Building the snowball: DS sees Q1 as “defining”

Apr 29, 2010 | Hot Topics

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...

Done deal: DS now owns IBM PLM

Apr 1, 2010 | Hot Topics

Dassault Systèmes announced today that it has completed its acquisition of IBM’s PLM sales and support organization has been completed. The $600 million transaction includes customer contracts and related assets and allows DS to present a single “face” to its PLM...

Dassault Systèmes: Done with 2009, ambitious for 2020

Feb 18, 2010 | Hot Topics

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

Feb 11, 2010 | Hot Topics

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 sake...

IBM speaks: The DS/IBM PLM deal from another perspective

Nov 23, 2009 | Hot Topics

IBM still believes in PLM — but now sees a different way to interact with what it sees as a large, lucrative and diverse market. Its partnership with Dassault Systèmes is still strong, but the change in their business relationship allows IBM to enter a customer...

Q3: So, how did we do?

Nov 18, 2009 | Hot Topics

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...

WSJ: Jittery Companies Stash Cash

Nov 3, 2009 | Hot Topics

The Wall Street Journal had a great article yesterday on the apparent hoarding of cash by America’s public companies. According to the piece, “in the second quarter, the 500 largest nonfinancial U.S. firms, by total assets, held about $994 billion in cash and short...

Quick hits: news roundup

Nov 2, 2009 | Hot Topics

We’ve been so focused on the big news of last week (in case you missed it, Dassault Systèmes is buying the DS-focused IBM PLM division of IBM and PTC and DS announced earnings) that a lot of other noteworthy items slipped under the radar. A quick recap: How long...

DS: Holding steady

Oct 29, 2009 | Hot Topics

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...

Largest deal in DS history: buying part of IBM

Oct 27, 2009 | Hot Topics

In the largest deal in its history, Dassault Systèmes announced that it is acquiring the IBM sales and support operations for DS’s PLM application portfolio, including customer contracts and related assets, for approximately $600 million in cash. One stated goal...