Veeva Systems Inc. · NYSE:VEEV
Veeva Systems — J.P. Morgan Healthcare Conference 2020
15 slides from Veeva Systems's conference presentation, Jan 16, 2020
Slide 1: Veeva
Veeva Paul Shawah, SVP, Commercial Cloud January 16, 2020
Slide 2: Safe Harbor
Safe Harbor Forward-looking Statements This presentation and associated commentary made by our management contain forward-looking statements, including statements regarding Veeva’s future financial outlook and financial performance, market growth, the benefits from the use of Veeva’s solutions, our
Slide 3: Vision and Values
Vision Building the Industry Cloud for Life Sciences Values Do the Right Thing Customer Success Employee Success Speed Copyright © Veeva Systems 2020 3
Slide 4: The Veeva Way
The Veeva Way Strong Growth & Big Strategic Innovation & Customer Profitability Markets Product Excellence Success VALUES OPERATING MODEL TRUST Copyright © Veeva Systems 2020 4
Slide 5: Consistent Growth and Profitability
Consistent Growth and Profitability $1.090B $862M Revenue Non-GAAP Operating Income1 $691M $551M $409M $410M $313M $307M $210M $219M $173M $130M $109M $86M $61M $47M $29M $30M $5M $7M FY11 FY12 FY13 FY14 FY15 FY16 FY17² FY18² FY19 FY20E3 Fiscal Year Ending January 31 ¹ Please refer to our latest ear
Slide 6: Veeva in 2025
Veeva in 2025 Building a Multi-Billion Dollar Company Metric CY 2019E CY 2025 Targets Total Revenue Run Rate $1B+ $3B Commercial Cloud $500M+ ~$1B Vault $550M+ ~$2B Non-GAAP Op Margin ~38% 35%+ Copyright © Veeva Systems 2020 6
Slide 7: Evolution of Medicine
Evolution of Medicine Precision Medicine Large Molecule Small Molecule Natural/Herbal Medicine Copyright © Veeva Systems 2020 7
Slide 8: Veeva: The Industry Cloud for Life Sciences
Veeva: The Industry Cloud for Life Sciences Software Data Services R&D I MEDICAL I COMMERCIAL Copyright © Veeva Systems 2020 8
Slide 9: Spanning Life Sciences
Spanning Life Sciences Clinical Data Clinical Management Operations Quality Regulatory Safety Medical Commercial Coder eTMF QualityDocs Submissions Safety Medical CRM Multichannel CRM EDC CTMS QMS Subs Archive SafetyDocs MedComms OpenData Data Workbench Study Startup Training Registrations Safety.AI
Slide 10: Innovation Engine Fuels Long Term Growth
Innovation Engine Fuels Long Term Growth Deep portfolio of products on the path to market leadership Approved Email CRM CLM PromoMats eTMF QualityDocs MedComms Align Registrations Events Submissions CDMS Network Subs Archive CTMS OpenData Engage Andi QMS Publishing Nitro Study Startup Safety Safety.
Slide 11: Customers Adopting More Commercial Cloud
Customers Adopting More Commercial Cloud Average Commercial Cloud products per customer 3.43 3.26 2.84 2.91 2.47 2.22 1.90 FY14 FY14 FY15 FY15 FY16 FY16 FY17 FY18 FY17 FY19 2Q18 2Q20 147 CUSTOMERS 190 CUSTOMERS 212 CUSTOMERS 259 CUSTOMERS 294 CUSTOMERS 319 CUSTOMERS 341 CUSTOMERS Copyright © Veeva S
Slide 12: Vault Adoption Accelerating
Vault Adoption Accelerating Average Vault products per Vault customer Total Number of Vaults 100+ 200+ 300+ 600+ 900+ 1,300+ 1,500+ 2.38 2.30 2.10 1.82 1.48 1.52 1.53 FY14 FY14 FY15 FY15 FY16 FY16 FY17 FY18 FY17 FY19 2Q18 2Q20 69 CUSTOMERS 135 CUSTOMERS 219 CUSTOMERS 334 CUSTOMERS 449 CUSTOMERS 574
Slide 13: Veeva's Growing Market Opportunity
Veeva’s Growing Market Opportunity $10B+ Vault Outside Life Sciences* $1B+ Patient Data & Analytics $1B Commercial Cloud $3B Vault for Life Sciences $5B * Vault Outside of Life Sciences includes Vault QualityOne, Vault RegulatoryOne, and Vault Claims to CPG, Cosmetics, and Chemicals Copyright © Veev
Slide 14: In the Early Days of a Big Mission
In the Early Days of a Big Mission • Strategic Partner to the Industry • Consistent Market Expansion and Leadership • Innovation Drives Sustainable Growth • Business Model Advantage Copyright © Veeva Systems 2020 14
Slide 15: Thank You
Thank You Thank you
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