Veeva Systems Inc. Class A

Q2 2025 Earnings Conference Call

8/28/2024

spk14: Ladies and gentlemen, good afternoon. My name is Krista and I will be your conference operator today. At this time, I would like to welcome everyone to the VIVA system's fiscal 2025 second quarter results conference call. All lines have been placed on mute to prevent any background noise. And after the speaker's remarks, there will be a question and answer session. If you'd like to ask a question during this time, simply press star followed by the number one on your telephone keypad. And if you would like to withdraw that question, again, press star one. Thank you. I will now turn the call over to Gunnar Hansen, Director of Investor Relations. You may begin.
spk05: Good afternoon and welcome to Viva's fiscal 2025 second quarter earnings conference call for the quarter ended July 31st, 2024. As a reminder, we posted prepared remarks on Viva's Investor Relations website just after 1 p.m. Pacific today. We hope you have had a chance to read them before the call. Today's call will be used primarily for Q&A. With me today for Q&A are Peter Gassner, our Chief Executive Officer, Paul Schala, EVP Strategy, and Tim Cabral, our Interim Chief Financial Officer. During this call, we may make forward-looking statements regarding trends, our strategies, and the anticipated performance of the business, including guidance regarding future financial results. These forward-looking statements will be based on our current views and expectations and are subject to various risks and uncertainties. Our actual results may differ materially. Please refer to the risks listed in our earnings release and the risk factors included in our most recent filing on Form 10-Q. Forward-looking statements made during the call are being made as of today, August 28, 2024, based on the facts available to us today. If this call is replayed or viewed after today, the information presented during the call may not contain current or accurate information. VIVA disclaims any obligation to update or revise any forward-looking statements. We may discuss our guidance on today's call, but we will not provide any further guidance or updates on our performance during the quarter unless we do so in public forum. On the call, we may discuss certain non-GAAP metrics that we believe aid in understanding of our financial results. A reconciliation of comparable gap metrics can be found in today's earnings release and in the supplemental investor presentation, both of which are available on our website. With that, thank you for joining us, and I'll turn the call over to Peter.
spk13: Thank you, Gunnar, and welcome everyone to the call.
spk04: Q2 was a strong quarter with results above our guidance. Total revenue in the quarter was $676 million with non-gap operating income of $280 million. Thanks to the team, we advanced in all major areas with key product expansions and strategic customer wins. This included an important new release of Viva SiteConnect to streamline clinical trials and the first release of Service Center in the CRM suite. We have a clear product strategy and are executing well on our vision. We'll now open up the call to your questions.
spk14: If you would like to ask a question, please press star 1 on your telephone keypad to raise your hand and join the queue. And if you'd like to withdraw that question, again, press star 1. And we ask that you limit yourself to one question and a single follow-up. Your first question comes from the line of Joe Vrewink with Robert Baird. Please go ahead.
spk20: Great. Hi, everyone.
spk19: I think it's interesting. The cadence, of course, CRM wins was now picked up for two quarters. Of course, the last quarter was all vault. And looking backwards, I think you're actually winning more CRM on a quarterly basis than you did even before the decision was made to migrate CRM to vault. So clearly it seems customers are comfortable making this commitment. I guess I wanted to ask just other than comfort-related issues, to the set of applications because it's Viva and this is a proven solution. How much might be the product roadmap and things like service center and marketing automation starting to register in decisions? And then related to that, when you think about the vision a customer might have around adopting a full suite across the three areas, do you think that ends up being more enticing to an SMB customer or maybe an enterprise customer for Viva?
spk23: Hey, Joe. This is Paul. Thanks for the question. You're right. We had another very strong quarter. Vault CRM became generally available in April. It's exclusively what we're selling into the market. In the quarter, we had 14 wins. I think we're winning virtually every CRM deal. You certainly never know if you're winning all of them, but it certainly feels like we're winning all of them. We know we're not losing any deals to competitors that we're competing in, so we feel really good about our execution there. Your question about The broader vision, service center campaign manager, it's absolutely playing a part of the – it's a continued part of the overall vision and direction. And I think those early customers, yes, they want something that they know is going to work and deliver for them today. This is often their most important moment as a company. They're preparing for their launch and actually launching their medicine. But they also want something that they can grow with. And service center and campaign manager, we're doing that in a very different way, a very simple technology stack, a more efficient way of bringing sales and marketing and medical and service all together on the same platform. So that vision is certainly playing a big component of that. And then we're executing well. We're executing well from a product perspective and from a migration standpoint. So customers are taking notice of that. So, yeah, I'm pleased with our progress.
spk19: Okay, that's great to hear. And then I wanted to ask, just since the R&D Summit is coming up, customers here have obviously been studying their path forward with AI at this quarter, even made good progress, both with core system wins, but you also mentioned adoption around the newer bulk data APIs. I guess does the summit maybe serve as a forum where you would anticipate more clarity coming out just in terms of how customers are approaching R&D? Or maybe could this actually be an event where because Viva can address questions and help educate and obviously customers will speak with one another, maybe it provides just more visibility into decisions at year end and your expectations into fiscal 26 and the R&D.
