Core Points - Dassault Systèmes announced the total number of outstanding shares and voting rights as of October 31, 2025, with 1,341,772,015 outstanding shares and 2,013,588,275 voting rights [2][4] Group 1 - The number of outstanding shares is reported as 1,341,772,015 [2] - The total number of voting rights is calculated based on the outstanding shares, including those with suspended voting rights [2] - Shareholders are advised to refer to Article 223-11 of the General Regulation for details on declaring crossing of thresholds [2][3]

Core Insights - Dassault Systèmes reported solid third-quarter results for 2025, showcasing strong operational performance and reaffirming full-year EPS growth on adjusted revenue outlook [2][3][4] Financial Performance - Total revenue for Q3 2025 increased by 5% to €1.46 billion, with software revenue also up by 5% [9][16] - Recurring revenue rose by 9%, driven by a 16% increase in subscription revenue [9][10] - Non-IFRS operating margin improved to 30.1%, up 100 basis points compared to the previous year [8][9] - Non-IFRS diluted EPS grew by 10% to €0.29 for the quarter [9][10] Revenue Breakdown - Industrial Innovation software revenue increased by 9% to €717 million, representing 55% of total software revenue [15][16] - Life Sciences software revenue decreased by 3% to €257 million, accounting for 20% of software revenue [17] - Mainstream Innovation software revenue rose by 4% to €341 million, representing 26% of software revenue [17] Geographic Performance - Revenue from the Americas grew by 7%, contributing 41% of software revenue [16] - European revenue increased by 4%, representing 36% of software revenue, with strong performance in France and Germany [16] - Asia's revenue rose by 4%, led by growth in India and Korea, accounting for 22% of software revenue [16] Strategic Initiatives - The company emphasized its commitment to AI integration within its 3DEXPERIENCE platform, highlighting innovative solutions like Virtual Twin as a Service [6][7] - The shift towards subscription models is gaining momentum, with recurring revenue now accounting for 84% of software revenue year-to-date [10][11] Future Outlook - The company adjusted its full-year revenue growth outlook to 4-6%, down from the previous 6-8% [9][12] - The diluted EPS target for the full year remains at 7-10% growth [12][19]

Core Points - Dassault Systèmes announced the total number of outstanding shares and voting rights as of September 30, 2025, with 1,341,653,585 outstanding shares and 2,013,496,529 voting rights [2][4] Company Information - Dassault Systèmes has been a pioneer in creating virtual worlds since 1981, aiming to improve real life for consumers, patients, and citizens [3] - The company offers the 3DEXPERIENCE platform, which serves 370,000 customers across various industries, enabling collaboration and sustainable innovation [3]

Core Insights - Medidata has been recognized as a Leader in Everest Group's Life Sciences Electronic Clinical Outcome Assessment (eCOA) Products PEAK Matrix® Assessment 2025, highlighting its success in delivering impactful solutions in the life sciences industry [1][4] - The company has maintained its leadership in the eCOA market for over a decade, with its solutions foundational to thousands of global studies across various indications [2][3] - Medidata eCOA significantly reduces study design and startup timelines, with a reduction of up to six weeks compared to the industry standard of 12 or more weeks [2] Company Achievements - Medidata's eCOA has been enhanced through a partnership with Cogstate, focusing on reducing rater burden and improving signal detection in Central Nervous System (CNS) trials [2] - The company has received consistent recognition from Everest Group in 2023 and 2024 for its Decentralized Clinical Trials, reinforcing its leadership in the clinical trial space [4] - Medidata Rave EDC and Medidata Rave CTMS have also been acknowledged, showcasing the company's commitment to improving clinical trial operations and accelerating the delivery of therapies [4] Industry Impact - Medidata has powered over 36,000 trials and 11 million patients, offering industry-leading expertise and one of the largest clinical trial data sets [6] - The company serves approximately 2,300 customers, with more than 1 million registered users relying on its end-to-end platform to enhance patient experiences and expedite clinical breakthroughs [6]

Core Insights - Medidata has appointed Lisa Moneymaker as the new chief strategy officer to lead the Strategy organization, emphasizing the company's commitment to long-term growth in a rapidly evolving market [1][2] - The Strategy organization aims to implement innovative solutions that are rooted in customer needs, aligning with Medidata's mission to advance the broader life sciences industry [2] - Medidata has a strong track record, celebrating 25 years of technological innovation across over 36,000 trials and 11 million patients, and is recognized as a leader in the industry [3] Company Overview - Medidata is a leading provider of clinical trial solutions, leveraging digital technologies to enhance patient experiences and accelerate clinical breakthroughs [3] - The company has more than 1 million registered users and approximately 2,300 customers, showcasing its extensive reach and trust within the industry [3] - Medidata is part of Dassault Systèmes, which has been a pioneer in creating virtual worlds to improve real-life outcomes for various sectors [4]

