Veeva Systems Inc. · NYSE:VEEV

Veeva Systems — 36th Annual J.P. Morgan Healthcare Conference (January 2018)

25 slides from Veeva Systems's conference presentation, Jan 11, 2018

Slide 1: J.P. Morgan Healthcare Conference Investor Presentation
J.P. Morgan Healthcare Conference Investor Presentation Matt Wallach, President & Co-founder January 11, 2018 Copyright © Veeva Systems 2018 1
Slide 2: Safe Harbor
Safe Harbor Forward-looking Statements This presentation contains forward-looking statements, including statements regarding Veeva's future financial outlook and financial performance, market growth, the release dates for and benefits from the use of Veeva's solutions, our partnership plans, our str
Slide 4: Business Model Advantage - The Veeva Way
Business Model Advantage - The Veeva Way Strong Growth Big Strategic & Profitability Markets The Veeva Way Customer Cloud Success Innovation Copyright © Veeva Systems 2018 4
Slide 5: Unique Combination of Growth and Profitability
Unique Combination of Growth and Profitability ~$680M Revenue Non-GAAP Operating Income1 $544M $409M $313M $210M ~$211M $160M $130M $109M $86M $61M $47M $29M $30M $5M $7M FY’11 FY’12 FY’13 FY’14 FY’15 FY’16 FY’17 FY’18² Fiscal Year Ending January 31 ¹ Refer to our latest earnings release dated 12/5/
Slide 10: Expanding TAM…with Lots of Runway
Expanding TAM…with Lots of Runway $8B+ $1B+ VAULT QualityOne $4B+ VAULT COMMERCIAL $3B CLOUD ~$680M* VEEVA TODAY *Annual revenue guidance provided as of 12/5/2017 for the fiscal year ending 1/31/2018 Copyright © Veeva Systems 2018 10
Slide 11: Life Sciences' Strategic Technology Partner
Life Sciences’ Strategic Technology Partner LIFE SCIENCES ERP Drug Development Commercial Systems Systems Systems Copyright © Veeva Systems 2018 11
Slide 12: Veeva Spans an Entire Life Sciences Company
Veeva Spans an Entire Life Sciences Company PRODUCT DEVELOPMENT COMMERCIAL Quality and Clinical Trials Regulatory Medical Affairs Field Medical Marketing Sales Manufacturing Approved Align CRM CLM Engage Events Management Email Registrations CTMS EDC Submissions QMS eTMF MedComms PromoMats eSource S
Slide 15: Becoming the Leader
Becoming the Leader 280 customers 230 customers 170 customers 120 customers 110 customers 19 of the top 20 19 of the top 20 8 of the top 20 4 of the top 20 4 of the top 20 Copyright © Veeva Systems 2018 15
Slide 19: Average Commercial Cloud Products per CRM Customer
Average Commercial Cloud Products per CRM Customer 2.84 2.85 2.22 2.47 1.90 FY14 FY15 FY16 FY17 2Q18 147 190 212 259 281 CUSTOMERS CUSTOMERS CUSTOMERS CUSTOMERS CUSTOMERS Copyright © Veeva Systems 2018 19
Slide 21: Vault Applications
Vault EDC Vault eTMF Vault QualityDocs Vault Submissions Vault MedComms Vault eSource Vault Study Startup Vault QMS Vault Submissions Archive Vault PromoMats Vault CTMS Vault Registrations Vault Submissions Publishing Copyright © Veeva Systems 2018 21
Slide 23: Average Vault Products per Vault Customer
Average Vault Products per Vault Customer 1.97 1.82 1.52 1.53 1.48 FY14 FY15 FY16 FY17 2Q18 69 135 219 334 386 CUSTOMERS CUSTOMERS CUSTOMERS CUSTOMERS CUSTOMERS Copyright © Veeva Systems 2018 23
Slide 24: On a Path to Multi-Billion Dollar Cloud Leader
On a Path to Multi-Billion Dollar Cloud Leader • Track Record of Technology Innovation and Product Excellence • Powerful and Unique Cloud Platform • Long-term Leadership in Strategic Markets • Business Model Advantage – The Veeva Way Copyright © Veeva Systems 2018 24
Slide 25: Thank You
V Thank You

Veeva Systems — 36th Annual J.P. Morgan Healthcare Conference (January 2018) on 6ix

Veeva Systems — 36th Annual J.P. Morgan Healthcare Conference (January 2018)

Slide 1: J.P. Morgan Healthcare Conference Investor Presentation

Slide 2: Safe Harbor

Slide 3: Vision and Values

Slide 4: Business Model Advantage - The Veeva Way

Slide 5: Unique Combination of Growth and Profitability

Slide 6: Two Product Segments

Slide 7: Expanding TAM

Slide 8: Expanding TAM

Slide 9: Expanding TAM $8B+

Slide 10: Expanding TAM…with Lots of Runway

Slide 11: Life Sciences' Strategic Technology Partner

Slide 12: Veeva Spans an Entire Life Sciences Company

Slide 13: Unified & Best-of-Breed

Slide 14: Select Veeva Customers

Slide 15: Becoming the Leader

Slide 16: Strong Partner Ecosystem

Slide 17: Commercial Cloud

Slide 18: OpenData Align Events Network

Slide 19: Average Commercial Cloud Products per CRM Customer

Slide 20: Veeva Vault

Slide 21: Vault Applications

Slide 22: Coming in 2019

Slide 23: Average Vault Products per Vault Customer

Slide 24: On a Path to Multi-Billion Dollar Cloud Leader

Slide 25: Thank You