Companies · VEEV
Veeva Systems
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Latest analysis
Updated Nov 6, 2026
Veeva CFO confirms Q3 FY2027 results will meet or exceed August guidance at November 2026 Investor Day.
At its November 5, 2026 Investor Day, Veeva Systems CFO Brian Van Wagener reaffirmed Q3 FY2027 guidance of $932–935 million in total revenue and $417–420 million in non-GAAP operating income, stating the company expects to meet or exceed every metric. The 8-K contains no new financial results, no revised guidance, and no strategic announcements beyond this confirmation. The filing is a procedural reaffirmation, not a material disclosure.
Tone: bullishRevenue
$3.2B
VEEV 10-K · FY 2026
Employees
7,928
Revenue growth YoY
+16%
Headquarters
Pleasanton, CA
Profile
VEEV 10-K Item 1 · Mar 20, 2026Veeva Systems is the leading provider of industry cloud solutions purpose-built for the global life sciences industry. Its offerings span cloud software, data products, and business consulting across the full drug development and commercialization lifecycle. The company serves pharmaceutical, biotechnology, and medical device companies ranging from the largest multinationals to early-stage biotechs.
Read filing description ↓ Collapse description ↑
Veeva is the leading provider of industry cloud solutions for the global life sciences industry. Our offerings span cloud software, data, and business consulting and are designed to meet the unique needs of our customers and their most strategic business functions—from research and development ('R&D') through commercialization. Our solutions help life sciences companies develop and bring products to market faster and more efficiently, market and sell more effectively, and maintain compliance with government regulations. Our goal is to become the most strategic software, data, and business consulting partner to the life sciences industry, supporting the industry's most critical drug development, quality and manufacturing, and commercialization functions. Our industry cloud solutions for the life sciences industry are grouped into four major product categories—Veeva Development Cloud, Veeva Quality Cloud, Veeva Commercial Cloud, and Veeva Data Cloud—and are designed to address pharmaceutical, biotechnology, and medical devices and diagnostics (MedTech) companies' most pressing strategic needs in their commercial, R&D, and quality operations. Veeva AI adds agentic artificial intelligence to our proprietary Veeva Vault platform and deep, industry-specific agents for Veeva applications. We are a Delaware public benefit corporation whose public benefit purpose is 'to provide products and services that are intended to help make the industries we serve more productive, and to create high-quality employment opportunities in the communities in which we operate.'
Primary products
- Veeva Development Cloud
- Veeva Quality Cloud
- Veeva Commercial Cloud
- Veeva Data Cloud
- Veeva Vault CRM Suite
- Veeva CRM
Business segments
End markets
Geographies
Named customers
Our revenues are relatively concentrated within a small number of key customers, and the loss of one or more of such key customers could cause our revenues to decline.
Named competitors
“We believe that we generally compete favorably on the basis of these factors.” Competitive position, as stated in the filing
Revenue commentary · FY 2026
Total revenues grew 16% year-over-year in fiscal year ended January 31, 2026, driven by 17% growth in subscription revenues.
The rest of VEEV is for subscribers
Analysis, signals, diligence answers, M&A activity and every quote, each citing the filing it came from.