Veeva Systems Inc. (VEEV) Raymond James TMT & Consumer Conference December 8, 2025 11:20 AM EST

Company Participants

Paul Shawah - Executive Vice President of Strategy & Campaign Manager

Conference Call Participants

Brian Peterson - Raymond James & Associates, Inc., Research Division

Presentation

Brian Peterson Raymond James & Associates, Inc., Research Division

All right, everyone. We’re going to get started. My name is Brian Peterson. I’m the application software analyst here at Raymond James. Very happy to have Veeva back at the conferences here, Paul Shawah, EVP of Commercial Strategy, is with us today. We can make this interactive. If you guys have questions, raise your hand. Happy to hop in.

Question-and-Answer Session

Brian Peterson Raymond James & Associates, Inc., Research Division

But Paul, maybe to kick things off, just – you had an Analyst Day a couple of months ago, just had your fiscal third quarter. Anything you highlight in terms of kind of near-term developments that you think are important for investors?

Paul Shawah Executive Vice President of Strategy & Campaign Manager

Yes. Sure. First, good to be back. Good to have another conversation with you, Brian. So yes, we just had our third quarter results. We had really strong results in the quarter. We exceeded all of our guidance numbers. So we did well and I guess some of the highlights were we talked about broad, really strong execution across all parts of our business. We gave some very specific highlights, some I’ll call out in particular. Clinical, we continue to do well and perform well in the clinical space. More broadly, we have more than 10 applications in clinical. We’re making progress in each of these areas.

We called out a couple of top 20 wins in places like study start-up and in training, which I

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