spk04: Yeah, so I'll take that one. This is Peter. The visual I always have for our summits is like a boost. You know, you're on a bicycle and your dad gives you a boost and they push you forward and you go faster. It's like that because our customers talk to our customers and us and they learn and we talk to our customers and we learn and we refine. So I think that's the way you need to think about that. Now, that relates to all types of things. you know, what order to do the Viva applications, how best to do the Viva applications, what new Viva applications, how to leverage AI with the Viva data. So nothing special about this R&D summit. It's just that it will be, you know, probably more impactful than it ever has been because we're bigger than we have been.
spk14: Your next question comes from the line of Skasket Kalia with Barclays. Please go ahead.
spk21: Okay, great. Hey guys, thanks for taking my questions here and nice job on the quarter. Peter, maybe just to start with you, can we just talk a little bit about the latest with Vault CDMS? You know, maybe touch on sort of how some of those ramps are going with some of the top 20 pharma that have adopted the tool and maybe we could touch on sort of how the pipeline looks for continued share gains in that market.
spk04: Great question. The ramps are going well. The adoption, that's what we really focus on. When we sell a large top 20 on the CDMS, they have a fixed ramp schedule, a fixed fee schedule that goes based on time, not based on how fast they actually adopt. So when we arrange that, we always want them to get a full adoption schedule. even before they get to their full financial ramp. That's what we feel is fair and good, and it's a win for the customer, and we're in it for the long run anyway. We're not really in it for the short run. So adoption is good. I would say value realization is quite good, I think better than expected in a couple areas. The site experience is good, no negative outcomes. Feedback from the sites, in fact, quite positive feedback on the user interface of the sites using our system. Certainly for the sponsors, feedback very good in terms of building studies faster, less custom programming, less errors. And then in the data cleaning, significant cost savings in the data cleaning when people are using our CDB product, our clinical database product, in conjunction with our EDC, and that's something where most of our large customers are using those products together. So they're actually able to reduce manual work through the data science capabilities in our CDB product. They're finding data anomalies with our CDB product automatically, sending that query to the site. The site might be responding, and CDB is closing that out automatically rather than human intervention there. So that's going quite well. I think we'll continue to gain market share. Our pipeline in the top 20 in enterprises is healthy, very healthy. There's a number of companies talking with us. You never know exactly when they're going to make a decision because it depends on their business priorities and what else they have going on. They only have so much strategic change they can make all at once. I would say the area where we would like to make more progress is in the clinical research organizations. I think there we will make progress. It's not yet to where we would like it, but particularly in the large clinical research organizations. But we'll get there over time. I guess my last comment, I think we do have a structural advantage that people sometimes overlook when we have the clinical data management products like EDC and the clinical operations products like CTMS and ETMS. That means that Viva can take care of that intricate integration. And believe me, no customers really want to do that. That's difficult work that's not value-add. So things are going well in the EDC area.
spk21: That's great. That's great to hear. Tim, maybe for my follow-up for you – Great to see the guide for commercial subscription revenue go up for this year. Can you just maybe touch on sort of the size and growth profile of maybe what we've called the non-CRM part of commercial, right? Basically, those businesses that aren't tied to Visa CRM. Does that make sense?
spk07: Yeah, it does. You know, as we look at the overall commercial business, the CRM suite is probably 50% of that, and the non-CRM, second, using your words, are the other 50%. While the CRM suite part of the business, as you heard Paul answer the first question on the call, is doing quite well, you can imagine that the non-CRM is growing much faster than that core CRM suite. So, Very pleased with the performance of our commercial business and the continued progress that we're making, both from an innovation perspective and from a customer success perspective. Very helpful. Thanks, guys.
spk14: Your next question comes from the line of Ken Wong with Oppenheimer. Please go ahead.
spk09: Great. Fantastic. The first question for you, Tim, I realize demand trends aren't always linear like we investors like. Can you help us think through what's going on with the R&D subscription line? You guys trimmed it a quarter ago. You bumped it back up. Like, what changed relative to three months ago that gives you guys this renewed confidence?
spk07: Yeah, hey, Ken. You know, look, we're 90 days later in the year, and as you can imagine, we're getting better visibility into the second half pipeline. What we talked about last quarter was some specific larger deals that were moving to the right. And I think today we continue to build really productive conversations with those customers. We continue to move through the sales cycles with those customers. And today we just have better visibility than we did 90 days ago, Ken, which informed or was a good input to the modest increase in R&D sub-revenue for the year.
spk09: Got it. Perfect. And then, Peter or Paul, just circling back to the Vault CRM when 14 customers, that's a fantastic outcome. You also mentioned next release of Vault CRM in Q4 and then kind of the migration timeline. Any reason to think that the next version of Vault CRM is, like that will have an impact on deployment timeline. So I guess in short, would a delay of that release somehow fall when your customers will start to migrate?
