A1W5SA Stock Price, News, Filings & Events — Veeva Systems Inc.

Veeva Systems Inc. (VEEV.NYSE) sells cloud-based software solutions specifically designed for the life sciences industry, including applications for clinical, regulatory, and commercial processes. The primary customers are pharmaceutical and biotechnology companies, with key job titles including IT managers, compliance officers, and clinical operations leaders. Core Product Wedge: - Industry Cloud Solutions : Focused on life sciences, integrating applications, data, and consulting. - Key Offerings : Veeva Vault (for content management), Veeva Quality Cloud, and Veeva CRM (customer relationship management). - Target Customers : More than 1,500 customers, including the world's largest pharmaceutical companies.

Veeva Systems Inc. (VEEV.NYSE) reported total revenues of $928.0 million for the second quarter of fiscal 2027, which represents an 18% year-over-year growth rate. Revenue and Growth Overview: - Current Revenue (Q2 FY2027) : $928.0 million - YoY Growth Rate : 18% - Previous Quarter (Q1 FY2027) : $882.9 million (16% YoY growth) - Q4 FY2026 : Revenue details not provided, but growth was 16% YoY. Net-New-ARR Trend: - Q2 FY2027 : 18% YoY growth indicates an acceleration compared to Q1 FY2027's 16% YoY growth. Conclusion: Overall, Veeva's growth appears to be accelerating as the company has shown an increase in the YoY growth rate from 16% to 18% in the most recent quarter.

I couldn’t find any recent public disclosure from Veeva Systems Inc. (Ticker VEEV, ISIN US9224751084) that reports explicit values for net revenue retention (NRR) or gross (subscription) revenue retention (GRR) for their latest fiscal year (FY 2026 ended Jan 31, 2026). Here’s what is known, what is missing, and what that implies: --- What Veeva does report - Veeva defines “subscription services revenue retention rate” in older filings as essentially their NRR: calculated annually as the revenue at the end of the fiscal year from customers who were customers at the end of the prior fiscal year, divided by revenue from all customers as of that prior date. This metric includes expansion, contractions, price changes, and non-renewals. (sec.gov) - In Fiscal Year 2021, their reported subscription revenue retention rate was 124%. (sec.gov) - There is no similar NRR or GRR number in the FY 2026 10-K or recent earnings releases, or in investor presentations that I found. (sec.gov) --- What remains undisclosed - Recent NRR value (for FY 2026 or Q2 FY 2027): Not publicly reported in the SEC filings or recent presentations as of August 2026. - Gross revenue retention (GRR) : No public number found for Veeva in recent periods that isolates retention excluding upsells / expansions. --- Interpretation & what past numbers suggest Even though current retention metrics are unavailable, past performance gives useful clues: | Metric | Definition | FY 2021 Reported Value (most recent available) | Implications | |--------|-------------|-----------------------------------------------|---------...

The specific data required to estimate Veeva Systems Inc.'s (VEEV.NYSE) magic number or CAC payback period is missing from the provided context. Information such as customer acquisition costs, revenue growth rates, and specific metrics related to sales efficiency would be needed to perform this analysis.

The information regarding Veeva Systems Inc.'s gross margin, FCF margin, and Rule of 40 score, as well as their trends over the last 8 quarters, is missing from the provided context.

The information regarding Veeva Systems Inc.'s customer concentration (top 10 customers as a % of ARR), average contract value, and the split between seat-based, consumption-based, and platform pricing is missing from the provided context.

Veeva Systems Inc. provides industry cloud solutions specifically tailored for the life sciences sector, combining applications, data, and consulting services that are deeply integrated with the unique needs of this industry. Its focus on innovation, particularly with AI-driven solutions like Veeva Falcon, and its established relationships with over 1,500 customers, including major pharmaceutical companies, create a competitive edge that is difficult for rivals to replicate. Unique Offerings - Industry-Specific Solutions : Veeva's applications are designed specifically for life sciences, addressing regulatory compliance, clinical trials, and commercial operations. - AI Integration : The introduction of AI capabilities, such as Veeva Falcon, enhances efficiency in drug development processes, making it a leader in leveraging technology for life sciences. - Established Customer Base : Serving more than 1,500 customers, including top pharmaceutical firms, provides Veeva with a strong market presence and customer loyalty. Direct Competitors - Salesforce : Competes in CRM solutions but lacks the specific focus on life sciences. - Oracle : Offers cloud solutions but may not have the same level of specialization in life sciences as Veeva. - SAP : Provides enterprise solutions but does not focus exclusively on the life sciences sector. Competitive Positioning - Winning Deals : Veeva is winning deals by offering tailored solutions that meet the specific regulatory and operational needs of life sciences companies, which competitors struggle to match. - Losing Deals : In some cases,...

Near-term catalysts that could re-rate Veeva Systems Inc. (VEEV.NYSE) include the introduction of new AI features, such as those related to Veeva Falcon, which aims to enhance efficiency in drug development and content review. Additionally, the company's strong performance in recent quarters, as indicated by its revenue growth, may lead to positive guidance changes. Potential Catalysts: - New AI Features : The launch of Veeva Falcon and its agentic MLR solution could significantly improve operational efficiencies and attract new customers. - Strong Revenue Growth : Recent quarterly results show a year-over-year revenue increase (e.g., 18% YoY in Q2 2027), which may lead to upward revisions in guidance. - Customer Expansion : Continued success in acquiring large pharmaceutical companies as clients could enhance market perception and drive stock re-rating. - Market Positioning : As Veeva is set to join the S&P 500, this could increase visibility and attract institutional investors. These factors combined could positively influence investor sentiment and lead to a re-rating of the stock.