Dassault Systèmes SE provides software solutions and services worldwide. Its offerings include 3D modeling applications such as SOLIDWORKS, CATIA, GEOVIA, and BIOVIA; collaborative applications including 3DEXCITE, CENTRIC PLM, and ENOVIA; and simulation applications such as SIMULIA, DELMIA, and 3DVIA. It also provides information intelligence applications including NETVIBES and MEDIDATA, the OUTSCALE infrastructure for business experiences, and the 3DEXPERIENCE platform, a business and innovation platform that gives organizations a holistic, real-time view of their business activity and ecosystem. Products are distributed through direct and indirect sales channels and commercial partners, serving industries such as aerospace and defense; architecture, engineering and construction; business services; cities and public services; consumer packaged goods and retail; high-tech; home and lifestyle; industrial equipment; infrastructure, energy, and materials; life sciences and healthcare; marine and offshore; and transportation and mobility. The company was incorporated in 1981 and is headquartered in Vélizy-Villacoublay, France.
Dassault expands life-sciences AI with ArisGlobal deal and new AI tools
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ArisGlobal acquisition expands life-sciences AI platform Dassault agreed to buy ArisGlobal, a drug-safety and compliance software firm, for about $1.8 billion plus up to $200 million in milestone payments. ArisGlobal serves over 200 customers and half of the top 50 biopharma companies, deepening Dassault's life-sciences reach and adding recurring revenue.
This is the period's biggest strategic move, directly expanding a key growth business and supporting future revenue.
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Q2 results solid, full-year targets confirmed Dassault reported Q2 revenue up 4% at constant currencies to €1.56 billion, with subscription revenue up 8% and cloud and 3DEXPERIENCE software each up 14%. Operating margin was 30.0% and earnings per share rose 8%. Management confirmed full-year targets, signaling steady demand.
Solid results and confirmed guidance underpin investor confidence in the company's core business.
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New AI products launched across Medidata and 3DEXPERIENCE Medidata launched Medidata Plus, an AI layer for clinical trials, with dozens of customers in talks. Dassault also released Virtual Companions AURA, LEO and MARIE on its 3DEXPERIENCE platform. These AI tools aim to speed workflows and deepen customer lock-in.
Shows Dassault is monetizing AI across its key franchises, a potential driver of future growth.
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Semiconductor digital twin partnership with Silvaco Silvaco and Dassault will link Silvaco's process simulation with Dassault's SIMULIA tools to create digital twin workflows for chip manufacturing. The partnership extends SIMULIA into semiconductor fabrication, a large new market, and could open additional revenue streams.
A new partnership that broadens Dassault's simulation reach into semiconductors, supporting long-term growth.
Q3 2026
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Dassault expands life-sciences AI with ArisGlobal deal and new AI tools
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ArisGlobal acquisition expands life-sciences AI platform Dassault agreed to buy ArisGlobal, a drug-safety and compliance software firm, for about $1.8 billion plus up to $200 million in milestone payments. ArisGlobal serves over 200 customers and half of the top 50 biopharma companies, deepening Dassault's life-sciences reach and adding recurring revenue.
This is the period's biggest strategic move, directly expanding a key growth business and supporting future revenue.
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Q2 results solid, full-year targets confirmed Dassault reported Q2 revenue up 4% at constant currencies to €1.56 billion, with subscription revenue up 8% and cloud and 3DEXPERIENCE software each up 14%. Operating margin was 30.0% and earnings per share rose 8%. Management confirmed full-year targets, signaling steady demand.
Solid results and confirmed guidance underpin investor confidence in the company's core business.
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New AI products launched across Medidata and 3DEXPERIENCE Medidata launched Medidata Plus, an AI layer for clinical trials, with dozens of customers in talks. Dassault also released Virtual Companions AURA, LEO and MARIE on its 3DEXPERIENCE platform. These AI tools aim to speed workflows and deepen customer lock-in.
Shows Dassault is monetizing AI across its key franchises, a potential driver of future growth.
