VEEVVeeva Systems
Veeva is the leading provider of industry cloud solutions for the global life sciences industry. 10-K, Item 1
- Employees
- 7,928
- Headquarters
- Pleasanton, CA
- Next results
- around Mar 3, 2027
What the 10-K filed 2026-03-20 says about risks that are not on the face of the balance sheet, from the notes to the financial statements, Legal Proceedings and the MD&A (and, for big customers and key suppliers, Business and Risk Factors). Tickdelta picks sentences with specifics (amounts, accruals, covenant ratios) and quotes them as filed. New marks a sentence with nothing like it in the 10-K filed 2025-03-24.
Big customers
Customers the company names as a large share of revenue or receivables (it must name any worth 10% of revenue).
“In each of our fiscal years ended January 31, 2026, 2025, and 2024, our top 10 customers accounted for 28% of our total revenues.”
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“In our fiscal year ended January 31, 2026, customers outside North America accounted for approximately 40% of our total revenues.”
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“No single customer represented over 10% of our total revenues for any of the years presented.”
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Key suppliers
Parts or manufacturing that depend on one or a few suppliers.
No specific sentence about this in the 10-K.
Lawsuits and legal claims
5 newPending cases, settlements and what the company has set aside for them.
New “General and administrative expenses for the fiscal year ended January 31, 2026 increased $35 million, primarily due to a net increase of $26 million in litigation settlement-related charges.”
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New “We expect general and administrative expenses to decrease in the next fiscal year, due to the litigation settlement-related charges discussed above.”
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New “We exclude certain costs related to litigation settlements, including outcome-based payments to the law firms that represented us, because they are non-recurring and outside the ordinary course of business.”
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New “Litigation settlement-related charges 30,627 5,000”
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New “Litigation settlement-related charges 0.18 0.03”
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Guarantees and indemnities
Promises to pay someone else's debts or losses if they cannot.
No specific sentence about this in the 10-K.
Debt covenants
Conditions in loan agreements that, if broken, can make debt due early.
No specific sentence about this in the 10-K.
Commitments off the balance sheet
Contracts the company must pay for later: purchase obligations, take-or-pay deals.
No specific sentence about this in the 10-K.
Sentences are chosen by their words, not read by AI, so some can be off topic. Always check the filing. Open the 10-K ↗
Work on VEEV in a spreadsheet:
Excel workbook (a sheet per section, ten years by column, charts, links to the filings) ·
CSV.
For a Google Sheet that stays up to date, paste =IMPORTDATA("https://tickdelta.com/company/VEEV/export.csv") into a cell.