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BSY Transcript
Bentley Systems, Incorporated (BSY) Presents at 53rd Annual Nasdaq Investor Conference Transcript
Neutral12-9
Bentley Systems, Incorporated (BSY) Presents at Global Technology, Internet, Media & Telecommunications Conference 2025 Transcript
Neutral11-18
Bentley Systems, Incorporated (BSY) Q3 2025 Earnings Call Transcript
Positive11-5
The company's earnings call reveals a positive outlook with strong ARR growth expectations, margin expansion, and increased free cash flow projections. The strategic partnership with Google and AI integration enhance their asset analytics capabilities, while regional and sector performance indicates robust demand. Although there are some uncertainties in M&A and asset analytics, the overall sentiment is positive, supported by optimistic guidance and strategic initiatives.
Bentley Systems, Incorporated (BSY) Q2 2025 Earnings Call Transcript
Positive8-6
The earnings call highlights strong financial performance, strategic product development, and positive market strategies. The Q&A section reveals optimistic management responses, especially regarding AI integration and asset analytics, which are potential growth drivers. Despite minor concerns about engineering capacity and NRR, the overall sentiment is positive, supported by strong cash flow, revenue growth, and strategic focus on AI and partnerships. The sentiment is further bolstered by the positive impact of the OBBA benefits and the strategic geographic diversification reducing China exposure.
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