客户转向云软件

Core Insights - Dassault Systèmes reported a fiscal year 2025 revenue of €6.24 billion ($7.44 billion), reflecting a 4% year-over-year growth at constant exchange rates [1] - Recurring revenue increased by 6%, driven primarily by an 11% growth in subscription services as more customers transitioned to cloud services [1] - The fourth quarter revenue grew only 1% at constant exchange rates, reaching €1.68 billion, which is at the lower end of the performance guidance range [1] Revenue Breakdown - The 3DEXPERIENCE platform and cloud services saw annual revenue growth of 10% and 8% respectively, largely driven by large contracts [1] - The life sciences segment, which includes Medidata clinical trial business, experienced a 2% decline in annual revenue due to pharmaceutical companies reducing new project initiations [1] - The industrial innovation software business grew by 6%, remaining the core growth engine for the company [1] Outlook for 2026 - The company projects a revenue growth of 3% to 5% at constant exchange rates for 2026 [1] - Operating margin is expected to be between 32.2% and 32.6% [1] - Earnings per share are forecasted to be between €1.30 and €1.34 [1]