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Dassault Systèmes: Doubling EPS by 2029, 3D UNIV+RSES creating new growth opportunities

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Dassault Systèmes (DASTY) unveiled its ambitious growth strategy at its 2025 Capital Markets Day, announcing plans to double non-IFRS diluted EPS by 2029. The company introduced 3D UNIV+RSES, representing a fundamental shift in virtual-plus-real (V+R) environments. This next-generation platform leverages Gen AI technology, enabling enhanced productivity while protecting intellectual property. CEO Pascal Daloz emphasized the company's entry into the 'Generative Economy,' where value creation occurs at the intersection of virtual and real worlds. The 3DEXPERIENCE platform serves as the engine for this transformation, focusing on knowledge creation, management, and IP amplification. CFO Rouven Bergmann outlined that the EPS growth target will be achieved through accelerated top-line growth, 3D UNIV+RSES scale-up, and strategic capital allocation, including targeted M&A.
Dassault Systèmes (DASTY) ha presentato la sua ambiziosa strategia di crescita durante il Capital Markets Day 2025, annunciando l'obiettivo di raddoppiare l'EPS diluito non-IFRS entro il 2029. L'azienda ha introdotto 3D UNIV+RSES, che rappresenta un cambiamento fondamentale negli ambienti virtuali più reali (V+R). Questa piattaforma di nuova generazione sfrutta la tecnologia Gen AI, permettendo una maggiore produttività e la protezione della proprietà intellettuale. Il CEO Pascal Daloz ha sottolineato l'ingresso dell'azienda nell'"Economia Generativa", dove la creazione di valore avviene all'intersezione tra mondi virtuali e reali. La piattaforma 3DEXPERIENCE è il motore di questa trasformazione, concentrandosi sulla creazione, gestione della conoscenza e sull'amplificazione della proprietà intellettuale. Il CFO Rouven Bergmann ha spiegato che l'obiettivo di crescita dell'EPS sarà raggiunto tramite una crescita accelerata del fatturato, l'espansione di 3D UNIV+RSES e un'allocazione strategica del capitale, inclusa una M&A mirata.
Dassault Systèmes (DASTY) presentó su ambiciosa estrategia de crecimiento en su Capital Markets Day 2025, anunciando planes para duplicar el BPA diluido no IFRS para 2029. La compañía introdujo 3D UNIV+RSES, que representa un cambio fundamental en los entornos virtuales más reales (V+R). Esta plataforma de próxima generación aprovecha la tecnología Gen AI, permitiendo una mayor productividad y protegiendo la propiedad intelectual. El CEO Pascal Daloz destacó la entrada de la empresa en la "Economía Generativa", donde la creación de valor ocurre en la intersección de los mundos virtual y real. La plataforma 3DEXPERIENCE es el motor de esta transformación, enfocándose en la creación, gestión del conocimiento y amplificación de la propiedad intelectual. El CFO Rouven Bergmann explicó que la meta de crecimiento del BPA se logrará mediante un crecimiento acelerado de los ingresos, la expansión de 3D UNIV+RSES y una asignación estratégica de capital, incluyendo fusiones y adquisiciones dirigidas.
Dassault Systèmes(DASTY)는 2025년 자본시장 데이에서 야심찬 성장 전략을 발표하며 2029년까지 비IFRS 희석 주당순이익(EPS)을 두 배로 늘릴 계획을 밝혔다. 회사는 가상과 현실이 결합된(V+R) 환경에서 근본적인 변화를 의미하는 3D UNIV+RSES를 선보였다. 이 차세대 플랫폼은 생성형 AI 기술을 활용하여 생산성을 높이는 동시에 지적 재산권을 보호한다. CEO Pascal Daloz는 회사가 가상과 현실 세계가 교차하는 '생성 경제(Generative Economy)'에 진입했다고 강조했다. 3DEXPERIENCE 플랫폼은 이 변혁의 엔진으로서 지식 창출, 관리 및 지적 재산권 확대에 중점을 둔다. CFO Rouven Bergmann은 EPS 성장 목표가 가속화된 매출 성장, 3D UNIV+RSES 확장 및 전략적 자본 배분(목표 M&A 포함)을 통해 달성될 것이라고 설명했다.
Dassault Systèmes (DASTY) a dévoilé sa stratégie de croissance ambitieuse lors de sa Capital Markets Day 2025, annonçant son intention de doubler le BPA dilué non-IFRS d'ici 2029. L'entreprise a présenté 3D UNIV+RSES, marquant un changement fondamental dans les environnements virtuel-plus-réel (V+R). Cette plateforme de nouvelle génération exploite la technologie Gen AI, permettant d'améliorer la productivité tout en protégeant la propriété intellectuelle. Le CEO Pascal Daloz a souligné l'entrée de la société dans « l'Économie Générative », où la création de valeur se situe à l'intersection des mondes virtuel et réel. La plateforme 3DEXPERIENCE est le moteur de cette transformation, axée sur la création, la gestion des connaissances et l'amplification de la propriété intellectuelle. Le CFO Rouven Bergmann a expliqué que l'objectif de croissance du BPA sera atteint grâce à une croissance accélérée du chiffre d'affaires, au déploiement de 3D UNIV+RSES et à une allocation stratégique du capital, incluant des opérations de fusion-acquisition ciblées.
Dassault Systèmes (DASTY) stellte auf seinem Capital Markets Day 2025 seine ehrgeizige Wachstumsstrategie vor und kündigte an, den non-IFRS verwässerten Gewinn je Aktie bis 2029 zu verdoppeln. Das Unternehmen präsentierte 3D UNIV+RSES, das einen grundlegenden Wandel in virtuellen-plus-realen (V+R) Umgebungen darstellt. Diese Next-Generation-Plattform nutzt Gen AI-Technologie, um die Produktivität zu steigern und gleichzeitig geistiges Eigentum zu schützen. CEO Pascal Daloz betonte den Eintritt des Unternehmens in die „Generative Economy“, in der Wertschöpfung an der Schnittstelle von virtueller und realer Welt stattfindet. Die 3DEXPERIENCE-Plattform fungiert als Motor dieser Transformation mit Fokus auf Wissensschaffung, -management und IP-Verstärkung. CFO Rouven Bergmann erläuterte, dass das EPS-Wachstumsziel durch beschleunigtes Umsatzwachstum, den Ausbau von 3D UNIV+RSES und eine strategische Kapitalallokation, einschließlich gezielter M&A, erreicht wird.
Positive
  • Company targets to double non-IFRS diluted EPS by 2029, showing strong growth confidence
  • Launch of next-generation 3D UNIV+RSES platform enables new growth opportunities and productivity gains
  • Strategic positioning in Generative AI for industry applications while protecting client IP
  • Expansion strategy includes top-line growth acceleration and targeted M&A opportunities
Negative
  • Extended sales cycle length due to strategic nature of investments
  • Potential impact from uncertain global economic and geopolitical conditions
  • Vulnerability to customer investment reductions or postponements due to economic pressures
  • Exposure to inflationary pressures and raw material cost volatility