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Semiconductor digital twin partnership with Silvaco Silvaco and Dassault will link Silvaco's process simulation with Dassault's SIMULIA tools to create digital twin workflows for chip manufacturing. The partnership extends SIMULIA into semiconductor fabrication, a large new market, and could open additional revenue streams.
A new partnership that broadens Dassault's simulation reach into semiconductors, supporting long-term growth.
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Journelle Implements Centric PLM to Centralize Product Development
New York-based intimates retailer and brand Journelle has implemented Centric PLM to centralize product development and support scalable growth across multiple brands, replacing fragmented workflows with a unified platform. The company, founded in 2007, operates retail stores and a growing e-commerce business, curating third-party brands alongside its own collections. With Centric PLM, Journelle now organizes collections in one platform, centralizes product information, and enables faster, more aligned decision-making, following an implementation completed in approximately 14 weeks. The team has also added Centric AI Studio to bring AI-powered design and visual content creation into the same platform. Centric Software CEO Fabrice Canonge highlighted Journelle's focus on building a data-driven foundation for long-term growth, and Centric Software is a subsidiary of Dassault Systèmes.
Centric Software Expands PLM for Sustainability and Compliance
Centric Software announced expanded sustainability, compliance, and product governance capabilities across Centric PLM, reinforcing it as a trusted product data foundation amid increasing transparency and regulatory requirements. The enhancements address regulations such as Extended Producer Responsibility, the Packaging and Packaging Waste Regulation, and the Ecodesign for Sustainable Products Regulation, including forthcoming Digital Product Passports. New features include Sustainability Profiles, automated composition roll-ups, centralized Certificate Management, and circularity insights. CEO Fabrice Canonge emphasized that trusted product data is key to innovation and compliance. Centric Software is a subsidiary of Dassault Systèmes.
Centric Software, Inc. · Technology · Positive Centric Software announced expanded sustainability, compliance, and product governance features across Centric PLM.
DSY.PA · Technology · Positive Centric Software, a Dassault Systèmes subsidiary, expanded its PLM platform with new sustainability and compliance capabilities.
Silvaco Partners with Dassault Systèmes on Semiconductor Digital Twin Workflows
Silvaco Group announced a partnership with Dassault Systèmes to develop interoperable digital twin workflows for semiconductor manufacturing. The collaboration will connect Silvaco's Victory Process feature-scale simulation with Dassault Systèmes' SIMULIA plasma and structural analysis tools, enabling multiscale studies of etch and deposition processes and transfer of structures into stress and deformation analyses. The companies aim to help manufacturers achieve first-time-right process development, accelerate yield ramps, and reduce costly fab experiments. Silvaco CEO Walden C. Rhines said the partnership combines Silvaco's process simulation expertise with SIMULIA's multiphysics leadership to advance digital twin adoption across the industry.
SOLIZE PARTNERS and Dassault Systèmes Form Partnership to Accelerate Digital Transformation in Manufacturing
SOLIZE PARTNERS Corporation and Dassault Systèmes in Japan have entered into a Consulting & System Integration Partner Program agreement to help manufacturers accelerate digital transformation. The agreement was formally signed in Tokyo by Yusuke Inoue, President of SOLIZE PARTNERS Corporation, Philippe Godbout, Managing Director of Dassault Systèmes in Japan, and Mahadevan V. S., CEO & Director of SOLIZE PARTNERS India. As a partner in Japan, SOLIZE PARTNERS will combine its engineering and manufacturing expertise with Dassault Systèmes' 3DEXPERIENCE platform to support customers across the product lifecycle, enabling faster development, improved quality, reduced costs and greater collaboration. The partnership addresses the industry challenge of disconnected engineering data and loss of critical product development knowledge, aiming to help organizations integrate engineering and business data and create connected digital engineering environments. It also builds on the SOLIZE Group's more than 25-year relationship with Dassault Systèmes in India, allowing SOLIZE PARTNERS in Japan to leverage extensive experience and technical expertise to better serve manufacturers across Japan.
