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Veeva Systems (VEEV) investor relations material
Veeva Systems Citi’s 2025 Global Technology, Media and Telecommunications Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Citi’s 2025 Global Technology, Media and Telecommunications Conference summary4 Sep, 2025
Leadership and strategic direction
CFO's first year highlighted transformation, with investments from 2017 now driving growth, especially in clinical and new markets.
Accelerated AI investment is seen as a major industry and company inflection point.
Expansion into horizontal software marks a long-term 'third act' for the company.
Financial performance and outlook
Quarterly billings are considered lumpy and not indicative of long-term trends; focus is on revenue and subscription growth.
Raised full-year guidance across revenue, billings, and cash flow, citing a strong pipeline and renewals.
Gross margin benefits from CRM migration will materialize as royalty payments to Salesforce end by 2029/2030, with short-term headwinds due to parallel platform costs.
CRM transition and innovation
Migration from Salesforce to Vault CRM enables faster innovation, new applications, and improved customer experience.
Nine of the top 20 pharma companies have committed to Vault CRM, with higher win rates outside the top 20.
Vault CRM offers integrated sales, marketing, medical, and service functions, plus AI agents launching from year-end 2024.
When will Vault CRM margin benefits become net positive?
How does IQVIA partnership impact Compass's market share?
What are the first steps for horizontal software?
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Next Veeva Systems earnings date
Investor Day 202516 Oct, 2025
LIVEat 20:30
Next Veeva Systems earnings date
Investor Day 202516 Oct, 2025
LIVEat 20:30
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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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