)
Edge31 Oct 2025
Rolls-Royce: Full Thrust Ahead
From century-old crafted perfection to pandemic shock and reset, Rolls-Royce's story is shaped by heritage, turbulence, and a disciplined climb back.
Veeva Systems (VEEV) investor relations material
Veeva Systems Investor Day 2025 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Investor Day 2025 summary16 Oct, 2025
Strategic Vision and Long-Term Goals
Aims to build the industry cloud for life sciences, integrating software, data, and consulting for efficiency and growth.
Operates as a public benefit corporation, emphasizing customer and employee success, speed, ethical practices, and balancing stakeholder interests.
Maintains a $6 billion revenue target for 2030, with progress on track and a focus on organic growth from existing products.
Total addressable market estimated at $20 billion, with current penetration at 16%, indicating significant growth potential.
Strategic partner to a $2T+ biopharma and medtech industry growing at over 6% CAGR.
Product Innovation and Portfolio Expansion
Core offerings include Development Cloud, Quality Cloud, Commercial Cloud, Data Cloud, and Business Consulting, with both established and emerging applications.
Vault CRM migration is progressing, with over 100 customers live and end of life for legacy CRM set for September 2030.
Data Cloud investments include new products like HCP 360 and expanded partnerships, notably with IQVIA.
Business consulting has grown to over 400 people and a $90 million run rate, supporting digital transformation and AI adoption.
New horizontal enterprise applications are being developed, starting with CRM, to expand into a $100B+ market.
Artificial Intelligence (AI) Strategy and Technology Integration
Veeva AI launches in December, starting with commercial products and expanding across Vault in 2026.
AI agents are integrated into the Vault platform, enabling automation, insights, and compliance support, with upgrades every release.
AI monetization will use a usage-based, tokenized pricing model, allowing customers to scale with value delivered.
AI-driven business consulting and platform capabilities are expected to drive efficiency and innovation in life sciences.
AI is expected to drive significant productivity gains, especially in safety and clinical operations over time.
Explain Veeva AI's usage-based pricing model
New Markets: initial focus and platform approach
Why is 2030 operating margin lower?
Veeva AI revenue impact on 2030 goal?
New markets: revenue timeline and strategy?
Vault CRM migration progress and competitive wins?
Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.
Next Veeva Systems earnings date
Q3 202620 Nov, 2025
Next Veeva Systems earnings date
Q3 202620 Nov, 2025
The essential earnings season companion
The #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
)
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
)
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
)
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
)
)
Frequently asked questions
Cloud Services for Life Sciences
Veeva Systems is a provider of cloud-based software solutions and has become an important player in the life sciences industry. Their solutions span across areas such as clinical, regulatory, quality, and commercial operations of life sciences organizations. Veeva's products are designed to help life sciences companies maintain compliance, improve efficiency, and speed up the time to market for their products.
Founding and Growth
Founded in 2007 by Peter Gassner, Veeva Systems sought to disrupt the life sciences industry with its unique cloud-based applications. The company's pivotal moment came with the introduction of its flagship product, Veeva CRM, which helped establish Veeva as a significant player in the market. In 2020, the company played a crucial role in the global fight against the COVID-19 pandemic, providing its Vault Clinical Trial Management System (CTMS) to help expedite clinical trials for potential vaccines. Their CRM product is still one of the cornerstones of the company’s operations.
The Software
With its tailored cloud-based software solutions, Veeva Systems has managed to establish a global reach. Their products have been adopted by organizations of various sizes, from emerging biotechs to large pharmaceutical firms such as Bayer. The company's solutions facilitate the streamlining of data and processes across multiple departments in these organizations, making it an extremely useful platform in the industry. Unlike other CRM providers such as Oracle, Veeva is tailor-made for the needs and requirements of the life sciences industry.
A Product Applicable in Critical Areas
Veeva Systems offers a diverse product suite that addresses both complex and everyday challenges in the life sciences industry. Veeva's applications cover critical areas of the life sciences sector, including clinical data management, customer relationship management, content and document management, and more. Their software solutions have aided organizations in managing and leveraging their data more efficiently, saving money while contributing to advances in healthcare and medical research.
Quartr provides global coverage of all investor relation material from public companies.
Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.
Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.
Yes, the Quartr mobile app is free on both iOS and Android.
Yes. Quartr provides global, industry-leading live coverage of company events such as regular earnings calls, capital markets days, M&A announcements, and investor conferences. Live with zero delays. Just click and listen.
Yes, capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Yes. Follow the companies that matter to you. Get a personalized feed with real-time updates, a tailored earnings calendar, and instant alerts when earnings calls go live.
Yes. Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned, regardless of who's talking.
Explore our global coverage