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Jan 31
Veeva Q4 2026 Earnings Report
Veeva delivered strong Q4 FY2026 results with double-digit revenue growth and expanding profitability.
Key Takeaways
Veeva reported Q4 FY2026 revenue of $835951000, up 16% year-over-year, driven by continued growth in subscription services. Profitability expanded significantly with operating income rising to $245876000 and net income reaching $244204000, reflecting strong margin expansion and operating leverage.
Total Q4 revenue grew 16% year-over-year to $835951000.
Subscription revenue reached $707745000, continuing to dominate the revenue mix.
Operating income increased 30% year-over-year to $245876000.
Net income rose to $244204000 with diluted EPS of $1.45.
Revenue by Segment
Forward Guidance
Veeva expects continued growth in FY2027 supported by strong demand across Commercial, Development, and Quality Cloud products, along with increasing adoption of AI capabilities within its platform.
Positive Outlook
- Q1 FY2027 revenue expected between $855000000 and $858000000.
- FY2027 revenue guidance between $3585000000 and $3600000000.
- Q1 FY2027 non-GAAP operating income expected between $378000000 and $381000000.
- Q1 FY2027 non-GAAP EPS expected between $2.13 and $2.14.
- FY2027 non-GAAP EPS expected around $8.85.
Challenges Ahead
- Guidance excludes GAAP profitability projections due to uncertainty around stock-based compensation.
- Reliance on life sciences industry spending cycles.
- Macroeconomic conditions and regulatory changes may impact customer demand.
- Execution risk tied to large-scale AI and product rollout initiatives.
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
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Avg. Return Before/After Earnings
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