VEEV

Mar. 5, 2018 Summary Veeva reported the results of its fiscal Q4 last week. The results were typical for Veeva, with moderate-size beats in terms of both revenues and EPS. The results were less typical for Veeva in that bookings for the quarter ran substantially above expectations. And the guidance Veeva provided was far from typical…

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Mar. 5, 2018 Summary Veeva reported the results of its fiscal Q4 last week. The results were typical for Veeva, with moderate-size beats in terms of both revenues and EPS. The results were less typical for Veeva in that bookings for the quarter ran substantially above expectations. And the guidance Veeva provided was far from…

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Dec. 8, 2017 Summary Veeva reported the results of its fiscal Q3 earlier this week. Not surprisingly the results showed substantial over attainment in terms of revenues, billings, cash flow and EPS. The company raised its Q4 guidance. But as is typical for this company its forecasts seem overly conservative. Management provided a preliminary forecast…

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Aug. 28, 2017 Summary Veeva reported the results of its fiscal Q2 (ended 7/31) last week. The results for the quarter were another in a series of beats going back several years. The company raised its forecast yet again, as it has for many quarters now. Investors were unhappy that the increase in guidance was…

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May 31, 2017 Summary Veeva reported the results of its fiscal Q1 ended 4/30 last weeks. The company beat on all major metrics and raised guidance. The company has a record of providing very conservative guidance and it would appear that this is a continuation of that trend. The company reported an extraordinary jump in…

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Jan. 6, 2017 Summary Veeva is one of the more profitable software vendors within the universe of subscription based IT vendors. The company has had an enviable track record of significantly exceeding its growth expectations for multiple quarters. Last quarter, the company achieved a milestone in which more than 50% of its bookings came from…

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June 27, 2016 Summary Veeva has developed a leading market position in sales of CRM solutions to the life sciences space. The company’s agreement with Salesforce which makes Veeva its preferred partner for CRM solutions in the life cycle space has been a huge success for both companies. The company has dramatically broadened its product…

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