Core Viewpoint - Veeva Systems (VEEV) is expected to report quarterly earnings of $1.58 per share, a 14.5% increase year-over-year, with revenues projected at $698.28 million, reflecting a 10.7% increase compared to the same period last year [1] Earnings Estimates - There has been no revision in the consensus EPS estimate for the quarter over the past 30 days, indicating that analysts have not changed their initial projections [2] - Changes in earnings estimates are crucial for predicting investor reactions, as empirical studies show a strong correlation between earnings estimate revisions and short-term stock price performance [3] Revenue Projections - Analysts estimate 'Revenues- Subscription services' to reach $595.93 million, indicating a year-over-year increase of 14.3% [5] - 'Revenues- Professional services and other' are expected to be $102.35 million, suggesting a decline of 6.2% year-over-year [5] - 'Revenues- Professional services and other- Veeva R&D Solutions' is projected at $59.40 million, reflecting a decrease of 6% from the previous year [6] - 'Revenues- Subscription services- Veeva R&D Solutions' is expected to be $312.72 million, indicating a year-over-year increase of 20.5% [6] - 'Revenues- Subscription services- Veeva Commercial Solutions' is forecasted to reach $283.40 million, showing an 8.2% increase from the prior year [7] - 'Revenues- Professional services and other- Veeva Commercial Solutions' is estimated at $42.85 million, indicating a year-over-year decline of 6.7% [7] Gross Margin Estimates - 'Non-GAAP Gross Margin- Professional Services and other' is expected to be 22.9%, down from 23.9% a year ago [8] - 'Non-GAAP Gross Margin- Subscription services' is projected to remain at 85.7%, unchanged from the previous year [8] Stock Performance - Veeva shares have shown a return of -6.8% over the past month, compared to a -2.4% change in the Zacks S&P 500 composite [9] - With a Zacks Rank 3 (Hold), VEEV is anticipated to perform in line with the overall market in the near future [9]

Core Insights - Veeva Systems has introduced the Direct Data API, which allows access to Veeva Vault data up to 100 times faster than traditional APIs, included at no additional license fee [1][2][3] - The Direct Data API is designed to support AI applications, analytics, and system integrations, with future connectors planned for platforms like Amazon Redshift, Snowflake, Databricks, and Power BI [2][3] - This technology is part of Veeva's strategy to enhance automation and AI capabilities in the life sciences sector, with ongoing development of AI solutions such as TMF Bot and Vault CRM Bot [3][4] Company Overview - Veeva Systems is a leader in cloud software for the life sciences industry, serving over 1,000 customers, including major biopharmaceutical companies and emerging biotechs [4] - The company is committed to innovation, product excellence, and balancing the interests of all stakeholders as a Public Benefit Corporation [4]

Core Viewpoint - Veeva Systems will announce its financial results for the fourth quarter and full fiscal year on March 5, 2025, after market close, followed by a conference call to discuss the results [1][2]. Company Overview - Veeva Systems is a global leader in cloud software for the life sciences industry, serving over 1,000 customers, including major pharmaceutical companies and emerging biotechs [3]. - The company is committed to innovation, product excellence, and customer success, while also balancing the interests of all stakeholders as a Public Benefit Corporation [3]. Investor Relations - Veeva will post prepared remarks on its investor relations website prior to the conference call, and a replay of the webcast will be available afterward [2][4]. - The company uses its investor relations website to disclose material non-public information and comply with disclosure obligations under Regulation FD [4].

