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Jun 30, 2021

Bentley Systems Q2 2021 Earnings Report

Bentley Systems' performance was highlighted by the inclusion of Seequent, uptrends in ARR and new business, and continued upward inflections in SMB subscriptions.

Key Takeaways

Bentley Systems announced operating results for the second quarter and six months ended June 30, 2021. Total revenues were $222.9 million, up 21.0% year-over-year. GAAP net income was $44.9 million, compared to $39.1 million for the same period last year.

Total revenues were $222.9 million, up 21.0% year-over-year.

Subscriptions revenues were $185.5 million, up 17.6% year-over-year.

ARR was $882.4 million as of June 30, 2021, representing a constant currency ARR growth rate of 23% from June 30, 2020.

GAAP net income was $44.9 million, compared to $39.1 million for the same period last year.

Total Revenue
$223M
Previous year: $184M
+21.0%
EPS
$0.23
Previous year: $0.14
+64.3%
Annualized Recurring Revenue
$882M
ARR Growth Rate (CC)
23%
Previous year: 11%
+109.1%
Net Retention Rate
106%
Previous year: 110%
-3.6%
Gross Profit
$169M
Previous year: $148M
+14.8%
Cash and Equivalents
$131M
Previous year: $126M
+4.5%
Free Cash Flow
$14.1M
Previous year: $58.1M
-75.7%
Total Assets
$2.45B

Bentley Systems

Bentley Systems

Forward Guidance

The Company updated its full-year financial outlook for the year ending December 31, 2021, reflecting first half performance, current business developments, and notably, the Seequent acquisition.

Positive Outlook

  • Total revenues $945 – $960 million
  • Constant currency ARR growth rate 22% – 24%
  • Adjusted EBITDA $305 – $310 million
  • Effective tax rate <15%