Veeva Systems Inc. (VEEV) , on Tuesday, announced Veeva CRM Pulse. It is a data subscription that provides quarterly healthcare professional (HCP) access and multichannel engagement metrics for the life sciences industry.Pulse is currently available for license to Veeva Systems’ CRM customers with 2024 quarterly data covering the United States, Canada, Germany, United Kingdom, France, Italy, Spain, Portugal, Austria, Switzerland, Netherlands, Belgium, Ireland, Hungary, Brazil, Mexico, Australia, New Zealand ...

Shares of Veeva Systems (VEEV 9.60%) are posting big gains in Thursday's trading despite broader sell-offs for the tech sector. The life-sciences software company's stock was up 10.2% as of 12:30 p.m. ET today.Veeva Systems reported its fourth-quarter results after the market closed yesterday and posted better-than-expected sales and earnings results. The company's outlook also topped Wall Street's expectations.Veeva stock rises on a strong Q4Adjusted earnings per share (EPS) of $1.74 on sales of $720.89 mi ...

Veeva Systems, Inc. (VEEV) reported adjusted earnings per share (EPS) of $1.74 for the fourth quarter of fiscal 2025, which increased 26.1% from the year-ago figure of $1.38. Adjusted EPS surpassed the Zacks Consensus Estimate by 10.13%.GAAP EPS in the fiscal fourth quarter was $1.18, up 31.1% from the year-ago period’s 90 cents.Stay up-to-date with all quarterly releases: See Zacks Earnings Calendar.VEEV’s Revenue DetailsFor the quarter under review, the company’s revenues totaled $720.9 million, outpacing ...

Financial Data and Key Metrics Changes - Total revenue for Q4 2025 was $721 million, with non-GAAP operating income of $308 million. For the full year, total revenue reached $2.75 billion, and non-GAAP operating income was $1.15 billion [8]. Business Line Data and Key Metrics Changes - The company highlighted significant innovations across all product areas and made substantial progress on its AI strategy during the year [9]. Market Data and Key Metrics Changes - The company noted that 17 of the top 20 pharmaceutical companies are using its Clinical Trial Management System (CTMS), indicating a trend towards standardization among major clients [25]. Company Strategy and Development Direction - Veeva set a revenue goal of $6 billion by 2030, reflecting the significant opportunities ahead and announced plans for expansion into new markets [9]. - The company is focusing on integrating its various product solutions to enhance efficiency and customer experience, particularly in the clinical space [68]. Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about the resilience of the life sciences industry to economic cycles and potential changes in research funding, noting that disruptions typically lead to project delays rather than cancellations [22]. - The management team emphasized the importance of speed and efficiency in decision-making processes for clients, particularly in the context of adopting integrated systems [106]. Other Important Information - The company is investing heavily in AI solutions and has centralized its efforts around this technology to enhance its product offerings [58]. - Veeva is also focusing on improving its data cloud services, which are expected to benefit smaller companies in the life sciences sector [46]. Q&A Session Summary Question: What is driving the recent opportunities with large pharma clients? - Management indicated that the trend is more about efficiency and alignment among clinical teams rather than risk avoidance [14]. Question: How is Veeva addressing changes in research funding? - Management noted that while they are monitoring the situation, there has been no significant impact on customer decision-making processes so far [21]. Question: What is the outlook for the EDC business in fiscal 2026? - Management confirmed that EDC is a significant component of their total addressable market and is seeing steady advancement with top clients [36]. Question: Can you provide insights on the Data Cloud and Compass? - Management highlighted increased interest in cloud solutions and noted that while they are seeing progress, large enterprise agreements may take time to materialize [44]. Question: How is the company managing the transition to Vault CRM? - Management stated that they are not forcing timelines on customers and are progressing discussions naturally, expecting most decisions to occur by the end of 2026 [78]. Question: What are the risks associated with the number of consultants needed for transitions? - Management expressed confidence in their service team's ability to flexibly manage demand and emphasized their investment in automating data migration processes [124]. Question: How does the company view potential supply chain disruptions? - Management acknowledged that while disruptions could delay contracts, they have not yet seen any significant impact [126]. Question: What opportunities exist for AI innovation in safety applications? - Management noted that Veeva is the first to offer a fully integrated cloud-based safety application, which presents significant opportunities for innovation [130].

Veeva Systems (VEEV) reported $720.89 million in revenue for the quarter ended January 2025, representing a year-over-year increase of 14.3%. EPS of $1.74 for the same period compares to $1.38 a year ago.The reported revenue represents a surprise of +3.24% over the Zacks Consensus Estimate of $698.28 million. With the consensus EPS estimate being $1.58, the EPS surprise was +10.13%.While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to de ...

Veeva Systems (VEEV) came out with quarterly earnings of $1.74 per share, beating the Zacks Consensus Estimate of $1.58 per share. This compares to earnings of $1.38 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 10.13%. A quarter ago, it was expected that this provider of cloud-based software services for the life sciences industry would post earnings of $1.58 per share when it actually produced earnings of $1.75, delivering ...

