Dassault Systèmes SE (DASTY) Q1 2026 Earnings Call Transcript

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Q1: 2026-04-23 Earnings Summary

EPS of $0.35 beats by $0.01

 | Revenue of $1.76B (-1.54% Y/Y) misses by $18.97M

Dassault Systèmes SE (DASTY) Q1 2026 Earnings Call April 23, 2026 8:30 AM EDT

Company Participants

Marie Dumas – Director of Investor Relations
Pascal Daloz – Chairman & CEO
Rouven Bergmann – CFO & Executive VP

Conference Call Participants

Jay Vleeschhouwer – Griffin Securities, Inc., Research Division
Derric Marcon – Bernstein Institutional Services LLC, Research Division
Jason Celino – KeyBanc Capital Markets Inc., Research Division
Frederic Boulan – BofA Securities, Research Division

Presentation

Marie Dumas
Director of Investor Relations

Good morning, good afternoon, everyone. Thank you for joining this conference call. Pascal Daloz, our CEO and Chairman; and Rouven Bergmann, our CFO, on the line with us to discuss our first quarter 2026 earnings. During this call, results are prepared in accordance with IFRS. The financial figures discussed on this conference call are on a non-IFRS basis with revenue growth rates on a constant currency basis unless otherwise noted.

Some of the comments on this call contain forward-looking statements that could differ materially from actual results. Please refer to today’s press release and the Risk Factors section of our 2025 Universal Registration Document. All earnings materials are available on our website. I would like now to hand it over to Pascal Daloz.

Pascal Daloz
Chairman & CEO

Thank you, Marie. Good morning, good afternoon, everyone. Before handing over to Rouven, I really would like to put this quarter in perspective to our trajectory. So if you remember what I said in February, 2026 is the year of execution, not the strategy, not the vision, really the execution, execution to strengthen the foundation for sustainable growth, to accelerate our transition to subscription and to deploy our industrial AI strategy.

Now let me start with where we are. Back in Feb, we set a clear commitment. And I think today, we are delivering on them. Q1 is on track. Revenue is up

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