Veeva Systems Inc. · VEEV · Next earnings

Veeva Systems Inc. reports Wednesday, Nov 25, 2026

VEEV reports after market close with consensus EPS at $2.33 and revenue at $935.0M. Last quarter: Veeva advances AI rollout while commercial cloud momentum holds

Reports After market close20 days awayDate estimated Technology

What the street expects

Consensus for the coming report
Consensus EPS $2.33 Calendar consensus
Consensus revenue $935.0M Calendar consensus
Report date Nov 25, 2026 Wednesday, date estimated
Session After market close 20 days away

Where VEEV left off: FY2027 Q2

Full report

Veeva advances AI rollout while commercial cloud momentum holds

EPS surprise +5.4% Reported $2.35 vs $2.23
Revenue surprise +2.5% Reported $928.0M vs $905.4M
Stock move +15.2% Event window
Subsequent drift -7.8% Up to 20 sessions

Maintained; the supplied analysis does not identify a change in guidance sentiment.

What to watch on the call

Carried forward from the last transcript

Risks management flagged

  • Falcon may face implementation, pricing, scalability, and regulatory hurdles as it moves beyond early adoption.
  • Aspen and other AI offerings carry execution risk while their models are still developing.
  • Salesforce and Medidata remain competitive pressures in core markets.
  • Macro, geopolitical, and regional data or AI regulation could affect life-science software spending.

Questions analysts left open

  • Falcon readiness gates, pricing, implementation timing, and regulatory compliance.
  • Aspen’s consumption-based pricing model and ability to scale.
  • The timing of win-backs from customers that moved to Salesforce.
  • Execution and growth timing for newer R&D products and AI offerings.

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Recent VEEV quarters

All VEEV earnings
+15.2%FY2027 Q2-0.1%FY2027 Q1+1.4%FY2026 Q4-9.8%FY2026 Q3

Sources

  1. FN2 corporate events calendar, resolved from the earnings calendar feed
  2. FN2 earnings calendar analyst consensus
  3. Earnings call transcript analysis, FY2027 Q2

Methodology

The report date comes from FN2's resolved corporate-events calendar and is marked estimated until the company confirms it. Consensus figures are the calendar's latest analyst estimates for the fiscal period and are not an FN2 forecast.

Risks and open questions are carried forward verbatim from FN2's structured analysis of the previous earnings call. Missing values stay missing and are never estimated.

By FN2 Research · Updated . For educational purposes only; not investment advice.