Wall Street analysts expect IQVIA Holdings (IQV) to post quarterly earnings of $2.47 per share in its upcoming report, which indicates a year-over-year increase of 0.8%. Revenues are expected to be $3.69 billion, up 1.1% from the year-ago quarter.The consensus EPS estimate for the quarter has remained unchanged over the last 30 days. This reflects how the analysts covering the stock have collectively reevaluated their initial estimates during this timeframe.Ahead of a company's earnings disclosure, it is cr ...

IQVIA Holdings (IQV) stock has gained 7.5%, outperforming 2.5% and 6.1% growth of the industry it belongs to and the Zacks S&P 500 Composite in the past three months, respectively.IQV has an expected long-term (three to five years) EPS growth rate of 10.2%. The company’s earnings for 2024 and 2025 are anticipated to grow 8.6% and 13% year over year, respectively. Revenues are expected to increase 3.5% in 2024 and 7.9% in 2025.Factors That Auger WellIQVIA’s robust capabilities place it strongly in the life s ...

Financial Performance - The company reported a significant increase in revenue, reaching $X billion, representing a Y% growth compared to the previous year[7]. - User data showed an increase in active users, with a total of Z million users, marking a W% increase year-over-year[7]. - The company provided an optimistic outlook for the next fiscal year, projecting revenue growth of A% to B%[12]. Product Development and Market Expansion - New product launches are expected to contribute an additional $C million in revenue, with anticipated market expansion in D regions[7]. - The company is investing in R&D, allocating $E million towards the development of new technologies and services[7]. - Market expansion efforts include strategic partnerships aimed at increasing market share by F% in the next year[7]. - The company is exploring potential acquisitions to enhance its service offerings and expand its client base[7]. Operational Efficiency and Cost Management - The management highlighted a focus on improving operational efficiency, targeting a G% reduction in costs over the next fiscal year[7]. Risk Management - The company is facing risks related to regulatory changes, which could impact its market position and operational capabilities[13]. - Forward-looking statements indicate that the company is prepared to navigate potential disruptions, including economic fluctuations and geopolitical tensions[14]. Market Research and Data Reliability - The company relies on third-party surveys and market research for healthcare industry data, which may not be independently verified[18]. - IQVIA Market Prognosis provides five-year pharmaceutical market forecasts at national, regional, and global levels[18]. - The company maintains databases and produces market analyses widely referenced in the healthcare industry[18]. - Information from the IQVIA Institute for Human Data Science is publicly available and based on internal research[18]. - Estimates and assumptions regarding market data involve risks and uncertainties that could lead to materially different results[18].

Revenue Performance - For Q3 2023, total revenues increased by $174 million, or 4.9%, to $3,736 million compared to Q3 2022, driven by a $126 million increase in Research & Development Solutions[90]. - For the first nine months of 2023, total revenues rose by $445 million, or 4.2%, to $11,116 million compared to the same period in 2022, with a $400 million increase in Research & Development Solutions[91]. - For the three months ended September 30, 2023, consolidated revenues increased to $3,736 million, up 4.9% from $3,562 million in the same period of 2022[105]. - For the nine months ended September 30, 2023, consolidated revenues reached $11,116 million, a 4.2% increase from $10,671 million in the same period of 2022[106]. - Research & Development Solutions' revenues for the third quarter of 2023 were $2,122 million, an increase of $143 million, or 7.2%, compared to $1,979 million in the same period of 2022[119]. - Technology & Analytics Solutions' revenues for the third quarter of 2023 were $1,431 million, an increase of $31 million, or 2.2%, from $1,400 million in the same period of 2022[108]. - Contract Sales & Medical Solutions' revenues for Q3 2023 were $183 million, consistent with Q3 2022, with a constant currency revenue growth of approximately $9 million, or 4.9%[128]. - For the first nine months of 2023, revenues were $541 million, a decrease of $20 million, or 3.6%, compared to the same period in 2022, despite a constant currency revenue growth of approximately $7 million, or 1.2%[128]. Cost and Expenses - Cost of revenues for Q3 2023 was $2,426 million, representing 64.9% of revenues, a slight decrease from 65.2% in Q3 2022[92]. - Selling, general and administrative expenses for Q3 2023 decreased by $15 million to $502 million, or 13.4% of revenues, compared to 14.5% in Q3 2022[94]. - Restructuring costs for Q3 2023 were $30 million, up from $4 million in Q3 2022, as the company continues to streamline operations[98]. - Technology & Analytics Solutions' cost of revenues increased by $31 million, or 3.7%, in the third quarter of 2023 compared to the same period in 2022[111]. - Research & Development Solutions' selling, general and administrative expenses increased by $18 million, or 9.0%, in the third quarter of 2023 compared to the same period in 2022[125]. - Cost of revenues, exclusive of depreciation and amortization, decreased by $1 million, or 0.6%, in Q3 2023 compared to Q3 2022, with a constant currency increase of approximately $1 million, or 0.6%[129]. - Selling, general and administrative expenses decreased by $3 million, or 17.6%, in Q3 2023 compared to Q3 2022, with a constant currency decrease of approximately $2 million, or 11.8%[131]. Financial Position - Cash balance as of September 30, 2023, was $1,224 million, an increase from $1,216 million as of December 31, 2022[135]. - Net cash provided by operating activities decreased by $298 million to $1,402 million in the first nine months of 2023 compared to $1,700 million in the same period in 2022[144]. - Net cash used in investing activities decreased by $138 million to $(1,391) million in the first nine months of 2023 compared to $(1,529) million in the same period in 2022[145]. - As of September 30, 2023, total indebtedness was $13,689 million, excluding $1,745 million of additional available borrowings under the revolving credit facility[139]. - During the nine months ended September 30, 2023, the company repurchased 3.9 million shares for $763 million under the equity repurchase program[138]. Tax and Other Financial Metrics - The effective income tax rate for the third quarter of 2023 was 14.6%, down from 19.4% in the same period of 2022, influenced by a $21 million reversal of uncertain tax positions[103]. - The company expects to reverse the valuation allowance related to foreign tax credits, potentially creating a material discrete tax benefit in the near term[104]. Backlog and Future Expectations - Research & Development Solutions' contracted backlog increased from $27.2 billion as of December 31, 2022, to $28.8 billion as of September 30, 2023, with an expected revenue conversion of approximately $7.4 billion in the next twelve months[118]. - The company anticipates ongoing restructuring actions throughout 2023 and into 2024 to adapt to changing market conditions and integrate acquisitions[98]. - Interest expense for Q3 2023 increased to $181 million from $108 million in Q3 2022, primarily due to higher base rate interest costs[99]. - Depreciation and amortization for Q3 2023 increased by $49 million to $297 million, representing 7.9% of revenues, compared to 7.0% in Q3 2022[96].

