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Veeva Systems Inc. (VEEV) Q4 2026 Earnings Call Transcript

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Veeva Systems reported Q4 2026 earnings on March 4, 2026, highlighting record revenue of $745 million, up 12% YoY, driven by cloud subscription growth in life sciences. CEO Peter Gassner emphasized AI integration across Veeva’s CRM and data platforms, noting 30% of customers now use AI-driven analytics, accelerating R&D and commercial workflows. CFO Brian Van Wagener projected FY2027 revenue guidance of $3.1–$3.2 billion, citing expansion in Europe and Asia, though margins dipped slightly due to AI infrastructure investments. Analysts pressed on Veeva’s $1B R&D spend, with leadership defending it as critical for quantum-ready drug discovery tools and next-gen clinical trial simulations. The call underscored Veeva’s pivot toward quantum-classical hybrid solutions, partnering with IBM and IonQ to embed quantum algorithms in its cloud by 2027.
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Veeva Systems Inc. (VEEV) Q4 2026 Earnings Call Transcript

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SA Transcripts158.81K FollowersFollow5ShareSaveCommentsPlay Earnings CallPlay Earnings Call Veeva Systems Inc. (VEEV) Q4 2026 Earnings Call March 4, 2026 5:00 PM EST Company Participants Gunnar Hansen - Director of Investor RelationsPeter Gassner - Founder, CEO & DirectorPaul Shawah - Executive Vice President of Strategy & Campaign ManagerBrian Van Wagener - Chief Financial Officer Conference Call Participants Joseph Vruwink - Robert W. Baird & Co. Incorporated, Research DivisionSaket Kalia - Barclays Bank PLC, Research DivisionBrian Peterson - Raymond James & Associates, Inc., Research DivisionAlexei Gogolev - JPMorgan Chase & Co, Research DivisionHoi-Fung Wong - Oppenheimer & Co. Inc., Research DivisionStanislav Berenshteyn - Wells Fargo Securities, LLC, Research DivisionRishi Jaluria - RBC Capital Markets, Research DivisionJailendra Singh - Truist Securities, Inc., Research DivisionDylan Becker - William Blair & Company L.L.C., Research DivisionDavid Windley - Jefferies LLC, Research DivisionAndrew DeGasperi - BNP Paribas, Research DivisionMatthew Shea - Needham & Company, LLC, Research DivisionAdam Hotchkiss - Goldman Sachs Group, Inc., Research DivisionCraig Hettenbach - Morgan Stanley, Research DivisionDavid Hynes - Canaccord Genuity Corp., Research DivisionKarl Keirstead - UBS Investment Bank, Research DivisionHannah Rudoff - Piper Sandler & Co., Research DivisionTyler Radke - Citigroup Inc., Research Division Presentation Gunnar HansenDirector of Investor Relations Good afternoon, and welcome to Veeva's Fiscal 2026 Fourth Quarter and Full Year Earnings Conference Call for the quarter and fiscal year ended January 31, 2026. As a reminder, we posted prepared remarks on Veeva's Investor Relations website just after 1:00 p.m. Pacific today. We hope you have had a chance to read them before the call. Today's call will be used primarily for Q&A. With me today for Q&A are Peter Gassner, our Chief Executive Officer; Paul Shawah, EVP, Strategy; and Brian Van Wagener, our Chief Financial Officer. During this call, we may make forward-looking statements regarding trends, our strategies and the anticipated performance of the business, including guidance regarding

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Source: Seeking Alpha