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Andrew DeGasbury

Director and Senior Software Analyst at BNP Paribas

Andrew DeGasperi is a Director and Senior Software Analyst at BNP Paribas Securities Corp., specializing in technology and software sector research with a strong emphasis on U.S. enterprise software companies. He has covered notable companies such as Veeva Systems and demonstrates a consistent analytical performance, maintaining a 50% success rate and average returns in line with sector benchmarks, and is ranked among the top Wall Street analysts with an overall ranking of 3170 on TipRanks. DeGasperi began his analyst career over 22 years ago, working at eight firms prior to joining BNP Paribas, and he operates out of New York. He holds 52 state securities licenses, is FINRA registered, and has had zero regulatory disclosures throughout his distinguished career.

Andrew DeGasbury's questions to VEEVA SYSTEMS (VEEV) leadership

Question · Q3 2026

Andrew DeGasbury asked how the decisions regarding the top 20 CRM customers impact Veeva's 2030 targets and the underlying reasons for this impact.

Answer

Brian Van Wagener (CFO) and Peter Gassner (CEO) reiterated that the top 20 CRM decisions do not impact 2030 goals because CRM is only 20% of total revenue, Veeva serves a diverse customer base, and the other 80% of the business is performing well. Peter added that Crossix alone could be as large as the entire CRM suite by 2030.

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Question · Q3 2026

Andrew DeGasbury asked how the top 20 CRM customer situation impacts Veeva's 2030 targets, specifically whether the lower expectations are tied to a small number of clients or if smaller Vault CRM customers are offsetting potential weakness.

Answer

Brian Van Wagener (CFO) and Peter Gassner (CEO) clarified that the top 20 is not the entire CRM market, and Veeva expects to win the vast majority of customers, with opportunities for win-backs. They emphasized that CRM suite is only 20% of total revenue, and the other 80% is performing well, providing multiple paths to 2030 goals. Peter added that Crossix, for example, could be as large as the entire CRM suite by 2030, making CRM a stable but not determinant part of future growth.

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