VEEVASYSTEMS:四季度业绩超预期 多点开花赋能业务增长

中金公司
13 Mar

2025 财年第四季度业绩超出我们此前预期Veeva 公布2025 财年第四季度业绩:收入7.2 亿美元,同比增长14%,超出我们预期,主要受益于订阅和咨询业务超预期。其中,订阅服务收入同比增长17%至6.1 亿美元,专业服务及其他收入同比增长2.9%至1.1 亿美元。经调整经营利润录得3.1 亿美元,对应非通用准则经营利润率43%,超出我们预期,主要受益于收入超预期、费用确认时点延后及费用控制。...

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