Equity Profile

DASTY

Dassault SystÃ¨mes SE

Information TechnologyApplication Software$28.8B

Jul23Thu

Pre-Earnings Brief

UpcomingQ2-2026Pre-Market9:00 AM EDT

Company Snapshot

Dassault Systèmes SE (DASTY) is a leading software company in the Information Technology sector, specializing in application software. The company is known for its 3D design, 3D digital mock-up, and product lifecycle management software, which are crucial for industries like manufacturing, aerospace, and automotive, especially as companies increasingly adopt digital transformation strategies.

Key Metrics to Watch

Earnings Per Share (EPS)

EPS is a key indicator of profitability and will help gauge the company's financial health this quarter.

N/A

Revenue Growth

Revenue growth reflects the company's ability to expand its market share and attract new customers, which is vital for long-term success.

N/A

1 more metrics, Wall Street expectations, options signals, track record, and call prep available with Pro.

DASTY Q2-2026 Earnings Preview

Context

Company Snapshot

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

100%

Avg EPS Surprise

+13.27%

Avg Stock Reaction

-4.96%

Last Quarter Recap

In Q1-2026, Dassault Systèmes reported an EPS of $0.35, exceeding expectations by 13.64%. However, there was no revenue data available, which left some uncertainty about overall performance.

Management Promises & Guidance

Continue to innovate in 3D design and digital twin technologies.
Focus on enhancing customer experience and retention.
Commit to expanding into new markets and industries.

Expectations

Wall Street Expectations

Overall, investors are cautiously optimistic about Dassault Systèmes' upcoming earnings report, especially given its history of beating EPS estimates. However, the lack of revenue guidance raises concerns about future growth.

Bull Case

If the company can demonstrate strong revenue growth and maintain its customer base, it could signal robust demand for its software solutions, leading to a positive market reaction.

Bear Case

Conversely, if the earnings report reveals stagnation in revenue or customer retention, it could lead to a significant drop in investor confidence and stock price.

Expectations

Two Questions That Matter

The print will turn on these two things.

What is the revenue growth rate for this quarter?

Revenue growth will be critical in assessing the company's ability to expand its market presence and maintain investor confidence.

How has the customer retention rate changed compared to last quarter?

A strong retention rate is essential for long-term success, and any decline could raise red flags for investors.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may be underestimating the potential for strong revenue growth driven by increased demand for digital transformation solutions, which could significantly boost Dassault Systèmes' performance this quarter.

Supporting Evidence

The company's historical EPS beat rate of 100% suggests strong operational execution.

Options pricing indicates a higher expected move than historical averages, hinting at potential surprises.

Recent trends in digital transformation spending may not be fully reflected in current estimates.

Key Risk

If revenue growth exceeds expectations, it could shift market sentiment dramatically.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The market is focused on revenue growth and customer retention as indicators of future performance, making these metrics pivotal this quarter.

Bull Confirmed If

Revenue growth of at least 10% year-over-year would confirm the bull case.

Bear Confirmed If

A revenue decline or stagnation would confirm the bear case.

Pre-Earnings Positioning

Options Market

Implied Move

±13.78%

Historical Avg

±7.6%

Pricing rich

The options market is pricing in a significant move of approximately 13.78%, indicating that traders expect volatility around the earnings announcement.

Options are pricing ±13.8% while DASTY has averaged ±7.6% over the last 8 prints — setup is pricing rich.

Detail

30d HV

30.3%

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If Dassault Systèmes beats expectations and raises guidance, history suggests a potential average stock move of +0.63% based on past performance.

In-Line / Cautious

If results are in line with expectations but lack strong guidance, the stock may experience muted reactions as investors weigh future prospects.

Miss

A miss on revenue or customer metrics could lead to a decline, with history suggesting an average drop of -4.96% following such outcomes.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on new product launches and their expected impact on revenue.
2Insights into customer acquisition strategies and success rates.
3Details on geographic expansion and market penetration efforts.
4Management's perspective on competitive pressures in the software industry.
5Updates on partnerships or collaborations that could enhance growth.

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Company Snapshot

Key Metrics to Watch

Earnings Per Share (EPS)

EPS is a key indicator of profitability and will help gauge the company's financial health this quarter.

N/A

Revenue Growth

Revenue growth reflects the company's ability to expand its market share and attract new customers, which is vital for long-term success.

N/A

1 more metrics, Wall Street expectations, options signals, track record, and call prep available with Pro.

DASTY Q2-2026 Earnings Preview

Context

Company Snapshot

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

100%

Avg EPS Surprise

+13.27%

Avg Stock Reaction

-4.96%

Last Quarter Recap

In Q1-2026, Dassault Systèmes reported an EPS of $0.35, exceeding expectations by 13.64%. However, there was no revenue data available, which left some uncertainty about overall performance.

Management Promises & Guidance

Continue to innovate in 3D design and digital twin technologies.
Focus on enhancing customer experience and retention.
Commit to expanding into new markets and industries.

Expectations

Wall Street Expectations

Bull Case

If the company can demonstrate strong revenue growth and maintain its customer base, it could signal robust demand for its software solutions, leading to a positive market reaction.

Bear Case

Conversely, if the earnings report reveals stagnation in revenue or customer retention, it could lead to a significant drop in investor confidence and stock price.

Expectations

Two Questions That Matter

The print will turn on these two things.

What is the revenue growth rate for this quarter?

Revenue growth will be critical in assessing the company's ability to expand its market presence and maintain investor confidence.

How has the customer retention rate changed compared to last quarter?

A strong retention rate is essential for long-term success, and any decline could raise red flags for investors.

Edge

What the Street Is Missing

Why consensus could be wrong

Supporting Evidence

The company's historical EPS beat rate of 100% suggests strong operational execution.

Options pricing indicates a higher expected move than historical averages, hinting at potential surprises.

Recent trends in digital transformation spending may not be fully reflected in current estimates.

Key Risk

If revenue growth exceeds expectations, it could shift market sentiment dramatically.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The market is focused on revenue growth and customer retention as indicators of future performance, making these metrics pivotal this quarter.

Bull Confirmed If

Revenue growth of at least 10% year-over-year would confirm the bull case.

Bear Confirmed If

A revenue decline or stagnation would confirm the bear case.

Pre-Earnings Positioning

Options Market

Implied Move

±13.78%

Historical Avg

±7.6%

Pricing rich

The options market is pricing in a significant move of approximately 13.78%, indicating that traders expect volatility around the earnings announcement.

Options are pricing ±13.8% while DASTY has averaged ±7.6% over the last 8 prints — setup is pricing rich.

Detail

30d HV

30.3%

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If Dassault Systèmes beats expectations and raises guidance, history suggests a potential average stock move of +0.63% based on past performance.

In-Line / Cautious

If results are in line with expectations but lack strong guidance, the stock may experience muted reactions as investors weigh future prospects.

Miss

A miss on revenue or customer metrics could lead to a decline, with history suggesting an average drop of -4.96% following such outcomes.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on new product launches and their expected impact on revenue.
2Insights into customer acquisition strategies and success rates.
3Details on geographic expansion and market penetration efforts.
4Management's perspective on competitive pressures in the software industry.
5Updates on partnerships or collaborations that could enhance growth.