Every material Form 8-K Veeva Systems has filed with the SEC since September 16, 2024, 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). Newest first; each brief links to its own page and to the filing on SEC.gov.
During its Investor Day on November 5, 2026, Veeva Systems announced it expects its third quarter of fiscal year 2027 results to meet or exceed the preliminary guidance previously provided on August 26, 2026. Chief Financial Officer Brian Van Wagener presented slides detailing expected financial metrics including total revenue of $932 million to $935 million.
Total revenue is expected to be $932 million to $935 million, with subscription revenue at approximately $782 million.
Non-GAAP operating income is projected at $417 million to $420 million, with non-GAAP fully diluted net income per share of $2.33 to $2.34.
The Investor Day presentation and guidance update took place on November 5, 2026.
Veeva reported second-quarter fiscal 2027 total revenues of $928.0 million, up 18% from a year earlier, with GAAP diluted net income per share of $1.66 versus $1.19. The company said its full-year view improved and issued updated fiscal 2027 guidance, which points to higher revenue and non-GAAP earnings per share for shareholders.
Q2 total revenues $928.0 million, up 18%; subscription revenues $766.8 million, up 16%
GAAP diluted EPS $1.66 vs. $1.19 a year ago; non-GAAP diluted EPS $2.35 vs. $1.99
Fiscal 2027 guidance: total revenues $3,682 million to $3,687 million; non-GAAP diluted EPS of approximately $9.21
Fiscal third-quarter guidance: total revenues $932 million to $935 million; non-GAAP diluted EPS $2.33 to $2.34
Veeva Systems said Dan Rizzo will become EVP, Sales, Consulting, and Services effective October 2, 2026, succeeding Thomas D. Schwenger, who is resigning from his role as President and Chief Customer Officer. Schwenger, who has been with Veeva since September 2019, is leaving to become CEO of a long-standing Veeva partner, a change that moves a senior sales and customer leadership role to a new executive.
Dan Rizzo appointed EVP, Sales, Consulting, and Services, effective October 2, 2026
Thomas D. Schwenger resigned on August 18, 2026; resignation effective October 2, 2026
Schwenger had been with Veeva since September 2019, most recently as President and Chief Customer Officer
The filing does not state Rizzo's prior role or compensation terms
Veeva reported first quarter fiscal 2027 results for the period ended April 30, 2026, with total revenues of $882.9 million, up 16% year over year, and GAAP diluted net income per share of $1.57, up from $1.37. The company also updated its fiscal 2027 guidance, which its CFO described as raised, setting total revenues between $3,635 and $3,645 million.
Total revenues were $882.9 million, up from $759.0 million; subscription revenues were $730.2 million, up 15%.
GAAP fully diluted net income per share was $1.57, compared with $1.37; non-GAAP fully diluted net income per share was $2.24, compared with $1.97.
Fiscal 2027 guidance: total revenues of $3,635 to $3,645 million and non-GAAP fully diluted net income per share of approximately $9.05.
Fiscal second quarter (ending July 31, 2026) guidance: total revenues of $902 to $905 million.
Veeva Systems said Senior Vice President and General Counsel Josh Faddis intends to retire effective November 1, 2026. He plans to become a part-time advisor to the company at that time, and Veeva will name a successor after his transition. The filing gives no financial figures, so the change does not show a direct effect on results.
Josh Faddis intends to retire as Senior Vice President, General Counsel, effective November 1, 2026.
Faddis intends to transition into a part-time advisor role to Veeva at that time.
Veeva will appoint a successor upon Faddis' transition; no successor is named in the filing.
Veeva reported fourth-quarter fiscal 2026 revenue of $836.0 million, up 16% year over year, with GAAP diluted net income per share of $1.45 versus $1.18 a year earlier. The company also issued fiscal 2027 revenue guidance of $3,585 million to $3,600 million and non-GAAP diluted EPS of about $8.85. The filing does not state prior full-year guidance, so it does not say whether the new outlook is higher or lower than before.
Q4 total revenue $836.0 million, up from $720.9 million; GAAP operating income $245.9 million, up 30%
Q4 GAAP diluted EPS $1.45 vs $1.18; non-GAAP diluted EPS $2.06 vs $1.74
Fiscal 2027 revenue guidance $3,585 million to $3,600 million; non-GAAP operating income about $1,590 million
Q1 fiscal 2027 (ending April 30, 2026) revenue guidance $855 million to $858 million
Veeva Systems appointed Vipin Kondath, its VP and Corporate Controller since April 2022, as principal accounting officer, effective December 12, 2025. The filing states his compensation did not change as a result of the appointment.
Board appointed Vipin Kondath as principal accounting officer on December 10, 2025, effective December 12, 2025.
Kondath, age 50, has been VP, Corporate Controller since April 2022 and previously was Senior Director of Revenue Accounting from August 2019 to March 2022.
No change to his compensation; he entered Veeva's standard indemnification agreement.
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.
Veeva Systems said its Chief Accounting Officer, Kristine Diamond, resigned on November 17, 2025, effective December 11, 2025. Chief Financial Officer Brian Van Wagener will serve as principal accounting officer until a replacement is named, and the filing does not name a successor.
Kristine Diamond gave notice of resignation as Chief Accounting Officer on November 17, 2025.
Her resignation takes effect December 11, 2025.
CFO Brian Van Wagener will act as principal accounting officer until a replacement is named.
The filing does not give a reason for the departure or name a successor.