spk23: Yeah, hey, Ken. Yeah, so first we're excited about the next release as it gets us to what we're calling the full functionality and then more. So it will have everything we've delivered in Viva CRM plus some additional functionality that Vault CRM will have that's unique. to VaultCRM, like better content integration, like opportunity management built in. We're gonna have a lot of new capabilities, and that distance between VaultCRM and VivaCRM will continue to increase over time with that roadmap. Now, that will not have, it should not have any impact on how customers think about their migration timeline. In fact, if anything, it will create a little bit of an opportunity for us as customers see all of the innovation happening on Vault CRM. They'll want to get to Vault CRM faster. But I don't – customers, they go through their own process, right? So they're very thoughtful about the timing that they want to go through for their migration, and we want them to do it in a timing that's appropriate for them, and adding innovation to Vault will certainly help with that.
spk09: All right, guys. Thanks for the insight, guys.
spk14: Your next question comes from the line of Brian Peterson with Raymond James. Please go ahead.
spk01: Thanks, guys, and congrats on the quarter. I'll keep it to one. So it's obviously good to see the service center launch. I know it's early days there, but I'm curious, how would you define success in that market? And as we're thinking about revenue contributions over the next few years, any way to kind of stack rank that contribution versus other things that you have in the offer? Thanks, guys.
spk23: Yeah, Brian, thanks for the question there. And we're excited about that release. It's generally available now as something that we announced last year and we executed on really, really well. I'm proud of the product team for delivering that with speed. This is a new product for us, just like we've announced campaign manager and patient. We're executing well across all three of those products. Campaign manager's on track to be available at the end of the year. I guess the way I think about the sizing, I won't go product by product, but just if you kind of combined all of them, service center, campaign manager, and patient CRM. Those are the three new products that we've announced since Vault CRM. I think of those as roughly the same size as core CRM. And that opportunity will certainly play out. Obviously, a customer has to be on Vault CRM to take advantage of those new products. But that opportunity will play out over time. And as customers move to Vault CRM, it will open up that opportunity for them to take advantage of our new innovation.
spk13: Great. Thanks, Paul.
spk14: Your next question comes from the line of Rishi Jalaria with RBC Capital Markets. Please go ahead.
spk18: Oh, wonderful. Thanks so much for taking my questions. I've got two. First, Peter, in your prepared remarks, you talked about some of the early traction you're seeing with the AI Partner Program. Can you maybe talk about what are some of the use cases you've seen so far and maybe philosophically, As you see some of these use cases get built out and maybe even start to see some early adoption, is there a point at which that may inform your own internal roadmap and you have the flexibility to maybe accelerate some plans in terms of integrating GenAI into the platform? And then I've got a quick follow-up.
spk04: Thanks, Kishi. The types of use cases in commercial often have to do with data science, so things like next best action, dynamic targeting, pre-call planning, things like that. And in the R&D, they can be more things like document generation, generating a clinical study report, or doing specific medical coding, things like that. So those are the type of use cases. That's the thing. When you make an API like the Direct Data API, you don't know the innovation you're unleashing. And that's the whole point. Because the data can be consumed so fast and transactionally accurately, use cases that weren't practical before can become practical. I mean, if I step back way back when to designing the first Salesforce.com API, I knew it was going to unleash a lot of innovation, and you just don't know. It's not predictable, and that's the good thing. Now, in terms of us monitoring that and informing our own roadmap, I guess there may be some of that, but mostly that type of innovation really comes from internally our own thinking with our customers. We don't want to really disrupt our partners, especially when the partners are having customer success. If there's a major use case that we're very clear that customers need, and for some reason the ecosystem is not delivering customer success, yes, maybe we might step in there. But I would guess that what we would do would be more holistic, I guess, in some sense, and not specifically something a partner would tackle, because we're generally going to have more resources and more ability to sway our own roadmap than a partner would. And we want to be respectful to the ecosystem.
spk18: Yeah, got it. Thanks. That's really helpful. And then just in terms of, you know, some of the adjacencies in CRM, you talked about service center, campaign manager, I know comes out later this year. you've had some kind of signs of early traction and early interest. Maybe can you help us understand, you know, number one, with some of the successes in the service center early, is this generally greenfield? Is this displacement? And how should we be thinking about the advantages that these products have, even on a standalone basis, relative to incumbent vendors? Thank you.
spk23: Yeah, so the requirement is to, of course, have false CRM. And Most of the customers that are starting with Vault CRM are net new customers. These are often pre-commercial or maybe they have one product in market. They're a smaller company, smaller mid-sized company. So we expect those will be some of the first companies to go live with Service Center. They'll be some of our earliest adopters and some of the ones that take advantage over the next one to two years. But Service Center and Campaign Manager will be equally applicable and create value for the enterprise and large customers also, that will play out over time as we mature the product. But they fundamentally have a distinct advantage right from the beginning, which is that they're built into the CRM. So everything that happens, happens against a single customer record, which means that Everybody in the team, it's about creating customer centricity. Everybody that touches that customer has the same exact view of the customer. They can share information. They share the same consent. They share the same content. They share the same compliance rules. It eliminates a lot of handoffs of data and integrations and complexity. It's a much simpler technology stack, and it's much more valuable in terms of creating collaboration and customer centricity. So we expect to see the uptake of these products start in the SMB, but certainly continue to be available to our larger customers. Now you asked about use standalone. It's very likely that these will be used in conjunction with Vault CRM. It's unlikely that somebody does a standalone implementation of Service Center, for example, or Campaign Manager. These will be, you can think of them as significant add-ons to a Vault CRM implementation.
