DASTY

July 27, 2016 Summary Both Dassault Systemes and PTC reported their June ending quarters last week and both reports were mildly positive. On balance it appears that Dassault is gaining a bit of market share while PTC is maintaining share on a basis adjusted for its conversion. Dassault is enjoying significant success with its 3DEXPERIENCE…

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June 12, 2016 Summary Dassault Systemes is actually the market share leader in the PLM space and has achieved a consistent 30% operating margin for several years. The company has consistently achieved better top line growth than its rivals, PTC and Siemens. The company is benefiting from a strong new product cycle and it was…

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