its software portfolio. The firm saw double-digit software growth across multiple industry verticals and products, and tailwinds continue for this 3D design and engineering software leader. We see benefits for the company over the long term as it focuses on expanding it platform-based approach through the sales of its 3DExperience platform, otherwise known as Version 6 of its software. We continue to be encourage...
- Andrew Lange
Dassault Posts Good 3Q Result; Broad-Based Growth Illustrates Industry...
Dassault posted a good third-quarter result that exemplified broad-based demand for its software portfolio. The firm saw double-digit software growth across multiple industry verticals and products, and tailwinds continue for this 3D design and engineering software leader. We see benefits for the company over the long term as it focuses on expanding it platform-based approach through the sales of its 3DExperience platform, otherwise known as Version 6 of its software. We continue to be encourage...
- Andrew Lange
Morningstar | Dassault Reports Solid 2Q, With Client Wins and M&A Supp...
Dassault Systemes produced a solid second-quarter performance, announcing several key client wins and the acquisition of retail-focused product lifecycle management firm Centrix Software (it acquired 63% of the company for roughly $350 million with the remaining portion to be acquired in 2020 and 2021 based on performance). We think Centric will bolster Dassault’s 3DExperience platform, particularly in its consumer goods-retail industry solution. In terms of client wins, we believe the recentl...
- Andrew Lange
Dassault Reports Solid 2Q, With Client Wins and M&A Supporting Wide Mo...
Dassault Systemes produced a solid second-quarter performance, announcing several key client wins and the acquisition of retail-focused product lifecycle management firm Centrix Software (it acquired 63% of the company for roughly $350 million with the remaining portion to be acquired in 2020 and 2021 based on performance). We think Centric will bolster Dassault’s 3DExperience platform, particularly in its consumer goods-retail industry solution. In terms of client wins, we believe the recentl...
- Andrew Lange
Dassault's industry-leading products solidify its market leadership in...
Dassault reported a good start to fiscal 2018 although the company faced stiff currency headwinds, which muted its reported results. Still, looking beyond the foreign exchange headwinds and at the firm’s underlying performance, Dassault met its prior first-quarter guidance. With the first-quarter performance fortifying management’s short-term outlook, the company reiterated its full-year guidance. We continue to see healthy long-term demand for the firm’s broad range of design-related soft...
- Andrew Lange
Strong Foreign Exchange Headwinds Mute Dassault's Good Underlying Perf...
Dassault reported a good start to fiscal 2018 although the company faced stiff currency headwinds, which muted its reported results. Still, looking beyond the foreign exchange headwinds and at the firm’s underlying performance, Dassault met its prior first-quarter guidance. With the first-quarter performance fortifying management’s short-term outlook, the company reiterated its full-year guidance. We continue to see healthy long-term demand for the firm’s broad range of design-related soft...
- Andrew Lange
Dassault's industry-leading products solidify its market leadership in...
Dassault’s third-quarter results represented another good quarter for the firm, with healthy new licenses growth and broad-based demand across most of its geographic regions. However, China was weaker than expected, with lower spending by the country’s state-owned enterprises. While Dassault reiterated its full-year new license sales growth target of 8%-10% and recurring software growth of 6%, it did marginally lower its full-year total revenue growth range, operating margin, and EPS. The de...
Unfortunately, this report is not available for the investor type or country you selected.
Report is subscription only.
Thank you, your report is ready.
Thank you, your report is ready.