VEEVA SYSTEMS (VEEV) Company Report

Veeva Systems projects $3.17 billion in revenue for the current year (ending in a couple of weeks from 2026-01-13), representing 15% growth, and targets $6 billion in revenue by 2030, implying 13% annual growth. The company also expects 45% non-GAAP operating margins for the current year.
The company holds over $6.5 billion in cash with no debt and has authorized a $2 billion share repurchase program over the next two years.
Veeva is transitioning from primarily a CRM company (CRM now about 20% of revenue, expected 10% by 2030) to a portfolio company, with key growth drivers including its clinical business, Crossix, and data products.
The company is deeply integrating AI into its Vault platform, which now handles data, content, and agents, with monetization plans for AI agents starting later this year on a consumption basis.

5 days ago

Transcript

Veeva Presents FY26 Guidance and 2030 Strategic Goals at J.P. Morgan Healthcare Conference

VEEV

Guidance Update

New Projects/Investments

Share Buyback

Veeva's Chief Financial Officer, Brian Van Wagener, presented at the J.P. Morgan Healthcare Conference on January 13, 2026.
The company provided FY26 guidance (issued November 20, 2025), projecting revenue of $3.17 billion and non-GAAP operating income of $1.42 billion.
Veeva is progressing towards its 2030 goals, anticipating a shift in subscription revenue mix where Commercial is projected to decrease from ~45% (annualized Q3'26) to ~35% (estimated CY30), while Clinical is expected to increase from ~21% to ~30%.
Capital allocation priorities include achieving 2030 goals, investing in Veeva AI and cross-industry initiatives, disciplined acquisitions, and a share repurchase program.
Veeva's investment strategy focuses on product excellence, with 66% of its Q3'26 non-GAAP subscription expenses allocated to product development.

5 days ago

Presentation

Veeva Systems Announces 2030 Revenue Target and Share Repurchase Program

VEEV

Guidance Update

Share Buyback

New Projects/Investments

5 days ago

Transcript

Veeva Outlines 2030 Revenue Target and Share Repurchase Program

VEEV

Guidance Update

Share Buyback

New Projects/Investments

Veeva projects $3.17 billion in revenue for the current year, reflecting approximately 15% growth, and expects 45% non-GAAP operating margins.
The company has set a long-range target of $6 billion in revenue run rate by 2030, implying about 13% annual growth.
Veeva announced a $2 billion share repurchase program to be executed over the next two years.
Veeva is migrating its CRM product to the Vault platform, anticipating a market share of over 70% in biopharma CRM post-migration, down from 80% today. CRM currently accounts for 20% of revenue and is projected to be 10% by 2030.
Veeva is integrating AI into its Vault platform and applications, with agents being rolled out across product areas and a token-based monetization model planned for later this year.

5 days ago

Transcript

Veeva Announces Share Repurchase Program

VEEV

Share Buyback

Veeva Systems' Board of Directors has approved a share repurchase program.
The program authorizes the purchase of up to $2 billion of its Class A common stock.
The share repurchase program has a term of 2 years.
According to CFO Brian Van Wagener, this program reflects confidence in Veeva's long-term growth trajectory, supported by financial outperformance, robust cash generation, and a healthy balance sheet.

Jan 5, 2026, 9:35 PM

Press Release

Veeva Systems Inc. Announces Share Repurchase Program

VEEV

Share Buyback

Veeva Systems Inc. (VEEV) announced on January 5, 2026, that its Board of Directors approved a share repurchase program.
The program authorizes the company to purchase up to $2 billion of its Class A common stock.
The share repurchase program has a term of 2 years.

Jan 5, 2026, 9:04 PM

8-K

Veeva Reports Strong Q3 Results and Discusses Growth Drivers

VEEV

Revenue Acceleration/Inflection

New Projects/Investments

Product Launch

Veeva reported strong fiscal third-quarter results, exceeding all guidance numbers with robust execution across its business segments, including clinical, safety, and commercial CRM.
The company is seeing significant momentum in its clinical segment, which is expected to be an outsized growth driver towards 2030, and in commercial CRM, where it anticipates retaining approximately 14 of the Top 20 customers.
Veeva AI has been launched in commercial products, with the first early customer live on commercial content, and is slated for availability across all applications (clinical, quality, regulatory, safety) in 2026. The monetization model for AI will be usage-based.
Crossix is identified as a strong growth driver, with its audience business experiencing rapid growth due to strategic investments. The recent IQVIA partnership is expected to further enhance Veeva's data strategy and customer choice.

