Moving to the geo, Page 37. And together, we can have a conversation on digital continuity across research, development, lab test, clinical trial, production. Moving to the cash flow. I mean, just to be clear, on the full year, what could we expect you're -- on the current guidance, the cash flow from operations to be? So depending the situation for them, if they do not have the people on site, if the situation is complicating the ramp-up, maybe the ramp-up will be postponed. So assuming that Boeing is taking the decisions to ask us or to come to a compromise to adjust a little bit. Your line is open. Zooming on the operating margin, Page 42. And more important, the operating margin is also on target. And the way we did it is by developing a scenario. Dassault Systèmes Announces the Acquisition of NuoDB, a Cloud-Native Distributed SQL Database Leader VELIZY-VILLACOUBLAY, France--(BUSINESS WIRE)--Dassault Systèmes (Euronext Paris: #13065, DSY.PA) today announced jointly with NuoDB, that Dassault Systèmes, which already had a 16% ownership interest, is acquiring the remainder of NuoDB equity. So if we go to Page 32, and we say a few words about the quarter. So basically, the placebo for one group could also be powered by the comparison to virtual synthetic control arm. OK. And has that been incorporated into your guidance already or is that potential? And they will have to face this pandemia too, unfortunately. And then maybe just to dig in on the recurring revenue side. But, of course, everyone wants to know what DS sees for Q2 and the rest of 2020. And the recurring revenue is still good for SOLIDWORKS. Now highlights. And China gave some indications to us. But the mindset is definitely there to buy some roles, processes in order to optimize, to reengineer, if you want, what you're going to do. We had this, to a certain extent, this concern starting last year with the supply chain. And this documentation has to be generative. It's called my MyMedidata. Your line is open. So could you please just confirm that your expectation around Medidata growth for FY '20 overall remains about the same at 13% or any change there? For those of you who have been following us in the manufacturing sector, it looks obvious. That's probably one of the -- you remember, we are -- we continue to expand in Shipbuilding and defense sector. Thank you very much. And now it's becoming to be critical in what we do. And it is illustrated very well in a few things. We are updating our financial outlook, and providing because of the complexity. If you move to the infrastructure and cities, representing 10% of the revenue, we are growing at double-digit despite the fact that these sectors have been severely impacted by the crisis. To conclude, I want to cover briefly three big sectors of the economy. It's a proof point that we are fully operational. So as you know, I'm not disclosing the revenue coming from the cloud. The passion acquisition is becoming a massive problem for all the industry sector. Dassault Systemes revenue was €4.02 b in FY, 2019 which is a 15.6% year over year increase from the previous period. The North is on plan, growing on the recurring part of the revenue including also the new licenses. It's growing at plus 6%. And to do so, in fact, we are using 3DEXPERIENCE platform as a way to run our business. I think the -- on the defense side, many countries are going to continue to fund significant progress siting on programs because it will be a way to also sustain the economy, not only the defense aspect, but the innovation. That's the way I did it. Dassault Systemes SE: Dassault Systèmes… DASSAULT SYSTEMES TO PUBLISH ITS THIRD QUARTER 2020 RESULTS, WEBCAST AND CONFERENCE CALL ON OCTOBER 22 nd, 2020. Please ask your question. Other languages available: / / / . And you will see for the full year, we are targeting EUR 3.55 EPS on the low end of the guidance and 3.72% on the high end which is nothing more being flat or plus 2%. And we are managing the low utilization rate due to the restrictions, and you can see this has an impact on the gross margin, but the gross margin is still positive at 2.9%. Thank you. Keep in mind that we renewed 40% of the maintenance and support in Q1. Company Participants. But to a certain extent, you have the strategic thinking behind. It was initially planned to be mid-May -- mid June, sorry, the 12. But when you have a crisis, the model doesn't -- the optimization doesn't work. And as you may know, you remember what I told you, the opportunity for us is now to have the partners promoting 3DEXPERIENCE platform and especially on the cloud because the vast majority of the revenue coming from 3DEXPERIENCE platform is still coming from the direct sales. And to what degree, from a competitive standpoint, do you feel that you're kind of more differentiated? VÉLIZY-VILLACOUBLAY, France — April 23, 2020 — Dassault Systèmes (Euronext Paris: #13065, DSY.PA) announces IFRS unaudited financial results for the first quarter ended March 31, 2020… So we will have an opportunity to meet virtually and to discuss more in deep these presentations. That's clearly a big step. [Operator instructions] We will now take our first question which comes from the line of Adam Wood from Morgan Stanley. From the company, we have Bernard Charlès, our vice chairman, chief executive officer; and Pascal Daloz, chief operations officer and chief financial officer. For an understanding of the differences between the IFRS and non-IFRS, please see the reconciliation tables included in our press release. I do expect to have an additional churn, probably much more spread across the large company and the small one, because subscription, as you may know, it's relatively easy to adjust depending the