VEEVSoftware & ITveeva.com
| Metric | Oct 2024 | Jan 2025* | Apr 2025 | Jul 2025 | Oct 2025 | Jan 2026* | Apr 2026 | Jul 2026 | YoY |
|---|---|---|---|---|---|---|---|---|---|
| Operations | |||||||||
| Revenue | $699.21M | $720.89M | $759.04M | $789.08M | $811.24M | $835.95M | $882.95M | $927.96M | ▲ +17.6% |
| Gross profit | $524.82M | $539.89M | $585.22M | $593.83M | $611.77M | $622.47M | $662.02M | $695.95M | ▲ +17.2% |
| Operating income | $181.35M | $188.42M | $233.73M | $195.91M | $240.85M | $245.88M | $273.11M | $275.02M | ▲ +40.4% |
| Net income | $185.81M | $195.63M | $228.19M | $200.31M | $236.20M | $244.20M | $260.94M | $273.43M | ▲ +36.5% |
| R&D | $172.41M | $181.53M | $184.03M | $192.68M | $191.88M | $198.79M | $208.32M | $222.92M | ▲ +15.7% |
| EPS (diluted) | 1.13 $ | — | 1.37 $ | 1.19 $ | 1.40 $ | — | 1.57 $ | 1.66 $ | ▲ +39.5% |
| Margins (% of revenue) | |||||||||
| Gross | 75.1 % | 74.9 % | 77.1 % | 75.3 % | 75.4 % | 74.5 % | 75.0 % | 75.0 % | ▼ -0.3 pt |
| Operating | 25.9 % | 26.1 % | 30.8 % | 24.8 % | 29.7 % | 29.4 % | 30.9 % | 29.6 % | ▲ +4.8 pt |
| Net | 26.6 % | 27.1 % | 30.1 % | 25.4 % | 29.1 % | 29.2 % | 29.6 % | 29.5 % | ▲ +4.1 pt |
| Balance sheet | |||||||||
| Assets | $6.45B | $7.34B | $7.77B | $8.00B | $8.10B | $8.98B | $9.13B | $9.06B | ▲ +13.3% |
| Liabilities | $951.45M | $1.51B | $1.55B | $1.36B | $1.06B | $1.76B | $1.83B | $1.63B | ▲ +19.7% |
| Equity | $5.50B | $5.83B | $6.21B | $6.64B | $7.04B | $7.21B | $7.30B | $7.43B | ▲ +11.9% |
| Cash | $1.04B | $1.12B | $1.96B | $1.93B | $1.66B | $1.42B | $1.90B | $1.81B | ▼ -6.1% |
| Capital | |||||||||
| Shares outstanding | 162.35M | 162.70M | 163.41M | 163.91M | 164.38M | 163.33M | 162.44M | 161.91M | ▼ -1.2% |
| Public floatexcluding insiders | — | — | — | — | — | — | — | — | — |
* No 10-Q is filed for a fourth quarter: these amounts are the fiscal year minus the first three quarters, all filed. EPS stays blank — dilution doesn't subtract.