Dec 8, 2025, 4:20 PM

Transcript

Veeva Discusses Strong Q3 Results, AI Rollout, and Strategic Growth Drivers

VEEV

New Projects/Investments

Product Launch

Revenue Acceleration/Inflection

Veeva reported strong fiscal third-quarter results, exceeding all guidance numbers, with broad execution across its business.
The clinical segment is highlighted as a significant growth driver, with over 10 applications on the Vault Platform, and the company continues to perform well in this space, including two Top 20 wins in Study Startup and training.
Veeva AI has been announced as available in commercial products (commercial content and CRM) with early customers already live, and it is expected to be available across all applications (clinical, quality, regulatory, safety) in 2026.
The migration to Vault CRM is progressing, with two Top 20 customers live across multiple regions, and is positioned as an easier and more cost-efficient alternative compared to competitors.
Crossix continues to be a strong growth driver, gaining market share in measurement and optimization, and seeing investments pay off in the faster-growing audience side of the business.

Dec 8, 2025, 4:20 PM

Transcript

Veeva Reports Strong Q3, Launches Commercial AI, and Outlines Future Growth

VEEV

Product Launch

New Projects/Investments

Guidance Update

Veeva reported strong fiscal third-quarter results, exceeding all guidance numbers, driven by broad execution across its business. The company launched Veeva AI in commercial products (content and CRM) with initial customer adoption, and plans to extend AI capabilities to clinical, quality, regulatory, and safety applications in 2026.
Veeva continues to gain market share in clinical, securing Top 20 wins in areas like Study Startup, training, and safety. In commercial CRM, the market is stabilizing, with an expectation of retaining approximately 14 of the Top 20 customers and 115 customers live on Vault CRM.
Clinical is projected to be an outsized growth driver towards the 2030 target, complemented by strong performance in Crossix. A partnership with IQVIA is expected to reduce friction and enhance interoperability across commercial and clinical operations, providing customers with greater choice and flexibility.

Dec 8, 2025, 4:20 PM

Transcript

Veeva Systems Launches AI Agents for Vault CRM and PromoMats

VEEV

Product Launch

New Projects/Investments

Veeva Systems has launched Veeva AI Agents for Vault CRM and PromoMats, marking a major milestone for its industry-specific AI in life sciences.
These new AI Agents are designed to enhance productivity and customer centricity within the life sciences industry.
For Vault CRM, new agents include Free Text Agent, Voice Agent, and Pre-call Agent, while PromoMats now features Quick Check Agent and Content Agent.
Additional Veeva AI Agents for clinical, regulatory, safety, quality, medical, and commercial applications are planned for release throughout 2026.

Dec 3, 2025, 12:03 PM

Press Release

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Earnings Transcripts

Quarterly earnings call transcripts for VEEVA SYSTEMS.

Q3 2026

Nov 20, 2025

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Q2 2026

Aug 27, 2025

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VEEVA SYSTEMS (VEEV)

Analyst Earnings Quarterly Reports

Q2 2026

Q1 2026

Q4 2025

Q3 2025

Executives

Peter Gassner

Brian Van Wagener

Josh Faddis

Nitsa Zuppas

Thomas Schwenger

Board Members

Gordon Ritter

Mark Carges

Marshall Mohr

Mary Lynne Hedley

Matthew Wallach

Paul Sekhri

Priscilla Hung

Tim Cabral

Analyst Coverage

Brian Peterson

Craig Hettenbach

David Larsen

Jailendra Singh

Steven Valiquette

Tyler Radke

Brent Bracelin

Charles Rhyee

Dylan Becker

Gabriela Borges

Ken Wong

Saket Kalia

Andrew DeGasperi

David Hynes

Joe Vruwink

Rishi Jaluria

Ryan MacDonald

S. Kirk Materne

Stan Berenshteyn

David Windley

Jeffrey Garro

Joseph Vruwink

Stanislav Berenshteyn

Alexei Gogolev

Alina Sukhotkalia

Allan Verkhovski

Andrew DeGasbury

Hoi-Fung Wong

Jeff Garro

Tucker Remmers

Anne McCormick

Anne Samuel

Bradley Sills

Carolyn Valenti

Faith Brunner

Jack Wallace

Jenny Cao

Peter Griffith

Sean Dodge

William McNamara

Latest news

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Earnings Transcripts

Q3 2026

Q2 2026

Q1 2026

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