Veeva Acquires Ostro, the Leading Brand Engagement Platform for Life Sciences Veeva (NYSE: VEEV) announced on March 10, 2026 the acquisition of Ostro, a brand engagement platform for life sciences, for approximately $100 million in cash plus long-term equity retention grants. Ostro will operate as an independent unit led by CEO Chase Feiger and will integrate over time with Veeva Commercial Cloud.Ostro provides AI-driven, MLR-approved conversational responses and engagement analytics to help patients and doctors get compliant answers in real time.

#VEEV Veeva Acquires Ostro, the Leading Brand Engagement Platform for Life Sciences

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Veeva Announces Fourth Quarter and Fiscal Year 2026 Results Veeva (NYSE: VEEV) reported fiscal 2026 total revenues of $3,195.3M, up 16% year‑over‑year, and Q4 revenues of $836.0M, up 16%.Operating income rose to $916.4M for the year (up 33%) and fiscal year net income reached $908.9M (up 27%). The company provided FY27 non‑GAAP guidance and said it is advancing industry AI and customer adoption.

#VEEV Veeva Announces Fourth Quarter and Fiscal Year 2026 Results

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Earnings to watch week of March 2, 2026
#AAON #AQN #ASAN #ASTS #AVGO #AZO #BBAI #BBWI #BBY #BILI #BJ #BOX #BULL #BURL #CBRL #CHPT #CIEN #COST #CRDO #CRWD #GAP #GCO #GTLB #GWRE #IOT #INGM #JD #OKTA #ONON #QSI #RDNT #RGTI #RIOT #ROST #SE #SRAD #SRRK #SSYS #SWBI #TGT #THO #TUYA #VEEV #VG #VIK #VSCO

Veeva Announces Environmental Monitoring Solution to Modernize Quality Control in Manufacturing Veeva (NYSE: VEEV) announced Veeva Environmental Monitoring, a cloud-native application within Veeva Quality Cloud designed to automate environmental sample scheduling, collection, and analysis for manufacturing QC. The solution is unified with Veeva LIMS and integrates with Veeva quality applications to reduce data silos and paper-based processes, automatically initiate quality events in Veeva QMS, surface procedures from Veeva QualityDocs, and publish environmental data to Veeva Batch Release to help optimize batch release.The company said Veeva Environmental Monitoring is planned for availability in December 2026 and is positioned to modernize QC, micro labs, and batch-release workflows.

#VEEV Veeva Announces Environmental Monitoring Solution to Modernize Quality Control in Manufacturing

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Novo Nordisk International Operations Commits to Veeva Vault CRM Veeva Systems (NYSE: VEEV) announced that Novo Nordisk's International Operations has committed to adopt Veeva Vault CRM to support commercial teams with next‑generation CRM capabilities and agentic AI.Vault CRM is described as part of a suite of applications and agentic AI designed for commercial execution across personal and digital channels and to address global, country‑specific business and compliance requirements. Both companies framed the move as an expansion of their strategic partnership and a technology foundation to help drive commercial execution.

#VEEV Novo Nordisk International Operations Commits to Veeva Vault CRM

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Veeva Announces Share Repurchase Program Veeva (NYSE: VEEV) announced on Jan. 5, 2026 that its board approved a share repurchase program authorizing up to $2.0 billion of Class A common stock purchases.The program may use open-market purchases, privately negotiated transactions, or Rule 10b5-1 trading plans and will comply with Rule 10b-18 and other applicable laws. The program term is 2 years, repurchases are at management discretion, and Veeva is not obligated to buy any specific number of shares; the program may be suspended or cancelled at any time.

#VEEV Veeva Announces Share Repurchase Program

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Top 15 Software Stocks to Watch 👇

#SNOW— Snowflake
#AXON — Axon Enterprise
#HOOD — Robinhood
#NBIS — Nebius Group
#PLTR — Palantir Technologies
#NOW — ServiceNow
#NU — Nu Holdings
#RBRK — Rubrik
#DLO — Dlocal Ltd
#MELI — MercadoLibre
#SE — Sea Limited
#VEEV — Veeva Systems

#NET, #IOT, #SNOW, and #VEEV raised their guidance by around 1%.

Companies such as #GTLB, #CFLT, #NOW, #AXON, and #PANW adjusted their full-year outlooks upward by 0.5% to 0.1%.