capacity. Some of them are even better than when they have it at the office. PREPARE PROJECT OF THE YEAR and get THE 3DEXPERIENCE FOR FREE Hi guys. And this is what I will explain to you right now. And thanks to our friend and the team, we feel very well together on -- despite the fact that we have been only together for five months, we continue to win new accounts with PPD, a big CRO, contract research organization, a very large one, has made the decision to use Medidata clinical trial and also the data science, data analytics and predictive modeling. So the way I will manage it is by being very selective on the hiring. Hi. ET. Discover the winners now through the video. And two side noes, but which are important, open innovation, those days are becoming critical to bring talents together to provide solutions that were not expected before. Investor Contacts. So briefly, BioVia has been used -- is being used to really refine our understanding about the SaaS of 2. And I need to factor this. And I will, to a certain extent, hire as much as people than the one we are leaving. At … Discover how Dassault Systèmes is addressing COVID-19 challenges with our partners and customers. So we are going to launch the Classroom video conference right now.[Commercial]. Dassault Systemes SE (DASTY) CEO Bernard Charles on Q4 2019 Results - … So I do not want to spend too much time. Zooming to the mainstream innovations. And I think that's the framework, analytics platforms continuity and the breakthrough of synthetic control arm because I believe that this is quite important. On one hand, you have the Maintenance and Support. And we are having an increased clarity about how we should proceed to basically win. You see this illustrated in Page 28. But do you see some of your manufacturing customers, for example, really being able to go back to kind of decision-making, perhaps as they were a few months ago and would that not prolong into next year? Celsion adopted Medidata for something specific which is going to be probably a first in the world. By the way, we are recertifying all our people in the company. We adopted IFRS 15 in 2018. Thank you. Maybe you can remind us what percentage of revenues, what you'd like to achieve and where you're going with that? Clearly, the total revenue and the Software revenue growth is fully online with plus 19%, plus 17% on both cases. In fact, what are the solutions, the roles, the processes for each industry? Connecting conversation, community, dashboarding, pipeline of ideas, program management, to-do list, 3DEXPERIENCE themselves, video conferences, all in one for $37.5 per user per month, $37.5 per user per month, EUR 37.5 per user per month. But we didn't change radically our pricing policy. Once again, there are many competitors in this area doing digital documents. And where we are, we are almost 20% below compared to last year after this review. And the last point, MyMedidata, the announcement today, that's part of the result of an intense passionate conversation between the teams. Delphine Da Maia-Levy / Dymphna Hawksley, Phone: +33 1 61 62 69 24/7021 And also the education online with the three experienced education infrastructure. And on the services side, we are decreasing by 13 points so decreasing from 19% to between 5% to 7%. Again, the subscription is composed by renewal and growth. And in the manufacturing sector, we believe that there will be a before and after because both supply chain will be restructured and -- as well as the way the manufacturing processes are working on the supply chain. No, no, because we are not there. And I know you are following us carefully. Please ask your question. Thank you. We'll come back on this. All the people engaging large project transformations because right now, the mindset is not yet there. Its world-leading solutions transform the way products are designed, produced, and supported. And why I'm saying that is because it's a win against Veeva. And as you may know, Veeva is a new players in this field. And especially maybe talking about what you're thinking about from a new rental or new subscription business. Page 39. So for the new license, we are decreasing by 25 points to guidance, being plus 5% to 10% and now being minus 20% to minus 17%. Dassault Systèmes Provides Preliminary First Quarter 2020 non-IFRS Total Revenue Growth Outlook Preliminary and Unaudited 2020 First Quarter non-IFRS Financial Information (Unaudited, all revenue growth at constant currency and on a non-IFRS basis) Q1 2020 preliminary total revenue 2.5% to 5% below the low-end of Q120 objectives, And it happened that with this crisis, this health pandemia. Zooming to Europe, the growth is plus 2%. And I think more to come. Q1 and for the new license, we were at minus 20%. We are using it for our partners. And 29 -- on Page 29, we believe that the supply chain which are very static in poor ERP systems today, can be much more agile and dynamic with resource reallocation based on the needs and sensitivity of the geographies or sensitivities of the suppliers involved. So to a certain extent, 25%, 26% is coming from the mid-market. But the recurring revenue is on target, with 30% growth compared to the 28%, 30% we were targeting. On the operating margin, the operating margin will be between 25% and 26.5% which leads to an EPS of EUR 0.72 to EUR 0.77 for Q2. If we look at -- and we go page 33 and if we look at the different sectors, you have different dynamics. Our capex would not change, because it's relatively consistent year over year. Half of the world has been frozen, in some way, and confined. And we are growing at double-digit with Medidata being right on plan. And I would like to provide some quick highlights on the impact