Core Insights - Veeva Systems announced that Servier will adopt Veeva RIM to unify its global regulatory operations, enhancing visibility, submission speed, and compliance [1][2] - The implementation of Veeva RIM will streamline Servier's operations and accelerate patient access to new medicines, allowing for quick adaptation to evolving EU regulatory demands [2][3] - Veeva RIM is part of Veeva Development Cloud, which supports product development across clinical, regulatory, quality, and safety domains [3] Company Overview - Servier is an independent global pharmaceutical leader based in France, focusing on cardio-metabolism, venous diseases, and oncology therapies [2] - Veeva Systems is a global leader in cloud software for the life sciences industry, serving over 1,000 customers, including major biopharmaceutical companies and emerging biotechs [4]

Core Insights - Veeva Systems announced that over 200 companies, including 17 of the top 20 biopharmas, utilize Veeva CTMS to enhance trial efficiency and collaboration [1] - The increasing complexity of studies and data volumes has led biopharmas and CROs to centralize data and documents with Veeva CTMS, streamlining processes [1][2] - Veeva CTMS allows clinical teams to proactively manage studies, quickly identify issues, and maintain compliance with global regulations [2][3] Company Overview - Veeva Systems is recognized as the global leader in cloud software for the life sciences industry, serving over 1,000 customers, from large biopharmaceutical companies to emerging biotechs [4] - The company is committed to innovation, product excellence, and customer success, balancing the interests of all stakeholders [4] Product Innovations - Veeva continues to deliver clinical innovations to help biopharmas adapt to changes in trial operating models and evolving regulations [3] - New advancements in Veeva CTMS include capabilities that support both insourced and outsourced operating models, with three product releases per year to enhance flexibility [3][6] - Features such as automated data transfers from CROs to sponsors and oversight issue tracking are designed to improve visibility and speed in trial management [6]

Core Viewpoint - Veeva Systems Inc. has announced a product partnership with Zifo to modernize quality control operations for biopharmaceutical companies, aiming to enhance data integration and management processes [1][2][4]. Company Developments - The partnership allows companies to import data directly into Veeva LIMS from various sources, simplifying master data configuration and facilitating the transition from legacy QC systems [2][7]. - Zifo, now an official Veeva Product Partner, is recognized for its expertise in artificial intelligence and data-driven informatics, which will support Veeva's initiatives [3][10]. - The collaboration is expected to accelerate QC modernization initiatives for Veeva's customers, enabling quicker implementation of Veeva LIMS [7][8]. Financial Performance - Following the announcement, Veeva's shares declined by nearly 2.3%, despite the potential for top-line growth from the partnership [5]. - Veeva Systems has a market capitalization of $36.27 billion and an earnings yield of 2.9%, which is favorable compared to the industry's negative yield [6]. Industry Prospects - The global quality management software market is projected to grow from $10.18 billion in 2023 at a CAGR of 10.6% through 2030, driven by the demand for streamlined business processes and new technologies [9][10]. - The partnership is seen as a significant milestone that could enhance Veeva's business prospects within this growing market [10]. Recent Developments in Veeva's Product Suite - Veeva's Development Cloud suite has shown strong performance, particularly in Veeva Vault Clinical and Vault Quality, with 27 new customer additions in the last quarter [11][12]. - The company continues to innovate its core applications while maintaining a focus on reducing complexity [12]. Share Price Performance - Over the past year, Veeva's shares have increased by 4.9%, contrasting with an 8.7% decline in the industry and a 24.8% gain in the S&P 500 [13].

Company Performance - Veeva Systems (VEEV) closed at $223.40, reflecting a +0.19% change from the previous trading day, outperforming the S&P 500 which lost 0.29% [1] - The stock has increased by 3.77% over the past month, compared to the Medical sector's gain of 1.54% and the S&P 500's gain of 2.52% [1] Earnings Projections - The upcoming earnings report is projected to show earnings per share (EPS) of $1.58, a 14.49% increase from the same quarter last year [2] - Revenue is estimated at $698.28 million, indicating a 10.73% growth compared to the same quarter of the previous year [2] - For the annual period, earnings are anticipated to be $6.45 per share and revenue at $2.72 billion, reflecting increases of +33.26% and +15.24% respectively from last year [3] Analyst Sentiment - Recent shifts in analyst projections for Veeva Systems are important, as they often reflect changes in short-term business dynamics [4] - Upbeat changes in estimates suggest a favorable outlook on the company's business health and profitability [4] Valuation Metrics - Veeva Systems is currently trading at a Forward P/E ratio of 34.56, which is in line with the industry's average Forward P/E of 34.56 [7] - The company has a PEG ratio of 1.32, compared to the Medical Info Systems industry's average PEG ratio of 3.36 [8] Industry Ranking - The Medical Info Systems industry, part of the Medical sector, holds a Zacks Industry Rank of 57, placing it in the top 23% of over 250 industries [9] - Research indicates that the top 50% rated industries outperform the bottom half by a factor of 2 to 1 [9]

