Veeva Systems Today | --- | --- | --- | --- | |--------------------------|-------|-------|-------| | | | | | | | | | | | VEEV | | | | | | | | | | Veeva Systems | | | | | $216.47 -0.55 (-0.25%) | | | | | 52-Week Range | | | | | $162.72 | | | | | ▼ | | | | | $236.90 | | | | | P/E Ratio | | | | | 63.86 | | | | | Price Target $230.13 | | | | | Add to Watchlist | | | | Shares 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 la ...

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 ...

Veeva Systems, Inc. (VEEV) reported adjusted earnings per share (EPS) of $1.62 for the second quarter of fiscal 2025, which increased 33.1% from the year-ago figure of $1.21. Adjusted EPS surpassed the Zacks Consensus Estimate by 5.88%. GAAP EPS in the fiscal second quarter was $1.04, up 52.9% from the year-ago period's 68 cents. VEEV's Revenue Details For the quarter under review, the company's revenues totaled $676.3 million, outpacing the Zacks Consensus Estimate by 1.34%. On a year-over-year basis, the ...

The cloud software provider for healthcare and life sciences companies delivered an earnings beat and rosy outlook. Shares of Veeva Systems (VEEV 9.20%) were rallying on Thursday, up 9% as of 12:44 p.m. ET. The cloud-based software company reported strong earnings last night that exceeded analysts' estimates, along with strong bottom-line guidance for the coming quarter. A discounted Veeva comes in strong Veeva stock had not been a technology highflier this year, and was up just 3.5% on the year coming into ...

财务数据和关键指标变化 - 第二季度总收入为6.76亿美元,非GAAP经营利润为2.8亿美元 [9] - 公司在各主要领域都取得进展,包括推出Veeva Site Connect以简化临床试验,以及CRM套件中首次推出Service Center [10] 各条业务线数据和关键指标变化 - Vault CRM在第二季度继续保持强劲增长,公司在该领域赢得14个新客户 [12][13][14] - 商业订阅收入中,非CRM业务的增长速度快于CRM套件业务 [29][30] - R&D订阅收入略有增加,主要是由于公司在销售周期中的大型交易取得进展 [32][33] - 服务收入有所下降,部分原因是客户直接与第三方系统集成商合作 [53][54] 各个市场数据和关键指标变化 - 公司在大型制药企业中的CTMS产品采用情况良好,客户反馈积极 [23][24][25][26][27] - 在临床研究组织市场,公司希望取得更多进展,但目前尚未达到预期水平 [27] 公司战略和发展方向及行业竞争 - 公司在研发、商业和质量等领域都有清晰的产品战略,正在有效执行 [10] - 公司在CRM、临床和安全等领域的产品组合优于竞争对手,具有结构性优势 [133][134][135][136][137][138][139][140] - 公司正在持续推进Vault平台的整合,实现商业和临床数据的连通,为客户带来效率提升 [138][139][140] - 公司面临的主要竞争对手是Salesforce,其他竞争对手IQVIA的产品表现不佳 [81][82][83][84][85][86][87] 管理层对经营环境和未来前景的评论 - 宏观经济环境相比90天前未发生重大变化,公司业绩表现良好主要归功于出色的执行 [50][51] - 公司对Vault CRM的客户迁移进程感到乐观,预计未来12个月内将有更多大型客户做出承诺 [80][81] - 公司对Compass产品的长期前景持乐观态度,但短期内客户对该产品的采用和使用需要一个过程 [89][90][91] 其他重要信息 - 公司将于11月7日举行投资者日活动 [143] 问答环节重要的提问和回答 问题1 **Joe Vruwink 提问** Vault CRM的新客户签约情况好于之前,除了客户对Veeva解决方案的信心外,产品路线图和新功能也在推动客户决策 [12][13][14][15][16] **Paul Shawah 回答** Vault CRM自4月份正式上市以来,公司在该领域的执行力很强,正在赢得几乎所有的CRM交易,客户对公司的愿景和产品路线图也很认可 [14][15][16] 问题2 **Saket Kalia 提问** Vault CTMS在大型制药企业的采用情况如何,公司在该领域的市场份额增长前景如何 [22][23] **Peter Gassner 回答** Vault CTMS在大型客户中的采用情况良好,客户反馈积极,公司在该领域的市场份额增长前景健康,管线丰富 [23][24][25][26][27] 问题3 **Ken Wong 提问** R&D订阅收入指引有所上调,是什么原因导致公司对该业务更加乐观 [32][33] **Tim Cabral 回答** 公司对下半年管线有了更好的可见性,一些之前推迟的大型交易正在推进,这是导致R&D订阅收入指引上调的主要原因 [33][34]

Veeva Systems (VEEV) reported $676.18 million in revenue for the quarter ended July 2024, representing a year-over-year increase of 14.6%. EPS of $1.62 for the same period compares to $1.21 a year ago. The reported revenue compares to the Zacks Consensus Estimate of $667.21 million, representing a surprise of +1.34%. The company delivered an EPS surprise of +5.88%, with the consensus EPS estimate being $1.53. While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wa ...

