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Veeva Systems Inc (VEEV) 2026财年第四季度及全年业绩报告「NYSE」(英文版)(10页).pdf

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1、Exhibit 99.1FOR IMMEDIATE RELEASEVeeva Announces Fourth Quarter and Fiscal Year 2026 ResultsFiscal Year 2026 Total Revenues of$3,195.3M,up 16%Year Over YearQ4 Total Revenues of$836.0M,up 16%Year Over YearFiscal Year 2026 Subscription Revenues of$2,684.2M,up 17%Year Over YearQ4 Subscription Revenues

2、of$707.7M,up 16%Year Over YearPLEASANTON,CA March 4,2026 Veeva Systems Inc.(NYSE:VEEV),a leading provider of industry cloud solutions for the global life sciences industry,today announced results for its fourth quarter and fiscal year ended January 31,2026.“The agentic transformation underway repres

3、ents a substantial opportunity for Veeva and life sciences,”said CEO Peter Gassner.“With our core systems of record spanning the industrys most critical functions and unique datasets,we can deliver industry-specific AI deeply integrated into our applications.Our progress with Veeva AI and continued

4、strong execution in Commercial Cloud,Development Cloud,and Quality Cloud will create significant value for the industry.”Fiscal 2026 Fourth Quarter Results:Revenues:Total revenues for the fourth quarter were$836.0 million,up from$720.9 million one year ago,an increase of 16%year over year.Subscripti

5、on revenues for the fourth quarter were$707.7 million,up from$608.6 million one year ago,an increase of 16%year over year.Operating Income and Non-GAAP Operating Income:(1)Fourth quarter operating income was$245.9 million,compared to$188.4 million one year ago,an increase of 30%year over year.Non-GA

6、AP operating income for the fourth quarter was$366.5 million,compared to$307.7 million one year ago,an increase of 19%year over year.Net Income and Non-GAAP Net Income:(1)Fourth quarter net income was$244.2 million,compared to$195.6 million one year ago,an increase of 25%year over year.Non-GAAP net

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1. **2026财年业绩**:总营收31.95亿美元(同比+16%),订阅收入26.84亿美元(同比+17%);Q4总营收8.36亿美元(同比+16%),订阅收入7.08亿美元(同比+16%)。 2. **利润增长**:全年GAAP净利润9.09亿美元(同比+27%),Q4净利润2.44亿美元(同比+25%);Non-GAAP净利润全年13.53亿美元(同比+24%),Q43.46亿美元(同比+20%)。 3. **AI与客户进展**:推出Veeva AI Agents,客户总数达1,552家;R&D/Quality Cloud与Commercial Cloud(含Vault CRM)持续扩张,10家Top 20药企承诺使用Vault CRM。 4. **2027财年指引**:总营收预期35.85亿-36.0亿美元,Non-GAAP净利润约8.85亿美元。
**Veeva业绩如何?** **AI有何突破?** **未来增长点在哪?**
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