DSY.PA · Demand · Positive Dassault Systèmes expands partner network in Japan, likely increasing adoption of its 3DEXPERIENCE platform.
5871.JP · Demand · Positive SOLIZE Holdings' subsidiary forms partnership to accelerate digital transformation, potentially boosting demand for its services.
Bioinformatics Market to Reach $43.5 Billion by 2030
The global bioinformatics market is projected to grow from $20.9 billion in 2024 to $43.5 billion by 2030, a compound annual growth rate of 13.1%, according to a new report by BCC Research. North America holds a 47.7% share, driven by institutional investment in genomic research and a mature biopharma ecosystem. Key drivers include AI and cloud computing integration, rising demand for personalized medicine and oncology applications, and emerging technologies such as long-read sequencing and single-cell multiomics. Major companies in the space include Illumina, Thermo Fisher Scientific, Agilent Technologies, and Dassault Systèmes.
Dassault Systèmes Half Year 2026 Revenue Hits €3,065 Million
Dassault Systèmes reported half year 2026 results with revenue of €3,065 million and net income of €611.8 million, alongside growth in earnings per share. The stock has seen a 9.06% one-month return and a 5.00% three-month return, though it remains down 14.32% year to date and 27.27% over one year. The most followed narrative suggests the stock is 12.9% undervalued, with a fair value of €23.02 compared to a last close of €20.05, driven by strong 3DEXPERIENCE adoption and subscription revenue growth. Risks include slower cloud adoption and ongoing MEDIDATA weakness that could pressure recurring revenue.
Medidata Launches Medidata Plus, an AI-Native Layer to Scale Clinical Portfolios
Medidata, a Dassault Systèmes brand, has launched Medidata Plus, a clinical artificial intelligence layer that unlocks AI capabilities across the Medidata Platform for sponsors and CROs. The new offering shifts the industry from disconnected point solutions to a unified, end-to-end AI strategy, aiming to accelerate therapy delivery. Medidata Plus standardizes the data layer across the entire clinical trial lifecycle, turning unpredictable AI costs into a streamlined investment. Key capabilities include reducing study build timelines from weeks to hours, no-code data transformation, proactive de-risking with embedded analytics, and agentic AI for audit exploration. Medidata's AI infrastructure recently received the highest Luminary rating in Everest Group's AI Innovation Watch Report and supported 80% of FDA novel drug approvals in 2025.
Biotech & Genomic Medicine › Tools, Diagnostics & CDMO Technology
Artificial Intelligence › AI Applications & Copilots Competition
DSY.PA · Technology · Positive Dassault Systèmes' brand Medidata launched Medidata Plus, an AI-native layer that enhances clinical trial capabilities, positioning the company as a leader in AI-driven clinical solutions.
Tech Stocks Slide as Semiconductor Index Drops 6% Despite Strong Earnings
Technology stocks are under pressure as the MSCI World Semiconductor Index fell 6% in July, with investors rotating away from chipmakers despite strong earnings. EPFR Global analysts noted the long-short ratio on Nasdaq 100 futures dropped 63% over the past year to a 17-year low on July 14, signaling a shift out of technology stocks. STMicroelectronics tumbled 18% after its outlook missed forecasts, while Texas Instruments declined 3% even with an upbeat outlook. Software stocks fared better, with Dassault Systemes rising on in-line results and SAP advancing after cloud revenue matched expectations. JPMorgan strategists recommended buying a call spread on the Magnificent Seven basket, citing heavily reduced positioning that could support the group if earnings hold up.
Dassault Systèmes Sets New SBTi-Validated Net-Zero Target for 2050
Dassault Systèmes has set a new net-zero science-based emissions reduction target for 2050, validated by the Science Based Targets initiative. The company commits to achieve net-zero greenhouse gas emissions across the value chain by 2050, with near-term targets including a 65.0% reduction in absolute Scope 1 and 2 GHG emissions by 2035 from a 2024 base year, and a 66.33% reduction per euro value added in Scope 3 GHG emissions and use of sold products emissions within the same timeframe. This follows the early achievement of its previous 2027 SBTi targets, where operational emissions fell 35% and business travel and commuting emissions dropped 20% by 2025. The company also secured ISO 50001 certification for sites covering 91.4% of its workforce and increased renewable electricity to 93.9% in 2025. Dassault Systèmes ranks first in its sector in the Financial Times' 2026 list of Europe's Climate Leaders and holds top sustainability ratings from Ecovadis and MSCI.
