业绩总结 - 公司Q4'23季度总收入为2,155百万美元[7] - 公司Q4'23季度总收入同比增长16%[8] - 公司订阅收入同比增长16%[10] - 公司订阅毛利率为74.7%[11] - 公司非GAAP运营收入为141百万美元[6] - 公司预计FY 2024总收入为2,350-2,360百万美元[7] - 公司预计FY 2024订阅收入为1,880百万美元[7] - 公司预计FY 2024订阅毛利率为74.7%[10] - 公司预计Q1'24总收入为514-516百万美元[8] - 公司预计Q1'24订阅收入为405百万美元[8] 财务数据 - 公司年度非GAAP营业收入为8.3亿美元，较上一年度增长3.5%[13] - 公司季度非GAAP营业收入为2.19亿美元，较上一季度增长3.7%[14] - 公司年度非GAAP经营现金流为7.8亿美元，较上一年度增长2.6%[15] - 公司季度非GAAP经营现金流为4.78亿美元，较上一季度增长0.6%[16] - 公司年度标准化账单金额为2.61亿美元，较上一年度增长15%[17] - 公司季度标准化账单金额为9.22亿美元，较上一季度增长7.6%[19] 未来展望 - 公司预计2024财年总收入为23.5-23.6亿美元，订阅收入约18.8亿美元[23] - 公司预计2024财年非GAAP经营收入为8亿美元，标准化账单金额约2.61亿美元[23] - 公司预计2025财年总收入至少为28亿美元，非GAAP经营收入至少为10亿美元[25] 其他信息 - 公司TFC对订阅收入的影响取决于合同期限[27] - 公司2020年至2023年的当前收入对齐数据显示商业解决方案和研发解决方案的总订阅服务收入[29] - 公司Excess Tax Benefit (ETB)是与员工股权补偿相关的实现税收益[31] - 公司计算账单是指期间收入加上前期递延收入变化减去前期未开票应收账款变化[32] - 公司标准化账单反映了计算账单的调整，考虑到客户续约时间的变化[33]

Veeva Systems, Inc. (NYSE:VEEV) Q4 2022 Earnings Conference Call March 1, 2023 5:00 PM ET Company Participants Ato Garrett - Investor Relations Peter Gassner - Founder and CEO Paul Shawah - Executive Vice President, Strategy Brent Bowman - CFO Conference Call Participants Brent Bracelin - Piper Sandler Brian Peterson - Raymond James Joe Vruwink - Baird Ken Wong - Oppenheimer Anne Samuel - JPMorgan Stephanie Davis - SVB Securities Craig Hettenbach - Morgan Stanley Rishi Jaluria - RBC Capital Markets Saket K ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 ____________________________________________________________________________________ FORM 10-Q ____________________________________________________________________________________ (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended October 31, 2022 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 ...

Veeva Systems Inc. (NYSE:VEEV) Q3 2023 Results Conference Call December 1, 2022 5:00 PM ET Company Participants Ato Garrett - SD, IR Peter Gassner - CEO Paul Shawah - EVP, Commercial Strategy Brent Bowman - CFO Conference Call Participants Ken Wong - Oppenheimer Brian Peterson - Raymond James Dylan Becker - William Blair Anne Samuel - JP Morgan Craig Hettenbach - Morgan Stanley Gabriela Borges - Goldman Sachs Joe Vruwink - Baird Ryan MacDonald - Needham & Company Tyler Radke - Citi Stephanie Davis - SVB Sec ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 ____________________________________________________________________________________ FORM 10-Q ____________________________________________________________________________________ (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended July 31, 2022 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Fo ...

Call Start: 17:00 January 1, 4538 ET Veeva Systems Inc. (NYSE:VEEV) Q2 2023 Earnings Conference Call August 31, 2022 17:00 ET Company Participants Ato Garrett - Senior Director, Investor Relations Peter Gassner - Chief Executive Officer Paul Shawah - Executive Vice President, Commercial Strategy Brent Bowman - Chief Financial Officer Conference Call Participants Kenneth Wong - Oppenheimer Brad Sills - Bank of America Rishi Jaluria - RBC Capital Markets Saket Kalia - Barclays Keith Weiss - Morgan Stanley Gab ...

W Q2'23 Quarterly Results August 31, 2022 Safe Harbor and Other Information This presentation and associated commentary contain forward-looking statements regarding Veeva's expected future performance and, in particular, includes guidance provided as of August 31, 2022 about Veeva's expected future financial results. Estimating guidance accurately for future periods is difficult. It involves assumptions and internal estimates that may prove to be incorrect and is based on plans that may change. Hence, there ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 ____________________________________________________________________________________ FORM 10-Q ____________________________________________________________________________________ (Mark One) OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to . Commission File Number: 001-36121 ___________________________________________________________________ ...

Veeva Systems Inc. (NYSE:VEEV) Q1 2023 Earnings Conference Call June 1, 2022 5:00 PM ET Company Participants Ato Garrett - Senior Director of Investor Relations Peter Gassner - Chief Executive Officer Paul Shawah - Executive Vice President, Commercial Strategy Brent Bowman - Chief Financial Officer Conference Call Participants Brent Bracelin - Piper Sandler Joe Vruwink - Baird Brian Peterson - Raymond James Dylan Becker - William Blair Rishi Jaluria - RBC Capital Markets Saket Kalia - Barclays Stephanie Dav ...

W Q1'23 Quarterly Results June 1, 2022 Safe Harbor and Other Information This presentation and associated commentary contain forward-looking statements regarding Veeva's expected future performance and, in particular, includes guidance provided as of June 1, 2022 about Veeva's expected future financial results. Estimating guidance accurately for future periods is difficult. It involves assumptions and internal estimates that may prove to be incorrect and is based on plans that may change. Hence, there is a ...