๐ ๐๐๐ฌ๐ฎ๐ฅ๐ญ๐ฌ
โข Adj. EPS: $2.24 (Est. $2.14) โ
โข Revenue: $882.9M (Est. $857.7M) โ
โข Subscription revenue: $730.2M, +15% YoY
โข Operating income: $273.1M, +17% YoY
โข Net income: $260.9M, +14% YoY
โ
๐ฏ ๐๐ฎ๐ข๐๐๐ง๐๐
โข Q2 Revenue: $902M-$905M (Est. $887.7M) โ
โข Q2 Adj. EPS: $2.21-$2.22 (Est. $2.18) โ
โข FY27 Revenue: $3.635B-$3.645B (Est. $3.60B) โ
โข FY27 Adj. EPS: $9.05 (Est. $8.85) โ
โ
๐ ๐๐๐ฒ ๐๐๐ค๐๐๐ฐ๐๐ฒ๐ฌ
โข Broad-based growth and profitability exceeded guidance across all metrics
โข Added 27 new Vault CRM customers, now over 150 customers live
โข Strong momentum in Veeva AI, Vault AI and Veeva Falcon initiatives
โข Ostro acquisition expanding conversational AI capabilities across life sciences
โข Continued enterprise wins across clinical, regulatory and safety applications
โ
๐ฌ ๐๐๐ง๐๐ ๐๐ฆ๐๐ง๐ญ ๐๐จ๐ฆ๐ฆ๐๐ง๐ญ๐๐ซ๐ฒ
โOur rapid progress with Veeva AI sets the foundation as we enter the next chapter of our industry cloud. We are moving from an industry-specific application company to an industry-specific application and AI agent company.โ