Dassault Systèmes Launches Virtual Companions on 3DEXPERIENCE Platform
Dassault Systèmes announced the availability of its Virtual Companions AURA, LEO, and MARIE on the 3DEXPERIENCE AI-native agentic platform, along with Virtual Twin Factories for industries. The three companions are enriched with 19 competencies that guide users, reveal insights, and execute tasks across industrial workflows including program management, complex engineering, and deep science. CEO Pascal Daloz described Virtual Twin Factories as bringing together Virtual Companions as workers, Generative Experiences as automated processes, and Virtual Twin as a Service as predefined industry models. The companions operate on AI factories from OUTSCALE, Dassault Systèmes' global cloud and AI operator, deployed across three continents to provide sovereign, industrial-grade AI at scale.
Dassault Systèmes to acquire ArisGlobal for $1.8 billion
Dassault Systèmes has signed a definitive agreement to acquire ArisGlobal, an AI-native enterprise compliance platform for the life sciences industry, for approximately $1.8 billion in cash at closing, with up to $200 million in additional consideration tied to multi-year AI-related revenue milestones. ArisGlobal serves over 200 customers, including half of the top 50 global biopharma companies, and processes more than 12 million patient safety reports annually. The company has over 1,300 employees and is expected to generate revenue of $175 million in 2026. The acquisition aims to create a unified intelligence platform connecting molecule, patient, and real-world outcomes, combining ArisGlobal's real-world patient insights with Dassault Systèmes' expertise in research, development, and manufacturing. The transaction, unanimously approved by Dassault Systèmes' board, is expected to close in the second half of 2026, subject to regulatory approvals.
Dassault Systèmes reported second-quarter 2026 results in line with its objectives and confirmed its full-year non-IFRS financial targets, while also announcing the acquisition of ArisGlobal to expand its Life Sciences business. Total revenue rose 4 percent in constant currencies to 1.56 billion euros, driven by an 8 percent increase in subscription revenue and 14 percent growth in both 3DEXPERIENCE software revenue and cloud software revenue. Non-IFRS operating margin reached 30.0 percent, and non-IFRS diluted earnings per share grew 8 percent in constant currencies to 0.31 euros. The company said the ArisGlobal deal will create a unified AI intelligence platform connecting molecule, patient and real-world outcomes, and is expected to be accretive to both revenue growth and earnings per share in the first year after closing. Dassault Systèmes also highlighted that its Annual Run Rate grew 6 percent year-over-year to 4.44 billion euros on a constant currency basis, reflecting the continued strengthening of its subscription-based business model.
France's CAC 40 index advanced firmly on Wednesday morning, gaining 61.00 points or 0.73% to 8,424.14, even as U.S.-Iran tensions escalated and oil prices surged. Brent crude futures jumped $4.00 or 4.41% to $95.02 after the U.S. military carried out its 11th consecutive night of strikes against Iran and President Trump vowed to bomb Pickaxe Mountain, while Iranian media reported explosions in Bushehr near the nuclear power plant. Airbus rallied nearly 6% after announcing a €5 billion share buyback program over three years and reaffirming its fiscal 2026 outlook of around 870 commercial aircraft deliveries and adjusted EBIT of around 7.5 billion euros. TotalEnergies gained about 2% on higher crude prices, and Engie also rose nearly 2%, while Danone dropped nearly 2% and Capgemini and Dassault Systemes eased by 1.2% and 1.1% respectively. Investors also awaited the European Central Bank's monetary policy announcement on Thursday.
