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Veeva Systems (VEEV) investor relations material
Veeva Systems Investor Day 2025 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Investor Day 2025 summary16 Oct, 2025
Strategic Vision and Long-Term Goals
Aims to reach $6B in revenue by 2030, primarily through organic growth in life sciences and existing products, with new markets and AI initiatives considered incremental to this target.
Operates as a public benefit corporation, emphasizing customer and employee success, speed, ethical practices, and balancing stakeholder interests.
Sets annual and five-year milestone plans to drive execution and adaptability, with a consistent history of meeting revenue targets.
Strategic partner to a $2T+ biopharma and medtech industry growing at over 6% CAGR, targeting a $20B+ TAM with only ~16% penetration as of FY26E.
Maintains a disciplined approach to acquisitions, focusing on culture and product fit, with capital return as a secondary option.
Product and Technology Development
Offers an integrated industry cloud for life sciences, including Development, Quality, Commercial, and Data Clouds, plus Business Consulting.
Development Cloud is the largest opportunity, with 19 integrated applications and modular offerings for both large pharma and small biotech.
Vault CRM is being adopted by top biopharma companies, with end of life for legacy CRM set for September 2030.
New horizontal enterprise applications are being developed, starting with CRM, to expand into a $100B+ market.
Business consulting arm, started in 2019, has over 400 people and $90M annualized revenue, growing ~25%.
AI Strategy and Monetization
Launching Veeva AI (viva.ai) as an agentic AI platform, with first release in December for commercial products and broader rollout in 2026.
AI agents are built into the Vault Platform, embedded in applications, automating tasks, generating insights, and upgraded every release.
AI pricing will be usage-based (token model), allowing customers to scale with value delivered; initial focus is on product excellence and customer success.
AI rollout timeline includes integration into clinical, safety, regulatory, quality, and commercial applications through 2026.
AI-driven business consulting and platform capabilities are expected to drive efficiency and innovation in life sciences.
Explain Veeva AI's usage-based pricing model
New Markets: initial focus and platform approach
Why is 2030 operating margin lower?
Veeva AI revenue impact on 2030 goal?
New markets: revenue timeline and strategy?
Vault CRM migration progress and competitive wins?
Veeva.ai monetization and margin outlook?
New markets initiative progress
Vault CRM migration and competitive wins?
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Next Veeva Systems earnings date
Q3 20264 Dec, 2025
Next Veeva Systems earnings date
Q3 20264 Dec, 2025
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Frequently asked questions
Cloud Services for Life Sciences
Veeva Systems is a provider of cloud-based software solutions and has become an important player in the life sciences industry. Their solutions span across areas such as clinical, regulatory, quality, and commercial operations of life sciences organizations. Veeva's products are designed to help life sciences companies maintain compliance, improve efficiency, and speed up the time to market for their products.
Founding and Growth
Founded in 2007 by Peter Gassner, Veeva Systems sought to disrupt the life sciences industry with its unique cloud-based applications. The company's pivotal moment came with the introduction of its flagship product, Veeva CRM, which helped establish Veeva as a significant player in the market. In 2020, the company played a crucial role in the global fight against the COVID-19 pandemic, providing its Vault Clinical Trial Management System (CTMS) to help expedite clinical trials for potential vaccines. Their CRM product is still one of the cornerstones of the company’s operations.
The Software
With its tailored cloud-based software solutions, Veeva Systems has managed to establish a global reach. Their products have been adopted by organizations of various sizes, from emerging biotechs to large pharmaceutical firms such as Bayer. The company's solutions facilitate the streamlining of data and processes across multiple departments in these organizations, making it an extremely useful platform in the industry. Unlike other CRM providers such as Oracle, Veeva is tailor-made for the needs and requirements of the life sciences industry.
A Product Applicable in Critical Areas
Veeva Systems offers a diverse product suite that addresses both complex and everyday challenges in the life sciences industry. Veeva's applications cover critical areas of the life sciences sector, including clinical data management, customer relationship management, content and document management, and more. Their software solutions have aided organizations in managing and leveraging their data more efficiently, saving money while contributing to advances in healthcare and medical research.
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