Dassault Systemes Earnings Analysis

3D design and product lifecycle management software company Dassault Systemes' (NASDAQOTH:DASTY) fourth-quarter earnings saw the company return to form and give guidance that implies stronger growth ahead. Indeed, management believes it's past an inflection point in sales of its all-important 3DEXPERIENCE platform, and new license sales look set to improve their growth rate in 2017. Let's take a look at the details in the quarter in the context of an unusual year for the company

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Dassault Systemes Earnings Review

It's fair to say that Dassault Systemes'  most recent earnings were not well received by the investment market. The stock's 7% decline on the day of their release tells you something went wrong in the quarter. So let's take a look at the third-quarter results and find out what actually happened.

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Why Dassault Systemes Earnings Will Get More Volatile

Having previously outlined that growth would be back-end-loaded in 2016, France-based 3D software company Dassault Systemes was under pressure to deliver in its first-quarter results. Any kind of revenue or earnings miss and the market would have fretted over the company's prospects in the second half. Fast-forward to the results, and management delivered what they said they would; however, they may not have delivered exactly what the market wanted.
Let's take a look at the details.

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Dassault Systemes's Big Risk

3D software maker Dassault Systemes SA (NASDAQOTH: DASTY) is an unusual stock in many ways. It's European and reports in euros, so, unlike most companies U.S. investors are familiar with, the stronger U.S. dollar has been a boon to its earnings in the last year or so. Moreover, its fourth quarter of 2015 surprised on the upside in terms of revenue and earnings -- not an easy thing to do when economic growth is slowing. With all this positive news out there, what exactly is the problem with Dassault Systemes stock?

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Dassault Systemes Earnings Analysis

Engineering and design software consultancy Dassault Systemes (NASDAQOTH:DASTY) released a strong set of fourth-quarter results on Feb. 4 that hit or exceeded internal expectations. Its full-year 2016 guidance is also good, but may raise some concerns, because management predicts growth will increase in the second half. Let's take a more detailed look at what's going on with Dassault Systemes' fourth-quarter results.

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Dassault Systemes Earnings Analysis

3D design software specialist Dassault Systemes continued its strong run in 2015 by delivering earnings on Oct. 22 that came in ahead of management's guidance. In addition, full-year estimates were raised in view of the strong third-quarter results. Let's take a look at the third quarter and what management predicts for the rest of the year.


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Dassault Systemes Equity Analysis

Engineering and design software company Dassault Systemes (OTC:DASTY) has had a strong year so far in 2015, with the stock price up 26% year to date. Moreover, its second-quarter results confirmed the company's growth prospects, and for the second quarter in a row, management upgraded its full-year guidance.



Let's take a look at four key takeaways from the results.


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Dassault Systemes Equity Research and Analysis

In a departure from the recurring theme of this quarter's earnings season, engineering and design software company Dassault Systemes (NASDAQ Other:DASTY) saw a benefit from currency effects in its recent first-quarter results. Of course, it's a French company and reports in euros, so don't be fooled by the startling headline revenue increase of 32%. Nevertheless, the company's constant currency revenue growth of 19% is still very strong. In addition, the company is tracking significantly ahead of company expectations for the full year. Let's look at the underlying themes in the earnings report and what to expect going forward.


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Dassault Systemes (DASTY) Equity Research

3D design software specialist Dassault Systemes  (NASDAQOTH: DASTY  ) surged by more than 10% after the company gave a strong set of results on Thursday. Given the weak environment in Europe, the market would have been entitled to be a bit concerned about its results -- after all, the company generated around 46% of its revenue in Europe in 2014 -- but its fourth-quarter earnings report was strong all around. Let's look at the numbers in more detail.


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