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Analyst
Jeff Garro
Period: Reporting periods mapped to calendar 2025 Q1 – 2026 Q2 (6 quarters; questions recorded in 5).
- Questions
- 7on tracked calls
- Challenge rate
- 0%none of 7 questionsLimited sample
- Companies
- 2questioned at least once
- Reporting periods
- 5with questions
These figures cover the whole profile: every tracked question, all reporting periods.
How to read these numbers
Challenge rate is the share of questions that pushed back, pressed for specifics or questioned management’s assumptions. It describes how questions were asked on the calls tracked here; it does not measure whether any view turned out to be right.
Rounding. Rates are rounded to whole percentages, so a small share can show as 0% even when some questions were challenging. The count beside each rate is exact; “none of N questions” means no question was challenging.
No questions recorded. “—” means there is nothing to calculate: no questions were recorded for that period on the calls tracked here. It does not mean there was no activity.
Fewer than 3 questions. A company-level rate is withheld when fewer than 3 questions were recorded for that company; the questions are still counted everywhere else.
Small samples. Profiles with fewer than 10 questions are marked Limited sample.
Reporting periods. Questions are grouped by the calendar quarter each company’s fiscal reporting period maps to, not by the date of the call. Periods without a calendar mapping are listed separately under their fiscal label.
Questions asked
Grouped by company, most questions first. Open a company to read its questions, newest reporting period first.
Showing 7 of 7 questions from 2 companies
VEEVVeeva Systems Inc.5 questions · 5 reporting periods · 0 of 5 challenging
Calendar 2026 Q2
I want to ask about the strength in professional services revenue, both in the quarter and in the outlook.
Show response
Brian called it a record services quarter driven by R&D and consulting, cautioning against reading services as a subscription leading indicator.
Calendar 2025 Q4
Is that expansion by reaching new customer types or more of a reference to product expansion
Show response
Peter described three core quality products on common platform as unique. LIMS early adopter at top 20 for manufacturing sites. New manufacturing plants globally create greenfield opportunity. Medicine manufacturing becoming more expensive and complex.
Calendar 2025 Q3
how you plan to work with partners in the interim as you get to a fuller set of agents released
Show response
Peter described a three-tier agent ecosystem: Veeva's own industry-specific agents, partner-developed interoperable agents, and customer custom agents for specific needs. Goals are measured but very large, 50% reduction target in TMF outsourced labor.
Calendar 2025 Q2
how Veeva is particularly differentiated there to enable both digital and in-person commercial activities
Show response
Peter said no broad change in digital vs in-person mix, but Crossix is about doubling the impact of existing digital spend. For CRM, AI can boost field force productivity rather than changing headcount.
Calendar 2025 Q1
I want to ask about the differentiation from the global scope that you are already offering on launch
Show response
Peter described Pulse as revolutionary privacy-safe physician activity data for segmentation and targeting. First deal was a seven-figure top 20 pharma in the U.S.
IQVIQVIA2 questions · 2 reporting periods · 0 of 2 challenging
Calendar 2025 Q3
if you have any insights how AI is changing your customers' business models and specifically their appetite for outsourcing
Show response
Bousbib said ~90 AI agents in development, plan for 500 by early 2027. Internal AI reducing cycle times from weeks to days. Client demand growing for AI-ready data infrastructure. Current margin headwinds from pass-throughs, FX, and CSMS mix; AI expected to help offset long term.
Calendar 2025 Q2
any updates you have on development progress of additional AI solutions and expanding use cases
Show response
Bousbib said over 20 agents in production covering commercial, real-world, and R&DS. One multi-agentic system expanded literature review capacity 10x. Another reduced delivery time from 12 to 4 weeks. NVIDIA collaboration on training AI agents. Long-term expectation: resume margin expansion via efficiency gains.
Challenge rate by company
Every company this analyst questioned, most questions first. A company-level rate is shown from 3 questions; below that it is withheld.
| Company | Questions | Challenge rate |
|---|---|---|
| VEEV Veeva Systems Inc. | 5 | 0%none of 5 questions |
| IQV IQVIA | 2 | —Rate withheld: fewer than 3 questions |
Activity by reporting period
Questions recorded for each calendar quarter that companies’ reporting periods map to (not the call date), with the challenge rate for that period. Periods inside the range with no questions are shown as “No questions recorded”.
| Calendar period | Questions | Challenge rate | Companies |
|---|---|---|---|
| 2025 Q1 | 1 | 0%none of 1 question | 1 |
| 2025 Q2 | 2 | 0%none of 2 questions | 2 |
| 2025 Q3 | 2 | 0%none of 2 questions | 2 |
| 2025 Q4 | 1 | 0%none of 1 question | 1 |
| 2026 Q1 | No questions recorded | — | — |
| 2026 Q2 | 1 | 0%none of 1 question | 1 |
- 2025 Q11 question · challenge rate 0% (none of 1 question) · 1 company
- 2025 Q22 questions · challenge rate 0% (none of 2 questions) · 2 companies
- 2025 Q32 questions · challenge rate 0% (none of 2 questions) · 2 companies
- 2025 Q41 question · challenge rate 0% (none of 1 question) · 1 company
- 2026 Q1No questions recorded
- 2026 Q21 question · challenge rate 0% (none of 1 question) · 1 company
Topics
Topics tagged on this analyst’s questions.
- Demand3
- Cloud & AI3
- Product Launch2
- Competitive Dynamics2
- Revenue Growth1
- Geographic Expansion1
- Margin1
- Innovation & R&D1