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    Jenny Cao • Truist Securities

    Jenny Cao's questions to Veeva Systems Inc (VEEV) leadership

    Jenny Cao's questions to Veeva Systems Inc (VEEV) leadership • Q4 2025

    Question

    Jenny Cao, on for Jailendra Singh, asked about the drivers behind the implied deceleration in subscription revenue growth in the fiscal '26 guidance.

    Answer

    CFO Brian Van Wagener clarified that after normalizing for a prior year termination fee, the subscription growth was 15% in FY'25. The FY'26 guidance implies 14% growth ex-FX. He attributed the minor deceleration primarily to a difficult year-over-year comparison for the Crossix business following its very strong outperformance last year.

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    Jenny Cao's questions to GoodRx Holdings Inc (GDRX) leadership

    Jenny Cao's questions to GoodRx Holdings Inc (GDRX) leadership • Q4 2024

    Question

    Jenny Cao of Truist Securities, on for Jailendra Singh, asked for details on GoodRx's capital allocation priorities, marketing strategy, and approach to customer acquisition.

    Answer

    CFO Chris McGinnis outlined the company's capital allocation priorities, emphasizing its substantial free cash flow generation. The primary uses of cash will be reinvesting in the business to support key strategic initiatives and, absent strategic M&A, returning excess cash to shareholders through the company's authorized share repurchase program.

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