Veeva Systems said total revenues for the Q2 ended July 31, 2025 were $789.1 million, up 17% from $676.2 million in the prior-year period. Subscription services revenues were $659.2 million, up 17% from $561.3 million in the prior-year period.

1. 01

   Veeva Systems said total revenues for the Q2 ended July 31, 2025 were $789.1 million, up 17% from $676.2 million in the prior-year period. Subscription services revenues were $659.2 million, up 17% from $561.3 million in the prior-year period.

2. 02

   The company reported operating income of $195.9 million and net income of $200.3 million for the Q2. Non-GAAP operating income was $352.6 million, compared to $279.8 million in the prior-year period, and non-GAAP fully diluted net income per share was $1.99, compared to $1.62 in the prior-year period.

3. 03

   Veeva disclosed that net cash provided by operating activities for the 6 months ended July 31, 2025 was $1,115,591 thousand, compared to $856,390 thousand in the prior-year period. As of July 31, 2025, cash and cash equivalents were $1,930,431 thousand and short-term investments were $4,473,282 thousand.

4. 04

   The company said it expects total revenues for the Q3 ended October 31, 2025 to be between $790 and $793 million. For the fiscal year ended January 31, 2026, Veeva provided updated guidance for total revenues between $3,134 and $3,140 million and non-GAAP operating income of approximately $1,388 million.

Analysis scope · Filing body and confirmed press-release exhibitWe analyzed the filing body and confirmed exhibits. This is not a review of other exhibits, investor presentations or the full earnings call.

AI summarized the filing and translated the summary into English; it may differ from the original. For reference only, not investment advice. AI translated the published Korean report into English. Figures are copied as filed, not recalculated.

Original filing

The filing as submitted to SEC EDGAR. You can check the figures and statements of this summary against it.