Core Insights - Salesforce, Inc. and Veeva Systems Inc. are prominent players in the cloud customer relationship management market, with Salesforce serving a broad range of industries and Veeva focusing exclusively on the life sciences sector [1][2] Salesforce Overview - Salesforce maintains a dominant position in the CRM market, surpassing competitors like Microsoft, Oracle, and SAP, and is transitioning to a broader enterprise software provider with a focus on AI, data, and collaboration [3][4] - The introduction of Einstein GPT in 2023 has integrated generative AI into Salesforce's platform, enhancing automation, decision-making, and customer experiences [4] - The recent launch of Agentforce, which has achieved $100 million in annualized revenues within two quarters, demonstrates Salesforce's growth momentum, with its Data Cloud also experiencing over 120% year-over-year growth in annual recurring revenues [5] - However, Salesforce is facing a slowdown in sales growth, with a revenue increase of only 7.7% and non-GAAP EPS growth of 5.7% in Q1 of fiscal 2026, attributed to cautious enterprise spending amid economic uncertainties [6][7] Veeva Systems Overview - Veeva Systems adopts a focused strategy, exclusively serving life sciences companies, which allows it to create specialized tools that are difficult to replace [8] - In Q1 of fiscal 2026, Veeva reported a non-GAAP EPS growth of 31.3% and a revenue increase of 16.7%, alongside a robust operating margin of 46.1% [9][11] - Veeva's Vault CRM, tailored for regulatory and healthcare needs, is currently utilized by over 80 clients and is expected to grow to 200 clients by next year, with ongoing expansion into data analytics and AI tools [10][12] - The company is expected to maintain strong demand for its products due to the essential nature of clinical trials and regulatory compliance in the pharmaceutical sector, even during economic downturns [12][13] Comparative Analysis - Veeva Systems is projected to have stronger growth potential, with Zacks Consensus Estimates indicating a revenue growth of 12.7% and EPS growth of 14.6% for fiscal 2026, compared to Salesforce's expected revenue growth of 8.6% and EPS growth of 10.8% [14] - In terms of valuation, Veeva trades at 35.92 times forward earnings, while Salesforce trades at 22.98 times, reflecting Veeva's higher growth momentum justifying its premium [15] - Year-to-date stock performance shows Veeva Systems has risen by 34%, while Salesforce shares have declined by 18.9%, indicating differing investor sentiment towards the two companies [16] Conclusion - Veeva Systems is positioned as the better investment choice currently, with its specialized tools, strong margins, and consistent growth in the life sciences sector, despite a higher valuation compared to Salesforce [19][20]

Financial Data and Key Metrics Changes - The meeting discussed the nomination and election of directors and the ratification of KPMG as the independent registered public accounting firm for the fiscal year ending January 31, 2026, but no specific financial data or key metrics were presented during the meeting [6][7]. Business Line Data and Key Metrics Changes - No specific data or key metrics related to different business lines were provided during the meeting [6][7]. Market Data and Key Metrics Changes - There were no discussions regarding market data or key metrics changes during the meeting [6][7]. Company Strategy and Development Direction and Industry Competition - The company recommended voting for the election of directors and the ratification of KPMG, indicating a focus on governance and compliance, but no detailed strategic direction or competitive analysis was provided [6][7]. Management's Comments on Operating Environment and Future Outlook - Management did not provide comments on the operating environment or future outlook during the meeting [6][7]. Other Important Information - The meeting was conducted virtually, and shareholders were reminded to submit their votes online before the polls closed [5][8]. Q&A Session All Questions and Answers Question: Are there any questions about the two proposals? - There were no questions submitted regarding the proposals presented for vote [8].

Core Viewpoint - Veeva Systems (NYSE: VEEV) shares have increased by over 30% since the beginning of the year, prompting questions about future performance [1]. Group 1: Company Overview - Veeva Systems is a prominent player in the technology sector, particularly in the software space, which has been positively recognized by analysts [1]. - The company has been covered by highly esteemed analysts, including Bert Hochfeld, who has a long history in the tech industry and has published extensively on information technology stocks [1]. Group 2: Analyst Background - Bert Hochfeld graduated with a degree in economics from the University of Pennsylvania and holds an MBA from Harvard, showcasing a strong educational background [1]. - Hochfeld has worked for notable companies such as IBM and Raytheon Data Systems, and he has been recognized for his analysis in the software sector [1]. - He founded Hochfeld Independent Research Group, providing research services to major institutions and hedge funds, and his hedge fund was rated as the best performing small-cap fund for five years ending in 2011 [1]. Group 3: Recent Developments - The article indicates that there may be a potential for initiating a long position in Veeva Systems stock or related derivatives within the next 72 hours, reflecting a positive outlook on the company's future [2].

