Veeva put its addressable market at $30 billion, up $10 billion from a year ago, and said it remains on track for a $6 billion revenue run rate by calendar 2030, a goal it said does not depend on its new AI products. It priced Vault AI at a flat 10% of a customer's Vault subscription, said Falcon agents will be licensed per agent, set a Spring 2027 Study Suite launch aimed at CROs, and said it expects to meet or exceed third-quarter guidance.
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