Core Points - Dassault Systèmes announced the total number of outstanding shares and voting rights as of July 31, 2025, which are 1,345,084,220 shares and 2,019,290,319 voting rights respectively [2][4] - The calculation of voting rights includes all outstanding shares, even if some voting rights are suspended, in accordance with the General Regulation of the Autorité des marchés financiers [2] Company Information - Dassault Systèmes has been a pioneer in creating virtual worlds since 1981, aiming to improve real life for consumers, patients, and citizens [3] - The company offers the 3DEXPERIENCE platform, which serves 370,000 customers across various industries, facilitating collaboration and sustainable innovation [3]

Financial Report Availability - Dassault Systèmes announced the availability of its Half-Year Financial Report as of June 30, 2025, filed with the French Autorité des marchés financiers [2] - The report includes condensed consolidated financial statements prepared in accordance with IFRS standards [2] Access to Financial Report - The Half-Year Financial Report can be accessed on Dassault Systèmes' official website [2] - Hard copies of the report are available upon request at the company's headquarters in France [3] Company Overview - Dassault Systèmes has been a pioneer in creating virtual worlds since 1981, aimed at improving real-life experiences for consumers, patients, and citizens [3] - The company offers the 3DEXPERIENCE platform, serving 370,000 customers across various industries to foster collaboration and sustainable innovation [3]

Core Insights - Dassault Systèmes reported strong financial results for Q2 2025, with total revenue of €1.52 billion, reflecting a 6% increase in constant currencies, aligning with the company's growth objectives [10][11] - The company reaffirmed its full-year growth outlook for 2025, expecting total revenue growth between 6% to 8% and diluted EPS growth of 7% to 10% [11][18] Financial Performance - Total revenue for the first half of 2025 reached €3.09 billion, up 4% year-over-year in IFRS terms, while non-IFRS revenue increased by 5% [16][62] - Software revenue in Q2 2025 was €1.37 billion, a 6% increase, driven by a 10% rise in subscription revenue [10][14] - The operating margin for Q2 2025 was reported at 29.3%, slightly down from 29.9% in the same period last year [10][12] Sector Performance - The Manufacturing sector showed resilience, particularly in Transportation & Mobility and High-Tech, with Aerospace & Defense also performing well [5][8] - Life Sciences software revenue remained flat at €268 million, accounting for 20% of total software revenue, while Industrial Innovation software revenue rose by 9% to €745 million [14][16] Geographic Performance - Revenue from the Americas increased by 2%, while Europe saw a significant growth of 10%, driven by strong performance in France and Southern Europe [14][16] - Asia's revenue rose by 6%, with notable double-digit growth in China, representing 24% of software revenue [14][16] Strategic Initiatives - The introduction of 3D UNIV+RSES aims to enhance capabilities in regulatory and compliance management, with AI expected to play a crucial role [7][8] - The acquisition of Ascon is highlighted as a strategic move to accelerate the shift towards software-defined manufacturing [9][10]

Core Insights - The "Material Informatics - Company Evaluation Report, 2025" provides a comprehensive analysis of the Material Informatics industry, highlighting key players, technological advancements, and market trends [1][2]. Industry Overview - Material informatics is a software platform that enhances the understanding and utilization of materials through data management and analysis, significantly reducing time, cost, and risk in material development [3]. - The technology is applicable across various sectors, including chemicals, pharmaceuticals, automotive, aerospace, electronics, energy, and food science [3]. Competitive Landscape - The Material Informatics Companies Quadrant evaluates over 140 companies, identifying the top 17 as leaders in the market based on criteria such as revenue, geographic presence, and growth strategies [2][4]. - Major players in the market include Schrodinger, Dassault Systemes, Exabyte, Citrine Informatics, and others, employing strategies like partnerships, product launches, and enhancements to maintain competitive advantage [5]. Key Players - **Schrodinger, Inc.** focuses on software solutions for material science, leveraging advanced chemical simulation technology to enhance its market presence [6]. - **Dassault Systemes** is recognized for its 3DEXPERIENCE platform, which enhances customer engagement and maintains its leadership through strategic alliances and R&D [7]. - **Citrine Informatics** integrates AI with materials science to improve R&D efficiency, catering to niche market demands and expanding its global footprint [8]. Market Dynamics - The market is driven by increasing reliance on AI technology for material discovery, government initiatives for clean energy materials, and a focus on mitigating climate change [11]. - Challenges include a shortage of technical experts and high maintenance costs, while opportunities lie in emerging applications of large language models and digital technologies for building material databases [11]. Technology Analysis - Key technologies impacting the market include AI, machine learning, and high-performance computing, with complementary technologies such as IoT and cloud computing also playing significant roles [11]. Company Evaluation - The report includes a company evaluation matrix categorizing players into stars, emerging leaders, and pervasive players, providing insights into their market positioning and strategies [13].

Core Points - Dassault Systèmes announced the total number of outstanding shares and voting rights as of May 31, 2025, with 1,340,826,964 outstanding shares and 2,014,017,258 voting rights [2][4] Company Information - Dassault Systèmes has been a pioneer in creating virtual worlds since 1981, aiming to improve real life for consumers, patients, and citizens [3] - The company offers the 3DEXPERIENCE platform, which serves 370,000 customers across various industries, enabling collaboration and sustainable innovation [3]