Veeva reported fiscal 2026 second-quarter results for the period ended July 31, 2025, with total revenues up 17% year over year to $789.1 million and GAAP net income up 17% to $200.3 million. The company also gave fiscal third-quarter guidance and updated its full fiscal 2026 revenue and non-GAAP outlook, and its CFO said results for all metrics outperformed prior guidance.
Total revenues were $789.1 million, up from $676.2 million a year earlier; subscription services revenues were $659.2 million, up 17%.
GAAP diluted net income per share was $1.19, compared with $1.04; non-GAAP diluted net income per share was $1.99, compared with $1.62.
GAAP results included $30.6 million in litigation settlement-related charges in the quarter.
Fiscal 2026 total revenue guidance is $3,134 million to $3,140 million; third-quarter total revenue guidance is $790 million to $793 million.
Veeva Systems reported fiscal 2026 first-quarter revenue of $759.0 million, up 17% from a year earlier, and GAAP net income of $228.2 million, up 41%. The company also gave fiscal 2026 revenue guidance of $3,090 million to $3,100 million and second-quarter revenue guidance of $766 million to $769 million, which matters to shareholders because it sets the near-term outlook for sales and profit.
Total revenues were $759.0 million, up from $650.3 million a year earlier; subscription services revenues were $634.8 million, up 19%.
GAAP diluted net income per share was $1.37, compared with $0.98 a year earlier; non-GAAP diluted net income per share was $1.97, compared with $1.50.
Fiscal 2026 revenue guidance is $3,090 million to $3,100 million; non-GAAP operating income is about $1,360 million.
Second-quarter guidance covers revenue of $766 million to $769 million, ending July 31, 2025.
Veeva Systems informed the board on March 10, 2025 that director Tina Hunt intends to retire, effective immediately before the 2025 annual shareholder meeting. She will not stand for re-election at that meeting, so the board will have one fewer member.
Director Tina Hunt notified the board on March 10, 2025 of her retirement intention
Retirement takes effect immediately prior to the 2025 annual meeting of shareholders
Hunt will not stand for re-election at the 2025 Annual Meeting
The filing does not state a reason for the departure
Veeva reported fourth-quarter revenue of $720.9 million, up 14% year over year, with GAAP diluted net income per share of $1.18 versus $0.90 a year earlier. For fiscal 2025, total revenue rose 16% to $2,746.6 million and GAAP net income rose 36% to $714.1 million, and the company gave first-quarter and fiscal 2026 guidance, which shareholders can compare with future results.
Q4 total revenue $720.9 million, up 14% from $630.6 million; subscription services revenue $608.6 million, up 17%
Q4 GAAP operating income $188.4 million, up 39%; non-GAAP operating income $307.7 million, up 29%
Fiscal 2025 GAAP diluted EPS $4.32 vs $3.22; non-GAAP diluted EPS $6.60 vs $4.84
Fiscal 2026 guidance: total revenues $3,040-$3,055 million and non-GAAP diluted EPS of approximately $7.32; Q1 fiscal 2026 non-GAAP EPS $1.74-$1.75
Veeva reported third-quarter fiscal 2025 results for the quarter ended October 31, 2024, with total revenue of $699.2 million, up 13% year over year, and GAAP net income of $185.8 million, up 37%. The company also gave fiscal fourth-quarter guidance and updated its full-year fiscal 2025 outlook, with total revenue expected between $2,722 million and $2,725 million. The filing does not state the prior full-year guidance, so the size of the change cannot be measured from it.
Total revenue was $699.2 million, up from $616.5 million a year earlier; subscription services revenue was $580.9 million, up 17%.
GAAP diluted net income per share was $1.13, compared with $0.83; non-GAAP diluted net income per share was $1.75, compared with $1.34.
Fourth-quarter guidance for the quarter ending January 31, 2025: total revenue of $696 million to $699 million and non-GAAP diluted EPS of approximately $1.57.
Updated fiscal 2025 guidance for the year ending January 31, 2025: total revenue of $2,722 million to $2,725 million and non-GAAP diluted EPS of approximately $6.44.
At its 2024 Investor Day on November 7, 2024, Veeva's CFO Brian Van Wagener said the company expects third-quarter fiscal 2025 results at or above the guidance it gave on August 28, 2024. The filing does not provide a new numerical forecast, so shareholders are left with the original ranges as the benchmark.
Guidance given August 28, 2024: total revenue $682-685 million and non-GAAP fully diluted net income per share $1.57-1.58
Non-GAAP operating income guidance of $273-275 million and normalized billings of about $449 million were also previously issued
CFO statement made during the Investor Day presentation on November 7, 2024, covering the quarter ended October 31, 2024
Filing states no revised numerical guidance and no GAAP targets for operating income or net income per share
Veeva appointed Brian Van Wagener as Chief Financial Officer, effective September 16, 2024, replacing Tim Cabral, who resigned as Interim CFO and remains on the board. A CFO change is a significant leadership event, and the filing details his $450,000 base salary and equity grants.
Brian Van Wagener, age 42, was previously Executive Vice President, Finance at Veeva and will serve as principal financial officer.
Annual base salary is $450,000, plus standard company-sponsored benefits.
Equity grants include 2,193 and 5,848 RSUs, and stock options over 6,579 and 17,544 shares at a $185.74 strike price.
Tim Cabral resigned as Interim Chief Financial Officer effective September 16, 2024, and will remain on the Board of Directors.
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