VEEV
Veeva Systems Inc.219.30
-0.80-0.36%
Dec 16, 4:00:02 PM EST
Earnings Call Transcripts
This Quarter (Q1 '26)
No earnings call transcript available yet
Last Quarter (Q4 '25)
FY Q4 '26
AI trust, CRM momentum affirmed
Q&A spotlighted customer trust in Veeva's AI agents for core systems like promo materials and safety, trumping LLM hype, though modernization fuels most wins. CRM shrinks to 10% of revenue by 2030 yet stabilizes via add-ons like Campaign Manager and migrations, targeting 14/20 top 20s with EOS pulled to December '29. Trust trumps hype. A top 20 RTSM standardization emerged as a milestone, while new CRO channel focus eyes study-by-study scale. Crossix laps tough comps but grows healthily; management brimmed with execution confidence, eyes on AI rollout.
Key Stats
Market Cap
36.05BP/E (TTM)
42.75Basic EPS (TTM)
5.13Dividend Yield
0%Recent Filings
8-K
Veeva Q4 revenues up 16%
Veeva Systems posted Q4 total revenues of $836.0M, up 16% year over year, and full-year revenues of $3,195.3M, also up 16%, with subscription services driving $707.7M and $2,684.2M respectively. Operating income surged 30% to $245.9M in Q4 amid AI agent rollouts and top biopharma wins in Vault CRM and Development Cloud. Growth stays robust.
8-K
Veeva launches $2B buyback
Veeva Systems announced a $2 billion share repurchase program for its Class A common stock on January 5, 2026, authorized by the Board with a 2-year term. Shares may be bought via open market or private deals, at management's discretion amid market conditions. Robust cash flow enables this first-ever buyback. It signals confidence yet carries execution risks.
8-K
Veeva names new accounting officer
10-Q
Q2 FY2026 results
Veeva crushed Q2 FY2026 with total revenues up 16% y/y to $811M, subscription services surging 17% y/y to $682M on R&D Solutions strength. Operating income jumped 33% y/y to $241M while gross margin held steady at 75%; diluted EPS rose 24% y/y to $1.40, confirmed against 169K diluted shares. Cash swelled to $1.7B with $1.3B YTD operating cash flow; no debt. Settled IQVIA litigation in August 2025 with no damages paid. Markets stay brutally competitive.
8-K
Veeva Q3 revenues up 16%
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