Summary of Veeva's 2025 Investor Day Company Overview - **Company**: Veeva Systems - **Industry**: Life Sciences - **Market Size**: Life sciences is a $2 trillion industry with a total addressable market (TAM) of $20 billion for Veeva's specific software and data solutions [5][26] Core Points and Arguments 1. **Vision and Values**: Veeva aims to build the industry cloud for life sciences, focusing on cloud software, data, and consulting to enhance efficiency and effectiveness in the industry [4][5] 2. **Revenue Goals**: Veeva is on track to achieve a revenue run rate of $6 billion by 2030, implying an annual growth rate of approximately 13% [5][25] 3. **Market Penetration**: Currently, Veeva has a 16% penetration in its TAM, indicating significant growth potential ahead [6][27] 4. **Product Strategy**: Veeva's product offerings include Development Cloud, Quality Cloud, Commercial Cloud, and Data Cloud, all aimed at supporting digital transformation in life sciences [8][9] 5. **AI Integration**: Veeva AI is a major initiative expected to enhance productivity across the life sciences sector, with the first release scheduled for December 2025 [19][20] 6. **Customer Success**: The company emphasizes customer success and product excellence as key drivers for long-term market leadership [10][11] Financial Performance 1. **Revenue Composition**: 92% of Veeva's revenue comes from biopharma, with the top 20 customers accounting for about half of the revenue [24][25] 2. **Operating Margins**: Non-GAAP operating margins were reported at 45% in Q2, with a target of maintaining a floor of 35% by 2030 [26] 3. **Growth Areas**: Each product area is expected to contribute to growth, with clinical operations and data management being key focus areas [27][30] Emerging Market Insights 1. **New Markets Initiative**: Veeva is exploring horizontal enterprise applications as a new market opportunity, focusing on product excellence and innovation [20][21] 2. **Customer Perspective**: Dr. Evan Bailey from Applied Therapeutics highlighted the need for efficiency in drug development and the benefits of integrated systems like Veeva for reducing costs and improving timelines [42][45] Additional Important Insights 1. **Technology as an Enabler**: The integration of technology is seen as crucial for improving efficiency in drug development processes, with a focus on having a single source of truth [46][48] 2. **Cost Savings**: Applied Therapeutics reported significant cost savings by using Veeva's integrated systems, eliminating the need for multiple CROs and reducing database maintenance fees [59][60] 3. **Future Readiness**: Veeva's systems are designed to support future commercial activities, ensuring that all functions are interconnected and ready for market launch [57][58] This summary encapsulates the key points discussed during Veeva's 2025 Investor Day, highlighting the company's strategic direction, financial performance, and insights from industry experts.

Investor Day October 16, 2025 2025 Veeva Investor Day Veeva Vision and Strategy Peter Gassner, Founder & CEO Financial Update Brian Van Wagener, CFO Break Customer Perspective Paul Shawah, EVP Strategy Dr. Evan Bailey, Chief Medical Officer, Applied Therapeutics Q&A Safe Harbor and Other Information This presentation and associated commentary contain forward-looking statements regarding Veeva's future plans and expected performance, market size and opportunity, and financial outlook, including guidance prov ...

Accessibility StatementSkip Navigation PLEASANTON, Calif. and MIAMI, Oct. 16, 2025 /PRNewswire/ -- Veeva Systems (NYSE: VEEV) and OpenEvidence today announced the formation of a long-term partnership to jointly create and market Open Vista. Open Vista will use AI to increase patient access to clinical trials, accelerate drug discovery through better understanding of unmet needs, and improve understanding and adoption of existing approved medicines to provide better patient outcomes. "OpenEvidence has become ...

Key Takeaways Veeva Systems posted 16.7% revenue growth to $789M in Q2, exceeding its own guidance.New deals with Gilead and IQVIA strengthen Veeva Systems' position across Commercial and R&D Clouds.Rising operating expenses may pressure margins as the company expands its workforce.Veeva Systems Inc. (VEEV) is well-poised for growth in the coming quarters, courtesy of its strong product portfolio. The optimism, led by a solid second-quarter fiscal 2026 performance and strategic deals, is expected to contrib ...