spk18: Wonderful. Thank you.
spk14: Your next question comes from the line of Tyler Radke with Citi. Please go ahead.
spk10: Yes. Thank you. Peter, it's encouraging to see the beaten race here, and particularly despite some services weakness. I'm wondering if you attribute some of the strength that you saw in new bookings as a function of the environment getting slightly better. I know last quarter you called out headwinds. I didn't see anything too much about the macro and certainly some of the results from, you know, your publicly traded peers in life sciences would indicate we're maybe moving off the bottom. So just curious if you've seen any, you know, project acceleration, anything that makes you more optimistic about the overall environment at the end of the second half.
spk04: I think the macro environment, from what I can see, is overall unchanged from 90 days ago. We still have the things going on that we have going on. So the good performance is related to strong execution. We executed very well in the quarter. Also, we had maybe some good luck and no bad luck. I think some quarters are like that. But overall, strong execution and no change in the macro environment that I can see.
spk10: Great. That's helpful. And maybe a follow-up for Tim. Just as I look at the moving pieces in the guide, can you just walk through, you know, the services piece? And then as I think about the guide mostly coming from commercial, is it the new CRM wins that you talked about in the quarter? Was that the biggest driver of the commercial raise or? or was it other pieces of the portfolio that outperformed on the commercial side? Thank you.
spk07: Yeah, so, and Tyler, thanks for the question. On the services side, you know, some of the same dynamics that we talked about in the last quarter, we saw a little bit here, meaning some delays in service projects from a timing perspective. The other thing that we saw, which was, Somewhat a new dynamic, so we don't know whether or not it will be a trend, is we had a few customers, one quite large, who instead of contracting with third-party SIs on our paper, decided that they were going to go directly to the customer or directly to a third party. So while that is a reduction in our revenue opportunity, it certainly supports how we think about and what we're optimizing for in the service business, which is really customer success. And as we've talked about in the past, you'll see customers make these marginal decisions, and we don't try to fight against those. This is about customer success and enabling our customers to move on to the best innovation and really realize the customer success and value that our products deliver. So I think those are some things that informed the services piece. On the commercial side, you know, the outperformance in Q2 and I would say the increase in guide are one and the same. While we are seeing continued momentum and progress on the core CRM piece, Tyler, certainly the outperformance and what informed the increase in guide was really the the performance in our commercial content area and our cross-ex area. So those are the two that really drove the larger guide in this cycle.
spk10: Thank you for the color, and Tim, I hope we can continue to work together in the future. Thanks. Thanks, Tyler.
spk14: Your next question comes from Stan Berenstein with Wells Fargo Securities. Please go ahead.
spk22: Thanks for taking my questions. So in the prepared remarks, you called out a top 20 biopharma win in R&D, I think standardizing on RIM and TTMS. Could you just walk us through, you know, how long did it take for this deal to work itself through the pipeline? And maybe just generally, how active is your pipeline with other large pharma potentially looking to standardize multiple vault product suites? Thanks.
spk04: Stan, I'll take that one. I think that off That opportunity with that customer, I remember working on it roughly, you know, six years ago, seven years ago, discussions, information, you know, relationship building, that type of stuff. Then it became more active, you know, roughly a year ago was when it really went into, okay, we're really going to think about this and things here and let's share information. So that's about the timeframe of those types of things. And if you look in the top 20, there are multiple opportunities. So, for example, in safety, very new products. In quality, many more products. In clinical, we've added products. In regulatory, some don't have our products yet. So there's a number of those that are active and in various stages of activity every time. So you think about top 20 and, you know, five different major opportunities is a total of 100 opportunities you might have in total, right? So we certainly have, you know, more than 10 things active at any one given time. That's the way to think about it because there are multiple opportunities in these top 20s, not just one opportunity.
spk22: Helpful. Maybe just a quick follow-up on the CrossFit strength that you're seeing. Anything to call out related to the election cycle? Is there more reliance by clients on omnichannel marketing than maybe you're benefiting from? I'm wondering if you're seeing anything incremental just seasonally from the election cycle. Thanks.
spk04: No, I wouldn't take seasonal. I think it's just increasing market leadership. We've been delivering a quality product for a while now. And there were some entrants in and out there, and some of those didn't pan out so well in ROI, so I think there's customers coming back to a little bit of quality now. Also, we have two businesses in CrossFix. One is the measurements and optimization of media campaigns, and the other one is digital audiences, where customers are using our audiences, our consumer audiences, for information. their marketing campaigns. And the audience business is something we've put a little more focus on in the last year, and those results are paying off. So it's not anything cyclical. Things really weren't the driver.
spk13: Awesome. Thank you.
spk14: Your next question comes from Brent Braceland with Piper Sandler. Please go ahead.
spk12: Good afternoon. One question on top 20 deal activity and follow-up on margins. Peter, I get the stronger execution and a little luck this quarter helping you, but just curious, what's driving the top 20 wins? It looks like you got some in safety, quality, link key people, R&D. It feels like a bit of a change from last quarter. And just curious if it's vendor consolidation that's resonating out there, any sort of additional color you can point to why the deals closed this quarter would be super helpful. And then a quick follow-up for Tim.
