Citable filing context
VEEV's research view summarizes recent SEC filing context, starting with earnings from Aug 26, 2026.
| Filed | Item | Context |
|---|---|---|
| Aug 26, 2026 | earnings | Veeva Systems reported Q2 fiscal 2027 total revenues of $928.0 million, up 18% year-over-year. |
| Aug 20, 2026 | management_change | Dan Rizzo was appointed EVP of Sales, Consulting, and Services, succeeding resigning President and CCO Thomas D. Schwenger. |
| Jun 18, 2026 | other | Veeva shareholders elected directors and ratified KPMG LLP as the independent auditor at the 2026 Annual Meeting. |
| Aug 26, 2026 | Guidance: non_gaap_diluted_eps | not reported to not reported |
| Aug 26, 2026 | Guidance: non_gaap_diluted_eps | 2.33 to 2.34 |
| Aug 26, 2026 | Guidance: non_gaap_operating_income | 417.00 to 420.00 |
| Aug 27, 2026 | mda_quarterly | Veeva Systems reported total revenue of $928 million for the three months ended July 31, 2026, an 18% year-over-year increase, and $1,811 million for the six-month period, up 17%. Growth was primarily driven by subscription revenues, which reached $767 million in the quarter, led by R&D and Quality Solutions (contributing $68 million of the increase) and Commercial Solutions (contributing $40 million). R&D and Quality Solutions represented 56% of total revenue for the six-month period, a share that is expected to rise. Geographically, North America generated 60% of subscription revenue, followed by Europe at 29%. Total gross margin held steady at 75%, supported by subscription gross margins of 86%. Operating expenses were driven by headcount expansion in research and development and sales, though general and administrative expenses fell 26% due to the absence of a prior-year $31 million litigation settlement. Veeva’s liquidity remains strong with $7.2 billion in cash and short-term investments. Operating cash flow for the six months rose to $1,366 million, aided by tax benefits from the OBBBA. Capital allocation included the acquisition of Rise Healthcare Tech, Inc. (Ostro) and the repurchase of 2.66 million shares of common stock for $467 million. |
| Jun 5, 2026 | mda_quarterly | Veeva Systems continues to demonstrate steady growth as a provider of industry cloud solutions for the life sciences sector, with total revenue for the quarter ended April 30, 2026, reaching $883 million, a 16% increase year-over-year. The company’s revenue model is heavily weighted toward subscriptions, which accounted for 83% of total revenue. Operations are divided into Commercial Solutions and R&D and Quality Solutions, with the latter representing 55% of total revenue and expected to grow as a percentage of the business. Financial performance is driven by expanding usage among existing customers and annual price adjustments. While subscription gross margins remain strong at 86%, professional services margins have compressed to 20% due to increased headcount investments. Operating expenses are primarily driven by personnel costs, as the company continues to scale its R&D and sales organizations. Veeva maintains a robust liquidity position with $7.3 billion in cash and short-term investments. The company is utilizing this capital to fund operations, strategic acquisitions—such as the recent purchase of Ostro—and a $2 billion share repurchase program, under which $221 million was deployed during the quarter. Management notes that seasonal billing patterns make the first quarter the strongest for cash inflows. |
Source: SEC EDGAR filing text and events; period Aug 26, 2026; filed Aug 26, 2026.
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