Integration will reduce the burden of master lab data configuration, lowering costs and speeding Veeva LIMS implementationPLEASANTON, Calif. and DEERFIELD, Ill., Jan. 23, 2025 /PRNewswire/ -- Veeva Systems (NYSE: VEEV) and Zifo today announced a product partnership to help biopharmas modernize quality control (QC) operations. By bringing together Veeva LIMS with Zifo's data integration and management platform, qcKen, companies can import data directly from any source document or other LIMS into Veeva LIMS. ...

Zacks Rank and Stock Performance - The Zacks Rank system has a strong track record, with 1 ranked stocks delivering an average annual return of +25% since 1988 [1] - Veeva Systems is currently ranked 3 (Hold) by Zacks [1] - Over the past month, the Zacks Consensus EPS estimate has risen by 0.95% [1] Valuation Metrics - Veeva Systems is trading at a Forward P/E ratio of 33.68, which is a premium compared to the industry average of 28.07 [2] - The company's PEG ratio is 1.29, lower than the Internet - Software industry average of 2.18 [2] Industry Overview - The Internet - Software industry is part of the Computer and Technology sector and holds a Zacks Industry Rank of 29, placing it in the top 12% of all industries [3] - Research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1 [3] Recent Stock Performance - Veeva Systems' stock closed at $217.75, with a +0.21% daily movement, outperforming the S&P 500 (-1.54%), Dow (-1.63%), and Nasdaq (-1.63%) [5] - Over the past month, the stock has dropped by 6.53%, underperforming the Computer and Technology sector (+0.11%) and the S&P 500 (-2.2%) [6] Upcoming Earnings and Revenue Estimates - Analysts expect Veeva Systems to post earnings of $1.58 per share in the upcoming report, marking a year-over-year growth of 14.49% [7] - Revenue is expected to be $698.28 million, a 10.73% increase compared to the year-ago quarter [7] - For the entire fiscal year, earnings are predicted at $6.45 per share (+33.26% YoY) and revenue at $2.72 billion (+15.24% YoY) [8] Analyst Estimate Revisions - Recent changes to analyst estimates reflect evolving short-term business trends, with upward revisions indicating positivity towards the company's operations and profitability [9] - Research shows that estimate alterations are directly linked to near-term stock price performance [10]

Company Overview - Veeva (NYSE: VEEV) is at an inflection point with momentum in its Development Cloud, which houses its R&D Solutions [1] - The company has been rated as a "buy" due to its strong position and growth potential [1] Investment Strategy - Amrita runs a boutique family office fund focused on sustainable, growth-driven companies that maximize shareholder equity [1] - The fund's investment strategy is centered around meeting growth-oriented goals and democratizing financial literacy [1] - Amrita's newsletter, The Pragmatic Optimist, focuses on portfolio strategy, valuation, and macroeconomics [1] Professional Background - Amrita has 5 years of experience in high-growth supply-chain start-ups in San Francisco, where she led strategy [1] - She has worked with venture capital firms and start-ups, growing user acquisition businesses and maximizing returns for clients during the pandemic [1] - Her work aims to break down financial jargon and complex macroeconomic concepts into easily digestible formats [1] Disclosure - The analyst has a beneficial long position in Veeva (VEEV) through stock ownership, options, or other derivatives [2] - The article expresses the analyst's own opinions and is not compensated by any company mentioned [2]