Q3 2023 Earnings Call November 1, 2023 Legal IQVIA Template (V2.1.0) 1 IQVIA Template (V2.1.0) 2 This presentation should be viewed in conjunction with IQVIA's Q3 2023 earnings call Safe Harbor Statement for Forward-Looking Statements | --- | --- | --- | |------------------|-------------------|--------------------| | | Guidance | VPY% | | Revenue | $3,769 – $3,804 | 0.8% – 1.7% | | Adj. EBITDA | $957 – $967 | 4.0% – 5.1% | | Adj. Diluted EPS | $2.79 – $2.86 | 0.4% – 2.9% (1) | • ~$300M COVID Revenue step do ...

IQVIA Holdings Inc. (NYSE:IQV) Q2 2023 Earnings Conference Call August 1, 2023 9:00 AM ET Company Participants Nick Childs - SVP, IR and Treasurer Ari Bousbib - Chairman and CEO Ron Bruehlman - EVP and CFO Conference Call Participants David Windley - Jefferies Ann Hynes - Mizuho Eric Coldwell - Baird Tejas Savant - Morgan Stanley Luke Sergott - Barclays Shlomo Rosenbaum - Stifel Jailendra Singh - Truist Operator Ladies and gentlemen, thanks for standing by. At this time, I would like to welcome everyone to ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 ______________________________________________________ IQVIA HOLDINGS INC. (Exact name of registrant as specified in its charter) _________________________________________________________ (State or other jurisdiction of incorporation or organization) Delaware 27-1341991 (I.R.S. Employer Identification Number) FORM 10-Q _________________________________________________________ (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 ______________________________________________________ FORM 10-Q _________________________________________________________ (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2023 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to . Commission File Number: 001-35907 ______ ...

IQVIA Holdings Inc. (NYSE:IQV) Q1 2023 Earnings Conference Call April 27, 2023 9:00 AM ET Company Participants Nick Childs - Senior Vice President, Investor Relations and Treasurer Ari Bousbib - Chairman and Chief Executive Officer Ron Bruehlman - Executive Vice President and Chief Financial Officer Eric Sherbet - Executive Vice President and General Counsel Mike Fedock - Senior Vice President, Financial Planning and Analysis Gustavo Perrone - Senior Director, Investor Relations Conference Call Participants ...

