1,041 material Form 8-K filings that 824 companies we cover made with the SEC in November 2025, each read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). All of them were written later, when past filings were added: a selection, not every 8-K of the month (see the note below).
Veeva reported fiscal third-quarter 2026 results for the quarter ended October 31, 2025, with total revenue up 16% year over year and GAAP net income up 27%. The company also updated its fiscal 2026 guidance, which CFO Brian Van Wagener described as increased, and gave fourth-quarter revenue guidance of $807 million to $810 million.
Total revenue was $811.2 million, up from $699.2 million a year earlier; subscription services revenue was $682.5 million, up 17%.
GAAP diluted net income per share was $1.40, versus $1.13 a year earlier; non-GAAP diluted EPS was $2.04, versus $1.75.
Fiscal 2026 guidance: total revenue of $3,166 million to $3,169 million and non-GAAP diluted EPS of about $7.93.
Fourth-quarter guidance (quarter ending January 31, 2026) calls for total revenue of $807 million to $810 million and non-GAAP operating income of about $350 million.
Bath & Body Works reported third-quarter 2025 net sales of $1.6 billion, down 1%, and diluted earnings per share of $0.37, compared with $0.49 a year earlier. The company lowered its fourth-quarter and full-year 2025 guidance, citing current business trends and continued consumer pressures, and announced a Consumer First Formula plan with $250 million in cost savings over two years.
Third-quarter net sales were $1,594 million, down from $1,610 million; net income was $77 million, compared with $106 million a year earlier.
Fourth-quarter 2025 net sales are expected to decline by high single digits, and diluted EPS is expected to be at least $1.70, compared with $2.09 in the fourth quarter of 2024.
Full-year 2025 net sales are now expected to decline by low single digits, versus prior guidance of 1.5% to 2.7% growth; diluted EPS is expected to be at least $2.83, compared with $3.61 in fiscal 2024.
The Consumer First Formula plan targets $250 million in cost savings over two years, with over half identified for 2026.
Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.
Briefs marked “Written later” were written in November 2026 for filings that were by then more than three weeks old, so months before mid-October 2026 hold a selection: every material 8-K of the past year for the 100 largest companies we cover and the last 15 important 8-Ks of every other one. Briefs the number check holds back are not shown or counted. Also: the last 45 days, briefs by company, A–Z and the live SEC filings wire.