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Jul 31, 2024

Veeva Q2 2025 Earnings Report

Veeva reported strong financial results driven by execution across the business and major product advances.

Key Takeaways

Veeva Systems Inc. announced its Q2 Fiscal Year 2025 results, with total revenues of $676.2 million, a 15% increase year over year, and subscription services revenues of $561.3 million, a 19% increase year over year. The company's operating income increased by 60% year over year, and net income increased by 53% year over year.

Total revenues for the second quarter were $676.2 million, up 15% year over year.

Subscription services revenues for the second quarter were $561.3 million, up 19% year over year.

Second quarter operating income was $166.5 million, an increase of 60% year over year.

Second quarter net income was $171.0 million, an increase of 53% year over year.

Total Revenue
$676M
Previous year: $590M
+14.6%
EPS
$1.62
Previous year: $1.21
+33.9%
Gross Profit
$502M
Previous year: $421M
+19.2%
Cash and Equivalents
$4.89B
Previous year: $743M
+557.8%
Total Assets
$6.33B
Previous year: $5.23B
+21.1%

Veeva

Veeva

Forward Guidance

Veeva provided guidance for its fiscal third quarter ending October 31, 2024, with total revenues between $682 and $685 million and non-GAAP fully diluted net income per share between $1.57 and $1.58. Updated guidance for its fiscal year ending January 31, 2025, includes total revenues between $2,704 and $2,710 million and non-GAAP fully diluted net income per share of approximately $6.22.

Positive Outlook

  • Total revenues between $682 and $685 million for Q3 2025.
  • Non-GAAP operating income between $273 and $275 million for Q3 2025.
  • Non-GAAP fully diluted net income per share between $1.57 and $1.58 for Q3 2025.
  • Total revenues between $2,704 and $2,710 million for Fiscal Year 2025.
  • Non-GAAP fully diluted net income per share of approximately $6.22 for Fiscal Year 2025.