We recently published Top 10 Trending Stock Ratings and Calls as Tom Lee Says Latest Selloff is a Buying Opportunity. Veeva Systems Inc. (NYSE:VEEV) is one of the top trending stock ratings and calls. Josh Brown from CNBC recently talked about why he added VEEV to his best stock ideas list. Veeva Systems provides cloud-based software for the life sciences industry. Brown talked about the company’s AI angle and CRM solution for pharma companies: “It’s this incredible company. Basically, every time you hea ...

Deep, industry-specific agents planned for availability starting this December , /PRNewswire/ -- Veeva Systems (NYSE: VEEV) today announced Veeva AI Agents are planned for availability starting December 2025 for commercial and across R&D and quality in 2026. Veeva AI adds agentic AI to the Veeva Vault Platform and deep, industry-specific agents for Veeva applications in all major areas, including clinical, regulatory, safety, quality, medical, and commercial. Designed for specific, high-impact use cases, Ve ...

Key Points Alphabet has multiple growth avenues, from digital ads to AI, that should boost its results. Veeva Systems has found success by focusing on a small corner of the giant cloud market. 10 stocks we like better than Alphabet › There aren't many guarantees in life, but the stock market's ability to deliver competitive returns over long periods may be one of them. So, despite some volatility related to the threat of tariffs and other factors this year, it's still a good idea to invest in stock ...

Core Viewpoint - The recent market selloff, attributed to President Trump's announcement on China tariffs, is viewed as a buying opportunity by Tom Lee from Fundstrat, who suggests that the surge in VIX indicates a potential market rebound [2]. Group 1: Market Analysis - The spike in VIX, a measure of expected volatility, suggests that investors are seeking protection, which typically indicates an interim low in the market [2]. - Tom Lee anticipates that the market could be higher in the coming week, with a potential increase of 60 points [2]. Group 2: Hedge Fund Interest - Archer Aviation Inc (NYSE:ACHR) has 35 hedge fund investors, with analysts bullish on its potential in the low-altitude economy and successful prototype testing [5][6]. - Conagra Brands Inc (NYSE:CAG) has 38 hedge fund investors, with analysts noting its ability to capture low-income consumers and the growth of its frozen food segment [7][8]. - Domino's Pizza Inc (NASDAQ:DPZ) has 42 hedge fund investors, with analysts expecting a strong quarter and positive outlook for 2026 [9]. - Dutch Bros Inc (NYSE:BROS) has 44 hedge fund investors, with analysts highlighting its efficient operating model and growth strategy [9]. - Veeva Systems Inc (NYSE:VEEV) has 61 hedge fund investors, with analysts praising its strong fundamentals and significant investments in AI and CRM solutions [10][11]. - DraftKings Inc (NASDAQ:DKNG) has 66 hedge fund investors, with analysts optimistic about its position in the expanding online gaming market despite regulatory challenges [12]. - Coinbase Global Inc (NASDAQ:COIN) has 87 hedge fund investors, with analysts noting its strong position in the digital asset market and recent stock gains [13][14]. - Oracle Corp (NYSE:ORCL) has 124 hedge fund investors, with analysts concerned about pricing pressures in the cloud sector but optimistic about its growth in AI workloads [15][16]. - Netflix Inc (NASDAQ:NFLX) has 133 hedge fund investors, with analysts acknowledging potential challenges but viewing current conditions as an opportunity [17][18]. - Apple Inc (NASDAQ:AAPL) has 156 hedge fund investors, with analysts expressing concerns about its innovation cycle and market expectations [19][20].

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洞察变化的商业世界 造机器人:一场"谁都能干"的"全 专访黄勇:行业"反内卷"需规避垄断风险 7 (0) 1/25 优质内容每日放送 扫码加入经观社群 [长按二维码加入] 深度 / 广度 / 锐度 / 悦度 信 扫 经观APP 下 载 经 观 A P P f G 2025年对于中国创新药行业来说是很特殊的一年，今年有多 笔重磅BD交易落地，催生了创新药的新一轮牛市。同时我国 在研新药的数量也已经跃居了全球第二位，这说明中国创新药 正在从跟跑者向领跑者转变。本期《产业领军者》我们有幸邀 请到Veeva研发与质量业务亚太总经理Chris Shim先生，我 们将一同探寻中国创新药行业的发展机遇与未来方向。 "> 数据来源：Veeva中国 经济观察报 封图：图片资料室 e 推荐阅读 ...