Company Overview - Veeva aims to build the industry cloud for life sciences, integrating software, data, and consulting to enhance efficiency and effectiveness across R&D, manufacturing, and commercial sectors [3]. Leadership and Presentation - Brian Van Wagener, the CFO of Veeva, presented the company's vision and operational model, emphasizing the importance of clear communication regarding the company's direction and opportunities [2]. Key Metrics and Goals - The presentation included key metrics that illustrate Veeva's operational model and portfolio, aiming to provide a straightforward understanding of the company's position and future trajectory [2].

Veeva Systems FY Conference Summary Company Overview - **Company**: Veeva Systems (NYSE: VEEV) - **Industry**: Life Sciences Software and Consulting - **Market Opportunity**: Approximately $20 billion market with 16% penetration, indicating significant growth potential [6][7] Core Business Model and Vision - **Vision**: To build the industry cloud for life sciences, integrating software, data, and consulting to enhance efficiency across R&D, manufacturing, and commercial sectors [3][6] - **Values**: Emphasis on integrity, customer success, employee success, and speed [4][5] - **Public Benefit Corporation**: Veeva is the first public company to convert to a Public Benefit Corporation, balancing the interests of shareholders, customers, employees, and society [6] Product Portfolio - **Product Suites**: Veeva offers over 10 product suites and more than 50 products, categorized into: - Development Cloud: Clinical, regulatory, and safety management - Quality Cloud: Manufacturing quality assurance - Commercial Cloud: Sales, medical, and marketing solutions - Data Cloud: Data management and analytics [7][9] - **Unique Selling Proposition**: The "suite effect" allows customers to benefit from interconnected products, reducing integration complexities [10][11] Market Dynamics and Trends - **AI Integration**: AI is becoming integral in life sciences, enhancing productivity in drug discovery and clinical trials [17][18] - **Industry Connectivity**: Increased collaboration among stakeholders, leading to faster and more inclusive clinical trials [18] - **Changing Commercial Models**: Shift towards ongoing care and precision medicine as standard practice [18] Financial Performance and Growth Strategy - **Revenue Growth**: Expected revenue of $3.17 billion for the current fiscal year, representing a 15% growth rate [30] - **Long-term Goals**: Targeting $6 billion in revenue by 2030, implying a 13% annual growth rate [27] - **Investment Focus**: Significant investment in product development, with a commitment to maintaining high operating margins (expected 45% non-GAAP) [30][31] Competitive Landscape - **Main Competitors**: Salesforce in CRM and Medidata in clinical areas, with many competitors being niche providers [36][37] - **Market Share**: Veeva holds over 80% market share in biopharma CRM, expecting to maintain over 70% post-migration to Vault CRM [23][24] Capital Allocation and M&A Strategy - **Cash Position**: Over $6.5 billion in cash with no debt, allowing for both M&A and shareholder returns [32][33] - **Share Repurchase Program**: Announced a $2 billion share repurchase over two years to return value to shareholders [33] - **M&A Focus**: Targeting strategic acquisitions to enhance product excellence and expand into cross-industry software [39][40] Customer Engagement and Consulting - **Customer Success**: Veeva's products are designed to be mission-critical, leading to high customer retention and advocacy [14][45] - **Business Consulting**: Growing segment focused on helping customers optimize business processes and implement technology effectively [50][51] Crossix Business Insights - **Digital Marketing Growth**: Crossix continues to show strong growth in digital marketing and measurement, with potential to match CRM size in the future [52][54] - **Market Leadership Potential**: Positioned to gain further market share in a growing digital marketing landscape [53][54] Profitability and Margin Management - **Profitability Strategy**: Focus on sustainable growth without artificial margin targets, allowing for necessary investments in innovation [55][56] - **Operating Leverage**: Anticipated improvements in margins as Salesforce royalties decline and investments in AI and data products yield returns [56] This summary encapsulates the key points from the Veeva Systems FY Conference, highlighting the company's strategic vision, product offerings, market dynamics, financial performance, and future growth opportunities.

J.P. Morgan Healthcare Conference January 13, 2026 Brian Van Wagener Chief Financial Officer 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 provided as of November 20, 2025, about Veeva's expected future financial results and long-term financial goals for 2030. These statements are based on our current expectation an ...

