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...

Q3: So, how did we do?

It’s always hard to create context around companies whose businesses, and business models, are so different but we can draw a couple of conclusions now that Autodesk, Dassault Systèmes and PTC have reported for the summer quarter: • Starting at the top: all three...

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...

Dassault Systèmes sees tough times continuing

As expected, DS reported that the economic conditions seen in the fourth quarter continuedin the first, leading to a constriction in spending on new licenses as companies scaled backimplementations. Total revenue for the quarter was EU309.7 million, up 1% as reported...

DS 2008 results as expected — but 2010 looks interesting

Dassault Systèmes reported final results for 2008 earlier today and issued outlook for2009 that reflects what the company believes will be a “challenging” 2009, with conditionssimilar to those seen in Q4 2008. Highlights from the earnings calls and...

Dassault Systèmes missed Q4 on 20% drop in new license revenue

DS released preliminary fourth quarter results today, showing that the global economiccrisis is affecting all price points along the PLM curve. DS reports that preliminarynon-GAAP total revenue is estimated at €382 million, compared to the company’sobjective of €385...
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