Group 1 - Veeva Systems Inc reported fourth-quarter revenue of $720.9 million, a 14% increase year-over-year, surpassing the consensus estimate of $699.11 million [1] - Subscription Services revenue for the fourth quarter was $608.6 million, reflecting a 17% year-over-year growth [1] - The company achieved earnings per share of $1.74 for the quarter, exceeding the Street estimate of $1.58 [2] Group 2 - For the full fiscal year, Veeva's revenue totaled $2.75 billion, up 16% year-over-year, with Subscription Services revenue reaching $2.29 billion, a 20% increase [2] - Veeva ended the year with 1,477 customers, including 1,125 in Veeva R&D Solutions and 730 in Veeva Commercial Solutions [3] - The company launched the Vault CRM Suite in December, which is positioned as the most advanced CRM for life sciences, with AI integration expected later this year [3] Group 3 - Guidance for the first quarter includes revenue expectations between $726 million and $729 million, with earnings per share projected at $1.74 to $1.75 [5] - For the full fiscal year, Veeva is guiding for revenue between $3.04 billion and $3.055 billion, with earnings per share expected to be $7.32 [5] - Veeva stock increased by 6.92% to $258.93 in after-hours trading, within a 52-week trading range of $170.25 to $258.93 [6]

Veeva Systems exceeded earnings expectations for Q4 2025, while demonstrating solid revenue growth and guided an optimistic outlook for fiscal 2026.Veeva Systems (VEEV 0.68%), a provider of cloud solutions for the life sciences sector, reported fiscal 2025 fourth-quarter earnings on Wednesday, March 5, that topped analysts' consensus expectations. Adjusted EPS of $1.74 outperformed estimates of $1.58. Revenue reached $720.9 million, exceeding analyst estimates of $699 million. Overall, the quarter reflected ...

Revenue Performance - Total revenues for fiscal year 2025 were $2,746.6 million, up 16% year over year from $2,363.7 million[6] - Q4 total revenues reached $720.9 million, reflecting a 14% increase from $630.6 million in the same quarter last year[3] - Subscription services revenues for fiscal year 2025 were $2,284.7 million, an increase of 20% year over year[6] - Q4 subscription services revenues were $608.6 million, up 17% from $521.5 million year over year[3] - Total revenues for the three months ended January 31, 2025, were $720.886 million, a 14.3% increase from $630.618 million in the same period of 2024[17] - Subscription services revenue reached $608.577 million, up 16.7% from $521.498 million year-over-year[17] Income and Profitability - Fiscal year 2025 operating income was $691.4 million, a 61% increase from $429.3 million in the previous year[6] - Non-GAAP net income for fiscal year 2025 was $1,090.4 million, up 38% from $791.0 million year over year[6] - Net income for the fiscal year ended January 31, 2025, was $714.138 million, representing a 35.8% increase compared to $525.705 million in 2024[20] - Operating income for the three months ended January 31, 2025, was $188.423 million, a 39.2% increase from $135.264 million in the same period of 2024[17] - Diluted net income per share of $4.32 for the fiscal year ended January 31, 2025, compared to $3.22 in 2024, marking a 34.3% increase[17] - Net income on a non-GAAP basis for the fiscal year ended January 31, 2025, was $1,090,428, a 37.9% increase from $790,960 in the fiscal year 2024[30] Expenses and Cash Flow - Total operating expenses for the fiscal year ended January 31, 2025, were $1.355548 billion, up from $1.257048 billion in 2024, indicating an increase of 7.8%[17] - Research and development expenses increased to $181.527 million for the three months ended January 31, 2025, compared to $163.565 million in the same period of 2024, reflecting a 10.9% rise[17] - Cash flows from operating activities for the fiscal year ended January 31, 2025, were $1.090051 billion, an increase from $911.339 million in 2024[20] - Stock-based compensation expenses totaled $437.350 million for the fiscal year ended January 31, 2025, compared to $393.733 million in 2024, reflecting an increase of 11.1%[20] - Net cash provided by operating activities on a GAAP basis for the three months ended January 31, 2025, was $69,544, compared to $57,769 for the same period in 2024, representing a 20.8% increase[27] Margins and Ratios - Gross margin on subscription services revenues on a non-GAAP basis improved to 86.7% for the three months ended January 31, 2025, up from 85.7% in the same period of 2024[27] - Total revenues gross margin on a non-GAAP basis was 77.1% for the three months ended January 31, 2025, compared to 75.0% in the same period of 2024[30] - Operating margin on a non-GAAP basis improved to 42.7% for the three months ended January 31, 2025, up from 37.9% in the same period of 2024[30] Customer and Product Development - The company finished the year with a total of 1,477 customers, including 1,125 in Veeva R&D Solutions and 730 in Veeva Commercial Solutions[6] - Veeva's Vault CRM Suite was expanded with the release of Campaign Manager, and over 50 customers are now live on Vault CRM[6] Guidance - Guidance for Q1 fiscal 2026 projects total revenues between $726 and $729 million[8] - Guidance for fiscal year 2026 anticipates total revenues between $3,040 and $3,055 million[8] Investment Activities - The company reported a net cash used in investing activities on a GAAP basis of $(15,692) for the three months ended January 31, 2025, compared to $(86,703) in the same period of 2024, showing a significant reduction in cash outflow[27]

Fiscal Year 2025 Total Revenues of $2,746.6M, up 16% Year Over YearQ4 Total Revenues of $720.9M, up 14% Year Over YearFiscal Year 2025 Subscription Services Revenues of $2,284.7M, up 20% Year Over YearQ4 Subscription Services Revenues of $608.6M, up 17% Year Over YearPLEASANTON, Calif., March 5, 2025 /PRNewswire/ -- Veeva Systems Inc. (NYSE: VEEV), a leading provider of industry cloud solutions for the global life sciences industry, today announced results for its fourth quarter and fiscal year ended Januar ...