spk04: I would say it's just timing. There was no other reason than that, just timing. Because if you step back, what is Jiva doing? We're really in the development cloud area specifically. We're building a very durable business there. We have a structural advantage where we have all these products in the different areas that fit together and have had a high degree of customer success. And customers are actually getting lots of ROIs out of these products, and we're really the only company doing that. So what's driving customers to come to us is just increased return on investment. They can get more efficient, and that's what they're trying to do. But there's a limited number of things and changes they can tackle all at once. So that's why not all the change happens all at the same time. We're building this long-term franchise is one way to think about it, of these very durable software products that are somewhat difficult for the customer to consume because they have to change their processes. But also, they're very sticky. They don't move them out. So that's what we're building. We don't generally lose to competitors. We might lose to inactivity. The customer says, hey, I'm not prioritizing this particular area. I want to prioritize another area with my change. But we're not generally losing to another vendor.
spk12: Helpful color there. And then, Tim, as a follow-up on margins, I think op margins were the highest we've seen in three years. Great to see that back trending above 40%. It looks like the biggest factor there was gross margin improvement. Can you just talk a little bit about what's driving that? Is it just mix shift? And how should we think about that going forward? Thanks.
spk07: Yeah, Brent, thanks for the question. And, yeah, on the gross margin side, you know, I think it's a combination of mix shift. So, both more subscription revenue than services and more non-Viva CRM revenue with all the other products that we don't pay the royalty to sales for. So both of those mix shifts comes into play as you think about the improved gross margin. And look, a little call out. While services revenue was in line with guidance, The margin performance was quite good. So the service team continues to deliver value in a very efficient way. And I think that is probably how you think about our overall company, Frank. I think we deliver a tremendous amount of value to our customers. And Peter and the leadership team are highly efficient in doing it. And you're seeing that in the results of our operating margin.
spk12: Makes sense. Great to see you. Thanks, guys.
spk07: Thanks, Frank.
spk14: Your next question comes from Dylan Becker with William Blair. Please go ahead.
spk02: Hey, guys. Really nice job here. Maybe for Peter, starting with you, you called out SiteConnect in the prepared remarks, and so I'm wondering if we could get some more context on kind of the extension of the clinical offering. We've talked about other channels, ePro, eCoA recruitment in the past, and there's a long runway within the existing tool set. But actually think about kind of maybe more of the – early, early emerging solutions within clinical if that's the right way of thinking about it.
spk04: Dylan, I'll take specifically SiteConnect because it is a key product for Viva and very innovative. SiteConnect is used by the sites, the clinical research sites around the world. And with our new evolution of SiteConnect, our new release year, It's easy for all sites to consume it and use it. It doesn't require any specialist software on their side. We've added a bunch of functionality, so I think the sites are going to really like that. And the sites, in some ways, they are the customers of the sponsors, right? So the sponsors have to care about the site's efficiency. Now, also, for SiteConnect, it drives efficiency for the sponsor as well in terms of document exchange and all the different use cases, safety letter distribution, all these use cases. So SiteConnect is interesting that it has a network effect, a network effect. It actually helps the sites a lot and it helps the sponsors a lot with their efficiency. So that network effect will start kicking in and I think it will at times drag along other clinical products from Viva as well. So That's about SiteConnect. You had another follow-up question, and I don't recall it.
spk02: No, that was – yeah, just around kind of other early-stage solutions and clinicals. But I think, yeah, the SiteConnect piece covers it. It was more around ePro, eCo, all the other areas of recruitment, RTSM, some of the other areas we've talked about in clinical.
spk04: Yeah, they're just earlier on in their cycle, very excited about RTSM. I think we have really a world-leading solution there, especially as we integrate it with our clinical operations suite. I think over the next five years, we have plans that we can really change the game in RTFM, be the clear leader, and encourage customers, especially large customers, to just choose VIVA as the enterprise standard to drive efficiency and use it on every trial. That's how confident we are in RTFM. And EPO is early. EPO, ECO is early. And there are a lot of specific use cases depending on therapeutic area there. So that's something we have our first set of customers, and some of them are midsize companies and enterprise license agreements with midsize companies. We just have to move our product forward, improve our product and our processes, and I think we'll be fine with EPO and ECO over time. That one will just take time.
spk13: Okay, great. Thanks, Peter.
spk14: Your next question comes from the line of Jack Wallace with Guggenheim Securities. Please go ahead.
spk08: Hey, thanks for taking my questions, and congrats on a strong quarter and good outlook. Peter and Paul, I wanted to ask about how the migration conversations are coming along. And, look, you've got a competitor that's made some noise about a takeaway, but it sounds like you're winning pretty much every new vault deal that's out there. One, how are the conversations progressing with your largest customers and those timelines? And two, are you hearing any noise from your other competitors around any AI-based functionality that they're thinking is going to be a way to pick off a couple of customers? Thank you.
