Veeva Systems -CL

Q2 FY2027 EarningsQ2 FY27 delivered a robust beat and raise, with total revenue of $928.0M (+18% YoY) exceeding the $905.3M consensus. Normalized EPS of $2.35 beat the $2.22 average estimate, driven by R&D and Quality Solutions subscription growth (+19% YoY) and significant operating leverage. Management raised FY27 revenue guidance to $3,682M–$3,687M, slightly above previous expectations, fueled by accelerating Vault CRM and AI-agent adoption.