Aerospace manufacturer Dassault Aviation has selected the French cloud solution Bleu for its collaborative tools, according to a statement released on Monday. This offering, owned by Capgemini and Orange, is based on Microsoft Azure and Microsoft 365 technologies.
According to the group, this decision is part of an approach to enhance its digital collaboration capabilities while benefiting from an environment protected by European laws. Bleu's solution is currently undergoing SecNumCloud 3.2 qualification by ANSSI, the National Agency for the Security of Information Systems. This certification, as per the statement, represents the highest French standard for secure cloud infrastructure. The aerospace manufacturer also indicates that it plans to obtain Restricted Distribution approval for certain key features deployed in this cloud, in order to meet the specific requirements of the Defense industry.
Bleu: A French Cloud Services Company
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Bleu is a French cloud services company wholly owned by Capgemini and Orange, the statement specifies. This offering aims for SecNumCloud 3.2 qualification and primarily targets the state, local authorities, healthcare institutions, as well as public and private entities recognized as Operators of Vital Importance and Essential Services Operators. The solution will offer all Microsoft 365 and Microsoft Azure services within a secure framework.
Dassault Aviation's Legacy and Future
Dassault Aviation has delivered more than 10,000 military and civil aircraft to over 90 countries over the past century, including 2,700 Falcons, according to the group. The manufacturer designs and produces various types of aircraft, from the Rafale fighter jet to the Falcon range of business jets, including military drones and space systems. In 2024, Dassault Aviation's revenue amounted to 6.2 billion euros. The group employs 14,600 staff members, the statement indicates.
Le Rafale a confirmé son succès en 2025, avec la livraison du 300 ème Rafale et la commande de 26 Rafale par la Marine indienne.
Dassault Aviation présente des résultats 2025 conformes à l’évolution attendue: chiffre d’affaires consolidé IFRS de 7 426 millions d’euros, résultat opérationnel consolidé IFRS de 639 millions d’euros, résultat net consolidé IFRS de 977 millions d’euros et marge nette consolidée IFRS de 13,2%. Trésorerie disponible à 9 415 millions d’euros. Carnet de commandes consolidé à 46 596 millions d’euros et ratio book-to-bill de 1,5x. Dividendes proposés de 4,78 euros par action (payout d’environ 35%). Pour 2026, le chiffre d’affaires est anticipé autour de 8,5 milliards d’euros avec 40 Falcon et 28 Rafale prévus.
Risks mentioned
Incertitudes liées aux contextes militaires, géopolitiques et budgétaires, couplés aux droits de douane et à l’incertitude sur le SCAF.
Pression fiscale dégrade la compétitivité de la Société.
Incertitudes liées au droit de douane américain au 1er semestre 2025 et à l’évolution du Make in India.
Opportunities identified
Progression possible grâce au Make in India et à la coopération avec des partenaires indiens (DRAL, Tata Advanced Systems).
Poursuite du développement et de la modernisation des programmes Rafale/Falcon et du SCAF, ARCHANGE et ALBATROS; potentiel d’accroître les exports.
Partenariats pour une IA souveraine et maîtrisée avec AMIAD, Thales (cortAIx) et Harmattan AI.
Outlook / guidance
Expected revenue: 8,5 milliards d'euros (2026)
Management commentary: La prévision pour 2026 prévoit un chiffre d’affaires en hausse par rapport à 2025, à 8,5 milliards d’euros, soutenu par les livraisons prévues de Rafale et Falcon (40 Falcon et 28 Rafale).
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