{
  "id": 1229287,
  "title": "Can Veeva Systems Inc. (VEEV)’s AI Platform Keep Pace With Eli Lilly and Company (LLY)’s Explosive Growth",
  "url": "https://urgent.news/2026/08/15/can-veeva-systems-inc-veev-s-ai-platform-keep-pace-with-eli-lilly-and",
  "topic": "ai",
  "section": "AI",
  "published": "2026-08-15T01:28:36.000Z",
  "source": {
    "name": "Yahoo Finance",
    "slug": "yahoo-finance",
    "url": "https://finance.yahoo.com/technology/ai/articles/veeva-systems-inc-veev-ai-012836351.html"
  },
  "original_language": "en",
  "account": "On August 11, Veeva Systems Inc. (VEEV) disclosed that Eli Lilly and Company (LLY) would deploy Veeva Vault CRM globally. Vault CRM serves as the foundation for Veeva's AI-driven commercial framework, enhancing field engagement and expediting medicine delivery. Although VEEV operates as an enterprise software provider, LLY functions as a pharmaceutical manufacturer. Despite differing business models, their partnership underscores the growing synergy between technology and drug development. VEEV reported $882.9 million in total revenue for its Fiscal 2027 First Quarter (ended April 30, 2026), a 16% year-over-year increase, primarily from $730.2 million in subscription revenue (15% growth). Non-GAAP EBIT reached $395 million, resulting in an operating margin above 44%. Meanwhile, LLY's Q2 2026 revenue surged 48% year-over-year to $22.97 billion, bolstered by high demand for GLP-1 therapies Mounjaro and Zepbound. Non-GAAP net income increased 32% to $7.49 billion, or $8.38 per share. LLY heightened its full-year 2026 revenue guidance to $85.0–$87.0 billion, indicating robust operational momentum despite absorbing $3.03 per share in acquired R&D costs. On August 7, Truist increased its price target on LLY to $1,376 with a Buy rating, attributing the move to substantial incretin volume growth offsetting pricing pressures. On August 10, the UK's MHRA approved Lilly's GLP-1 pill Foundayo, the first daily oral option for weight management and type 2 diabetes without food or water restrictions. The latest Insider Monkey hedge fund data shows a slight decline in institutional participation in both equities, with VEEV held by 62 funds in Q1 2026, down from 75 in Q4 2025. Among top holders, Zevenbergen Capital Investments saw a 5% decrease, while Long Path Partners increased activity by 61%. Conversely, LLY was held by 132 funds in Q1 2026, with Fisher Asset Management increasing its stake by 5%. Both companies showcase strong fundamentals in their respective industries, with VEEV offering high-margin SaaS growth and LLY delivering growth through blockbuster GLP-1 therapies. Investors should monitor VEEV's global Vault CRM rollouts and AI platform monetization, while LLY's clinical breakthroughs and regulatory approvals are key catalysts.",
  "summary": null,
  "key_points": [],
  "editors_take": null,
  "illustration": null,
  "coverage": {
    "outlets": 1,
    "also_reported_by": []
  },
  "ai_generated": true,
  "disclaimer": "Summaries, key points and the editor’s take are written by software from other outlets’ reporting and may contain errors — always check the linked original."
}