Dassault Systèmes publishes transcript of Q2 2026 earnings conference call

• Dassault Systèmes hosted its Q2 2026 earnings call with CEO and Chairman Pascal Daloz, CFO Rouven Bergmann, IR director Marie Dumas.
• Announced agreement to acquire ArisGlobal for USD 1.8 billion cash at closing, plus up to USD 200 million tied to AI revenue milestones.
• Targeted close set for late Q3 or early Q4 2026; management expects the deal to be revenue-growth and EPS-accretive in year one post-close.
• Q2 revenue EUR 1.56 billion, up 4%; subscription revenue up 8%; operating margin 30%; EPS EUR 0.31, up 8% ex-FX.
• Reaffirmed 2026 outlook: revenue EUR 6.3-6.42 billion, operating margin 32.2%-32.6%, EPS EUR 1.3-1.34.

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