Every material Form 8-K Veeva Systems filed with the SEC in 2026, 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
Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.
Only material 8-Ks get a brief: results, deals, executive changes, restructuring, impairments, delisting notices, restatements, cybersecurity incidents and other disclosed events. Routine filings (vote results, exhibits only) are skipped. Every Veeva Systems filing is on SEC EDGAR ↗. 8-K briefs of other companies →