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...

PTC, DS, Altair and Hexagon oh my

Lots going on today — PTC makes its big announcement (and, I think, slipped up a bit on some timing), DS reports that Q3 was really good, Altair acquires SimLab and Hexagon closes on Intergraph.  Briefly, before I flit off to the PTC event: •PTC’s been so loudly...

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...

Dassault Systèmes expands its footprint

Dassault Systèmes announced yesterday that it had acquired Exalead, a French company best known for providing CloudView technology that powers websites such as ViaMichelin, Carlson Wagonlit and RealTravel.com. For ViaMichelin, for example, CloudView combined dynamic...

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...
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...

DS: Holding steady

Good things come in twos (so far): Dassault Systèmes reported that Q3 performance was as expected, with total revenue of 291.7 million euros and software revenue of 255.6 million euros, both down 8% from a year ago but essentially flat with Q2. Keep in mind that Q3 is...

DS Q2 revenue down 5% but profit down 41%

Dassault Systèmes reported today that Q2 revenue fell 5% from a year ago to 310.9 million euros, the high end of its earlier guidance, while net profit fell 41% to 25.7 million euros from 43.2 million euros. On a sequential basis, however, revenue was flat to up...