This margin decline could probably reverse after free version users of DraftSight start paying $99/month. There are Filipino companies that are now paying $99/year for DraftSight 2019.
Dassault's asking price is still much cheaper than the $400/year AutoCAD LT. The Potential Economic BenefitĭraftSight 2019 is Dassault Systèmes' new subscription-only 2D/3D CAD product. There is no free version of the new DraftSight 2019. The 2018 and older versions of DraftSight will also cease to work by December 31, 2019. I did not find substantial online whining against Dassault's decision to stop releasing/maintaining a free DraftSight. The DraftSight 2D and DraftSight Premium 3D annual subscription fees are still notably lower than Autodesk's monthly/annual plans. The premium version of DraftSight can add up to $49.9 million.ĭassault's pricing is also cheaper than SketchUp Pro's professional annual subscription fees. My total guesstimate future contribution of subscription-only DraftSight is more than $89 million/year. My guesstimate of $89 million/year likely comes with a 60% net income margin. Renting out a software that's already been well-developed (DraftSight was available since 2011) is not going to be costly to maintain/update. Using my 60% net margin, DraftSight has the potential to add more than $53.4 million in additional net income for Dassault.Ī subscription-only DraftSight CAD software suite can therefore probably add 8% more to DASTY's annual net income of $645.43 million. Consequently, DASTY's price can rise (5% or more from) a future annual net income that could be 8% higher going forward.ĭASTY was right to undercut the subscription price tags of Autodesk's AutoCAD LT and AutoCAD 2020. Making excellent, feature-rich products notably more affordable (than rival products) makes it easier to compete against a more popular brand like AutoCAD. I took a position on Dassault Systèmes because of its announcement that it will stop releasing/maintaining/operating free DraftSight versions.
I correctly suggested last year that Dassault should really monetize this free software product that made many people stop using the $400/year AutoCAD LT. Hands-on experience convinced me that DraftSight was a great free alternative to Autodesk's AutoCAD LT.
Paying $99/year for DraftSight is more profitable than using the $400/year AutoCAD LT. My ADSK position helps me benefit from cash-rich professionals/companies that are adamant in their loyalty to AutoCAD. Different market segments means Autodesk will find many subscribers for its $1,610/year AutoCAD 2020. I made a bet on DASTY because Dassault will find many subscribers for its $99/year Standard DraftSight 2D and $499/year DraftSight 3D CAD software product.ĭASTY is a great-long term investment.
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