Shares of Veeva Systems (VEEV) have risen 20.5% in the past three months, outperforming both the industry as well as the S&P 500 Index. The outperformance was primarily driven by its strong quarterly results during the second quarter of fiscal 2025, continued expansion of its product offerings and the addition of new partners.VEEV’s Robust ResultsVeeva reported better-than-expected earnings for the second quarter on Aug. 28, leading to a rise in share price. The company’s top line was up 15% compared to the ...

The cloud software leader charged higher after a strong quarterly earnings report.Shares of Veeva Systems (VEEV 3.10%) rose 12.8% in August, according to data provided by S&P Global Market Intelligence. The company reported excellent quarterly financial results, and the stock's attractive valuation translated to gains as investors revised their forecasts higher.Veeva had a stellar quarterly reportVeeva reported quarterly earnings on Aug. 28, sending the stock higher. The company achieved 15% revenue growth ...

Veeva Systems Inc. (VEEV) recently announced the newest release of Veeva Site Connect. The release adds powerful new capabilities and a streamlined site-centric experience to simplify and standardize sponsor-site collaboration, thus taking a major step forward for clinical trial execution.Per management, sponsors would be able to reduce the time and effort of site start-up, study conduct and closeout for higher-quality trials at a significantly lower cost with Veeva Site Connect.Following the release announ ...

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Did you analyze how Veeva Systems (VEEV) fared in its international operations for the quarter ending July 2024? Given the widespread global presence of this provider of cloud-based software services for the life sciences industry, scrutinizing the trends in international revenues becomes imperative to assess its financial strength and future growth possibilities.In the current global economy, which is more interconnected than ever, a company's success in penetrating international markets is crucial for its ...

The company is in the middle of a big transition.As a leading software company catering to the healthcare sector, Veeva Systems (VEEV 0.51%) has provided solid growth while operating in a defensive industry. The stock has had a good year, up over 10%, but it has trailed the market over the past five years even as management takes the business in a new direction.Let's dive into the company's most recent results and see if now is the time to buy the stock.Strong revenue growthFor its fiscal second quarter, en ...

New capabilities and simple, standard site experience cut trial time and expenseFixed price implementation to get up and running quicklyIndustry advances to connected trials as seven of the top 20 biopharmas adopt Veeva Site ConnectPLEASANTON, Calif., Sept. 5, 2024 /PRNewswire/ -- Veeva Systems (NYSE: VEEV) today announced, in a major step forward for clinical trial execution, the newest release of Veeva Site Connect, adding powerful new capabilities and a streamlined site-centric experience to simplify and ...

