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Alina Sukhotkalia

Vice President and Analyst at Barclays

Alina Sukhotkalia is a Vice President and Analyst at Barclays, specializing in European Financials equity research with coverage of major institutions such as HSBC, Barclays plc, and Lloyds Banking Group. She delivers in-depth analysis focused on bank fundamentals, regulatory impacts, and credit dynamics, consistently recognized for her clarity and actionable investment insight. Since joining Barclays in 2019, Sukhotkalia has developed a strong reputation for timely stock calls and client responsiveness, contributing to notable investment decisions across the financials sector. She holds recognized professional credentials including the CFA designation and maintains active securities licenses compliant with FINRA requirements.

Alina Sukhotkalia's questions to VEEVA SYSTEMS (VEEV) leadership

Question · Q3 2026

Alina Sukhotkalia asked about the potential revenue at risk from the six top 20 customers not migrating to Vault CRM, the timeline for this transition, and the competitive landscape in the EDC market following a competitor's win-back.

Answer

Peter Gassner (CEO) and Paul Shawah (EVP Strategy) clarified that CRM, representing 20% of total revenue, is not expected to see material impact this year or next from these migrations, with no anticipated effect on 2030 goals. Peter addressed a competitor's EDC win-back as an aberration, emphasizing Veeva's strong clinical pipeline and integrated solutions.

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Question · Q3 2026

Alina Sukhotkalia asked about the potential revenue at risk from the six top 20 customers not migrating to Vault CRM, the timeline for this transition, and the competitive landscape in the EDC market following a competitor's win-back.

Answer

Peter Gassner (CEO) and Brian Van Wagner (CFO) stated they would not size the revenue risk, noting CRM is 20% of total revenue and multi-year projects mean no material impact this year or next, with no expected impact on 2030 goals. Peter acknowledged one EDC customer returned to a previous provider but emphasized it's not a trend, highlighting Veeva's strong clinical pipeline and integrated solutions, and expressed excitement for next-generation clinical innovation.

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