Imaginative depiction of Okta office lobby with illuminated Okta logo and tablet showing secure identity software, reflecting cybersecurity business confidence. Key Points With shares depressed from highs, three software stocks just announced significant buyback programs. These companies, both explicitly and implicitly, are expressing their views that investors undervalue their shares. After falling nearly 30%, analysts see +40% upside in Guidewire. Interested in Okta, Inc.? Here are five stocks we li ...

PLEASANTON, Calif., Jan. 8, 2026 /PRNewswire/ -- Veeva Systems (NYSE: VEEV) today announced participation in the following investor conference: J.P. Morgan 2026 Healthcare Conference, San Francisco, CA. Brian Van Wagener, CFO, will present on Tuesday, January 13, 2026, at 1:30 p.m. Pacific Time. The above presentation will be webcast. Links to the live and archived webcast will be available on Veeva's investor relations website at https://ir.veeva.com. About Veeva Systems Veeva is the global leader in cl ...

Core Viewpoint - Veeva Systems has been upgraded to Buy from Hold by Truist Securities, with a price target set at $275.00, indicating an attractive entry point for investors [1] Group 1: Revenue and Market Position - CRM now constitutes a smaller portion of Veeva's overall revenue, with any revenue headwinds from customer migrations expected to be deferred beyond fiscal 2027 and spread over multiple years [2] - Despite increased competition in the pharma CRM sector, Veeva maintains a dominant market position [2] Group 2: Growth and Risk Profile - With CRM-related risks largely mitigated, Veeva is experiencing strong execution in growth areas such as Crossix and early momentum in artificial intelligence initiatives [3] - These factors contribute to durable growth and margin stability, making the current risk-reward profile attractive [3]

Core Insights - Veeva Systems has announced a new environmental monitoring solution aimed at enhancing quality control in manufacturing operations, which will be available in December 2026 [1][3] Group 1: Product Features - The Veeva Environmental Monitoring solution is a cloud-native application that integrates with Veeva LIMS, allowing laboratories and manufacturing facilities to schedule, collect, and analyze environmental samples to ensure compliance with GMP and internal sterility standards [1][2] - This solution is part of Veeva Quality Cloud and will eliminate data silos and paper-based processes, thereby streamlining the batch release process [2] Group 2: Strategic Commitment - The introduction of Veeva Environmental Monitoring reflects the company's long-term commitment to modernizing quality and manufacturing processes by removing legacy technology [3] - The solution aims to create a seamless process across quality control, micro labs, and batch release, enhancing overall operational efficiency [3] Group 3: Company Overview - Veeva Systems provides cloud-based software, data, and consulting services specifically for the life sciences industry, serving over 1,500 customers, including major biopharmaceutical companies and emerging biotechs [4] - As a Public Benefit Corporation, Veeva is dedicated to balancing the interests of various stakeholders, including customers, employees, and shareholders [4]

Core Insights - Veeva Systems has announced that Novo Nordisk's International Operations business unit will implement Veeva Vault CRM to enhance its commercial capabilities with advanced AI technology [1][2][3] Group 1: Partnership and Technology - The partnership between Veeva and Novo Nordisk aims to leverage AI-driven technology to improve the delivery of innovative medicines for chronic diseases [2] - Vault CRM is designed to support effective commercial execution across both personal and digital channels, addressing specific business and compliance needs in various countries [2][3] Group 2: Company Overview - Veeva Systems provides cloud-based solutions for the life sciences industry, serving over 1,500 customers, including major biopharmaceutical companies and emerging biotech firms [4] - The company is committed to innovation and balancing the interests of all stakeholders, including customers, employees, and shareholders [4]

PLEASANTON, Calif., Jan. 5, 2026 /PRNewswire/ -- Veeva Systems Inc. (NYSE: VEEV), a leading provider of industry cloud solutions for the global life sciences industry, today announced that its Board of Directors approved a share repurchase program with authorization to purchase up to $2 billion of shares of its Class A common stock. "The breadth of our multi-product business, paired with a focus on operational discipline, innovation, and customer success, continues to drive financial outperformance and rob ...

Here's what historical market cycles can teach us: in the short run, stocks are able to defy the gravity of valuation multiples in a bull market; but in a long run, the market truly is a weighing machine. AsWith combined experience of covering technology companies on Wall Street and working in Silicon Valley, and serving as an outside adviser to several seed-round startups, Gary Alexander has exposure to many of the themes shaping the industry today. He has been a regular contributor on Seeking Alpha since ...