spk23: Yeah. Hey, Jack. I'll start with the migration. So, The migration conversations continue to progress very well, and that's, I would really say, across the enterprise and SMB. We're having those discussions pretty broad-based across our customer base. Every customer will certainly make a decision on their own timeline as to kind of when they move and when they commit to moving to Vault CRM, but the discussions are going well. And, you know, I would say I would expect additional top 20 commitments to play out over the next 12 months. So I think we're executing extremely well. We're not doing anything unnatural to force a decision timeline. We want customers to make the decision when they're ready and when it's right for them. But as I said, I just expect some additional commitments over the next 12 months. So that's kind of how migrations are going. And you see that we're executing well on that. We're on track to have some of our first migrations with some small customers by the end of this year in Q4. but also some of the larger migrations happening starting next year. I think your second question was about competition, what's happening in the competitive space, a little bit related to AI. I think this is an opportunity for me to take a step back a little bit around what's happening from a competitive landscape standpoint. I think you brought up a competitive takeaway. We did hear about that. But it's clear that the primary competitor for us is Salesforce. We used to compete with IQVIA. IQVIA, their product OCE, hasn't performed well in the marketplace. They sold off and licensed the rights back to Salesforce, so we don't see them as a competitor anymore. It turns out Salesforce is going to build on top of that product. So IQVIA, I did hear them mention a competitive takeaway. You have to ask them specifically about what that is. We're not aware of what they're referring to there. So I do see Salesforce as the primary competitor. They do talk a lot about AI. They talk a lot about how they're going to have their first release of a product towards the end of next year. Obviously, this is a different motion for them, right? This is doing something that's very deep and industry-specific. So it remains to be seen what will actually happen there. But of course, AI is a big part of that selling pitch. In terms of kind of our position, I think about our competitive position is continuing to improve. You see that in the results. But I do think we have a structural advantage. Peter talked about that in the clinical space. I think we also have that structural advantage in the commercial and in the CRM space, really for a number of reasons. First is the execution. We have a product that's available in the marketplace. We have 15 customers live on it. We have our top 20 pharma customer. that will be live from a migration by the end of next year in over 50 countries. That's really, really hard to do. It's not clear that anybody can deliver on that. Salesforce could deliver on that in two or three or even four years. Even if they're able to get there at all, we know that IQVIA wasn't able to deliver on that. So having a product available and executing on that consistently, that's a big advantage. Certainly our customer relationships, we've been selling and working with these customers and delivering for the last five or 10 or 15 years with some of these customers. And then, of course, our vision, we're building a commercial cloud, an industry cloud, and that's very different than what anybody else in the market's doing. So I gave you a long answer, but I wanted to give you some context. The competitive position's playing out, and this is why we're so focused on execution. We have the right product strategy. We're going to continue to focus on execution, and I think based on that, we'll will create a durable business and with growth opportunity with some of the new products that we talked about earlier in areas of service and marketing and patient.
spk08: Thank you, Paul. I really appreciate it. And if I could say a quick one on Compass. It's been eight months since the launch of Prescriber National. Just wondering how conversations with clients at a high level are progressing. And if any of your larger customers have seen the the data to be compensation grade, and if not yet at this point, you know, what a timeline would look like for that determination. Thank you.
spk04: Yeah, good progress with Compass, and mostly in the patient area in terms of sales and new brands that we're adding. In the prescriber and national projected products, There's more education going on, a little bit of sales activity here and there, but there's a lot of education getting ready. We don't have anybody using it for compensation yet. I do expect that will happen next year. It's important to remember that for Compass, particularly prescriber and national, we're taking a new approach, a fundamentally different data approach. We are projecting not only retail data, but specialty data. So not only retail prescriptions, but things, complex therapies that are delivered through specialty pharmacies. So we're projecting for, you know, about 4,000 brands. That's something totally new, and people will have to get used to that before they use it for compensation. For compensation, that's also generally, people look at that on an annual basis, in general, on the average, right? They're not going to switch that mid-year. We'll see how things play out with prescriber and national. I'm very bullish over the long term, but boy, that's not quite Mount Everest, you know, but it's a big hill to climb. It's going to take time. Got it. Thank you so much. Congrats again. Thank you.
spk14: Your next question comes from the line of Callie Valenti with Goldman Sachs. Please go ahead.
spk15: Hi. Thanks for taking my question. Congrats on the quarter. Just a higher level one for me to start with, when you look at your addressable market today, just curious, like what product suite do you see the most opportunity to continue developing functionality in over time? Is that kind of more of the R&D side of the business versus the commercial and any kind of specific products you would call out?
spk04: Kelly, I would say both R&D and commercial have room to grow in multiple areas. Both of them have products that are quite new, very new, such as campaign manager, service center. And then over on Compass, you know, we just talked on Compass prescriber in the safety suite. We got APRO. If you look at our TAM overall, how we laid it out, our $20 billion TAM, About 35, because the biggest areas are commercial and clinical at about sort of 35% each, right, commercial and clinical. Then we have quality, which is another big area. We have limbs coming out there. We have batch release. And then after that, it's regulatory and safety. I would say... That's how to think about it. I wouldn't say there's one dominant area. The two biggest areas, clinical and commercial, and they both have a mix of new and established products.
