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Sentiment · FY2027 Q2
As of FY2027 Q1, the Tellvest earnings-call sentiment score for Veeva Systems Inc. (VEEV) is 9/10.
Veeva opened fiscal 2027 with total revenue of $883 million and non-GAAP operating income of $395 million, delivering results ahead of guidance and prompting a modest full-year raise. Growth was broad-based: Vault CRM migrations crossed 150 live customers and 40 completed migrations at an over-80% win rate, Crossix extended its strength in a healthy digital advertising market, and the late-quarter Ostro acquisition added a compliant HCP brand-engagement platform expected to contribute about $10 million this year. The dominant strategic story was AI, with the new Falcon platform positioned to deliver agentic labor that automates high-volume outsourced work like clinical document intake and safety case processing. Management described the life sciences end market as unchanged and healthy, reiterating its path toward $6 billion of revenue in 2030.
Scored from Veeva Systems Inc.’s FY2027 Q1 earnings call. The newest quarter is available with Tellvest Pro.
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| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Gross margin | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|---|
| FY2025 Q3 | $699M | +13.4% | $1.13 | +36.1% | 75.1% | 25.9% | 26.6% | $160M |
| FY2025 Q4 | $721M | +14.3% | $1.17 | +30.0% | 74.9% | 26.1% | 27.1% | $65M |
| FY2026 Q1 | $759M | +16.7% | $1.37 | +39.8% | 77.1% | 30.8% | 30.1% | $871M |
| FY2026 Q2 | $789M | +16.7% | $1.19 | +14.4% | 75.3% | 24.8% | 25.4% | $232M |
| FY2026 Q3 | $811M | +16.0% | $1.40 | +23.9% | 75.4% | 29.7% | 29.1% | $186M |
| FY2026 Q4 | $836M | +16.0% | $1.45 | +23.9% | 74.5% | 29.4% | 29.2% | $100M |
| FY2027 Q1 | $883M | +16.3% | $1.57 | +14.6% | 74.7% | 30.9% | 29.6% | $1.13B |
| FY2027 Q2 | $928M | +17.6% | $1.66 | +39.5% | 75.0% | 29.6% | 29.5% | $231M |