DS update: offerings for a growing market

Dassault Systèmes’ Al Bunshaft, Managing Director of DS America, today held the first of a series of update calls for industry analysts. The call reiterated DS’ focus on growing its brands and tweaking its sales channels to reach an ever-greater addressable market and...

DS announces banner 2010, cautious for 2011

2010 was a big year for Dassault Systèmes as it tightened control on its distribution network by buying IBM PLM, closing the biggest acquisition in DS’ history. Did this distract management? Lead to complications in merging sales teams and assigning territories and...

Update: Daimler chooses NX for Smaragd

Update: I’ve received a number of comments on this post, so am republishing with annotations. New material is in blue since italics seems to not work in some browsers/readers. Most significant are Daimler’s comments in the second paragraph. This week saw a rather...

Daimler chooses NX for Smaragd

This week saw a rather strange battle of the press releases: Siemens PLM announced that Daimler AG will phase in NX as its standard for worldwide vehicle development starting in 2012. Dassault Systèmes followed a short while later with a press release that said this...

DS beats in Q2, sees slow Q3

Dassault Systèmes reported total revenue of €386 million on an IFRS basis (think GAAP, but in Europe), up 24% from a year ago on strong software revenue growth of 28%. Favorable exchange rates contributed roughly 6% of growth across the board. IBM’s contributions are...

Building the snowball: DS sees Q1 as “defining”

Every so often a CEO says something on an earnings call that’s too good not to repeat. Bernard Charlès, CEO of Dassault Systèmes said on the call held for European analysts (and available online) that software revenue was up only 3% in Q1 because DS still needs to...

COFES 2010: Mike Payne responds

A few days ago, I posted a few thoughts about this year’s COFES, including my take on a brief presentation given by Mike Payne. Mike graciously responded and below is his email in its entirety. He makes a number of good points: Monica, I had condensed the talk down to...
The real impact of the 2009 debacle

The real impact of the 2009 debacle

I’m updating market models for 2010 and beyond and got to wondering: How long will it take the PLM vendor group to return to 2007, pre-recession, revenue levels? (Comparisons with 2008 are easier but won’t work, since many of the vendors started feeling the slowdown...

Dassault Systèmes: Done with 2009, ambitious for 2020

Dassault Systèmes reported results last week that showed revenue declined in all major products lines and all geographies, with the company’s large installed base providing a nice cushion of recurring revenue that forestalled an even more dramatic decline. DS has put...

Dassault Systèmes Q4: slow recovery

Dassault Systèmes’ earnings call is in an hour, so this is all gleaned from the materials released earlier today. Much more color commentary coming later: For Q4, • total revenue was €339.0 million, down 11% as reported from a year ago, but up 16% from Q3. For the...