of BIOVIA which is about modeling and simulation of -- in the biotech world and the material science world, the power of simulation to predict, the value of a powerful Medidata platform to improve treatment on practices. Dassault Systemes SE Q2 2020 Earnings Call Jul. Pascal Daloz -- Chief Operations Officer and Chief Financial Officer. That would also be useful. Thank you. The following slide deck was published by Dassault Systèmes SE in conjunction with their 2020 Q1 earnings call. It was less in Japan. But the growth is -- for the full year is -- so far is for the quarter is plus 7%. And that's the reason why in terms of new license, they decreased by 20%. So as a conclusion, we spent time on February 6, 2020, to formulate what will be the big plan for Dassault Systèmes for the next 20 years. But on an organic basis, the growth is plus 4%. If we go to Page 38. And the rest is coming from the simulation. And as you know, in our sectors, hiring people, training people takes time, and it's a lot of investment we are doing. So that's the reason why, to come back to your questions, what's -- if I look at the pipe, what has been impacted? So we do not expect to have the same trend for the rest of the year, but it's a proof that our model is resilient. Dassault Systèmes SE (French pronunciation: [daso sistɛm]) (abbreviated 3DS) is a Fortune 50 large software company that develops software for 3D product design, simulation, manufacturing and more.. A Dassault Group subsidiary spun off from Dassault Aviation in 1981, it is headquartered in Vélizy-Villacoublay, France, and has around 20,000 employees in 140 different countries. And as Bernard stated, we expect the governments to fund some different program to help them. So that's probably one of the opportunity for us in this time frame, is to accelerate these transformation through the indirect sales. Béatrix Martinez A good example of the momentum we have in life sciences is Hyundai Pharm, the current company, doing pharmaceutical products, but also health food drinks and also medical equipment. We are using one platform, three collaborations to connect all those elements together, and it's getting some results. That's the reason why we are lending to plus 26% to plus 27% ex-FX for the full year. So frankly speaking, despite this pandemia, it's providing a very special light on why Dassault Systèmes is Dassault Systèmes on what we are doing every day. Of course, it was triggered by the sensitivity of the supply chain related to its critical exposure. And Pascal mentioned several wins which were, for example, when it comes to Medidata, significant wins of Medidata against Veeva as a -- to name them. Related to the recurring revenue, the question is, as I was clearly stating, there are a few components. We are putting science at the core of what is needed for this industry. Just maybe the competitive environment, are you seeing any competitors struggling? Its a complete PLM solution for an organization. Cumulative Growth of a $10,000 Investment in Stock Advisor, Dassault Systemes SA (DASTY) Q1 2020 Earnings Call Transcript @themotleyfool #stocks $DASTY, Dassault Systemes SE (DASTY) Q2 2020 Earnings Call Transcript, Dassault Systemes Reports Another Good Quarter, Why Medidata Solutions Stock Is Soaring Today, Why Dassault Systemes Stock Popped 9.8% Today, Dassault Systemes SE (DASTY) Q4 2018 Earnings Conference Call Transcript, Copyright, Trademark and Patent Information. We believe that this is the future and it's essential to improve that sector. Are they rolling one year renewals that could be reduced on January 1 of next year, for example or are they typically multiyear contracts. And this gave us the ability to offset the counterperson of Centric PLM and IQMS, because they were slightly below in terms of operating margins. It helps organizing your data quite effectively. And I think together, we are really concentrating on that. We are connecting the desktop installed base with 3DEXPERIENCE platform and the cloud. Moving to the next topic which is related to the infrastructure and cities. Moving to the -- some details of the cash flow, I already commented it. I believe we are proving it and making it happen. It's a way also to engage with our partners. Because you'll remember, it's solutions widely used in aerospace. So I hope you could all see in the streaming this -- about this video. So the piece coming from the midsized market is not the bank. That's -- so the broad connection. And we can notice that not only we have a lot of competitive displacement this quarter. Have you seen any changes at all in terms of pricing in the market or any activities that have been more or less aggressive than in the past? You've obviously got quite a big business in Asia. I believe we are really walking the talk more than ever, and we are very proud that Dassault Systèmes to be at the center of what should be improved for healthcare and research in life science. OK. OK. Great. We did Q1 on plan. Its world-leading solutions transform the way products are designed, produced, and supported. First of all, I think they recognized, we collectively now can set the conversation at the Executive Committee level of those companies. Bernard Charlès - … And due to the situation, everyone might keep in mind that only six months ago, we invested EUR 6 billion, being convinced that I think a new approach to digitalization would be needed which will be beyond documents for the life sciences market as well as the healthcare system that should adopt technology that has been adopted already for other industries. Innovate for Sustainability student challenge to tackle issues from ocean pollution to.... 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