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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製品と売上

製品別売上シェア

売上内訳 ($2.7B)

静的データ（リアルタイム財務ロード中…）

Subscription Services (81%)

Professional Services (19%)

セグメント構成と主要顧客

製品詳細

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.

サプライチェーン関係

主要顧客

Pfizer Inc.

Commercial CRM, Clinical vault

影響: major pharma customer

Eli Lilly and Company

Veeva Vault platform

影響: major pharma customer

競合他社

Salesforce, Inc.

Replacing Salesforce with Vault CRM

影響: actively migrating off Salesforce

マクロ・市場概況

IT / 소프트웨어セクターニュース

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

次の主要イベント

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

AI分析

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企業情報

本社所在地

Pleasanton, CA

設立

2007

従業員数

7,700

ウェブサイト

veeva.com

セクター概況 — IT / 소프트웨어

セクターニュース