Market Value and Stock Information - The company's aggregate market value of voting and non-voting common stock held by non-affiliates was approximately $40.2 billion as of June 30, 2022[7] - The company has approximately 185,722,621 shares of common stock outstanding as of February 6, 2023[7] Data and Information Assets - The company's proprietary data set contains approximately 60 petabytes of data sourced from approximately 150,000 data suppliers and covering over one million data feeds globally[26] - The company's data includes more than 1.2 billion comprehensive, longitudinal, non-identified patient records[26] - The company delivers information and insights on over 85% of the world's pharmaceuticals, as measured by 2021 sales[26] - The company receives approximately 100 billion healthcare records annually[27] - The company's proprietary data set includes product level tracking in 93 markets[27] - The company's data set covers treatments and outcomes on more than 1.2 billion unique non-identified patient records globally[27] - The company has one of the largest and most comprehensive collections of healthcare information, including over 1.2 billion non-identified patient records and approximately 60 petabytes of proprietary data[26] - The company's healthcare-specific global IT infrastructure processes approximately 100 billion healthcare records annually, applying privacy, security, and operational protections[27] - The company's analytics-driven clinical development leverages product-level tracking in 93 markets and information on treatments and outcomes from over 1.2 billion unique non-identified patient records[27] - The company's information networks include more than 1.2 billion unique non-identified patient records globally[39] - The company’s information networks include more than 1.2 billion unique non-identified patient records globally[39] Market Opportunity and Industry Trends - The company's market opportunity is estimated to be greater than $300 billion, consisting of outsourced research and development, real-world evidence, and connected health and technology-enabled clinical and commercial operations markets[28] - The life sciences industry generated approximately $1.48 trillion in revenues in 2022, with expected global revenue growth ranging from 3% to 6% between 2023 and 2027[29] - Pharmaceutical spending in emerging markets is projected to grow at a 5% to 8% CAGR through 2027[29] - Biopharmaceutical spending on drug development totaled approximately $160 billion in 2022, with an outsourced portion estimated at $43 billion[29] - The total addressable market for Real-World Evidence and connected health is approximately $62 billion, with $22 billion in life sciences and $40 billion in connected healthcare[29] - The total addressable market for technology-enabled commercial operations is approximately $78 billion, including IT services and commercial services[29] - Approximately 300 new molecular entities (NMEs) are expected to be approved between 2023 and 2027, averaging 60 per year[30] - The company estimates the total market for research and development and commercial operations to be more than $300 billion in 2022[40] - The company's market opportunity is estimated to be greater than $300 billion, encompassing outsourced research and development, real-world evidence, and technology-enabled clinical and commercial operations markets[28] - The company's market size estimates are derived from third-party sources, internal research, and projected growth rates for various segments[28] - The life sciences industry generated approximately $1.48 trillion in revenues in 2022, with expected global revenue growth ranging from 3% to 6% between 2023 and 2027[29] - Spending on pharmaceuticals in emerging markets is projected to grow at a 5% to 8% CAGR through 2027[29] - Biopharmaceutical spending on drug development totaled approximately $160 billion in 2022, with an outsourced portion estimated at $43 billion[29] - The total addressable market for Real-World Evidence and connected health is approximately $62 billion, split into $22 billion for life sciences and $40 billion for connected healthcare[29] - The technology-enabled commercial operations market is valued at approximately $78 billion, including IT services and commercial services[29] - Approximately 300 new molecular entities (NMEs) are expected to be approved between 2023 and 2027, averaging 60 per year[30] - The company’s client base includes over 10,000 clients in over 100 countries, with a total estimated market for research and development and commercial operations exceeding $300 billion in 2022[40] Workforce and Organizational Structure - The company has a global workforce of approximately 86,000 employees, including 29,000 in Technology & Analytics Solutions and 46,000 in Research & Development Solutions[29] - The company has a global workforce of approximately 86,000 employees, including 29,000 in Technology & Analytics Solutions and 46,000 in Research & Development Solutions[29] Client and Revenue Information - No single client accounted for 10% or more of the company's total revenues in 2022, with the largest client contributing approximately 7%[56] - No single client accounted for 10% or more of the company’s total revenues in 2022, with the largest client contributing approximately 7%[56] Competitive Landscape - The company operates in a highly competitive market for Research & Development Solutions, competing against traditional CROs, biopharmaceutical companies, universities, and teaching hospitals[58] - The company's primary competitors include Labcorp Drug Development, ICON plc, Parexel International Corporation, Pharmaceutical Product Development, Inc. (now part of Thermo Fisher Scientific Inc.), and Syneos Health[58] - The company operates in a highly competitive market for Research & Development Solutions, competing against traditional CROs, biopharmaceutical companies, universities, and teaching hospitals[58] Product and Service Offerings - The company offers hundreds of distinct services, applications, technology platforms, and solutions across three reportable segments: Technology & Analytics Solutions, Research & Development Solutions, and Contract Sales & Medical Solutions[43] - The company's real-world solutions ecosystem includes retrospective database analytics, prospective real-world data collection technology platforms, and scientific expertise[27] - The company's proprietary clinical and commercial applications support clients in increasing clinical operations performance, regulatory compliance, and sales operations management[27] - The company offers hundreds of distinct services, applications, technology platforms, and solutions across three reportable segments: Technology & Analytics Solutions, Research & Development Solutions, and Contract Sales & Medical Solutions[43] - The company's offerings complement each other and can provide enhanced value to clients when delivered together, with each segment driving demand for the other[43]