NYSE$VEEV

Veeva Systems Inc A · Q2 2024 earnings

Q2 2024 earnings · · Investor relations

Briefing

Veeva reported strong financial results, exceeding guided metrics and demonstrating progress in CRM and clinical areas.

Veeva Systems Inc. announced its fiscal 2024 second-quarter results, with total revenues of $590.2 million, a 10% increase year over year. Subscription services revenues also grew by 10% to $470.6 million. The company's net income increased by 23% year over year, reaching $111.6 million, with fully diluted net income per share at $0.68.

  • Total revenues increased by 10% year over year, reaching $590.2 million.
  • Subscription services revenues also increased by 10% year over year, reaching $470.6 million.
  • Net income increased by 23% year over year, reaching $111.6 million.
  • Non-GAAP operating income increased by 5% year over year, reaching $211.9 million.

Headline financials

Total Revenue

$590M

Previous: $534M+10.5%
EPS (adj)

$1.21

Previous: $1.03+17.5%
Free Cash Flow

$112M

Previous: $90.6M+23.2%
Net Income

$112M

Previous: $90.6M+23.2%
Operating Income

$104M

Previous: $101M+2.9%
Gross Profit

$421M

Previous: $383M+10.1%
Cash & Equivalents

$743M

Previous: $1.14B-34.9%
Total Assets

$5.23B

Previous: $4.12B+27.0%
Stock-Based Comp

$103M

Previous: $96M+7.1%

Revenue & EPS history

Veeva · Revenue · Quarterly

$590M

Q2 2024+10.5%vs Q2 2023
Beat estimate in 14 of 16 quarters(88%)
ActualEstimate

Revenue by segment

Veeva · $759M total across 2 segments · Q1 2026

  • R&D Solutions
    $407M
  • Commercial Solutions
    $352M

Forward guidance

Veeva provided guidance for its fiscal third quarter ending October 31, 2023, and updated guidance for its fiscal year ending January 31, 2024. Veeva is reiterating guidance for its fiscal year ending January 31, 2025.

Tailwinds

  • Total revenues between $614 and $616 million for Q3 2024.
  • Non-GAAP operating income between $223 and $225 million for Q3 2024.
  • Non-GAAP fully diluted net income per share between $1.26 and $1.27 for Q3 2024.
  • Total revenues between $2,365 and $2,370 million for fiscal year 2024.
  • Total revenues of at least $2,800 million for fiscal year 2025.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 19 quarterly earnings reports · overlaid with Q2 2024

Historical avgQ2 2024

+1.3%

Avg return

Earnings day

+1.1%

Avg return

5 days after

+1.7%

Avg return

30 days after

55%

31 / 56 earnings

Positive

+21.2%

Q1 2024

Best reaction

-17.0%

Q4 2015

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2027-0.3%-6.4%
Q4 2026+4.0%+0.6%-7.7%
Q3 2026-12.9%-11.0%-18.0%
Q2 2026-7.5%-8.0%-1.1%
Q1 2026+1.6%+0.3%+1.2%
Q4 2025+7.4%+5.3%-2.8%
Q3 2025+5.3%+3.6%-10.4%
Q2 2025+8.4%+8.1%+5.3%
Q1 2025-13.1%-10.8%-8.7%
Q4 2024-1.5%-1.7%+2.8%
Q3 2024-2.8%-2.0%+4.3%
Q2 2024+8.1%+12.2%+5.4%
Q1 2024+21.2%+18.2%+20.8%
Q4 2023+4.8%+6.5%+10.9%
Q3 2023-8.1%-11.5%-15.2%
Q2 2023-15.2%-15.9%-18.4%
Q1 2023+13.1%+11.0%+19.9%
Q4 2022-16.8%-21.8%-6.6%
Q3 2022-7.1%-7.2%-9.6%
Q2 2022-4.8%-4.3%-13.5%
Q1 2022+8.9%+6.7%+16.8%
Q4 2021-10.3%-13.3%-8.8%
Q3 2021-1.6%-1.9%-1.7%
Q2 2021+2.0%+9.5%+2.0%
Q1 2021+14.0%+14.4%+22.4%
Q4 2020+0.0%+1.5%+8.4%
Q3 2020-2.3%-5.0%-9.6%
Q2 2020+0.9%-1.4%-4.9%
Q1 2020+10.6%+6.9%+16.2%
Q4 2019-3.0%+0.4%+3.6%
Q3 2019+9.9%+10.1%-2.5%
Q2 2019+13.1%+15.4%+16.8%
Q1 2019+0.4%-1.2%+7.9%
Q4 2018+12.2%+18.8%+17.6%
Q3 2018-5.7%-2.1%-0.6%
Q2 2018-13.3%-11.3%-13.5%
Q1 2018+9.4%+6.3%+4.5%
Q4 2017+1.7%+0.1%+15.2%
Q3 2017+10.8%+10.8%-0.6%
Q2 2017+5.8%+5.4%+7.1%
Q1 2017+7.7%+10.2%+14.8%
Q4 2016+6.1%
Q3 2016+5.5%
Q2 2016+12.5%
Q1 2016-2.4%
Q4 2015-17.0%
Q3 2015+12.8%
Q2 2014+2.8%
Q2 2015+18.9%
Q1 2014+3.6%
Q1 2015-4.2%
Q4 2012-0.8%
Q4 2014-3.4%
Q4 2013-8.9%
Q3 2013-8.9%
Q3 2014-0.2%

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