Press Release
VELIZY-VILLACOUBLAY June 6, 2025

Dassault Systèmes: Doubling EPS by 2029,
3D UNIV+RSES creating new growth opportunities

Dassault Systèmes (Euronext Paris: FR0014003TT8, DSY.PA) hosts its 2025 Capital Markets Day at its headquarters in Vélizy-Villacoublay, France, today, June 6, 2025. The event, dedicated to financial analysts and investors, features a series of presentations by the Company’s executive management. It highlights how 3D UNIV+RSES mark a fundamental shift, providing the next generation of virtual-plus-real (V+R) environment. This unlocks the full potential for clients to leverage Gen AI, creating new possibilities and reaching meaningful productivity gains while protecting their IP. Dassault Systèmes elevates the value creation with 3D UNIV+RSES and demonstrates the reasons to believe across Industrial innovation, Mainstream and Life Sciences.

Together, these drivers form a coherent and powerful roadmap, positioning the Company to fully capitalize on significant mid to long-term opportunities. Dassault Systèmes updates its mid-term financial ambition to double non-IFRS diluted EPS by 2029. This allows the adoption of 3D UNIV+RSES to deliver its full potential.

Commencing at 12:45 PM London time / 7:45 AM New York time / 1:45 PM Paris time, the event will be webcast live and recorded. Both the live sessions and replays can be accessed via Dassault Systèmes’ investor website: https://investor.3ds.com/. The on-demand webcast of the event will be available from June 9, 2025.

Pascal Daloz, Dassault Systèmes’ Chief Executive Officer, commented:

“At today’s Capital Markets Day, we unveil the most strategic evolution in Dassault Systèmes’ history. AI for industry becomes our compass, while our next-generation value proposition – 3D UNIV+RSES – defines the next growth cycle of our company.

