European software companies, including SAP, Capgemini, Nemetschek, Hexagon, and Dassault, report better-than-expected earnings despite AI fears and the Iran war (Chloe Meley/Bloomberg)
Several European software companies, including SAP, Capgemini, Nemetschek, Hexagon, and Dassault, posted stronger-than-expected financial results despite ongoing concerns related to artificial intelligence and geopolitical tensions involving Iran. The positive earnings suggest resilience in the sector amid macroeconomic and global security challenges. Investors responded favorably to the companies' ability to maintain performance under uncertain conditions.
- ▪European software firms SAP, Capgemini, Nemetschek, Hexagon, and Dassault reported better-than-expected earnings in Q1 2026.
- ▪The results come amid broader market concerns about AI disruption and the impact of the Iran conflict on global business.
- ▪Dassault cited increased demand in aerospace and defense software as a growth driver.
- ▪Capgemini noted strong cloud and digital transformation contract wins in Europe and North America.
- ▪Nemetschek reported rising adoption of its building information modeling tools in sustainable construction projects.
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