Revenue distribution by industry:

• Software solutions: approx. 80%
• Services: approx. 20%

TOP 3 Markets:

1. Europe: approx. 40%
2. North America: approx. 30%
3. Asia-Pacific: approx. 25%

Dassault Systèmes SE generates the majority of its revenue from software solutions used in various industries such as aerospace, automotive, life sciences, and high tech. The European market is the largest revenue contributor, followed by North America and the Asia-Pacific region. These markets benefit from strong demand for digital transformation solutions and 3D design software.

Main production sites: France, USA, India, China

Dassault Systèmes SE is a leading company in the field of 3D design, 3D digital mock-up, and product lifecycle management software. The company's production sites are distributed worldwide, with the main production taking place in France, where the company's headquarters are also located.

In addition, Dassault Systèmes has significant production and development centers in the USA, India, and China. These sites support the company's global reach, allowing it to respond to regional market needs and ensure proximity to key customers.

Strategy for Future Growth:

1. Diversification and Expansion: Dassault Systèmes SE focuses on diversifying its software solutions, especially in the fields of life sciences and healthcare. The company plans to expand its presence in these sectors through targeted acquisitions and partnerships.

2. 3DEXPERIENCE Platform: The continuous development and marketing of the 3DEXPERIENCE platform is at the core of the growth strategy. This platform enables companies to digitally transform and optimize their business processes.

3. Sustainability and Innovation: Dassault Systèmes is increasing its investments in sustainable technologies and innovations to reduce the ecological footprint and simultaneously unlock new business opportunities.

4. Global Expansion: The company plans to increase its market share in emerging markets such as Asia and South America to benefit from the growth opportunities in those regions.

Through these strategic measures, Dassault Systèmes aims to further strengthen its market leadership in the software industry and secure long-term profitable growth.

Main materials: Software licenses, cloud services
Main supplying countries: Global, no specific raw material imports

Dassault Systèmes SE is a leading company in the field of 3D design software, 3D digital mock-up, and Product Lifecycle Management (PLM) solutions. As a software company, Dassault Systèmes does not import physical raw materials in the traditional sense. Instead, the company focuses on acquiring software licenses, cloud services, and IT infrastructure from global sources.

The company collaborates with a variety of international partners and providers to develop and distribute its software solutions. Procurement is typically done from countries with strong IT and technology markets, such as the USA, India, and European countries.

Market share in the PLM sector: 20% (estimated for 2025)
R&D expenses: 15% of revenue (2024)
Gross margin: 80% (2024)

Dassault Systèmes SE has a significant competitive advantage in the field of Product Lifecycle Management (PLM) software. With an estimated market share of 20% in 2025, the company positions itself as one of the leading providers in this sector.

A key factor for this advantage is the high proportion of research and development, which accounts for about 15% of revenue. These investments enable Dassault Systèmes to continuously offer innovative solutions and differentiate itself from competitors.

Additionally, the high gross margin of 80% supports the company's ability to invest in new technologies and markets, further strengthening its competitive advantage in the long term.

Institutional investor share: approx. 70% (estimated for 2025 based on historical trends)

Insider purchases/sales: No significant transactions reported (estimated for 2025)

The institutional investor share in Dassault Systèmes SE traditionally stands at around 70%, indicating the trust of major investment firms in the company. These investors value the stability and growth potential of the company in the field of 3D design and engineering software.

Regarding insider purchases and sales, there have been no significant transactions in recent years that would indicate a loss of trust or a strategic realignment. This suggests that the management and insiders continue to have confidence in the company's long-term strategy and growth.

Market share of Dassault Systèmes SE: approx. 15% (2025, estimated)

Top competitors and their market shares:

1. Siemens Digital Industries Software: approx. 20%
2. Autodesk, Inc.: approx. 18%
3. PTC Inc.: approx. 12%
4. SAP SE (PLM division): approx. 10%
5. Hexagon AB: approx. 8%

Moat of Dassault Systèmes:

Dassault Systèmes has a significant moat, primarily based on its strong market position in the field of 3D design, simulation, and PLM (Product Lifecycle Management). The company benefits from a broad product range that is highly integrated in various industries such as aerospace, automotive, and consumer goods. The "3DEXPERIENCE" platform offers a comprehensive solution that enables customers to digitize and optimize their business processes.

Compared to its competitors, Dassault Systèmes has an advantage due to its long-standing experience and strong customer loyalty, supported by continuous innovation and adaptation to new technologies. However, Siemens and Autodesk are also strong competitors with their own advantages. Siemens offers comprehensive integration into industrial automation solutions, while Autodesk excels through its user-friendly design software solutions and strong presence in architecture and construction.

Overall, Dassault Systèmes has a robust moat, but the competition remains intense as all major players in the industry continuously invest in innovations to strengthen their market positions.

Revenue Growth: 10% (2024) Profit Growth: 8% (2024) R&D Expenses: 15% of revenue (2024)

Dassault Systèmes SE recorded a revenue growth of 10% in 2024, attributed to strong demand for their software solutions in the areas of 3D design, simulation, and product lifecycle management. Profit growth was at 8%, indicating efficient cost controls and improved operational efficiency.

The company continues to heavily invest in research and development, with expenses accounting for 15% of revenue. This suggests a continuous commitment to innovation and the development of new technologies that could support future growth.

Overall, Dassault Systèmes SE demonstrates solid financial performance and a strong positioning in the market for enterprise software solutions. These factors could indicate that the stock is an attractive investment for long-term oriented investors interested in the company's future innovation capabilities and market leadership.

Dividend yield: 0.6% (estimated for 2025)
Dividend continuity: Annual payout for over 10 years

Dassault Systèmes SE has regularly distributed dividends in recent years, indicating a reliable dividend policy. However, the dividend yield traditionally remains at a low level, which is typical for technology companies that reinvest a large portion of their profits in growth and innovation.

The company has a stable financial foundation and shows continuous growth in revenue and profit, supporting its ability to pay dividends. Analysts expect that Dassault Systèmes SE will continue to pay a consistent dividend in the future, even though the yield remains low compared to other industries.