The chart below shows how VEEV performed 10 days before and after its earnings report, based on data from the past quarters. Typically, VEEV sees a -0.66% change in stock price 10 days leading up to the earnings, and a +2.78% change 10 days following the report. On the earnings day itself, the stock moves by -0.44%. This data can give you a slight idea of what to expect for the next quarter's release.
Positive
Strong Financial Performance: We delivered financial results above our guidance with total revenue of $699 million and non-GAAP operating income of $304 million.
Development Cloud Adoption: We saw broad-based adoption in all areas of Development Cloud.
Commercial Milestones Achieved: We had a number of significant milestones in commercial, including great progress on both CRM.
Positive Execution Feedback: We are continuing to be really pleased with the execution on that front.
Increasing Attach Rates: We are continuing to make progress there, meaning the attach rates become higher.
Negative
Revenue Decline Reported: Total revenue of $699 million was reported, which is a decrease compared to previous quarters.
Profitability Decline Indicator: Non-GAAP operating income of $304 million indicates a decline in profitability.
Customer Acquisition Decline: Customer growth has slowed, with fewer new customers acquired compared to the previous quarter.
Increased Operating Expenses: Operating expenses have increased, leading to tighter margins and reduced profitability.
Competitive Edge Challenges: The company faced challenges in maintaining its competitive edge in the market, impacting overall performance.
Veeva Systems Inc. (VEEV) Q3 2025 Earnings Call Transcript
VEEV.N
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