Bentley Systems Publishes Q3 2026 Results Transcript
Bitget2026/11/05 20:08- Bentley Systems' Q3 2026 earnings call featured Executive Chair Greg Bentley, CEO Nicholas Cumins and CFO Werner Andre.
- Revenue rose 12.2% to $422 million; constant-currency annual recurring revenue growth accelerated to 13%, exceeding the annual outlook range.
- Annual ARR growth guidance rose to 12.5%-13.5%, excluding Cohesive's divestiture; reported growth is expected approximately 100 basis points lower.
- The Eliis acquisition should contribute approximately 100 basis points to ARR growth, expanding Seequent's seismic interpretation capabilities.
- Cumins expects AI design monetization to begin in 2027 but not materially drive growth; AI-powered asset analytics already generates revenue.
Disclaimer: The content of this article solely reflects the author's opinion and does not represent the platform in any capacity. This article is not intended to serve as a reference for making investment decisions.
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