Core Insights - Veeva Systems has launched the Veeva China Campaign Manager, a solution aimed at enhancing omnichannel engagement for pharmaceutical companies in China, focusing on compliance and customer experience [1][4][6] - This launch reflects Veeva's strategy to localize and innovate its offerings in high-growth international markets, particularly as digital engagement becomes essential in life sciences [2][4] - The Veeva China Campaign Manager is designed to meet the unique regulatory and commercial needs of the Chinese market, providing tools for effective and personalized campaigns [4][7] Company Performance - Following the announcement of the new campaign manager, Veeva's shares closed flat at $284.58, but have seen a year-to-date increase of 34.4%, outperforming the industry growth of 24.6% [3] - Veeva Systems currently has a market capitalization of $46.2 billion and anticipates a 14.6% growth in earnings for fiscal 2026 [5][6] Product Features - The Veeva China Campaign Manager integrates with the Veeva CRM suite, enhancing campaign execution through personalization, analytics, and coordination between sales and marketing [6][8] - Key features include advanced tagging and segmentation for precision targeting, customizable surveys for feedback, and a goal-oriented tracking system for campaign effectiveness [8][9] - The platform supports synchronized planning and execution across various engagement channels, allowing field representatives to dynamically adjust their strategies [8][9][10] Market Position - The launch positions Veeva Systems for long-term growth in one of the largest pharmaceutical markets globally, enhancing its competitive edge in Asia-Pacific [4][10] - Veeva's continued investment in region-specific tools like the Campaign Manager strengthens its role as a key technology enabler for pharmaceutical commercialization in the region [10]

Have you been paying attention to shares of Veeva Systems (VEEV) ? Shares have been on the move with the stock up 16.8% over the past month. The stock hit a new 52-week high of $291.69 in the previous session. Veeva Systems has gained 34.2% since the start of the year compared to the -1.5% move for the Zacks Medical sector and the 27.2% return for the Zacks Medical Info Systems industry.What's Driving the Outperformance?The stock has a great record of positive earnings surprises, as it hasn't missed our ear ...

Broader equities have not performed particularly well in 2025. The S&P 500 is barely in the black year to date. However, considering it hovered near bear market territory a few weeks ago, things aren't so bad.Stocks might not be out of the woods, though. Economic issues could arise, sending markets down, as the Trump administration continues to implement its trade agenda.That said, regardless of what happens on that front, there are plenty of companies worth investing in. Here are two great examples: Netfli ...

Core Insights - More than 50 medtech companies, including 11 of the top 20 and seven of the top 10 clinical research organizations, have adopted Veeva Clinical Platform applications to enhance efficiency and speed in medical device and diagnostics studies [1][2] - Companies using Veeva have reported significant improvements, achieving 50% faster study build times with Veeva EDC and 80% reductions in duplicate trial documents with Veeva eTMF [2] Company Adoption and Impact - The shift towards Veeva MedTech is driven by increasing regulatory requirements and the need for modern connected applications, moving away from siloed legacy solutions [1] - Veeva's applications enable scalability while ensuring compliance with local, regional, and global regulations [2] Customer Testimonials - Alcon reported a 50% standardization in clinical data operations within one year due to collaboration with Veeva [3] - LifeNet Health emphasized the consistent and compliant data collection enabled by Veeva's solutions for various study types [3] - Smith+Nephew noted a reduction of over 90% in quality control time and significant decreases in document creation times after implementing Veeva eTMF [3] Company Overview - Veeva Systems is recognized as the global leader in cloud software for the life sciences industry, serving over 1,000 customers, including major biopharmaceutical companies and emerging biotechs [5]

Core Insights - The 2025 Veeva MedTech Postmarket Quality Benchmark Report indicates that 88% of surveyed medtech companies are advancing postmarket quality management within the next three years to enhance compliance and innovation [1][7] - A significant portion of medtech companies, 68%, still rely on manual processes, which can lead to delays in addressing product issues and backlogs in complaint handling [2][7] - The report highlights the need for proactive and risk-based quality management, with 38% of respondents identifying it as a primary driver for advancing quality [3] Industry Trends - There is a strong emphasis on technology as an enabler for quality management, with 75% of respondents believing that advanced technology can drive automation for faster timelines and efficiency [4] - Despite the potential benefits, generative AI and robotic process automation are scarcely adopted, with less than 3% of companies applying these technologies reliably [5] - Gaps in employee training are evident, as only 19% of respondents feel their training programs adequately support postmarket quality teams [6] Strategic Recommendations - Organizations are encouraged to align strategic goals with modern technology solutions to transition from reactive issue management to proactive risk prevention [7] - The report suggests that streamlining quality operations can lead to improved management and execution, particularly through proactive actions and scaling processes [3][4]

Core Viewpoint - Veeva Systems Inc. (NYSE: VEEV) is rated as a hold, with the stock price nearing the new intrinsic value of approximately $275 per share [1]. Group 1: Investment Strategy - The investment approach is focused on a fundamental standpoint, emphasizing a "buy & hold" strategy for the long term [1]. - The analyst highlights a long-term investment horizon, concentrating on price and margin of safety while considering risks often overlooked by short-term analysts [1]. Group 2: Performance Metrics - According to TipRanks, a success rate of 77% indicates that copying Mario Silva's trades and holding each position for one year would yield 76.92% of transactions generating a profit, with an average return of 12.20% per rating [1].

Veeva Systems Inc. (NYSE:VEEV) Annual William Blair Growth Stock Conference June 4, 2025 2:20 PM ET Company Participants Brian Van Wagener - Chief Financial Officer Conference Call Participants Dylan Tyler Becker - William Blair & Company L.L.C., Research Division Yes, absolutely. So Veeva was founded in 2007 by Peter Gassner, still our CEO, originally as a vertical CRM company. So we were built on the Salesforce platform, selling CRM. Initially, the life sciences. The thesis for the business at that time h ...