Dassault Systèmes reports strong Q4, driven by software growth and 3DEXPERIENCE

Published 04/02/2025, 08:26
© Reuters.

Investing.com -- Dassault Systèmes (EPA:DAST) on Tuesday reported solid results for the fourth quarter and full year 2024, driven by software revenue growth, new business acceleration, and an expanding 3DEXPERIENCE platform.

In the fourth quarter, total revenue reached €1.75 billion, reflecting a 7% increase compared to the previous year. 

Software (ETR:SOWGn) revenue rose by 9% to €1.60 billion, with recurring revenue comprising 75% of software sales. 

New business revenue saw growth at 13%, while 3DEXPERIENCE software revenue surged by 22%. 

The company’s operating margin stood at 36.3%, marking a 70-basis-point increase, and diluted earnings per share grew 11% to €0.40.

For the full year 2024, Dassault Systèmes reported €6.21 billion in revenue, representing a 5% increase. 

Software revenue grew 6% to €5.61 billion, with recurring revenue accounting for 80% of total software sales. 

The company’s operating margin was 31.9%, while diluted EPS rose 9% to €1.28. The software company’s financial position remained strong, with operating cash flow reaching €1.66 billion and a net cash position of €1.46 billion.

Geographically, software revenue in Europe showed the strongest performance, growing by 14% and representing 43% of total software revenue. 

The Americas saw a 5% increase, accounting for 37% of software revenue, while Asia posted a 7% rise, led by Japan and India.

By product line, Industrial Innovation software revenue increased 8% to €902 million, driven by strong adoption of 3DEXPERIENCE solutions, particularly in manufacturing. 

Mainstream Innovation, which includes SOLIDWORKS and Centric PLM, posted a 17% growth rate, reaching €402 million. 

Life Sciences software revenue remained flat at €298 million, though the MEDIDATA business returned to growth.

Dassault Systèmes’ outlook for 2025 includes expected revenue growth of 6% to 8%, with an operating margin forecasted between 32.6% and 32.9%. Diluted EPS is projected to rise to a range of €1.36 to €1.39.

The company continues to focus on broadening its 3DEXPERIENCE platform and advancing artificial intelligence-driven services under its UNIV+RSES initiative. 

Partnerships with major players such as Volkswagen (ETR:VOWG_p), Lockheed Martin (NYSE:LMT), and Airbus further support its expansion across industries.

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