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Veeva · consulting-deck

2025 Q2FY26 Earnings

21 pages · 1 arc beats · 1 loops

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2025 Q2FY26 Earnings

Veeva
arc beats above · slides in the middle · loops below · scroll → 1 LOOPS
SETUP TENSION ANALYSIS EVIDENCE RESOLUTION APPENDIX
HOVER FOR DETAILS · CLICK A SLIDE FOR FULLSCREEN · STEP 1
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Deck intelligence map

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coverage by narrative range · generated from this deck JSON
Narrative range 4 total
Metadata
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Metrics
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Loops
Financials 4 slides 100% 4/4 slides 100% 4/4 slides · 20 hits
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25% 1/4 slides
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Slide inventory

21
every slide · same image gating as the playbook
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Slide 1
front_matter
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other
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other
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Includes fiscal year ending January 31. FY 2026 figures represent guidance.analyze_data
Open slide detailBeat · Financials
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Includes fiscal year context and specific guidance disclaimers.analyze_data
Open slide detailBeat · Financials
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Includes historical data and future guidance for Non-GAAP operating income and margins.quantify_impact
Open slide detailBeat · Financials
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Includes guidance for Q3'26. Data points are in $ millions.summarize
Open slide detailBeat · Financials
08
Includes fiscal year ending January 31 and specific guidance notes regarding FX tailwinds and billing term changes.analyze_data
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09
Includes Non-GAAP OCF Margin percentages at the bottom.analyze_data
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10
Includes detailed disclaimer regarding non-GAAP measures and FX assumptions.summarize
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11
Includes a detailed disclaimer regarding the guidance assumptions and GAAP reconciliation.summarize
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12
appendix
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13
summarize
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14
Fiscal year ends January 31. Includes reconciliation note.analyze_data
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15
Fiscal Year Ending January 31. Includes Y/Y growth percentages for key metrics.summarize
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16
The table provides a detailed breakdown of adjustments including stock-based compensation, amortization of intangibles, litigation settlements, and excess tax banalyze_data
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17
Fiscal Year Ending January 31analyze_data
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compare_options
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19
TFC likely stands for 'Total Fee Commitment' or similar billing-aligned revenue recognition policy.compare_options
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summarize
Open slide detailLoop · Cost Of Inaction
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The slide provides a detailed reconciliation of financial performance metrics to account for contract standardization.analyze_data
Open slide detailLoop · Cost Of Inaction