spk15: Yeah, that makes sense. Thank you. And then just as a quick follow-up, I wanted to ask, you know, as science continues to evolve at kind of a rapid clip, how do you think about your solutions, particularly some of the trial-facing ones, evolving with that and just kind of some of the flexibility that you've built into those solutions to deal with that? Thank you.
spk04: Yeah, if you look at what we do, you mentioned science. This is where, you know, the real biology, where we're understanding more about how the human body operates, how we can treat our unmet needs. And there's a lot of needs that are unmet right now, and science is really advancing. Now, with what VITA does, we're generally not involved at that level of the science. We design our solutions to handle all different types of clinical trials, to manufacture all different types of drugs. to do the sales and marketing on all different types of products. So we're generally not specifically affected by the science because we build that flexibility in. Now, evolution in science is good for Vivo overall because that helps the life sciences industry grow. More medicines for more patients, more value, and therefore more need for automation.
spk14: Great. Thank you. Your next question comes from the line of Craig Hedenbach with Morgan Stanley. Please go ahead.
spk11: Thank you. I wanted to touch on capital allocation as your cash balance continues to build up. Any update on the strategy there and opportunity to put that to work?
spk07: Yeah, Craig, thanks for the question. No update to that. What you've heard us talk about in the past is focused primarily on dry powder for potential M&A. So no change in what you've heard us talk about in the past.
spk11: Okay. And then as my follow-up, just touching on headcount up 1% year-over-year, I'm sure some of that is just some of the services weakness in terms of response to that. But just more broadly, how are you thinking about headcount and, you know, kind of going into next year?
spk07: Yeah, Craig, as we look forward, as you heard both Peter and Paul talk about in this call today, we do have a large opportunity in front of us. And we continue to look for the right level of investment, which will include adding to the team. I think what you've seen over the last year is while we have been adding, we've also been trying to drive and gain more efficiency. And I think you called it out in terms of services. Probably an area where we've seen the largest amount of efficiency. And I mentioned that in the gross margin performance of that business earlier. You're seeing that outcome. So, look, I think there's an opportunity, a big opportunity in front of us, and we'll invest against it. But at the same time, we're also very thoughtful on how efficient we want to be as a team, how appropriately lean as an organization we want to be.
spk11: helpful. Thanks.
spk07: Sure.
spk14: Your next question comes from Ryan McDonald with Needham & Company. Please go ahead.
spk06: Thanks for taking my questions and congrats on a great quarter. Peter, I wanted to talk about safety a bit. Obviously, continuing to have nice success there, but as it was mentioned in the prepared remark, it's a complicated segment with customers resistant to change. Just curious, as you're continuing to have safety conversations with those prospective customers, you know, is there some great unlock that we should kind of look for to help drive this modernization, you know, into the cloud and safety versus on-prem in that segment of the market? And, you know, as you think about the next 12 to 24 months, is there a catalyst in your view that sort of unlocks that opportunity or maybe hastens the wave of innovation there?
spk04: Yeah, Ryan, I do expect there will be a catalyst. The thing about catalysts, you can't predict when or what. But I do think there will be a catalyst. We have a clear product strategy, a safety suite in the cloud that really has a lot of innovation and has some customers live and happy for a period of time. There are two legacy providers, mainly. There may be some smaller ones, but there's mainly two legacy providers. We don't know what those legacy providers do. We don't know if one of them has issues here or there and that starts getting around and they start having issues and it becomes not tenable. Okay, that would hasten the move to Viva because Viva is kind of stable. We're not moving. That solution is going to be good. Another accelerant I would say is as our EDC product gets more traction, and we have customers start hooking our EDC product to our safety product, there's significant savings there. Significant savings. You know, people can be repurposed to do other things when that connection is done. So that would get noticed. And there may be some type of breakthrough that could happen over time, too. Remember, this safety is on the vault platform. So it has the complete flexibility of the Vault platform, including the direct data API. So what type of AI things can be done on top of that AI, that direct data API type of AI things? That will be different than what can be done on the legacy, and that might cause some type of a tipping point. I believe our strategy for safety is quite good because we know what we're doing and we're moving along. There are two legacy providers that that won't be able to move along at some point in the, you know, we have a structural advantage. I just don't know when that's going to start happening.
spk06: That's a helpful color there, Peter. Thanks. Maybe as a follow-up question, just wanted to touch on Vault Basics just real quick. I know it's a small, sort of smaller segment of the business in terms of your exposure, but obviously it's been one that, you know, if we look over the last 12 months, has been more volatile in the earlier stage biotech. Just curious, you know, if you think about some of the early success here or maybe momentum that Vault Basics gives you at the lower end of that market, you know, can turn that earlier stage segment into more of a growth engine over the next couple of years for Aviva. Thanks.
