VEEVA SYSTEMS (VEEV) Company Report

Veeva Systems announced the acquisition of Ostro, a leading brand engagement platform for life sciences.
Ostro utilizes an AI-driven chat experience to provide patients and doctors with immediate, compliant answers drawn from MLR-approved materials.
The acquisition was made for a purchase price of approximately $100 million in cash and long-term equity retention grants.
Ostro will operate as an independent unit led by CEO Chase Feiger.
Veeva plans to develop integrations between Ostro and Veeva Commercial Cloud applications to connect online and field engagements.

2 days ago

Press Release

Veeva Systems Reports Strong FY26 Results and Provides FY27 Guidance

VEEV

Earnings

Guidance Update

New Projects/Investments

Veeva Systems concluded fiscal year 2026 with total revenue of $836 million and non-GAAP operating income of $366 million for Q4 2026, and total revenue of $3.195 billion and non-GAAP operating income of $1.434 billion for the full year, exceeding its $3 billion revenue run rate goal.
For fiscal year 2027, the company projects total revenue growth of 13% and subscription revenue growth of 13%, with normalized billings growth of 11%.
The CRM business is anticipated to be a stable business, projected to account for approximately 10% of total revenue by 2030 (down from 20% today), with 140+ customers live on Vault CRM. The CRM end of support date was adjusted to December 2029.
Veeva views AI as a positive force, facilitating faster system improvements and driving demand for integrated AI solutions, noting momentum in Safety AI and a milestone deal for RTSM.
Customer count growth accelerated to 5% in FY26, primarily due to strong execution in the Veeva Basics program targeting small emerging biotechs.

8 days ago

Transcript

Veeva Systems Reports Strong FY26 Results and Provides FY27 Guidance

VEEV

Earnings

Guidance Update

New Projects/Investments

Veeva Systems concluded fiscal year 2026 with total revenue of $836 million and non-GAAP operating income of $366 million in Q4, achieving full-year revenue of $3.195 billion and non-GAAP operating income of $1.434 billion, surpassing its $3 billion revenue run rate goal.
For fiscal year 2027, the company forecasts 13% total revenue growth and 13% subscription growth, alongside 11% growth in normalized billings.
The CRM business is projected to represent 10% of total revenue by 2030 (down from 20% currently), with 140+ customers live on Vault CRM and an expectation that 14 out of 20 top pharmaceutical companies will standardize on it.
Veeva views AI as a positive and symbiotic force, enabling faster improvement of its core systems and providing integrated AI solutions for customers, with early proof points in commercial content management demonstrating clear ROI through faster content creation and lower costs.
Professional services showed strong execution and outperformance in FY26, driven by business consulting, R&D, and CRM migration, with continued profitability anticipated in FY27.

8 days ago

Transcript

Veeva Systems announces Q4 2026 results and FY 2027 guidance

VEEV

Earnings

Guidance Update

For Q4 2026, Veeva Systems reported Total Revenue of $836.0 million and Non-GAAP Operating Income of $366.5 million , resulting in a Non-GAAP Operating Margin of 43.8%.
For the full fiscal year 2026, the company achieved Total Revenue of $3,195 million , Non-GAAP Operating Income of $1,434 million , and Normalized Billings of $3,425 million.
Veeva Systems issued FY 2027 guidance, projecting Total Revenue between $3,585 million and $3,600 million , Non-GAAP Operating Income of ~$1,590 million , and Non-GAAP Fully Diluted Net Income per Share of ~$8.85.

8 days ago

Presentation

Veeva Systems Reports Strong Q4 and Full-Year 2026 Results, Provides FY 2027 Revenue Guidance

VEEV

Earnings

Guidance Update

New Projects/Investments

Veeva Systems reported Q4 2026 total revenue of $836 million and non-GAAP operating income of $366 million, contributing to full-year 2026 total revenue of $3.195 billion and non-GAAP operating income of $1.434 billion, exceeding guidance.
The company projects its CRM business to be stable, comprising about 10% of total revenue by 2030, and has moved the CRM end of support date to December 2029 due to strong Vault CRM momentum, with 140 customers currently live.
Veeva views AI as a symbiotic force that will help improve core systems and enable new industry-specific applications, with early focus on commercial content for faster, lower-cost creation, and safety. AI offerings will use a token-based pricing model but are not expected to materially impact FY 2027 margins.
For fiscal year 2027, total revenue is guided to grow by 13%, with management not expecting a repeat of the 5-point outperformance seen in FY 2026, which was largely driven by Crossix.

