Dassault Systèmes confirms 2026 outlook, bets on AI with $1.8 billion ArisGlobal deal

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July 23, 2026 1:06 AM EDT

FILE PHOTO: A logo of Dassault Systemes SE is seen on a company building in Paris, France, January 27, 2023. REUTERS/Sarah Meyssonnier/File Photo

By Leo Marchandon

July 23 (Reuters) - ‌French software ​maker ​Dassault Systèmes confirmed its full-year outlook on Thursday after reporting second-quarter revenue in line with expectations and announced ‌the acquisition of U.S.-based life sciences software company ArisGlobal ⁠to deepen its push into artificial intelligence.

The company, whose software is used ‌by automakers, aircraft manufacturers, industrial ‌companies and drugmakers, reported second-quarter revenue of 1.56 billion euros ($1.80 billion), up 4% at constant currencies, driven by growth in ​subscription and cloud software sales.

In a separate statement, Dassault said it would buy ArisGlobal for about $1.8 billion in cash, ⁠with up to $200 million in additional payments tied to multi-year AI-related revenue targets. The deal ​is expected to close in the second half of 2026, subject to regulatory approvals.

The acquisition expands Dassault's ​presence in life sciences software as ‌drugmakers increasingly use AI to speed up clinical development, regulatory submissions and patient safety monitoring.

The deal ⁠should be accretive to revenue growth and earnings per share in the first year after closing, it added.

The acquisition also comes as Dassault's ⁠Life Sciences business, which includes clinical trials software firm Medidata, remains under pressure. ​Revenue from the segment fell 4% in the second quarter, while Medidata revenue declined 3%.

By contrast, its core industrial software business remained strong, with ‌cloud software revenue rising 14%, driven mainly by manufacturing customers.

Europe was flat in the quarter, weighed ‌down by weakness in the region's automotive sector, while revenue rose ⁠5% in the Americas ‌and 8% in Asia.

Dassault ​also reaffirmed its 2026 targets.

($1 = 0.8748 euros)

(Reporting by Leo Marchandon in Gdansk; Editing by Rashmi Aich and ‌Nivedita Bhattacharjee)


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