Veeva’s $789M Quarter: AI, Growth & CS Lessons
Veeva just announced another strong quarter—$789M in revenue, up 17% year-over-year. Subscription services alone hit $659M, showing the kind of durable growth that only comes when customers stick, expand, and see real value.
But the bigger story isn’t just the numbers.
It’s how Veeva is positioning itself as the operating system for life sciences, connecting software, data, and consulting under one roof. Their AI-first push, with new agents coming to CRM and commercial content later this year, shows where enterprise customer value is heading: faster outcomes, higher confidence, and smarter workflows.
Why This Matters for Customer Success
When a company like Veeva grows at this pace, it’s not only because of the product. It’s because of customer success at scale.
Here’s what stands out for us as CS leaders:
AI as an adoption driver
Veeva isn’t talking about AI as a feature—they’re embedding it across CRM, clinical, and commercial. That’s adoption fuel. If you want to see how AI is already reshaping CS, check out our guide on AI transforming CS into a strategic asset.Enterprise stickiness through expansion
Every top 20 biopharma is using Veeva’s eTMF. 19 out of 20 are on QualityDocs. This is classic land-and-expand, built on trust. For practical tips on how to drive this kind of expansion, revisit our playbook on customer expansion strategies.Customer-first execution
Their CFO highlighted "consistent execution and focus on customer success" as a driver of long-term growth. That’s exactly the mindset I covered in CS leadership strategies—making success a growth engine, not a cost center.
What You Can Take Away
Push adoption beyond the obvious: Don’t let your customers stay in one corner of your product. Expand their vision of what’s possible. A framework that helps: stop silent churn at onboarding.
Tie AI (or any new tech) to real outcomes: Show your customers not just “what” but “why”—faster, cheaper, safer, smarter. If you’re thinking about your own adoption playbook, explore our AI-powered CS guide.
Make success measurable: If customers can’t clearly connect your product to their results, expansion won’t happen. My net revenue retention guide is a practical way to benchmark impact.
Why This Signals a Bigger Shift
Veeva also announced:
New AI agents arriving in December, with broader rollout in 2026.
More than 100 Vault CRM customers now live, including seven top-20 biopharmas.
All top 20 biopharmas using Veeva eTMF—a textbook example of market-wide standardization.
A global partnership with IQVIA, showing how collaboration (not just competition) can unlock customer value.
This isn’t just financial performance—it’s a case study in how to embed CS thinking into product strategy, adoption, and market leadership. For CS teams in other industries, it echoes lessons we’ve unpacked in how Fortune 500s drive adoption.
The CS Café Take
Veeva’s results aren’t just a Wall Street headline.
They’re proof that customer success is the foundation of durable growth. If you want your CS team to drive boardroom-level impact, take a page from Veeva’s playbook: build stickiness, focus on outcomes, and never let adoption stand still.
—Hakan, Founder, The Customer Success Café Weekly Newsletter
—Hakan, Founder, The Customer Success Café Weekly Newsletter