Veeva Systems Inc Investor Day Transcript

The following is excerpted from the question-and-answer section of the transcript.

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?