Dassault Systemes (DSY FP) Q4 (EUR): EPS 0.33 (exp. 0.33), Adj. EBIT 622mln (exp. 654.6mln), Non-IFRS Revenue 1.68bln (exp. 1.74bln), Non-IFRS Revenue ex-FX +1% (exp. +3.49%); Sees Q1'26 Revenue ex-FX 1-5%, EPS 0.25-0.31 (exp. 0.33)

• Initiating FY26 non-IFRS outlook: total revenue growth of 3% to 5%, operating margin between 32.2% and 32.6%, and diluted EPS of EUR 1.30-1.34.
• AI-powered Virtual Twins showing early traction and demonstrating strong customer value; building a strategic partnership with NVIDIA (NVDA) to establish new Industry World Models at scale.

Dassault Systemes' Q4 results matched expectations for EPS but fell short on both adjusted EBIT and revenue, indicating potential challenges in meeting growth forecasts. Their guidance for Q1'26 reflects caution, with lower expected EPS and revenue growth, which could suggest cost pressures or demand slowdown. However, the mention of promising developments in AI-powered solutions may provide some optimism for future growth prospects.