earnings
confidence high
sentiment positive
materiality 0.80
Veeva Q2 FY2027 revenue $928M up 18% YoY; EPS $1.66 GAAP, $2.35 non-GAAP
VEEVA SYSTEMS INC
- Total revenues $928.0M, up 18% YoY; subscription revenues $766.8M, up 16% YoY.
- GAAP operating income $275.0M, up 40% YoY; non-GAAP operating income $415.9M, up 18% YoY.
- GAAP net income $273.4M, up 37% YoY; non-GAAP net income $387.4M, up 16% YoY.
- Diluted EPS $1.66 GAAP vs $1.19; non-GAAP $2.35 vs $1.99; results exceeded guidance.
- Vault CRM: 180+ customers live, 12 top 20 commitments; AI adoption accelerating.