#CRWD did not revise its annual forecast, keeping it unchanged.

Veeva Announces Expanded Partnership with Roche Veeva Systems (NYSE: VEEV) announced that Roche Pharmaceuticals will extend its partnership by adopting Veeva Vault CRM across Roche's global pharma organization, expanding Veeva's commercial footprint.The announcement highlights that Veeva AI — described as agentic, industry-specific AI — will power Vault CRM with four planned AI agents: Free Text Agent, Voice Agent, Pre-call Agent, and Media Agent, which are planned for availability in December 2025.The release frames the move as enabling more personalized HCP interactions and improved insights for field teams, without disclosing financial terms or contract value.

#VEEV Veeva Announces Expanded Partnership with Roche

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Key points from #VEEV Veeva Systems Third Quarter 2025 Earnings Call:

Financial Performance: Q3 revenue reached $811M with non-GAAP operating income of $365M, both above guidance. FY26 outlook raised on early deal timing and strength in R&D, SMB, Crossix, and services.

Veeva Syslems #VEEV Q3'25 Results:
↗️$811.2M rev (+16.0% YoY, +2.8% QoQ) beat est by 2.4%
↗️GM* (77.6%, +0.3 PPs YoY)
↗️Operating Margin* (45.0%, +1.5 PPs YoY)🟢
↘️FCF Margin (22.5%, -0.3 PPs YoY)🟡
↗️Net Margin (29.1%, +2.5 PPs YoY)
↗️EPS* $2.04 beat est by 4.6%🟢
*non-GAAP

Key Metrics

#VEEV Q3'25 Results:
↗️$811.2M rev (+16.0% YoY, +2.8% QoQ) beat est by 2.4%
↗️GM* (77.6%, +0.3 PPs YoY)
↗️Operating Margin* (45.0%, +1.5 PPs YoY)🟢
↘️FCF Margin (22.5%, -0.3 PPs YoY)🟡
↗️Net Margin (29.1%, +2.5 PPs YoY)
↗️EPS* $2.04 beat est by 4.6%🟢
*non-GAAP

Key Metrics

Veeva Announces Fiscal 2026 Third Quarter Results Veeva (NYSE: VEEV) reported fiscal 2026 third quarter results for the period ended October 31, 2025: Total revenues $811.2M (up 16% YoY) and Subscription services $682.5M (up 17% YoY). Operating income was $240.9M (+33% YoY) and non-GAAP operating income was $364.9M (+20% YoY). Net income was $236.2M (+27% YoY) and non-GAAP net income was $345.1M (+20% YoY).Veeva highlighted progress on Veeva AI, Vault CRM customer additions, and Development Cloud wins. Guidance: Q4 revenue $807–$810M; FY revenue $3,166–$3,169M; non-GAAP FY diluted EPS ~$7.93.

#VEEV Veeva Announces Fiscal 2026 Third Quarter Results

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Kicking off retail earnings season this week! Share your estimates to reveal Estimize consensus for industry giants like Nvidia, Walmart, Target, Home Depot & others: ▶️ tinyurl.com/3h9xwabd
#BBWI, #BIDU, #CPRT, #HD, #INTU, #JACK, #LOW, #NVDA, #PANW, #PDD, #ROST, #TGT, #TJX, #VEEV, #WMT, #WSM

Veeva Basics Adopted by More Than 100 Emerging Biotechs to Simplify and Standardize Operations PLEASANTON, Calif., Nov. 4, 2025/ PRNewswire/-- Veeva Systems today announced that more than 100 biotechs have selected Veeva Basics to advance operations across clinical, regulatory, and quality. A growing number of biotechs in the U.S. and Europe are establishing a foundation for growth with a simple and standard industry-leading solution that can scale as...

#VEEV Veeva Basics Adopted by More Than 100 Emerging Biotechs to Simplify and Standardize Operations

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A new season of quarterly reports for Q3 2025 is beginning.

Let's examine key metrics (SaaS Magic Number and CAC Payback Period) for SaaS companies based on their Q3 forecasts and compare them with Q2 data.

We'll look: #CRWD #PLTR #NET #ZS #S #SNOW #MDB #CRM #HUBS #VEEV #IOT.

