Dassault Systemes Stock Price, News & Analysis

Dassault Systèmes announced solid first quarter results for FY2023, with revenue increasing by 7% to €1.43 billion. Software revenue grew 6%, with a strong subscription increase of 14%, pushing recurring revenue up 10% and representing 84% of total software revenue. Cloud software revenue jumped 17%, and 3DEXPERIENCE software revenue rose 10%. The company reported an IFRS operating margin of 20.8% and a non-IFRS margin of 31%. Even though IFRS diluted EPS declined 3% to €0.19, non-IFRS EPS increased by 1% to €0.28. Notably, cash flow from operations hit a record €783 million, up 24%. The outlook for FY2023 remains optimistic, reaffirming revenue growth of 8%-9% and diluted EPS of €1.18-€1.20.

Dassault Systèmes has announced the number of outstanding shares and voting rights as of March 31, 2023. The company reported a total of 1,335,398,213 outstanding shares and 2,001,654,368 voting rights. This information complies with the regulations set forth by the Autorité des marchés financiers. The total number of voting rights includes those that may be suspended based on specific regulatory stipulations. Shareholders are encouraged to refer to relevant articles for further guidance on voting rights and crossing thresholds. For any declarations regarding crossing thresholds, shareholders should contact Dassault Systèmes' Investor Relations. This information is crucial for investors monitoring share structure and governance.

The 3D printing market reached USD 12.65 billion in 2021, with a projected compound annual growth rate (CAGR) of 22.6% through 2030. Key growth drivers include demand in construction, medical implants, and digital dentistry, as well as advancements in Industry 4.0 technologies. Medical 3D printing enhances patient care through customized devices and improved surgical methods. The automotive sector is adopting 3D printing for lightweight parts, while desktop printers gain popularity for their efficiency in creating dental appliances. However, potential hazards include toxic emissions and high initial costs, which may limit market expansion. The software segment is expected to dominate revenue share as it streamlines 3D object production.

The global Drug Discovery Informatics market is projected to grow from US$2.3 billion in 2022 to US$4.8 billion by 2030, at a CAGR of 9.8%. The software segment is expected to reach US$3 billion by 2030 with a 9.2% CAGR, while the services segment is forecasted to grow at 11%. In the U.S., the market was valued at US$661.9 million in 2022, and China is expected to reach US$824.6 million by 2030, growing at 9.2%. Other significant markets include Japan and Canada, with projected growth rates of 7.4% and 7% respectively. Major competitors include Dassault Systemes, Certara USA, and IBM Corporation, highlighting a competitive landscape.