Core Points - Dassault Systèmes will hold its Combined Shareholders' Meeting on May 22, 2025, at 3:00 pm at its headquarters in Vélizy-Villacoublay [2] - The preliminary notification with the agenda and draft resolutions was published on April 14, 2025, and is available on the company's website [3] - Additional documents and information related to the meeting are accessible to shareholders on the company's website and at its headquarters [4] - Shareholders are encouraged to review the 2024 Universal Registration Document, filed on March 18, 2025, which contains significant information as per the French Commercial Code [5] Company Overview - Dassault Systèmes has been a pioneer in creating virtual worlds since 1981, aiming to enhance real-life experiences for consumers, patients, and citizens [6] - The company offers the 3DEXPERIENCE platform, which serves 370,000 customers across various industries, facilitating collaboration and sustainable innovation [6]

Core Points - Dassault Systèmes will hold its Combined Shareholders' Meeting on May 22, 2025, at 3:00 pm at its headquarters in Vélizy-Villacoublay [2] - The preliminary notification with the agenda and draft resolutions was published on April 14, 2025, and is accessible on the company's website [3] - Additional documents and information related to the meeting are available online and at the company's headquarters [4] - Shareholders are encouraged to review the 2024 Universal Registration Document, filed on March 18, 2025, which contains significant information as per the French Commercial Code [5] Company Overview - Dassault Systèmes has been a pioneer in creating virtual worlds since 1981, aiming to enhance real-life experiences for consumers, patients, and citizens [6] - The company offers the 3DEXPERIENCE platform, which serves 370,000 customers across various industries, facilitating collaboration and sustainable innovation [6]

Core Insights - Dassault Systèmes reported a solid start to 2025 with strong subscription growth and earnings per share (EPS) at the high end of guidance [2][8][9] Financial Performance - Total revenue for Q1 2025 increased by 5% to €1.57 billion, while software revenue grew by 6% to €1.43 billion [12][60] - Subscription and support revenue rose by 7%, with recurring revenue now representing 86% of software revenue [6][12] - Diluted EPS increased by 5% to €0.32, with operating cash flow growing by 21% to €813 million [8][16] Sector Performance - The Manufacturing Industries sector performed well, particularly in Aerospace & Defense and High Tech, along with Transportation & Mobility in China, Japan, and the US [5][12] - 3DEXPERIENCE software revenue grew by 17%, driven by Aerospace & Defense, High Tech, and Transportation & Mobility [12][13] Strategic Developments - The introduction of Gen 7, a new generation of representation for customers' virtual universes, is expected to enhance competitive advantage through AI and spatial computing [4][5] - The company is focusing on Sovereign Infrastructure, emphasizing energy, security, and AI capabilities [5][6] Financial Outlook - The company maintains its full-year objectives for total revenue growth of 6-8% and diluted EPS of €1.36-€1.39 [9][15] - Operating margin target is slightly adjusted to expect a year-over-year expansion of 50-70 basis points [9][15]

Core Insights - Dassault Systèmes and Airbus have extended their strategic partnership, focusing on the 3DEXPERIENCE platform for lifecycle management of all new Airbus programs for civil and military aircraft and helicopters [2][6] - The deployment will enhance collaboration among over 20,000 users across various business areas and suppliers, utilizing virtual twins to improve production efficiency and reduce costs [3][6] - The partnership aims to support Airbus's digital transformation, accelerating the development of next-generation aerospace products while ensuring quality, safety, and security [4][6] Company and Industry Summary - The 3DEXPERIENCE platform will be implemented company-wide at Airbus for all future generations of aircraft and helicopters, marking a significant milestone in digital transformation [6] - Airbus will leverage seven industry solution experiences from Dassault Systèmes, including "Program Excellence" and "Winning Concept," to streamline operations and enhance product lifecycle management [5][6] - The collaboration is expected to enable Airbus to utilize AI-powered generative experiences and advancements in material science, modeling, and simulation, thereby redefining the aerospace industry's future [4][5]

Core Points - Dassault Systèmes has announced the launch of a new employee shareholding program, which will involve a capital increase of up to 7 million shares, scheduled for June 27, 2025 [1] - The program will be implemented in 24 countries, aiming to involve nearly all employees, reflecting the company's commitment to employee engagement and value creation [2] - CEO Pascal Daloz emphasized the company's long-term growth strategy, termed the Generative Economy, and highlighted the shareholding plan as a means to empower employees and share in the company's growth [3] Offering Details - Eligible participants include employees, corporate officers, and retirees with assets in a company savings plan [13] - The subscription price will be set at 85% of the Reference Price, calculated based on the weighted average share price over 20 trading days from April 15, 2025, to May 15, 2025 [13] - Shares must be held for a maximum of five years in France and three years outside France, with specific conditions for early release [13] - The subscription period is from May 20, 2025, to May 22, 2025, with the settlement date on June 27, 2025 [13]