Overall Q2 IFRS and non-IFRS results were solid, with total revenue up 4% and software revenue up 4%, led by 3DEXPERIENCE and cloud solutions.

Dassault reaffirmed its 2026 targets despite mixed performance across segments and regions.

The deal will combine ArisGlobal’s AI-native regulatory, safety, quality and medical affairs platform with Dassault Systèmes’ expertise in discovery, clinical development, manufacturing and virtual twin technology to connect molecule, patient and real-world outcomes.

ArisGlobal serves over 200 customers, including half of the Top 50 global biopharma companies, processes more than 12 million patient safety reports annually, and is projected to generate about €175 million in revenue in 2026.

ArisGlobal’s NavaX AI platform operationalizes clinical-grade AI at production scale in regulated environments, delivering more than 30% productivity gains for customers.

Non-IFRS metrics show a 30% operating margin and non-IFRS diluted EPS of €0.31, up 8% year over year.

Geographic performance was uneven, with the Americas up 5% and Asia up 8% while Europe was flat, affected by automotive weakness.

Operating cash flow rose 11% in the first half of 2026, supported by strong cash conversion.

3DEXPERIENCE platform and cloud offerings showed momentum, with software revenue up 14% and cloud revenue up 60%, while ARR rose 6% to €4,443 million.

First-half results showed Asia leading with 8% growth thanks to India, Korea and Japan; Europe remained flat; Life Sciences revenue declined 4% as Medidata slipped 3%, though first-half bookings supported ARR growth.

First-half 2026 operating cash flow reached €1.24 billion, underpinning the company’s ability to fund dividends and debt repayments.

Q2 revenue was €1.56 billion (about $1.80 billion), up 4% at constant currencies, driven by subscription and cloud software sales.