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Analyst
Stan Berenshteyn
Period: Reporting periods mapped to calendar 2024 Q4 – 2026 Q2 (7 quarters).
- Questions
- 11on tracked calls
- Challenge rate
- 9%1 of 11 questions
- Companies
- 1questioned at least once
- Reporting periods
- 7with 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 11 of 11 questions from 1 company
VEEVVeeva Systems Inc.11 questions · 7 reporting periods · 1 of 11 challenging
Calendar 2026 Q2
for Q1 EBIT margin, I think it arrived at 45%, you're guiding 44% for the year.
Show response
Brian explained the margin path via services investments and last year's Crossix outperformance creating a tough Q1 compare.
Calendar 2026 Q1
Can you maybe speak to early proof points that you're seeing on AI agents
Show response
Peter said commercial content MLR area is farthest along with clear ROI: faster and lower-cost content creation. Speed of compliant content is critical in an omnichannel world with AI doctors and LLMs. Old approval methods won't suffice anymore. Intense customer interest.
I'm curious, will RTSM have a similar ramp to EDC? Or is there a different consideration there? And I want to understand the selling motion here
Show response
Peter described RTSM as critical for drug supply shipping and patient randomization. Selling motion differs because top 20s buy study-by-study or by therapeutic area. Customer was a long-standing clinical customer who also bought clinical operations products. Called it a milestone deal for Veeva and the industry.
Calendar 2025 Q4
Any changes there from customers in the sales pipeline on those products
Show response
Peter said safety and regulatory sales cycles remain long but safety has a lot of momentum. IQVIA partnership revenue impact takes time but positive customer experience is heartening. Three macro positives for commercial: digital/AI investment, IQVIA partnership, and Salesforce platform freedom.
have you seen any changes in where audience targeting is happening on the platforms
Show response
Peter said digital marketing is growing for both consumer and HCP. Crossix becoming a standard with compounding effect from product excellence. Well-growing business for the foreseeable future, three to five years.
Calendar 2025 Q3
first wondering if there's anything offsetting that momentum here in the fiscal 2Q
Show response
Brian pointed to Crossix as the main commercial growth driver continuing from prior quarters. Did not specifically address sequential flatness or other offsetting factors.
can you just size the dollar opportunity for these products
Show response
Peter said Nitro and Network dollar opportunity is similar to other add-on products, maybe a bit bigger. But 75% of the benefit is the network effect on the broader commercial suite, enabling customers to take a bigger bite at the full commercial offering.
Calendar 2025 Q2
Was just hoping to get an update on the adoption and momentum trends
Show response
Peter said Compass is doing well with brand additions mostly in patient area. Prescriber National still in early adopter phase with a few customers and growing pipeline. Not a business at scale yet.
I'm just curious if you're seeing any signs of this with Crossix
Show response
Peter said the strength is from customers building up digital marketing capabilities and getting more effective with campaigns and audiences, not from pull-forward dynamics.
Calendar 2025 Q1
are these add-ons being sold in parallel to when you're selling EDC? Or are these opportunities kind of emerging once these clients are starting to ramp
Show response
Peter said clinical add-on adoption is driven by customers committing to modernize clinical tech or choosing Veeva as a strategic partner, not by EDC attachment.
Calendar 2024 Q4
what have been the gating factors to get these commitments? And with Vault CRM already out in the wild, as you say, has the hurdle
Show response
Paul said having a live product is a significant advantage. Expects additional top 20 commitments over the next several months. Win rate expectations remain high.
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. | 11 | 9%1 of 11 questions |
- VEEVVeeva Systems Inc. · 11 questions9%1 of 11 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 |
|---|---|---|---|
| 2024 Q4 | 1 | 0%none of 1 question | 1 |
| 2025 Q1 | 1 | 0%none of 1 question | 1 |
| 2025 Q2 | 2 | 0%none of 2 questions | 1 |
| 2025 Q3 | 2 | 50%1 of 2 questions | 1 |
| 2025 Q4 | 2 | 0%none of 2 questions | 1 |
| 2026 Q1 | 2 | 0%none of 2 questions | 1 |
| 2026 Q2 | 1 | 0%none of 1 question | 1 |
- 2024 Q41 question · challenge rate 0% (none of 1 question) · 1 company
- 2025 Q11 question · challenge rate 0% (none of 1 question) · 1 company
- 2025 Q22 questions · challenge rate 0% (none of 2 questions) · 1 company
- 2025 Q32 questions · challenge rate 50% (1 of 2 questions) · 1 company
- 2025 Q42 questions · challenge rate 0% (none of 2 questions) · 1 company
- 2026 Q12 questions · challenge rate 0% (none of 2 questions) · 1 company
- 2026 Q21 question · challenge rate 0% (none of 1 question) · 1 company
Topics
Topics tagged on this analyst’s questions.
- Demand6
- Product Launch4
- Revenue Growth4
- Competitive Dynamics3
- Margin1
- Cost Pressure1
- Cloud & AI1
- Innovation & R&D1
- Regulation Policy1