We are entering a new era: the Generative Economy, where value creation lies at the intersection of the Virtual and the Real – V+R. It is in this hybrid space that tomorrow takes shape and our mission is to empower our customers to imagine, to create and to operate in this hybrid world.

From life-saving therapies to next-generation mobility and resilient, sustainable infrastructure, 3D UNIV+RSES are not just transforming how industry functions – it is redefining what is possible. We are delivering the virtual twin of everything for everyone, infused with trusted AI, to reinvent products, enterprises and business models through the convergence of the Virtual and the Real.
Our 3DEXPERIENCE platform now becomes the engine of the Generative Economy, enabling creation, management and amplification of knowledge, know-how and intellectual property – the new currency of progress.

With 3D UNIV+RSES, we are not simply envisioning the future of industry – we are building it, unlocking new performances, new possibilities and magic experiences. A future where AI is not artificial but augmented, scientific, trustable and deeply human.”

Rouven Bergmann, Dassault Systèmes’ Chief Financial Officer, commented:

[diluted EPS (‘EPS’) on a non-IFRS basis]

“We are building a company for the long term – one that delivers durable, high-quality growth powered by a loyal and expanding client base. Our ambition is clear: to double our earnings per share, and to keep doing so.

The 3DEXPERIENCE platform is a strategic advantage. In the era of AI, it accelerates knowledge creation, unifies collaboration through a single source of truth, and unleashes the full potential of human talent. With the launch of 3D UNIV+RSES, we are unlocking a new phase of cloud adoption and customer engagement.

As a result, we are extending our financial horizon to double EPS by 2029. This shift reflects three key factors: a gradual acceleration in top-line growth, the scale-up of 3D UNIV+RSES, and continued strategic capital allocation, including targeted M&A.

Every move we make is guided by a single principle: creating long-term, sustainable value for our clients, our shareholders and our people, contributing to our EPS and cash generation. We are aligned and positioned to capture the full value of this opportunity.”

Investor Relations Events

  • Second Quarter 2025 Earnings Release: July 24, 2025
  • Third Quarter 2025 Earnings Release: October 23, 2025
  • Fourth Quarter 2025 Earnings Release: February 11, 2026
  • First Quarter 2026 Earnings Release: April 23, 2026

Forward-looking Information

Statements herein that are not historical facts but express expectations or objectives for the future, including but not limited to statements regarding the Group’s non-IFRS financial performance objectives are forward-looking statements. Such forward-looking statements are based on Dassault Systèmes management's current views and assumptions and involve known and unknown risks and uncertainties. Actual results or performances may differ materially from those in such statements due to a range of factors.
The Group’s actual results or performance may be materially negatively affected by numerous risks and uncertainties, as described in the “Risk Factors” section 1.9 of the 2024 Universal Registration Document (‘Document d'enregistrement universel’) filed with the AMF (French Financial Markets Authority) on March 18, 2025, available on the Group’s website www.3ds.com.
In particular, please refer to the risk factor “Uncertain Global Environment” in section 1.9.1.1 of the 2024 Universal Registration Document set out below for ease of reference:

“In light of the uncertainties regarding economic, business, social, health and geopolitical conditions at the global level, Dassault Systèmes’ revenue, net earnings and cash flows may grow more slowly, whether on an annual or quarterly basis, mainly due to the following factors:

  • the deployment of Dassault Systèmes’ solutions may represent a large portion of a customer’s investments in software technology. Decisions to make such an investment are impacted by the economic environment in which the customers operate. Uncertain global geopolitical, economic and health conditions and the lack of visibility or the lack of financial resources may cause some customers, e.g. within the automotive, aerospace, energy or natural resources industries, to reduce, postpone or cancel their investments, or to reduce or not renew ongoing paid maintenance for their installed base, which impact larger customers’ revenue with their respective sub-contractors;
  • the political, economic and monetary situation in certain geographic regions where Dassault Systèmes operates could become more volatile and negatively affect Dassault Systèmes’ business, and in particular its revenue, for example, due to stricter export compliance rules or the introduction of new customs barriers or controls on the exchange of goods and services;
  • continued pressure or volatility on raw materials and energy prices could also slow down Dassault Systèmes’ diversification efforts in new industries;
  • uncertainties regarding the extent and duration of costs inflation could adversely affect the financial position of Dassault Systèmes; and
  • the sales cycle of the Dassault Systèmes’ products – already relatively long due to the strategic nature of such investments for customers – could further lengthen.

