VEEV
Veeva Systems·NYSE
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VEEV fundamentals
Veeva Systems (VEEV) released its earnings on Mar 4, 2026: revenue was 835.95M (YoY +15.96%), beat estimates; EPS was 2.06 (YoY +18.39%), beat estimates.
Revenue / YoY
835.95M
+15.96%
EPS / YoY
2.06
+18.39%
Report date
Mar 4, 2026
VEEV Earnings Call Summary for Q4,2026
- Record Financials: FY 2026 revenue of $3.195B (+16% YoY) and non-GAAP operating income of $1.434B, surpassing $3B run rate goal.
- AI-Driven Efficiency: Early AI wins in commercial content (50% cost reduction) and safety systems highlight Veeva's leadership in automating compliance.
- CRM Dominance: 14/20 top pharma on Vault CRM, 140+ live customers, with 2030 CRM run rate of $60M via add-ons like Service Center.
- R&D Growth Engine: RTSM, EDC, and safety wins drive 13% FY 2027 billings growth, with Crossix leading services expansion.
- Symbiotic AI Strategy: Partnerships with LLM providers (e.g., Anthropic) enable industry-specific solutions, with Veeva's domain expertise ensuring compliance and scalability.
EPS
Actual | 0.54 | 0.66 | 0.72 | 0.78 | 0.78 | 0.91 | 0.94 | 0.97 | 0.9 | 0.99 | 1.03 | 1.13 | 1.15 | 0.91 | 1.21 | 1.34 | 1.38 | 1.5 | 1.62 | 1.75 | 1.74 | 1.97 | 1.99 | 2.04 | 2.06 | ||||||||||
Forecast | 0.5212 | 0.5867 | 0.639 | 0.6794 | 0.6811 | 0.7809 | 0.8662 | 0.8777 | 0.8792 | 0.9203 | 1.0103 | 1.0709 | 1.0396 | 0.7927 | 1.1276 | 1.2919 | 1.2991 | 1.425 | 1.5342 | 1.5807 | 1.5987 | 1.743 | 1.9001 | 1.9518 | 1.9354 | ||||||||||
Surprise | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | +3.61% | +12.49% | +12.68% | +14.81% | +14.52% | +16.53% | +8.52% | +10.52% | +2.37% | +7.57% | +1.95% | +5.52% | +10.62% | +14.80% | +7.31% | +3.72% | +6.23% | +5.26% | +5.59% | +10.71% | +8.84% | +13.02% | +4.73% | +4.52% | +6.44% |
Revenue
Actual | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | 311.51M | 337.11M | 353.68M | 377.52M | 396.76M | 433.57M | 455.59M | 476.11M | 485.50M | 505.10M | 534.22M | 552.35M | 563.39M | 526.33M | 590.23M | 616.50M | 630.62M | 650.35M | 676.18M | 699.21M | 720.89M | 759.04M | 789.08M | 811.24M | 835.95M |
Forecast | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | 298.38M | 324.83M | 340.12M | 361.86M | 380.22M | 410.07M | 451.97M | 465.96M | 480.30M | 495.94M | 530.71M | 546.02M | 552.62M | 515.88M | 582.28M | 615.98M | 621.11M | 642.05M | 667.83M | 684.38M | 699.23M | 728.40M | 768.45M | 792.79M | 810.67M |
Surprise | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | +4.40% | +3.78% | +3.99% | +4.33% | +4.35% | +5.73% | +0.80% | +2.18% | +1.08% | +1.85% | +0.66% | +1.16% | +1.95% | +2.02% | +1.36% | +0.09% | +1.53% | +1.29% | +1.25% | +2.17% | +3.10% | +4.21% | +2.69% | +2.33% | +3.12% |
Earnings Call
You can ask Aime
What does Veeva Systems do and what are its main business segments?What were the key takeaways from Veeva Systems's earnings call?What factors drove the changes in Veeva Systems's revenue and profit?Did Veeva Systems beat or miss consensus estimates last quarter?What guidance did Veeva Systems's management provide for the next earnings period?What is Veeva Systems's gross profit margin?What is Veeva Systems's latest dividend and current dividend yield?What is the market's earnings forecast for Veeva Systems next quarter?
