Veeva Systems, Inc. (VEEV) abɔ amanneɛbɔ sɛ wɔn afe 2026 sikasɛm mu afe no fa a ɛtɔ so mmiɛnsa no mu, wɔn pɛɛpɛɛmu mu aba yɛ $2.04 a ɛyɛ share biara ho (EPS), a ɛkɔɔ soro 16.6% firi afe a atwam no mu $1.75 no ho. EPS a wɔasiesie no bɔɔ Zacks Nteaseɛmu Akontaabu no 4.62%.
GAAP EPS a ɛwɔ sikasɛm mu afe no fa a ɛtɔ so mmiɛnsa no mu yɛ $1.40, a ɛkɔɔ soro 23.9% firi afe a atwam no mu bere no mu $1.13 no ho.
VEEV Sika a Wɔnya Ho Nsɛm Titire
Afisɛm a yɛrehwɛ mu no mu, adwumakuo no sika a wɔnya nyinaa bɛyɛɛ $811.2 million, na ɛbɔɔ Zacks Nteaseɛmu Akontaabu no 2.4%. Wɔ afe a atwam no mu nnyinasoɔ so no, top line no kɔɔ soro 16%.
Sikasɛm mu afe no fa a ɛtɔ so mmiɛnsa no mu top line no nam Veeva Systems adwuma a ɛyɛ den no so na ɛbaeɛ.
VEEV Adwuma Ho Nhwehwɛmu
Veeva Systems nya sika firi adwuma afã mmienu mu – Subscription nnwuma ne Professional nnwuma ne afoforɔ.
- Sikasɛm mu afe no fa a ɛtɔ so mmiɛnsa no mu no, Subscription nnwuma sika a wɔnya kɔɔ soro 17.5% firi afe a atwam no mu bere no mu kɔɔ $682.5 million. Sɛdeɛ management kyerɛɛɛ no, saa nkɔanim yi nam wɔn nnwinnadeɛ a wɔde asi hɔ ne deɛ ɛyɛ foforɔ no nyinaa so na ɛbaeɛ. Yɛn akontaabu ma sikasɛm mu afe no fa a ɛtɔ so mmiɛnsa no mu sika a wɔnya no yɛ $671 million.
- Professional nnwuma ne sika a wɔnya afoforɔ kɔɔ soro 13% wɔ afe a atwam no mu kɔɔ $128.7 million. Yɛn akontaabu ma sikasɛm mu afe no fa a ɛtɔ so mmiɛnsa no mu sika a wɔnya no yɛ $120.1 million.
Q3 Margin Dwumadie a VEEV yɛeɛ
Afisɛm a yɛrehwɛ mu no mu no, Veeva Systems gross profit kɔɔ soro 16.6% wɔ afe a atwam no mu kɔɔ $611.8 million. Gross margin trɛɛ 30 basis points (bps) kɔɔ 75.4%. Yɛhyɛɛ nkɔm sɛ gross margin bɛyɛ 75.3% ama sikasɛm mu afe no fa a ɛtɔ so mmiɛnsa no.
Sales ne marketing ho ka kɔɔ soro 12% wɔ afe a atwam no mu kɔɔ $110.6 million. Nhwehwɛmu ne nkɔsoɔ (R&D) ho ka kɔɔ soro 11.3% wɔ afe a atwam no mu kɔɔ $191.9 million, berɛ a general ne administrative ho ka kɔɔ soro 56.1% wɔ afe a atwam no mu kɔɔ $68.5 million. Operating ka nyinaa a ɛyɛ $370.9 million kɔɔ soro 7.9% wɔ afe a atwam no mu.
Operating profit nyinaa bɛyɛɛ $240.9 million, a ɛkɔɔ soro 32.8%.
Analysts Pɛ Aseda Ma Veeva Systems
Analyst Charles Rhyee a ɛfiri TD Cowen adwumakuo mu no san kaa Buy rating no bio wɔ Veeva Systems ho, na ɔkoraa price target a ɛyɛ $380.00 no so.
Charles Rhyee de Buy rating no ama esiane nneɛma a ɛka bom bi a Veeva Systems sikasɛm mu dwumadie a ɛyɛ den ne strategic gyinabea ka ho nti. Adwumakuo no abɔ amanneɛ sɛ aba a ɛyɛ nwonwa aba a sika a wɔnya no akɔ soro wɔ Commercial ne R&D afã nyinaa mu, ne akwankyerɛ a wɔde ama ama sikasɛm mu afe a ɛreba no a ɛkɔɔ soro no nso.