NYSE$VEEV

Veeva Systems Inc A · Q2 2025 earnings

Q2 2025 earnings · · Investor relations

Briefing

Veeva reported strong financial results driven by execution across the business and major product advances.

Veeva Systems Inc. announced its Q2 Fiscal Year 2025 results, with total revenues of $676.2 million, a 15% increase year over year, and subscription services revenues of $561.3 million, a 19% increase year over year. The company's operating income increased by 60% year over year, and net income increased by 53% year over year.

  • Total revenues for the second quarter were $676.2 million, up 15% year over year.
  • Subscription services revenues for the second quarter were $561.3 million, up 19% year over year.
  • Second quarter operating income was $166.5 million, an increase of 60% year over year.
  • Second quarter net income was $171.0 million, an increase of 53% year over year.

Headline financials

Total Revenue

$676M

Previous: $590M+14.6%
EPS

$1.04

Previous: $1.21-14.0%
Non-GAAP Operating Margin

41.4%

No prior period
Gross margin

74.8%

No prior period
Non-GAAP operating income

$280M

No prior period
Non-GAAP net income

$267M

No prior period
Free Cash Flow

$171M

Previous: $112M+53.2%
Net Income

$171M

Previous: $112M+53.2%
Operating Income

$166M

Previous: $104M+60.0%
Gross Profit

$506M

Previous: $421M+20.1%
R&D Expense

$176M

No prior period
Stock-Based Comp

$108M

Previous: $103M+5.3%

Revenue & EPS history

Veeva · Revenue · Quarterly

$676M

Q2 2025+14.6%vs Q2 2024
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, 2024, with total revenues between $682 and $685 million and non-GAAP fully diluted net income per share between $1.57 and $1.58. Updated guidance for its fiscal year ending January 31, 2025, includes total revenues between $2,704 and $2,710 million and non-GAAP fully diluted net income per share of approximately $6.22.

Tailwinds

  • Total revenues between $682 and $685 million for Q3 2025.
  • Non-GAAP operating income between $273 and $275 million for Q3 2025.
  • Non-GAAP fully diluted net income per share between $1.57 and $1.58 for Q3 2025.
  • Total revenues between $2,704 and $2,710 million for Fiscal Year 2025.
  • Non-GAAP fully diluted net income per share of approximately $6.22 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 2025

Historical avgQ2 2025

+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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