Sean Dodge (BMO Capital Markets)

Focus Areas6 topics

Product Launch2Demand2Cloud & AI1Margin1Fx1M&A1

Trends2 quarters

Questions per Quarter

Questions

Challenging

Companies Covered

Question History3 questions

IQVIQVIA1 quarter

2026 Q2

how FX and pass-throughs are going to kind of progress in terms of, like, nonoperational margin headwinds in Q3 and Q4?

VEEVVeeva Systems Inc.2 quarters

2026 Q2

I'm just curious why that would be, why wouldn't it be some of the more sophisticated kind of longer-term Veeva users

Product LaunchCloud & AIDemandView in transcript →

2025 Q4

does that have the potential to be a real needle mover for Veeva Systems Inc. at some point here soon