Eli Lilly to acquire AtaiBeckley for $2.8 billion in key deal this week
Eli Lilly has agreed to acquire psychedelic drugmaker AtaiBeckley for $6.75 per share in upfront cash, valuing the deal at approximately $2.8 billion, plus up to $2.50 per share in contingent value rights tied to clinical and regulatory milestones. In other notable deals this week, Dassault Systèmes is in discussions to acquire drug trial software maker ArisGlobal from Nordic Capital for about $2 billion, though talks are ongoing and may not result in a deal. ABB Ltd. agreed to acquire Rotork for £5.03 per share in cash, a 60% premium to the company's three-month average share price, valuing the company at about £4.1 billion. A consortium led by KKR and Energy Capital Partners raised its takeover proposal for Irish energy distributor DCC to £67.97 per share, valuing the company at £5.81 billion, or approximately $7.86 billion. Stripe and Advent International have reportedly made a joint offer to acquire PayPal for $60.50 per share, in a deal that would value the payments company at more than $53 billion, though PayPal's board views the bid as inadequate. Uber Technologies launched a public takeover offer for Germany's Delivery Hero, valuing the food delivery company at about $14.8 billion in equity value. Kimbell Royalty Partners agreed to acquire oil and gas royalty interests from affiliated sellers for approximately $215.4 million, consisting of $74.9 million in cash and 9.5 million newly issued common units. Zoetis announced an agreement to acquire VitalRADS, a Texas-based provider of veterinary imaging services.
Dassault Systemes in talks to buy ArisGlobal for about $2 billion
French software maker Dassault Systemes is in talks to buy drug-trial software firm ArisGlobal from Nordic Capital for about $2 billion, the Financial Times reported, citing people familiar with the matter. The potential deal would extend Dassault Systemes' foray into software used in life sciences and would rank as its second-biggest acquisition after its $5.8 billion takeover of clinical trial software group Medidata Solutions in 2019. A transaction is not a foregone conclusion and talks could still fall apart, the FT said. Dassault Systemes, ArisGlobal and Nordic Capital could not immediately be reached for comment.
Right Brain Bio Selected for Dassault Systèmes' 3DEXPERIENCE Lab to Accelerate Phase 2 Parkinson's Therapy
Right Brain Bio has been selected for the Dassault Systèmes 3DEXPERIENCE Lab startup accelerator, gaining access to the MEDIDATA clinical trial platform as it prepares for a Phase 2 study of its novel Parkinson's disease therapy RB-190. The selection provides the clinical-stage biotech with Dassault Systèmes' global ecosystem of scientific, engineering, and regulatory expertise, along with collaborative digital capabilities to unify research, development, and clinical execution. Right Brain Bio's lead candidate RB-190 is a patented, repurposed, and reformulated small molecule designed to reduce dopamine production in the brain, and has demonstrated reversal of key disease pathologies across nine preclinical models. More than 10 million people worldwide are living with Parkinson's disease, and the company aims to advance its therapy more rapidly for this growing population. CEO and Founder Jonathan Sackner-Bernstein stated that the combination of the ecosystem and the MEDIDATA platform will help execute efficiently, generate high-quality data, and position the company for strategic partnerships and future financing.
Biotech & Genomic Medicine › Neuroscience & Neurodegenerative Technology
Right Brain Bio · Technology · Positive Right Brain Bio selected for Dassault Systèmes' accelerator, gaining access to MEDIDATA platform and expertise to advance Phase 2 Parkinson's therapy RB-190.
DSY.PA · Technology · Positive Dassault Systèmes' 3DEXPERIENCE Lab accelerator selected Right Brain Bio, showcasing its ecosystem and MEDIDATA platform for clinical trials.
Dassault Systèmes has launched the 16th edition of its AAKRUTI Innovation Competition for students worldwide. The competition focuses on four themes: robotics, local community problems, healthcare, and mobility. Winners will share a total of $20,000 in cash prizes and receive SOLIDWORKS licenses, while the overall annual benefits through certifications, licenses, and rewards approach $1 million. Since its inception, over 75,000 students from more than 1,000 institutes and 37 countries have participated.
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