Veeva Systems (VEEV) came out with quarterly earnings of $1.62 per share, beating the Zacks Consensus Estimate of $1.53 per share. This compares to earnings of $1.21 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of 5.88%. A quarter ago, it was expected that this provider of cloud-based software services for the life sciences industry would post earnings of $1.43 per share when it actually produced earnings of $1.50, delivering ...

财务数据 - FY 2025总收入预计为2,704-2,710百万美元[1] - FY 2025订阅收入预计约为2,257百万美元[2] - FY 2025服务收入预计为447-453百万美元[3] - FY 2025非GAAP营业收入预计约为1,080百万美元[4] - FY 2025标准计费预计约为2,880百万美元[5] - Q3'25总收入预计为682-685百万美元[6] - Q3'25订阅收入预计约为571百万美元[7] - Q3'25服务收入预计为111-114百万美元[8] - Q3'25非GAAP营业收入预计为273-275百万美元[9] - Q3'25标准计费预计约为449百万美元[10] 业绩展望 - 预计2025财年订阅收入增长率约为13%至15%[11] - 预计2025财年总收入增长率约为9%至14%[12] - 非GAAP运营利润率预计在40%左右[13] 业务策略 - Excess Tax Benefit (ETB)是指与员工股权激励相关的实现税收优惠[14] - 标准化账单金额反映了计算出的账单金额，调整了期间续约业务的客户条款变化的影响[15] - 标准化终止便利权（TFC）对多年递增交易的订阅收入时机没有影响[16] - 标准化终止便利权（TFC）对现金流、账单和多年递增交易的预期总收入没有影响[17]

Total Revenues of $676.2M, up 15% Year Over Year; Subscription Services Revenues of $561.3M, up 19% Year Over Year PLEASANTON, Calif., Aug. 28, 2024 /PRNewswire/ -- Veeva Systems Inc. (NYSE: VEEV), a leading provider of industry cloud solutions for the global life sciences industry, today announced results for its second quarter ended July 31, 2024. "It was another quarter of great execution, with major product advances in clinical and CRM that position us well for the industry cloud opportunity we see ahea ...

财务业绩 - 总收入为6.762亿美元，同比增长15%[1] - 订阅服务收入为5.613亿美元，同比增长19%[1] - 公司总收入为13.265亿美元，同比增长19%[11] - 订阅服务收入为10.952亿美元，同比增长24%[11] 盈利能力 - 经营利润为1.665亿美元，同比增长60%[2] - 非GAAP经营利润为2.798亿美元，同比增长32%[2] - 净利润为1.71亿美元，同比增长53%[2] - 非GAAP净利润为2.673亿美元，同比增长35%[2] - 经营利润为3.217亿美元，同比增长94%[11] - 净利润为3.327亿美元，同比增长37%[11] 未来展望 - 第三季度预计总收入在6.82亿至6.85亿美元之间[4] - 第三季度预计非GAAP经营利润在2.73亿至2.75亿美元之间[4] - 全年预计总收入在27.04亿至27.1亿美元之间，非GAAP经营利润约为10.8亿美元[4] 研发投入 - 研发投入为3.391亿美元，占总收入的25.6%[11] 现金流和现金储备 - 经营活动产生的现金流为8.564亿美元[12] - 公司现金及现金等价物余额为11.679亿美元[12] 非GAAP指标调整 - 公司排除股票激励费用、收购相关无形资产摊销费用、诉讼和解费用等非经常性因素计算非GAAP财务指标[13][14][15][16][17] - 非GAAP财务指标有局限性，不能完全替代GAAP指标，公司会同时提供GAAP和非GAAP数据供投资者参考[18][19] - 公司提供了GAAP和非GAAP财务指标的对账表[21][22][23][24][25] - 非GAAP毛利率、研发费用、每股收益等指标优于GAAP指标[23][25] 费用分析 - 公司销售和营销费用、一般及行政费用在非GAAP基础上的变动情况[7] - 公司股票激励费用、无形资产摊销费用、诉讼和解费用等[7] 未来战略 - 公司将继续投资于新产品和新技术研发、市场扩张和并购等新策略[7] - 公司重点关注用户数据和业绩指引等数据相关的关键指标[7] - 公司将确保财务信息的准确性并及时向投资者披露[7]