财务数据 - 公司总收入为6.76亿美元，同比增长14.6%[10] - 订阅服务收入为5.61亿美元，同比增长19.3%[10] - 专业服务及其他收入为1.15亿美元，同比下降3.9%[10] - 总成本和费用为5.10亿美元，同比增长7.0%[10] - 营业利润为1.66亿美元，同比增长60.0%[10] - 净利润为1.71亿美元，同比增长53.3%[10] - 每股收益为1.04美元，同比增长52.9%[10] - 现金及现金等价物为11.65亿美元，较上年同期增加4.62亿美元[8] - 短期投资为37.19亿美元，较上年同期增加3.95亿美元[8] - 总资产为63.31亿美元，较上年同期增加4.20亿美元[8] 现金流 - 公司营业活动产生的现金流量净额从上年同期的7.710亿美元增加至8.564亿美元[15] - 公司投资活动使用的现金流量净额从上年同期的9.163亿美元减少至3.862亿美元[15] - 公司筹资活动使用的现金流量净额从上年同期的1.185亿美元减少至0.077亿美元[15] - 公司股票期权行权产生的现金流入从上年同期的0.382亿美元减少至0.348亿美元[15] - 公司与股权激励相关的税款支出从上年同期的0.370亿美元增加至0.425亿美元[15] 资产负债表 - 公司资产负债表中现金等价物为3.872亿美元[43] - 公司短期投资包括6.448亿美元的资产支持证券、2.471亿美元的商业票据、18.443亿美元的公司票据和债券等[43] - 公司拥有4.42亿美元的商誉[33] - 公司拥有5.334亿美元的无形资产,主要包括客户关系4.57亿美元、现有技术0.583亿美元等[34] - 公司应付费用中包括363.3万美元的应计佣金、352.3万美元的应计奖金等[39] - 公司应付Salesforce公司的费用为665.6万美元[39] - 公司持有675万美元的外汇衍生工具资产和184万美元的外汇衍生工具负债[43] - 公司资产总计为34.08亿美元[44] - 公司持有现金及现金等价物为73.2亿美元[44] - 公司持有短期投资总计为26.55亿美元[44] - 公司外汇衍生工具公允价值为616,000美元[44] - 公司外汇衍生工具负债为232,000美元[44] - 公司三个月和六个月内确认的递延收入分别为4.66亿美元和7.13亿美元[49] - 公司未来12个月内确认的剩余履约义务金额不重大[50] - 公司未计费应收账款为3900万美元[51] 股权激励 - 公司发行普通股股票以行使股票期权,获得6,400美元[12] - 公司发行普通股股票以限制性股票单位的归属,无现金影响[12] - 公司股票期权行权和限制性股票单位归属导致的净股份结算,支付16,630美元[12] - 公司确认股份支付费用109,435美元[12] - 公司发行普通股股票以行使股票期权,获得34,834美元[13] - 公司确认股份支付费用208,861美元[13] - 公司授予的股票期权总数为1,528.48万份[59] - 公司截至2024年7月31日的未解锁限制性股票单位为136.92万股，加权平均授予日公允价值为206.26美元[66] - 截至2024年7月31日，与未解锁限制性股票单位相关的未确认补偿成本总计1.99亿美元，预计将在约1.3年内确认[66] - 截至2024年7月31日三个月和六个月内已解锁限制性股票单位的总授予日公允价值分别为4500万美元和1.13亿美元[66] 其他综合收益 - 其他综合收益增加25,071美元[12] - 其他综合收益增加5,062美元[13] 净利润 - 公司净利润为171,041美元[12] - 公司净利润为332,705美元[13] - 公司2024财年第三季度和上半年净利润分别为5.26亿美元和4.88亿美元，同比增长7.8%和14.3%[94] 收入构成 - 公司订阅服务收入占总收入的比重在2024财年第三季度和上半年分别为83%和83%[97] - 公司专业服务收入占总收入的比重在2024财年第三季度和上半年分别为17%和17%[97] - 公司2024财年第三季度和上半年商业解决方案收入占总收入的比重分别为49.6%和47.0%[93] - 公司2024财年第三季度和上半年研发解决方案收入占总收入的比重分别为50.4%和53.0%[93] - 公司2024财年第三季度和上半年商业解决方案客户数分别为693家和1,078家，研发解决方案客户数分别为1,078家和1,025家[95] 成本费用 - 总成本和费用为5.10亿美元，同比增长7.0%[10] - 成本中订阅服务成本增加11%，主要由于用户数量和使用量增加导致的基础设施成本上升[115,116] - 专业服务及其他成本下降6%，主要由于员工薪酬和第三方服务成本下降[115] - 研发费用在2024年7月31日结束的三个月和六个月期间分别增加1900万美元和3500万美元，主要由于员工薪酬相关成本和技术基础设施成本的增加[118][119] - 销售和营销费用在2024年7月31日结束的三个月和六个月期间分别增加500万美元和1300万美元，主要由于员工薪酬相关成本的增加[120][121

Veeva Systems TodayVEEVVeeva Systems$216.47 -0.55 (-0.25%) 52-Week Range$162.72▼$236.90P/E Ratio63.86Price Target$230.13Add to WatchlistShares of cloud-based software provider Veeva Systems Inc. NYSE: VEEV have been on a wild ride in the last year, surging by more than 40% from last November through March 2024 before giving up nearly all of those gains by June. The stock price floated toward the lower end of that range for most of the last three months, but this week's earnings report has helped to boost up ...

JHVEPhoto Introduction & Investment Thesis I last wrote about Veeva (NYSE:VEEV) in July, where I upgraded my rating from a "hold" to a "buy" as I believed that the company had started demonstrating early signs of revenue and earnings acceleration with strong momentum in its R&D Solutions segment. Although investor sentiment was dull around the time of my writing, I believed that it was likely related to the management revising their FY25 guidance lower in their Q1 earnings. Meanwhile, I thought the stock wa ...