Transcript: Dassault Systemes Q2 2026 Earnings Conference Call

Dassault Systemes (OTC: DASTY ) reported second-quarter financial results on Thursday.

The transcript from the company's second-quarter earnings call has been provided below.

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Access the full call at Summary Dassault Systemes reported a 4% revenue growth and an 8% increase in earnings per share, driven by strong subscription revenue growth, which doubled the overall business growth rate.

The company reaffirmed its full-year guidance and emphasized strategic initiatives focused on customer transformation through the 3DEXPERIENCE platform, expansion into new industries, and continued investment in AI-native solutions.

The acquisition of ArisGlobal was highlighted as a key strategic move to enhance the company's position in life sciences by integrating a unified AI-intelligent platform connecting various stages of the pharmaceutical lifecycle.

The 3DEXPERIENCE platform is becoming an agentic platform with AI-native applications, enhancing industrial innovation across sectors like automotive, aerospace, and consumer products.

Financial performance showed solid growth, with total revenue reaching 1.556 billion, a 4% increase, driven by strong performance in Asia, especially in India, Korea, and Japan.

Management emphasized the importance of digital transformation and AI deployment among customers, noting a shift from questioning AI's role to accelerating its deployment.

The company maintains a strong cash position, supporting the ArisGlobal acquisition, with cash and equivalents reaching 5.66 billion.

Looking ahead, Dassault Systemes aims for 3 to 5% revenue growth ex-FX for the full year 2026, with a continued focus on AI strategy and cloud adoption.

Full Transcript OPERATOR Good day and thank you for standing by.

Welcome to the Dassault Systemes second quarter and half year 2026 earnings presentation.

At this time all participants are in listen-only mode.

After the speaker's presentation, there will be the question and answer session.

To ask a question during the session, you need to press star 11 on your telephone keypad.

You will then hear an automatic message advising your hand is raised.

To withdraw a question, please press star 1 and 1 again.

Please be advised that today's conference is being recorded.

I would now like to hand the conference over to our first speaker today, Marie Dumas, Investor Relations Director.

Please go ahead.

Marie Dumas, Investor Relations Director Good morning and thank you for joining our second quarter 2026 earnings conference call.

I'm with Pascal Dalloz, Chief Executive Officer and Chairman of Dassault Systemes, and Reuben Bergman, Chief Financial Officer.

They're both on the line with me to discuss our second quarter 2026 results.

Dassault Systemes results are prepared in accordance with IFRS.

The financial figures discussed on this conference call are on a non-IFRS basis with revenue growth rates on a constant currency basis.

Unless otherwise noted, some of the comments on this call contain forward-looking statements that could differ materially from actual results.

Please refer to today's press release and the risk factors section of our 2025 Universal Registration documentation.

All earnings materials are available on our website and these prepared remarks will be available shortly after this call.

I would like now to hand over to Pascal Dalloz.

Pascal Daloz, CEO Good morning, everyone.

Thank you, Marie, and thank you all for joining us today.

Before Reuben will walk through our financial results, I really would like to spend a few minutes on what I believe is a bigger story.

This quarter is about much more than the numbers.

It's about execution.