𝐕𝐞𝐞𝐯𝐚 𝐒𝐲𝐬𝐭𝐞𝐦𝐬: 𝐐𝟐 𝐑𝐞𝐯𝐞𝐧𝐮𝐞 +𝟏𝟖%; 𝐑𝐚𝐢𝐬𝐞𝐬 𝐅𝐘𝟐𝟕 𝐎𝐮𝐭𝐥𝐨𝐨𝐤

$VEEV (+0,24%)

⠀

📊 𝐑𝐞𝐬𝐮𝐥𝐭𝐬

• Revenue: $928.0M (+18% YoY)

• Subscription Revenue: $766.8M (+16% YoY)

• GAAP Operating Income: $275.0M (+40% YoY)

• Adj. Operating Income: $415.9M (+18% YoY)

• GAAP EPS: $1.66 vs. $1.19 YoY

• Adj. EPS: $2.35 vs. $1.99 YoY

• Adj. Net Income: $387.4M (+16% YoY)

⠀

🎯 𝐆𝐮𝐢𝐝𝐚𝐧𝐜𝐞

• Q3 Revenue: $932M–$935M

• Q3 Adj. Operating Income: $417M–$420M

• Q3 Adj. EPS: $2.33–$2.34

• FY27 Revenue: $3.682B–$3.687B

• FY27 Adj. Operating Income: ~$1.640B

• FY27 Adj. EPS: ~$9.21

⠀

📌 𝐊𝐞𝐲 𝐓𝐚𝐤𝐞𝐚𝐰𝐚𝐲𝐬

• Q2 results exceeded guidance across all metrics, while management said its full-year outlook improved across the board

• Vault CRM had its best quarter ever, with more than 180 customers live and 12 of the top 20 biopharmas now committed globally

• AI adoption accelerated across Vault AI and Veeva Falcon; Falcon has five early adopters and remains on track for initial go-lives this year

⠀

💬 𝐌𝐚𝐧𝐚𝐠𝐞𝐦𝐞𝐧𝐭 𝐂𝐨𝐦𝐦𝐞𝐧𝐭𝐚𝐫𝐲

“AI is opening up the next big chapter for Veeva and life sciences.”