Growth Outlook

Guidance for the next quarter calls for revenue of $856.5 million, a 1 % lift over analysts’ forecasts, and adjusted EPS of $8.85 for fiscal 2027, a 3 % beat on expectations. The company remains “cautiously optimistic” about macro conditions, citing customer‑project pipelines rather than short‑term macro shifts. Veeva’s strategy continues to emphasize system modernization for the top 20 pharmaceutical companies, with a focus on automating legacy infrastructure. Professional services and R&D solutions grew 14.2 % and 20.9 %, respectively, while subscription services grew 16.3 %. Gross margins for professional services stayed at 20.5 % and subscription services at 86.7 %.