#VEEV #CRM #BMY #6a191e2c-dba9-4995-a677-25809b8847ba #investing

Origin | Interest | Match

Other companies such as #MNDY, #HUBS, #PLTR, #NOW, #VEEV, and #PANW report SBC levels below 20%, which is more in line with industry norms and suggests a more balanced approach to compensation and growth.

On the other hand, the best performers were #PANW with a payback period of 5.5 months, #PLTR at 5.6 months, #VEEV at 9.3 months, and #DDOG at 10.2 months.

The median CAC Payback Period for the SaaS companies I monitor stands at 21.6 months, down from 26.9 months in the previous quarter.

Thoughts on #Veeva Earnings Report #VEEV:
🟢 Positive
• Revenue $789.1M (+16.7% YoY, +4.0% QoQ) beat by 2.8%; EPS $1.99 beat by 4.7%
• Operating margin 44.7% (+3.3 pps YoY); FCF margin 29.4% (+16.1 pps YoY)
• Subscription revenue $659.2M (+17.4% YoY) with GM 86.2%

Key points from #VEEV Veeva’s Second Quarter 2025 Earnings Call:

Financial performance: Revenue $789M above guidance, non-operating income $353M, billings guidance raised $35M. Costs elevated by CRM-to-Vault migrations, but long-term margins expected to expand.

#VEEV Q2'25 Results:
↗️$789.1M rev (+16.7% YoY, +4.0% QoQ) beat est by 2.8%
↗️GM* (77.5%, +0.3 PPs YoY)
↗️Operating Margin* (44.7%, +3.3 PPs YoY)🟢
↗️FCF Margin (29.4%, +16.1 PPs YoY)
↗️Net Margin (25.4%, +0.1 PPs YoY)
↗️EPS* $1.99 beat est by 4.7%🟢
*non-GAAP

Key Metrics

Major Clinical Trial Tech Partnership: Veeva and Amgen Join Forces to Revolutionize Drug Development Veeva Systems and Amgen collaborate to enhance clinical trial efficiency using Veeva Clinical Platform. Partnership focuses on accelerating drug development for serious diseases.

#VEEV Veeva Announces Collaboration with Global Biotech to Further Accelerate Clinical Trial Innovation

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Earnings Recap August 27 (Post-Market)

#Tech & enterprise software delivered results: #NVDA, #CRWD, #SNOW, #HPQ, #VEEV, #PSTG, #NTAP

17% Growth to $789.1M: Veeva Systems Delivers Strong Q2 as All Top 20 Pharmas Adopt Core Platform Life sciences cloud leader posts $659.2M in subscription revenue, up 17%. Non-GAAP EPS of $1.99 beats estimates. Partners with IQVIA and advances AI rollout for December launch.

#VEEV Veeva Announces Fiscal 2026 Second Quarter Results

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#VEEV Q2'25 Earnings Preview

Estimates:
Revenue $768M (+13.5% YoY)
EPS $1.90 (+17.3% YoY)

If $VEEV beat estimates by 4.3% (same as last quarter) Q2'25 Revenue Growth will be +18.4% YoY

Guidance:
Q2'25 $766 - $769M guide (+13.5% YoY)
$3,090 - $3,100M FY guide (+12.7% YoY) raised by 1.47%

With most Q2 reports behind us, NVIDIA still has WS and investors buzzing. Track forecasts and share your own on Estimize Calendar for other big names: ▶️ t.co/NwPe4FN1Oc
#ADSK, #AFRM, #AMBA, #BABA, #BBY, #CRWD, #DG, #DKS, #HPQ, #MDB, #MRVL, #NTNX, #NVDA, #OKTA, #S, #SNOW, #TCOM, #ULTA, #VEEV, #WSM

This Week's Notable Earnings

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#DELL #MRVL #S #AFRM #DG #BBY #BURL #GAP #DKS #VSCO #ULTA #BBWI #OLLI #HRL #WOOF #IREN #LI #BABA #BTC

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Industry Giants Unite: IQVIA and Veeva Form Landmark Partnership to Transform Clinical Trials & Analytics Global partnership enables seamless integration of IQVIA and Veeva's software, data, and AI capabilities. Agreement includes master data sharing, clinical trials collaboration, and resolves all disputes.

#VEEV #IQV IQVIA and Veeva Announce Long-term Clinical and Commercial Partnerships and Resolution of All Disputes

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