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Veeva Systems Earnings Calls
| Release date | Nov 20, 2025 |
| EPS estimate | $1.95 |
| EPS actual | - |
| Revenue estimate | 792.624M |
| Revenue actual | - |
| Expected change | +/- 2.97% |
| Release date | Aug 27, 2025 |
| EPS estimate | $1.90 |
| EPS actual | $1.99 |
| EPS Surprise | 4.74% |
| Revenue estimate | 768.445M |
| Revenue actual | 789.081M |
| Revenue Surprise | 2.69% |
| Release date | May 28, 2025 |
| EPS estimate | $1.74 |
| EPS actual | $1.97 |
| EPS Surprise | 13.22% |
| Revenue estimate | 728.396M |
| Revenue actual | 759.043M |
| Revenue Surprise | 4.21% |
| Release date | Mar 05, 2025 |
| EPS estimate | $1.60 |
| EPS actual | $1.74 |
| EPS Surprise | 8.75% |
| Revenue estimate | 699.234M |
| Revenue actual | 720.886M |
| Revenue Surprise | 3.10% |
Last 4 Quarters for Veeva Systems
Below you can see how VEEV performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
| Release date | Mar 05, 2025 |
| Price on release | $219.94 |
| EPS estimate | $1.60 |
| EPS actual | $1.74 |
| EPS surprise | 8.75% |
| Date | Price |
|---|---|
| Feb 27, 2025 | $220.99 |
| Feb 28, 2025 | $224.14 |
| Mar 03, 2025 | $218.95 |
| Mar 04, 2025 | $218.45 |
| Mar 05, 2025 | $219.94 |
| Mar 06, 2025 | $236.14 |
| Mar 07, 2025 | $246.80 |
| Mar 10, 2025 | $239.64 |
| Mar 11, 2025 | $231.68 |
| 4 days before | -0.475% |
| 4 days after | 5.34% |
| On release day | 7.37% |
| Change in period | 4.84% |
| Release date | May 28, 2025 |
| Price on release | $234.49 |
| EPS estimate | $1.74 |
| EPS actual | $1.97 |
| EPS surprise | 13.22% |
| Date | Price |
|---|---|
| May 21, 2025 | $235.00 |
| May 22, 2025 | $235.53 |
| May 23, 2025 | $233.00 |
| May 27, 2025 | $238.06 |
| May 28, 2025 | $234.49 |
| May 29, 2025 | $279.04 |
| May 30, 2025 | $279.70 |
| Jun 02, 2025 | $278.63 |
| Jun 03, 2025 | $284.75 |
| 4 days before | -0.217% |
| 4 days after | 21.43% |
| On release day | 19.00% |
| Change in period | 21.17% |
| Release date | Aug 27, 2025 |
| Price on release | $293.59 |
| EPS estimate | $1.90 |
| EPS actual | $1.99 |
| EPS surprise | 4.74% |
| Date | Price |
|---|---|
| Aug 21, 2025 | $282.28 |
| Aug 22, 2025 | $290.86 |
| Aug 25, 2025 | $285.18 |
| Aug 26, 2025 | $286.54 |
| Aug 27, 2025 | $293.59 |
| Aug 28, 2025 | $272.33 |
| Aug 29, 2025 | $269.20 |
| Sep 02, 2025 | $269.98 |
| Sep 03, 2025 | $270.95 |
| 4 days before | 4.01% |
| 4 days after | -7.71% |
| On release day | -7.24% |
| Change in period | -4.01% |
| Release date | Nov 20, 2025 |
| Price on release | - |
| EPS estimate | $1.95 |
| EPS actual | - |
| Date | Price |
|---|---|
| Nov 11, 2025 | $299.10 |
| Nov 12, 2025 | $296.96 |
| Nov 13, 2025 | $291.70 |
| Nov 14, 2025 | $293.36 |
| Nov 17, 2025 | $277.01 |
Veeva Systems Earnings Call Transcript Summary of Q3 2025
Veeva reported a strong Q3 (ended Oct 31, 2024) with total revenue of $699M and non-GAAP operating income of $304M, driven by broad-based product adoption (notably Development Cloud and commercial CRM/Content) and Crossix/Compass momentum. The company highlighted continued traction for Vault CRM (13+ wins this quarter, including a strategic Boehringer Ingelheim engagement) with migration tooling and product maturity improving migration optionality and pace across customers. Management reiterated stable demand, marginally better visibility into FY26 versus a year ago, and subscription revenue growth (guidance implying ~15% subscription growth for the year). Services performance is stabilizing after earlier timing/subcontractor variability and helped billings execution. Veeva introduced GenAI offerings with a two-tier approach: MLR (paid, hosted compute) and CRM (integrates with customers’ own LLMs and incurs no Veeva compute cost), and stated no material gross margin impact from these AI initiatives. Margin outperformance in Q3 was attributed roughly half to revenue beat, with the remainder due to timing of expenses and ongoing expense discipline. CRO-related revenue remains a small part of the business (~5%). Overall, the quarter reinforces the company’s execution on product innovation (Vault, Development Cloud, safety and signals), strong commercial momentum, and disciplined cost management.
