Reporting on its Q3 financials, Dassault Systemes said that number of SolidWorks licenses sold fell by 6%, yet the revenues from the division rose by 6%. A financial analysts wondered how high the price will get -- and what the cloud plans are for SolidWorks.
Gerardus Vos (Barclays Capital): On the pricing of SolidWorks, it seems to be very strong in the third quarter. The pricing for your products are already at the higher end, if you compare it to the competition.
What gives you the ability to continue to push this up, and do you think these kind of rates are sustainable going into 2014 -- the rates of increase?
Thibault de Tersant: We are showing the value of the solution and the robustness of it by being able to increase the price per seat. Our plan is not to continue to increase it forever. We have done adjustments at the beginning of 2013, and these adjustments are the ones that you see today, in the average selling price of SolidWorks.
But the plan is not to continue to increase the price for the base product. The plan is to increase the portfolio for SolidWorks.
SolidWorks on the Cloud
Unknown Analyst: So what are the plans for launching cloud for SolidWorks?
Bernard Charles: We are expanding SolidWorks -- what we call a user-centric PC-based, workstation activity -- so they can use this 3DExperience platform. And the plan is to have everything simultaneous [in the beta testing]. In fact, the customer tests going on now are going on for all application brands -- for SolidWorks, Delmia [and so on] -- because they are all based on 3DExperience platform.
So in January , when we make it available for the PLM world or the 3DExperience world, it's going to be also available for SolidWorks.
New products of the SolidWorks family will take advantage of the 3DExperience platform online. And as a matter fact, since we introduced the customer test with 3DExperience last July, we also introduced this collaborative platform online -- I mean cloud -- for a certain number of SolidWorks customers.
We have a new product called Mechanical Conceptual, which is an add-on to SolidWorks, but should not be perceived as an add-on, it's much more than that. Because it's a way for a SolidWorks customer to use the cloud solution for collaboration, and connect with its own supply chain.
So this is an interesting evolution of how PC-based apps are becoming 3DExperience-powered on the cloud for an expanded scope of usage.