Citable filing context
VEEV's research view summarizes recent SEC filing context, starting with other from Jun 18, 2026.
| Filed | Item | Context |
|---|---|---|
| Jun 18, 2026 | other | Veeva shareholders elected directors and ratified KPMG LLP as the independent auditor at the 2026 Annual Meeting. |
| Jun 3, 2026 | earnings | Veeva announced Q1 fiscal 2027 results with total revenues of $882.9 million, up 16% year-over-year. |
| Apr 20, 2026 | management_change | SVP and General Counsel Josh Faddis announced his retirement effective November 1, 2026. |
| Jun 3, 2026 | Guidance: non_gaap_diluted_eps | 2.21 to 2.22 |
| Jun 3, 2026 | Guidance: non_gaap_diluted_eps | 9.05 to 9.05 |
| Jun 3, 2026 | Guidance: non_gaap_operating_income | 392.00 to 395.00 |
| 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. |
| Mar 20, 2026 | business | Veeva is a Public Benefit Corporation providing industry cloud solutions for the global life sciences sector, including pharmaceutical, biotechnology, and MedTech companies. Its offerings are organized into four primary categories: Development Cloud (clinical, regulatory, and safety), Quality Cloud (QMS and lab solutions), Commercial Cloud (sales, marketing, and medical affairs), and Data Cloud (reference and longitudinal patient data). A critical strategic transition is underway as the company migrates from Salesforce-based Veeva CRM to its proprietary Vault CRM, with legacy support ending December 31, 2029. Veeva is further evolving its platform by integrating agentic AI agents into the Veeva Vault ecosystem to enhance productivity and data quality. Serving 1,552 customers, including global leaders like Novartis and Eli Lilly, the company complements its software with professional services and strategic business consulting. Key competitive threats include Salesforce and IQVIA, particularly within the CRM and data analytics markets. Operations are subject to stringent regulatory frameworks, including FDA 21 CFR and GDPR, and the company relies on a growing portfolio of patents to protect its intellectual property against competitors and non-practicing entities. |
Source: SEC EDGAR filing text and events; period Jun 18, 2026; filed Jun 18, 2026.
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