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Bentley Systems
Bentley Systems (BSY) investor relations material
Bentley Systems 53rd Annual Nasdaq Investor Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.53rd Annual Nasdaq Investor Conference summary9 Dec, 2025
Company overview and leadership
Focuses on infrastructure engineering software, serving all phases from design to maintenance across sectors like roads, bridges, electric grids, and water networks.
Founded in 1984, went public five years ago, and now led by its first non-family CEO, with the Bentley family still active on the board.
Recent organizational changes include consolidating product and technology teams under the CTO and unifying user-facing teams under a Chief Revenue Officer for faster feedback and agility.
Market environment and demand trends
Global infrastructure investment is at an all-time high, driven by economic growth, climate change, and energy security needs.
Engineering resource shortages are leading to extended backlogs and firms turning down projects due to capacity constraints.
Aging workforce, especially in sectors like water infrastructure, is intensifying the need for productivity solutions.
Software is positioned as the key enabler to bridge the gap between demand and available engineering talent.
Financial performance and growth strategy
Business fundamentals are resilient, with over 40,000 accounts and low revenue concentration.
60% of ARR comes from public works and utilities, benefiting from countercyclical, secular investment trends.
92% of revenue is recurring, 94% is direct, and the company maintains high operating leverage and low financial leverage.
Long-term financial framework targets low double-digit ARR growth, 100 bps annual margin expansion, and robust free cash flow.
How does AI address engineer productivity gap?
What is the value proposition of asset analytics?
M&A strategy: focus on asset analytics startups?
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Latest summaries
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Net profit for the nine months surged to ₹6,62,217 lakhs, with a robust solvency ratio of 3.87. - 7 Feb517271
Strong revenue and profit growth, interim dividend, and major investments approved. - 7 Feb514167
Quarterly and nine-month results reflect solid revenue, profit, and compliance with new labour codes. - 7 FebMGL
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Strong revenue and margin growth, with India set for further expansion and upgraded ratings. - 7 Feb504614
Strong revenue and profit growth in Q3 FY26, led by power and steel segments. - 7 FebCHEMPLASTS
Net losses widened and revenue fell year-over-year amid regulatory and market headwinds. - 6 FebHTOO
Resale registration for 71,429 shares via warrant, with proceeds only on exercise; financial risks persist. - 6 FebVSAT
Q3 revenue up 3% to $1.16B, net income $25M, strong cash flow, Ligado boost, satellite focus.
Next Bentley Systems earnings date
Q4 202526 Feb, 2026
Bentley Systems
Next Bentley Systems earnings date
Q4 202526 Feb, 2026
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One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
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Frequently asked questions
Bentley's Infrastructure Engineering Solutions business unit serves the global infrastructure industry by providing a comprehensive portfolio of products and services to help organizations improve toward their goals in safety and environmental performance, sustainability and productivity. Bentley solutions are used in a broad range of industries including transportation, utilities, public works, oil and gas, chemicals and process industry, aerospace, defense and government. Bentley Systems, Incorporated was founded in 1984 and is headquartered in Exton, Pennsylvania.
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