Total Revenues of $676.2M, up 15% Year Over Year; Subscription Services Revenues of $561.3M, up 19% Year Over Year PLEASANTON, Calif., Aug. 28, 2024 /PRNewswire/ -- Veeva Systems Inc. (NYSE: VEEV), a leading provider of industry cloud solutions for the global life sciences industry, today announced results for its second quarter ended July 31, 2024. "It was another quarter of great execution, with major product advances in clinical and CRM that position us well for the industry cloud opportunity we see ahea ...

财务业绩 - 总收入为6.762亿美元，同比增长15%[1] - 订阅服务收入为5.613亿美元，同比增长19%[1] - 公司总收入为13.265亿美元，同比增长19%[11] - 订阅服务收入为10.952亿美元，同比增长24%[11] 盈利能力 - 经营利润为1.665亿美元，同比增长60%[2] - 非GAAP经营利润为2.798亿美元，同比增长32%[2] - 净利润为1.71亿美元，同比增长53%[2] - 非GAAP净利润为2.673亿美元，同比增长35%[2] - 经营利润为3.217亿美元，同比增长94%[11] - 净利润为3.327亿美元，同比增长37%[11] 未来展望 - 第三季度预计总收入在6.82亿至6.85亿美元之间[4] - 第三季度预计非GAAP经营利润在2.73亿至2.75亿美元之间[4] - 全年预计总收入在27.04亿至27.1亿美元之间，非GAAP经营利润约为10.8亿美元[4] 研发投入 - 研发投入为3.391亿美元，占总收入的25.6%[11] 现金流和现金储备 - 经营活动产生的现金流为8.564亿美元[12] - 公司现金及现金等价物余额为11.679亿美元[12] 非GAAP指标调整 - 公司排除股票激励费用、收购相关无形资产摊销费用、诉讼和解费用等非经常性因素计算非GAAP财务指标[13][14][15][16][17] - 非GAAP财务指标有局限性，不能完全替代GAAP指标，公司会同时提供GAAP和非GAAP数据供投资者参考[18][19] - 公司提供了GAAP和非GAAP财务指标的对账表[21][22][23][24][25] - 非GAAP毛利率、研发费用、每股收益等指标优于GAAP指标[23][25] 费用分析 - 公司销售和营销费用、一般及行政费用在非GAAP基础上的变动情况[7] - 公司股票激励费用、无形资产摊销费用、诉讼和解费用等[7] 未来战略 - 公司将继续投资于新产品和新技术研发、市场扩张和并购等新策略[7] - 公司重点关注用户数据和业绩指引等数据相关的关键指标[7] - 公司将确保财务信息的准确性并及时向投资者披露[7]

0 nb IN REPORTED 1000 F E I i Michael Vi Investment thesis I have mixed feelings about my initial bullish thesis about Veeva Systems (NYSE: VEFV). The stock rallied by solid 11% since December 2023, but the broader market's performance was far better. The company reports its Q2 earnings on August 28, which is always a crucial development. I want to update my thesis in light of the upcoming earnings release and explain why recent developments support my bullishness. VEEV's valuation is also still very attrac ...

Analysts on Wall Street project that Veeva Systems (VEEV) will announce quarterly earnings of $1.53 per share in its forthcoming report, representing an increase of 26.5% year over year. Revenues are projected to reach $667.21 million, increasing 13% from the same quarter last year. The current level reflects no revision in the consensus EPS estimate for the quarter over the past 30 days. This demonstrates how the analysts covering the stock have collectively reappraised their initial projections over this ...

Veeva Systems (VEEV) has recently been on Zacks.com's list of the most searched stocks. Therefore, you might want to consider some of the key factors that could influence the stock's performance in the near future. Over the past month, shares of this provider of cloud-based software services for the life sciences industry have returned +9.3%, compared to the Zacks S&P 500 composite's +2.2% change. During this period, the Zacks Internet - Software industry, which Veeva falls in, has gained 7.2%. The key ques ...

Life sciences organizations now manage all quality control data and processes in one solution for greater efficiency and speed PLEASANTON, Calif., Aug. 22, 2024 /PRNewswire/ -- Veeva Systems (NYSE: VEEV) today announced increasing momentum for Veeva Vault LIMS, a modern cloud solution that simplifies end-to-end quality control (QC) business processes. Vault LIMS is unified with Veeva Vault Quality, enabling customers to share data and content across quality applications for more informed batch release decis ...

The recommendations of Wall Street analysts are often relied on by investors when deciding whether to buy, sell, or hold a stock. Media reports about these brokerage-firm-employed (or sell-side) analysts changing their ratings often affect a stock's price. Do they really matter, though? Before we discuss the reliability of brokerage recommendations and how to use them to your advantage, let's see what these Wall Street heavyweights think about Veeva Systems (VEEV) . Veeva currently has an average brokerage ...

In the latest trading session, Veeva Systems (VEEV) closed at $194.28, marking a +0.92% move from the previous day. The stock fell short of the S&P 500, which registered a gain of 0.97% for the day. Meanwhile, the Dow experienced a rise of 0.58%, and the technology-dominated Nasdaq saw an increase of 1.39%. Heading into today, shares of the provider of cloud-based software services for the life sciences industry had gained 5.05% over the past month, outpacing the Computer and Technology sector's loss of 5.3 ...

AbbVie, Astellas, Eikon, Merck, Moderna, Roche, and more share new ideas to advance drug development PLEASANTON, Calif., Aug. 13, 2024 /PRNewswire/ -- Veeva Systems (NYSE: VEEV) today announced that industry leaders from AbbVie, Astellas, Eikon Therapeutics, Merck & Co., Moderna, and Roche will keynote at the upcoming 2024 Veeva R&D and Quality Summit in Boston on Sept. 9-10. Professionals across life sciences will come together to discuss how connected systems across clinical, regulatory, safety, and quali ...

PLEASANTON, Calif., Aug. 7, 2024 /PRNewswire/ -- Veeva Systems (NYSE: VEEV) will announce financial results for its second quarter, which ended July 31, 2024, after market close on August 28, 2024. Veeva will host a conference call and webcast that day at 2:00 p.m. PT (5:00 p.m. ET) to discuss its financial results. Veeva will post prepared remarks to its investor relations website at https://ir.veeva.com approximately at 1:05 p.m. PT (4:05 p.m. ET). A webcast replay will be available on the website followi ...