AI and virtual twins for the industry
Dassault Systèmes confirms annual forecast after solid start to 2026
The French software group Dassault Systèmes has made a solid start to 2026 and is continuing to focus on artificial intelligence, cloud applications and virtual twins as growth drivers in its industrial business.
Dassault Systèmes has presented its preliminary figures for the first quarter of 2026. Total revenue rose by 3 percent to 1.51 billion euros, while software revenue also increased by 3 percent, reaching 1.37 billion euros according to IFRS and 1.38 billion euros on a non-IFRS basis.
The subscription and support business grew by 2%. With a share of 85% of software revenue, it remains the backbone of the business model. Traditional license and other software revenue developed much more dynamically, increasing by 9% to 200 million euros. The services business also grew moderately by 3% to 134 million euros.
Development in the core business with design, simulation and production software is particularly relevant for industry.
In the "Industrial Innovation" segment, which includes 'CATIA', 'ENOVIA', 'SIMULIA' and 'DELMIA', turnover remained at the previous year's level at 750 million euros. A high comparative basis for 'CATIA' slowed growth.
Business with SME-related applications developed much more dynamically: The "Mainstream Innovation" segment grew by 14 percent to 367 million euros. The CAD software 'SOLIDWORKS' and the 'CENTRIC' brand in particular grew.
According to the company, the transportation and mobility, industrial equipment and home & lifestyle sectors performed particularly well.
Group CEO Pascal Daloz sees a change in customers. They are moving "from experiments to industrial use on a large scale" and are looking for AI platforms with in-depth industrial expertise.
In line with this, Dassault presented new AI-supported "Virtual Companions" in the first quarter.
Together with Nvidia, the Group is also working on an AI platform for virtual twins in development and production.
The cloud also remains a growth driver: sales of '3DEXPERIENCE' software rose by seven percent, while cloud software increased by eight percent.
Dassault continues to expect sales of between 6.29 and 6.41 billion euros for the year as a whole. The company therefore trusts that industrial companies will continue to invest in digitalization despite the difficult environment.









