Veeva Systems announced that Roche Pharmaceuticals will implement Veeva Vault CRM across its global pharma organization, extending a long‑standing partnership and adding a large, enterprise‑grade customer to the Vault CRM ecosystem. The deal is part of Roche’s broader effort to consolidate its customer‑relationship management systems, reduce vendor costs, and accelerate the adoption of data‑driven, AI‑enabled solutions.
The announcement comes as Veeva’s Q3 2025 results showed revenue of $811.2 million, up 16% year‑over‑year, and non‑GAAP earnings per share of $2.04, a beat of 4.5% versus analyst estimates. Management raised full‑year EPS guidance, signaling confidence in continued growth, while analysts noted that future revenue growth is expected to slow to 10.8% over the next 12 months. The market reaction to the earnings was tempered by concerns about this deceleration, even as the company’s AI strategy gains traction.
Roche’s Chief Digital and Technology Officer Wafaa Mamilli said the partnership will help the company create more personalized interactions with healthcare professionals and patients, leveraging data and AI at the core of Vault CRM. Veeva CEO Peter Gassner echoed this sentiment, stating that the company is honored to extend its partnership and bring next‑generation AI‑enabled CRM to Roche’s field teams.
The AI agents—Free Text, Voice, Pre‑call, and Media—are scheduled to become available in December 2025, providing Roche’s sales and marketing operations with advanced tools to streamline compliance workflows and enhance engagement. This rollout aligns with Veeva’s broader focus on embedding AI across its commercial cloud platform, reinforcing its position as the leading life‑sciences CRM provider.
The deal underscores Veeva’s competitive moat against broader enterprise vendors and positions the company for further growth in the life‑sciences CRM market. While the announcement is a strategic win, it also highlights the broader market’s focus on Veeva’s future growth trajectory, as investors weigh the company’s strong recent performance against projected deceleration.
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