Dassault Systemes beat Q2 estimates by €0.02 on EPS and €20M on revenue. Cloud and 3DEXPERIENCE software revenue each rose 14%, led by Manufacturing Industries. Annual Run Rate growth accelerated.
Alpha Score of 40 reflects weak overall profile with moderate momentum, poor value, moderate quality, moderate sentiment.
Dassault Systemes posted second-quarter results that cleared consensus. Non-GAAP EPS came in at €0.31, €0.02 ahead of the analyst estimate. Revenue of €1.56 billion, up 2.6% from a year earlier, beat by €20 million.
Two segments drove the quarter. 3DEXPERIENCE software revenue and cloud software revenue each rose 14%, with Manufacturing Industries as the primary engine. The growth in those lines offset pressure from broader enterprise software spending restraint in Europe and North America.
Annual Run Rate growth accelerated, a measure Dassault has highlighted since pushing customers toward cloud subscriptions. The shift from upfront license sales to recurring cloud contracts typically depresses near-term revenue recognition but builds a more predictable base over time.
Dassault did not update its full-year outlook in the release. The company holds its earnings call later Tuesday.
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