8 days ago

Transcript

Veeva Systems Announces Fourth Quarter and Fiscal Year 2026 Results

VEEV

Earnings

Guidance Update

Veeva Systems reported strong financial performance for the fourth quarter and fiscal year ended January 31, 2026.
For the fourth quarter of fiscal year 2026, total revenues were $836.0 million, an increase of 16% year over year, and non-GAAP fully diluted net income per share was $2.06.
For the full fiscal year 2026, total revenues reached $3,195.3 million, up 16% year over year, with non-GAAP fully diluted net income per share at $8.10.
The company provided guidance for the fiscal first quarter ending April 30, 2026, expecting total revenues between $855 and $858 million, and for the fiscal year ending January 31, 2027, projecting total revenues between $3,585 and $3,600 million.
Veeva achieved a $3 billion revenue run rate in early 2025 and ended the year with a total of 1,552 customers, demonstrating continued growth and strategic advancements in AI and core solutions.

8 days ago

Press Release

Veeva Announces Fourth Quarter and Fiscal Year 2026 Results

VEEV

Earnings

Guidance Update

Revenue Acceleration/Inflection

Veeva reported fiscal year 2026 total revenues of $3,195.3 million, an increase of 16% year over year, with subscription revenues of $2,684.2 million, up 17% year over year.
For the fourth quarter of fiscal year 2026, total revenues were $836.0 million, a 16% increase year over year, and subscription revenues were $707.7 million, also up 16% year over year.
Non-GAAP fully diluted net income per share for fiscal year 2026 was $8.10, compared to $6.60 one year ago, and $2.06 for the fourth quarter, compared to $1.74 one year ago.
The company ended the year with 1,552 customers and achieved its $3 billion revenue run rate in early 2025.
Veeva provided guidance for fiscal first quarter 2027 total revenues between $855 and $858 million and for fiscal year 2027 total revenues between $3,585 and $3,600 million.

8 days ago

8-K

Veeva Systems Announces Over 125 Customers Live on Vault CRM

VEEV

Product Launch

New Projects/Investments

Veeva Vault CRM now has over 125 customers live, including top 20 biopharmas across the U.S., Europe, and Japan, accelerating the industry's move to agentic CRM with Veeva AI.
The end-of-support date for Veeva CRM has been updated from September 2030 to the end of December 2029.

Mar 3, 2026, 12:03 PM

Press Release

Veeva Link Key People Standardized by Top Biopharmas

VEEV

Product Launch

New Projects/Investments

Veeva Systems (NYSE: VEEV) announced that 13 of the top 20 biopharmas have globally standardized on Veeva Link Key People to enhance customer engagement and provide data for AI.
Within the last year, 38 new customers adopted Link Key People, with three of the top 20 biopharmas making it their global standard.
Link Key People provides trusted insights for medical and commercial teams and allows analytics teams to use its data to feed their AI models, featuring recent innovations like AI-powered summaries and a Link Direct Data API.

Feb 4, 2026, 12:03 PM

Press Release

Veeva Systems Outlines 2030 Growth Strategy and Capital Allocation

VEEV

Guidance Update

Share Buyback

New Projects/Investments

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.

Jan 13, 2026, 9:30 PM

Transcript

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Earnings Transcripts

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VEEVA SYSTEMS (VEEV)

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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

Jailendra Singh

Tyler Radke

David Larsen

Dylan Becker

Saket Kalia

Andrew DeGasperi

Joe Vruwink

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Stan Berenshteyn

Steven Valiquette

Brent Bracelin

Charles Rhyee

David Windley

Gabriela Borges

Ken Wong

Alexei Gogolev

David Hynes

Ryan MacDonald

S. Kirk Materne

Jeffrey Garro

Joseph Vruwink

Stanislav Berenshteyn

Adam Hotchkiss

Alina Sukhotkalia

Allan Verkhovski

Andrew DeGasbury

David Hynes Jr.

Hannah Rudolff

Hoi-Fung Wong

Jeff Garro

Karl Keirstead

Ken Wong

Matt Shea

Tucker Remmers

Anne McCormick

Anne Samuel

Bradley Sills

Carolyn Valenti

Faith Brunner

Jack Wallace

Jenny Cao

Peter Griffith

Sean Dodge

William McNamara

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