Veeva Systems Inc Investor Day Summary - Thomson StreetEvents

Veeva Systems Inc Investor Day Summary

Veeva Systems Inc Investor Day Summary - Thomson StreetEvents
Veeva Systems Inc Investor Day Summary
Published Oct 16, 2025
18 pages (10007 words) — Published Oct 16, 2025
Price US$ 54.00  |  Buy this Report Now

About This Report

  
Abstract:

Edited Brief of VEEV.N corporate analyst meeting

  
Brief Excerpt:

...A. First, Veeva is a very durable company with a clear product strategy, and we're on track with our $6 billion revenue goal for calendar year 2030. B. Life sciences is a $2 trillion industry that continues to grow, and we have a big opportunity in life sciences. C. The reasoning behind our $20 billion TAM is very simple. D. Spending 1% on industry-specific technology to get more efficient is certainly reasonable. E. For every dollar of revenue we take in, we want to create at least $2 of value. F. Today, we're about 16% penetrated in our TAM based on our estimated revenue for this year. G. The first is to achieve a $6 billion revenue run rate in calendar 2030. H. We achieved our 2025 revenue goal last quarter, and I'm happy to report that we are on track for our 2030 goal. I. This 2030 revenue plan considers mostly organic revenue, mainly in life sciences and mainly from existing products. J. Over 100 customers are live on Vault CRM, including two of the top 20. K. We started this six...

  
Report Type:

Brief

Source:
Company:
Veeva Systems Inc
Ticker
VEEV.N
Time
8:30pm GMT
Format:
PDF Adobe Acrobat
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The following is excerpted from the question-and-answer section of the transcript.

(Questions from industry analysts are provided in full, but answers are omitted - download the transcript to see the full question-and-answer session)

Question: Saket Kalia - Barclays - Analyst : Okay. Great. Thanks for hosting this. Super helpful. Peter, maybe just to start us off, I know you spend a lot of time with customers. Maybe you could just talk a little bit about sort of the relative health of your end markets right now, just in terms of overall spending, and there was a lot of focus on AI in the session, which I certainly appreciate. Maybe you can also touch on their appetite for investing in AI based on those conversations?


Question: Saket Kalia - Barclays - Analyst : Okay. Great. I want to talk on just one of the threads earlier on an earlier question. And Brian, maybe the question is for you. The bar chart that sort of showed the breakout of the four different product families was super helpful. So thanks very much for that disclosure. I'd love to maybe just dig into the clinical mix at about 21%. Maybe the first part of the question is how do you sort of rank order the products within that 21% in terms of size, qualitatively, of course, and maybe the follow-up to that is, I know that Peter dug into sort of the breadth of product there. But how do we sort of think about which of today's products are going to be the biggest drivers of taking that 21% to call it 30% of that $6 billion run rate in 2030? Sorry, there's a lot there, but does that make sense? REFINITIV STREETEVENTS | www.refinitiv.com | Contact Us consent of Refinitiv. 'Refinitiv' and the Refinitiv logo are registered trademarks of Refinitiv and its affiliated companies. OCTOBER 16, 2025 / 8:30PM, VEEV.N - Veeva Systems Inc Investor Day

Table Of Contents

Veeva Systems Inc at Raymond James TMT and Consumer Conference Summary – 2025-12-08 – US$ 54.00 – Edited Brief of VEEV.N presentation 8-Dec-25 4:20pm GMT

Veeva Systems Inc at Raymond James TMT and Consumer Conference Transcript – 2025-12-08 – US$ 54.00 – Edited Transcript of VEEV.N presentation 8-Dec-25 4:20pm GMT

Veeva Systems Inc Q3 2026 Earnings Call Summary – 2025-11-20 – US$ 54.00 – Edited Brief of VEEV.N earnings conference call or presentation 20-Nov-25 10:00pm GMT

Veeva Systems Inc Q3 2026 Earnings Call Transcript – 2025-11-20 – US$ 54.00 – Edited Transcript of VEEV.N earnings conference call or presentation 20-Nov-25 10:00pm GMT

Veeva Systems Inc Investor Day Transcript – 2025-10-16 – US$ 54.00 – Edited Transcript of VEEV.N corporate analyst meeting</ 16-Oct-25 8:30pm GMT

Veeva Systems Inc at Citi TMT Conference Summary – 2025-09-04 – US$ 54.00 – Edited Brief of VEEV.N presentation 4-Sep-25 6:10pm GMT

Veeva Systems Inc at Citi TMT Conference Transcript – 2025-09-04 – US$ 54.00 – Edited Transcript of VEEV.N presentation 4-Sep-25 6:10pm GMT

Veeva Systems Inc Q2 2026 Earnings Call Summary – 2025-08-27 – US$ 54.00 – Edited Brief of VEEV.N earnings conference call or presentation 27-Aug-25 9:00pm GMT

Veeva Systems Inc Q2 2026 Earnings Call Transcript – 2025-08-27 – US$ 54.00 – Edited Transcript of VEEV.N earnings conference call or presentation 27-Aug-25 9:00pm GMT

Veeva Systems Inc Annual Shareholders Meeting Summary – 2025-06-18 – US$ 54.00 – Edited Brief of VEEV.N shareholder or annual meeting 18-Jun-25 4:00pm GMT

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MLA:
Thomson StreetEvents. "Veeva Systems Inc Investor Day Summary" Oct 16, 2025. Alacra Store. Nov 06, 2026. <http://www.alacrastore.com/thomson-streetevents-transcripts/Veeva-Systems-Inc-Investor-Day-B16516681>
  
APA:
Thomson StreetEvents. (2025). Veeva Systems Inc Investor Day Summary Oct 16, 2025. New York, NY: Alacra Store. Retrieved Nov 06, 2026 from <http://www.alacrastore.com/thomson-streetevents-transcripts/Veeva-Systems-Inc-Investor-Day-B16516681>
  
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