The occurrence of crises – health and political crises in particular – could have consequences both for the health and safety of Dassault Systèmes’ employees and for the Company. It could also adversely impact the financial situation or financing and supply capabilities of Dassault Systèmes’ existing and potential customers, commercial and technology partners, some of whom may be forced to temporarily close sites or to cease operations. A deteriorating economic environment could generate increased price pressure and affect the collection of receivables, which would negatively affect Dassault Systèmes’ revenue, financial performance and market position.

Dassault Systèmes makes every effort to take into consideration this uncertain outlook. Dassault Systèmes’ business results, however, may not develop as anticipated. Furthermore, due to factors affecting sales of Dassault Systèmes’ products and services, there may be a substantial time lag between an improvement in global economic and business conditions and an upswing in the Company’s business results.

Non-IFRS Financial Information

Readers are cautioned that the supplemental non-IFRS financial information presented in this press release is subject to inherent limitations. It is not based on any comprehensive set of accounting rules or principles and should not be considered in isolation from or as a substitute for IFRS measurements. The supplemental non-IFRS financial information should be read only in conjunction with the Company’s consolidated financial statements prepared in accordance with IFRS. Furthermore, the Group’s supplemental non-IFRS financial information may not be comparable to similarly titled “non-IFRS” measures used by other companies. Specific limitations for individual non-IFRS measures are set forth in the Company’s 2024 Universal Registration Document filed with the AMF on March 18, 2025.

FOR MORE INFORMATION

Dassault Systèmes’ 3DEXPERIENCE platform, 3D design software, 3D Digital Mock Up and Product Lifecycle Management (PLM) solutions: http://www.3ds.com


ABOUT DASSAULT SYSTÈMES
Dassault Systèmes is a catalyst for human progress. Since 1981, the company has pioneered virtual worlds to improve real life for consumers, patients and citizens.
With Dassault Systèmes’ 3DEXPERIENCE platform, 370 000 customers of all sizes, in all industries, can collaborate, imagine and create sustainable innovations that drive meaningful impact.
For more information, visit www.3ds.com

Dassault Systèmes Investor Relations Team                        FTI Consulting
Beatrix Martinez: +33 1 61 62 40 73                                Arnaud de Cheffontaines: +33 1 47 03 69
                                                                Jamie Ricketts : +44 20 3727 1600
investors@3ds.com

Dassault Systèmes Press Contacts
Corporate / France        Arnaud MALHERBE        
arnaud.malherbe@3ds.com        
+33 (0)1 61 62 87 73

© Dassault Systèmes. All rights reserved. 3DEXPERIENCE, the 3DS logo, the Compass icon, IFWE, 3DEXCITE, 3DVIA, BIOVIA, CATIA, CENTRIC PLM, DELMIA, ENOVIA, GEOVIA, MEDIDATA, NETVIBES, OUTSCALE, SIMULIA and SOLIDWORKS are commercial trademarks or registered trademarks of Dassault Systèmes, a European company (Societas Europaea) incorporated under French law, and registered with the Versailles trade and companies registry under number 322 306 440, or its subsidiaries in the United States and/or other countries. All other trademarks are owned by their respective owners. Use of any Dassault Systèmes or its subsidiaries trademarks is subject to their express written approval.

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FAQ

What is Dassault Systèmes' (DASTY) EPS growth target for 2029?

Dassault Systèmes aims to double its non-IFRS diluted earnings per share (EPS) by 2029 through top-line growth acceleration, 3D UNIV+RSES scale-up, and strategic capital allocation including M&A.

What is 3D UNIV+RSES and how does it impact Dassault Systèmes' business?

3D UNIV+RSES is Dassault's next-generation virtual-plus-real environment platform that leverages Gen AI to enhance productivity while protecting IP, marking a fundamental shift in the company's strategic evolution.

How is Dassault Systèmes positioning itself in the AI industry?

Dassault is positioning AI as a strategic compass, focusing on augmented, scientific, and trustable AI through their 3DEXPERIENCE platform, which serves as the engine of the Generative Economy.

What are the main risks to Dassault Systèmes' growth strategy?

Key risks include extended sales cycles, uncertain global economic conditions, potential customer investment reductions, and exposure to inflation and raw material cost volatility.

When will Dassault Systèmes (DASTY) report its next earnings?

Dassault Systèmes will report its Second Quarter 2025 earnings on July 24, 2025.
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