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Oct 31, 2025
Veeva Q3 2026 Earnings Report
Veeva reported strong revenue and earnings growth in Q3 FY2026, driven by AI innovation and expansion across commercial and R&D segments.
Key Takeaways
Veeva Systems delivered solid Q3 FY26 results with $811.2M in revenue and $236.2M in net income. The company saw strong performance in both Commercial and R&D Solutions, and continues to advance its AI and Development Cloud initiatives.
Revenue by Segment
Forward Guidance
Veeva projects Q4 FY2026 revenue between $807M and $810M, with non-GAAP EPS around $1.92 and steady operating income. Full-year revenue guidance was raised.
Positive Outlook
- Q4 revenue guidance of $807–$810M reflects continued momentum
- Full-year revenue guidance increased to $3.166–$3.169B
- Non-GAAP EPS expected to be $1.92 in Q4
- Veeva AI agents for CRM and content launching in December
- Major wins in Development Cloud, including new top 20 biopharma clients
Challenges Ahead
- Deferred revenue decreased from earlier in the year
- Stock-based compensation continues to significantly impact GAAP margins
- Litigation-related charges affected YTD G&A expenses
- Free cash flow not directly stated
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
Analyze how earnings announcements historically affect stock price performance
Avg. Return Before/After Earnings
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