Veeva Announces Fiscal 2016 First Quarter Results

In der Kurzversion:

  • Total revenues for the first quarter were $89.9 million, up from $66.7 million one year ago, an increase of 35% year-over-year. Subscription services revenues for the first quarter were $68.9 million, up from $48.5 million one year ago, an increase of 42% year-over-year.
  • Non-GAAP operating income for the first quarter was $26.3 million, compared to $16.2 million one year ago, an increase of 62% year-over-year.
  • Non-GAAP net income for the first quarter was $17.1 million, compared to $10.4 million one year ago, an increase of 65% year-over-year.
  • Veeva is updating guidance for its fiscal year ending January 31, 2016:Total revenues between $393 and $397 million. & Non-GAAP operating income between $107 and $111 million.

Und im Call wurde auch das bei Veeva öfter thematisierte Thema TAM (Total Adressable Market) angesprochen, also die Frage, wie weit Veeva theoretisch noch wachsen kann, wenn die schon so einen großen Marktanteil haben. Die Antwort von Veeva:

So I think the right way to think about the CRM business so — and just to ground everyone here, the addressable market for CRM is 2 billion. It’s based on the number of sales reps globally, how much our customer spend to equip them with technology and adjusted for different spend levels across geographies. So as we approach the $300 million revenue run rate for the CRM business we’re approaching that 15% penetration of that $2 million TAM.

Und dann je Produktgruppe:

So there is the base SFA that you are asking about where we have roughly 50% market share penetration. In the current add-on products and I would include a line and events in the current item products we have less than 10% market penetration.

Okay, die Zahlen kommen von Veeva. Aber die gehen davon aus, dass die 50% Marktanteil haben!

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