Veeva Systems Inc. · NYSE:VEEV

Veeva Systems — J.P. Morgan Healthcare Conference 2019

24 slides from Veeva Systems's conference presentation, Jan 10, 2019

  1. Slide 1: Veeva Vision

    Veeva Vision Matt Wallach, Co-founder & President January 10, 2019

  2. 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

  3. 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 2019 3

  4. Slide 4: The Veeva Way

    The Veeva Way Strong Growth Big Strategic & Profitability Markets Customer Innovation & Success Product Excellence Copyright © Veeva Systems 2019 Copyright © Veeva Systems 2019 4

  5. Slide 5: Strong Growth and Profitability

    Strong Growth and Profitability $856-857M $691M Revenue Non-GAAP Operating Income1 $551M $409M $313M $299-300M $210M $219M $173M $130M $109M $86M $61M $47M $29M $30M $5M $7M FY’11 FY’12 FY’13 FY’14 FY’15 FY’16 FY’17² FY’18² FY’193 Fiscal Year Ending January 31 ¹ Refer to our latest earnings release

  6. Slide 6: Major Areas of the Business

    Major Areas of the Business Commercial Cloud Development Cloud Outside Life Sciences Copyright © Veeva Systems 2019 6

  7. Slide 7: Veeva's TAM is Now $9B+

    Veeva’s TAM is Now $9B+ $9B+ $8B+ Vault QualityOne $1B+ Vault QualityOne New Vault Products Data Workbench, Safety, $1B+ $1B+ SiteDocs, Training Vault Vault $4B+ $4B Commercial Cloud Commercial Cloud $3B $3B Copyright © Veeva Systems 2019 7

  8. Slide 8: Strategic Technology Partner to Life Sciences

    Strategic Technology Partner to Life Sciences LIFE SCIENCES Drug Development Commercial Systems Systems Copyright © Veeva Systems 2019 8

  9. Slide 9: Top Life Sciences Software Vendors by Spend

    Top 10 Life Sciences Software Vendors by Spend 2012 2017 1 Oracle Veeva 2 SAP Medidata 3 Medidata Oracle 4 SAS SAP 5 Accelrys Dassault 6 Thermo Fisher SAS 7 Cegedim Parexel 8 Parexel IQVIA 9 Veeva Thermo Fisher 10 TIBCO Model N Sources: IDC, Vendor Assessment, #HI240273, March 2013, IDC, Market Shar

  10. Slide 10: Select Veeva Customers

    Select Veeva Customers 675+ customers with users in over 130 countries Enterprise Emerging Growth Copyright © Veeva Systems 2019 10

  11. Slide 11: Strong and Growing Ecosystem

    Strong and Growing Ecosystem 70+ 80+ 400+ 100+ SERVICES PARTNERS TECH PARTNERS CONTENT PARTNERS DATA PARTNERS Copyright © Veeva Systems 2019 11

  12. Slide 12: Veeva Commercial Cloud

    V Veeva Commercial Cloud

  13. Slide 13: Commercial Content CRM Suite

    S CRM Suite Commercial Content Copyright © Veeva Systems 2019 13

  14. Slide 14: Expanding Leadership in Commercial

    Expanding Leadership in Commercial CRM CLM PromoMats Approved Email MedComms Align Events Network OpenData Engage Nitro Market Share Andi INNOVATORS EARLY ADOPTERS EARLY MAJORITY MIDDLE MAJORITY LATER ADOPTERS Copyright © Veeva Systems 2019 14

  15. Slide 15: Customers Adopting More Commercial Cloud

    Customers Adopting More Commercial Cloud Average Commercial Cloud Products per Customer 3.04 2.84 2.91 2.47 2.22 1.90 FY14 FY14 FY15FY15 FY16 FY16 FY17 FY17 FY18 2Q18 2Q19 147 CUSTOMERS 190 CUSTOMERS 212 CUSTOMERS 259 CUSTOMERS 294 CUSTOMERS 308 CUSTOMERS Copyright © Veeva Systems 2019 15

  16. Slide 16: Intelligent Engagement

    Intelligent Engagement AI and Cloud Data Warehousing S Andi CRM Suite Nitro Commercial Content Copyright © Veeva Systems 2019 16

  17. Slide 17: Veeva Development Cloud

    V Veeva Development Cloud

  18. Slide 18: Future

    future Copyright © Veeva Systems 2019 18

  19. Slide 19: Reinventing Clinical Data Management

    Reinventing Clinical Data Management One product for coding, EDC, data cleaning, and data management Coder EDC Data Workbench Clinical Coding Data Capture & Monitoring Cleaning, Reporting, Export Copyright © Veeva Systems 2019 19

  20. Slide 20: Building Product Leadership in Development Cloud

    Building Product Leadership in Development Cloud QualityDocs eTMF Registrations Submissions Subs Archive CTMS QMS Study Startup Publishing CDMS SiteDocs Market Share Training Safety INNOVATORS EARLY ADOPTERS EARLY MAJORITY MIDDLE MAJORITY LATER ADOPTERS Copyright © Veeva Systems 2019 20

  21. Slide 21: Vault Adoption Accelerating

    Vault Adoption Accelerating Average Vault products per Vault customer 2.20 2.10 1.82 1.48 1.52 1.53 FY14 FY14 FY15FY15 FY16 FY16 FY17 FY17FY18 2Q18 2Q19 69 CUSTOMERS 135 CUSTOMERS 219 CUSTOMERS 334 CUSTOMERS 449 CUSTOMERS 504 CUSTOMERS Copyright © Veeva Systems 2019 21

  22. Slide 22: Veeva Industry Cloud

    Veeva Industry Cloud Clinical Data Clinical Management Operations Quality Regulatory Safety Medical Commercial Coding eTMF QMS Submissions Safety Medical CRM OpenData Management EDC CTMS QualityDocs Subs Archive MedComms Multichannel CRM Workbench Study Startup Training Registrations Oncology Link P

  23. Slide 23: On a Path to Multi-Billion Dollar Cloud Leader

    On a Path to Multi-Billion Dollar Cloud Leader • Continued Innovation and Market Expansion • Building Long-term Leadership in Strategic Markets • Powerful and Unique Cloud Platform • Business Model Advantage – The Veeva Way Copyright © Veeva Systems 2019 23

  24. Slide 24: Thank You

    Thank You Thank you

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