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Veeva Systems Inc. is a leading provider of industry cloud solutions specifically designed for the global life sciences industry. The company offers cloud software, data, analytics, professional services, and business consulting to help life sciences companies develop and bring products to market more efficiently, market and sell more effectively, and maintain compliance with government regulations . Veeva's solutions are organized into major product categories that address various business functions from research and development to commercialization .
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Commercial Solutions - Includes Veeva Commercial Cloud, Veeva Data Cloud, and Veeva Claims solutions, helping life sciences companies engage with healthcare professionals and organizations, and execute effective marketing campaigns .
- Veeva Commercial Cloud - Facilitates intelligent engagement across multiple communication channels.
- Veeva Data Cloud - Provides data management and analytics capabilities.
- Veeva Claims - Supports compliance and marketing claims management.
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R&D Solutions - Comprises Veeva Development Cloud, Veeva RegulatoryOne, and Veeva QualityOne solutions, streamlining product development processes and maintaining regulatory compliance .
- Veeva Development Cloud - Enhances clinical, regulatory, quality, and safety functions.
- Veeva RegulatoryOne - Manages regulatory documents and trial information.
- Veeva QualityOne - Ensures quality management throughout the product lifecycle.
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With the migration from Veeva CRM on Salesforce to Vault CRM progressing slowly and significant margin improvements spread out until 2030, can you provide more precise timelines on when investors can expect to see a noticeable impact on gross margins due to reduced Salesforce royalties?
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Despite announcing your pivot toward horizontal enterprise applications, you've yet to share a concrete product strategy or timeline; when can we expect more detailed information on the specific application areas or customer segments you plan to target, and how will this diversification impact your core life sciences focus?
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Given that clinical trial starts have been increasing globally over the past two quarters, how is Veeva leveraging this trend within your Development Cloud offerings, and are you seeing a corresponding uptick in demand that aligns with these industry metrics?
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You mentioned having only marginally better visibility into fiscal 2026 compared to prior years; given the uncertain macro environment, what factors are limiting your ability to forecast more confidently, and how are you addressing potential risks to maintain your growth trajectory?
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With CRO revenue remaining approximately 5% of total revenue and not materially changing, what strategies are you implementing to accelerate growth in this segment, and how critical do you view CRO partnerships to your long-term growth plans?