Veeva Systems Inc.

VEEVleader

Veeva Systems is the dominant cloud software provider for the life sciences industry, used by all 50 largest pharmaceutical companies for commercial operations and R&D. Its near-monopoly in pharma CRM and clinical trial management gives it 80%+ gross margins and extremely high switching costs.

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Produkte & Umsatz

Umsatzanteil nach Produkt

Umsatzaufschlüsselung ($2.7B)

Statische Daten (Echtzeitfinanzen werden geladen…)

Subscription Services (81%)

Professional Services (19%)

Segmentzusammensetzung und Hauptkunden

Produktdetails

Veeva Commercial Cloud45%

CRM (Vault CRM replacing Salesforce), medical/scientific affairs, and commercial operations software for pharma/biotech sales forces.

Veeva Vault R&D45%

Clinical data management (CDMS), eTMF, CTMS, and regulatory information management (RIM) for drug development.

Veeva Data Cloud10%

Healthcare professional (HCP) data, physician targeting data, and analytics.

Lieferkettenbeziehungen

Wichtige Kunden

Pfizer Inc.

Commercial CRM, Clinical vault

Auswirkung: major pharma customer

Eli Lilly and Company

Veeva Vault platform

Auswirkung: major pharma customer

Wettbewerber

Salesforce, Inc.

Replacing Salesforce with Vault CRM

Auswirkung: actively migrating off Salesforce

Makro- und Marktkontext

IT / 소프트웨어Sektornachrichten

AI 코파일럿 구독 전환 가속 — 전통 SaaS 성장률 차별화 심화

SaaS 시장 성장률 (2026E)

+18% YoY

AI 코파일럿 ARR 성장

+320% YoY

기업 IT 예산 증가율

+6% (AI 재배분)

전통 라이선스 시장

-12% YoY

Nächste Katalysatoren

◆Salesforce·ServiceNow·CRM Q1 실적 (2026.05)◆Microsoft Build 컨퍼런스 (2026.05)◆CrowdStrike Fal.Con 2026 발표

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Unternehmensinformationen

Hauptsitz

Pleasanton, CA

Gegründet

2007

Mitarbeiter

7,700

Website

veeva.com

Sektorübersicht — IT / 소프트웨어

Sektornachrichten