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Veeva Systems Inc (DE:VEE)
NYSE:VEE
Earnings Data
Report Date
Jun 03, 2026After Close (Confirmed)
Period Ending
2027 (Q1)Consensus EPS Forecast
1.87Last Year’s EPS
1.72Same Quarter Last Year
Moderate Buy
Based on 23 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call leans positive: Veeva reported a strong finish to the year with record revenue (> $3.19B) and high non-GAAP operating margins (~45%), demonstrated execution across Vault CRM (~140 live customers), major top-20 R&D and RTSM/safety wins, robust services demand, and clear early AI product traction (notably in content automation). The main headwinds are tougher year-over-year comps for Crossix, timing variability in EDC adoption, and the early-stage financial impact of AI. Management appears confident about long-term opportunities (Vault CRM scale, study-by-study/CRO channel, R&D product expansion and AI), while appropriately cautious about near-term comparability and macro uncertainty.Company Guidance
Quarter and Full-Year Financials
Q4 total revenue of $836 million and non-GAAP operating income of $366 million. Full-year revenue of $3.195 billion and non-GAAP operating income of $1.434 billion. Management highlighted having surpassed the $3 billion revenue run-rate goal for the year.
Strong Profitability
Non-GAAP operating margin is roughly in the mid-40s (~45% reported by management), reflecting continued high operating leverage and profitable execution across software and services.
Guidance and Top-Line Outlook
Company provided FY2027 revenue guidance implying approximately 13% total revenue growth. Management expects normalized billings to be provided annually (11% growth referenced versus subscription growth) and seasonality similar to prior years.
Subscription and Billings Dynamics
Management discussed subscription growth of ~13% for FY2027 versus normalized billings growth of ~11%, driven by product mix shifts (growth moving from mature products like eTMF toward faster-growing, earlier-stage products such as RTSM, EDC, safety and LIMS) and tougher compares in Crossix.
Commercial Momentum — Vault CRM
Vault CRM momentum with ~140 customers live (management previously noted 125+ and updated to ~140). Expectation that ~14 of the top 20 life sciences companies will standardize on Vault CRM over time; several top-20 projects are already active and executing.
R&D Product Wins and Enterprise Deals
Significant top-20 wins in RTSM and safety, including a top-20 standardizing on RTSM and first top-20 go-lives on Signal and Workbench. Management described RTSM as a large product area comparable in significance to EDC and highlighted long-term ramp potential.
Crossix and Commercial Data Strength
Crossix had an outstanding fiscal 2026 and was a major driver of outperformance; the team is described as executing well with a long runway for growth (management cautioned compares will be tougher into FY2027).
Professional Services Execution
Professional services outperformed, driven by business consulting, R&D services, digital events and CRM migration work. Management has been hiring to support demand and expects the services margin profile to remain healthy.
AI Strategy and Early ROI Proof Points
Company emphasized AI as an important strategic area with early, concrete ROI in commercial content automation (faster content creation and lower content costs). Veeva is positioned as a trusted provider for industry-specific AI applications and is a launch partner on initiatives like Claude for Life Sciences.
Study-by-Study (CRO) Opportunity
Management reiterated a strategic push into the CRO/study-by-study channel (OEMing Veeva technology to CROs) and views the combined study-by-study opportunity across EDC, RTSM, eCOA as large (potentially up to ~$1B opportunity by internal estimates) with new go-to-market emphasis.
Customer Growth and Execution in SMB/Biotech
Customer count growth accelerated to ~5% year-over-year, driven by strong execution in the basics offering for small emerging biotechs and cross-sell opportunities (Network, OpenData, Service Center, Campaign Manager).
DE:VEE Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
DE:VEE Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Mar 04, 2026 | €160.15 | €173.00 | +8.02% |
Nov 20, 2025 | €236.70 | €214.00 | -9.59% |
Aug 27, 2025 | €247.60 | €241.00 | -2.67% |
May 29, 2025 | €243.70 | €242.00 | -0.70% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Veeva Systems Inc (DE:VEE) report earnings?
Veeva Systems Inc (DE:VEE) is schdueled to report earning on Jun 03, 2026, After Close (Confirmed).
What is Veeva Systems Inc (DE:VEE) earnings time?
Veeva Systems Inc (DE:VEE) earnings time is at Jun 03, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is the P/E ratio of Veeva Systems Inc stock?
The P/E ratio of Veeva Systems is N/A.
What is DE:VEE EPS forecast?
DE:VEE EPS forecast for the fiscal quarter 2027 (Q1) is 1.87.