spk04: Yeah, I love Vault Basics. Let's just get that out there. I love it for many, many reasons. One is We only started about a year ago, and, man, we really did some major innovation there. We already have 12 customers live, more customers than that signed up. So that just shows the speed of Viva. Even at our size, we can move. We put great people on it, and they've done great things. It's also interesting that about 80% of the opportunity there would be opportunity that was not available to Viva. just not available before because they didn't have the wherewithal to go on to the full development cloud. So they would stay on paper and spreadsheets and collaboration softwares and shared drives and things like that. So we're getting to more of the market. Now that market is maybe you would consider that huge. I think it's $100 million or more. It's in that range. But it's It's good revenue and it's customer success for those customers. But the other thing that it's doing is it's really teaching Viva how to simplify, how to simplify, how to get more done in a more efficient way, how to help the industry standardize, and that's going to help our enterprise and even G17 business over time. So ThoughtBasics has been a home run for the customers who are starting to use it. And it's a great feeling for Viva that we can change like that, and it's going to really help our enterprise business over time. Not because those enterprise customers are going to use Vault Basics, but the process improvements and the simplification and the standardization that it's going to drive, that's really going to pay dividends. We will bring Vault Basics to more applications over time, including to the commercial areas. We'll do it in a slightly different way in commercial, but the concepts of vault basics are very applicable.
spk06: Makes sense. Appreciate the color. Congrats again. Thank you.
spk14: Your next question comes from the line of Kirk Maturin with Evercore ISI. Please go ahead.
spk20: Hi, guys. This is Bill Humpert-Kirk, and thanks for taking my question. Looking at Vault Direct Data API, how seamless is it for customers to turn it on and start using it? Is it something that needs an implementation, or is it something that can happen kind of right away?
spk04: I'll take that one, Bill, that's clear. That is something that's purchased by the customer, so that is something that, you know, is not free for the customer to use. They purchase it. The fee is not that large. It, you know, covers our compute costs, that type of thing. So they have to really decide that they want it. After that, no, there's no implementation. You turn it on and it's on, and that's that. Now, to use it, the customer would have to learn how to use it, read the documentation, figure out, hey, this is a little bit different type of HPI. What do I want to use it for? How can I use it? But there's no implementation. You turn it on and it's on.
spk20: Okay, great. Thanks for taking my question. Thanks.
spk14: Your next question comes from the line of Jalindra Singh with Truist Securities. Please go ahead.
spk00: Hi, this is Jenny Chow on for Jalindra Singh at Truist Securities. Just a question on professional service. So first congrats on the next quarter, but it seems the professional services part of VivaSolution continued to be a weak spot in the report this quarter. Is that still because customers kind of see professional services as discretionary or and are still continuing to delay certain services? And then for the part where customers are contracting directly with third-party vendors, is that driven by some initiative to save costs or be more efficient? What do you think is driving that?
spk07: Yeah, Jenny, this is Tim. I'll take that question, and thanks for it. So first, I would characterize professional services not as a weakness, but as certainly a strength of Viva. It is one that As I mentioned earlier, we're optimizing for customer success, which I think our services team is delivering that customer success as they help our customers deploy and adopt some of these very, very important applications. So I think that's first and foremost. Secondly, as you look at some of the dynamics that we're seeing, I think it's a fact that or it's a function of, again, how we think about the services business, and it will be lumpy. There are, you know, across our product portfolio, the attach rates are different for different products. And as you stated and as I stated earlier, customers have the optionality to make decisions that may be unique to them. or best for them. And what we try to do is partner with our customers to make sure that they feel very confident. What I would not say is that this is a function of services generally not being important. While our share of the pie might be reduced a little bit in some of these examples that I gave Jenny, it's not a fact that services or professional services are unimportant to our customers to really get the maximum value out of our solutions.
spk00: Thanks for that color, Tim. And just to follow up, I remember since November last year, we've been seeing some elongated deal cycles and deal timing. Since then, have you seen any of the delayed decision-making come back in the last 10 months? Like for the deals that weren't substituted by their own internal solutions, Like, what has been a typical timeframe for that to come back, if you have seen any? And thanks for taking my question.
spk07: Yeah. Yeah, Jenny, this is Tim again. I think if you think about the conversation that we had 10 months ago, the macroeconomic headwinds were just starting to somewhat come into play. And I think that was informed in our conversation 10 months ago. As you heard Peter talk about earlier, You know, there are still macroeconomic headwinds that are out there, but I think what we've done a nice job of and working with our customers is executing somewhat through that. So while, yes, some deal cycles get elongated, we are very close to these customers and continue to keep them on the radar screen in terms of closing those deals at the appropriate time for them. So I think it's a function of the macroeconomic headwinds, but we're executing through that.
spk14: Your next question comes from the line of Charles Rhee with TD Cowen. Please go ahead.
spk17: Yeah, thanks for taking the question. You know, first, I wanted to ask about profits. It's the second quarter now. You had a solid performance here, and, you know, we've heard peers in the commercial space talk about seeing delayed projects. also starting to convert. Are you seeing a thawing in the discretionary spend across biopharma companies that you think that can accelerate demand for some of your other offerings as well?
spk13: Charles, it's Peter.
spk04: I wouldn't call it a thawing, really. No, I think sometimes what happens is when you have a little bit of pent-up demand, sometimes that just causes, you know, that puts things off for later. So I think you may be seeing that. I wouldn't call it a thawing. I just think maybe they had a little bit of pent up and things got pent up enough. So there's been no material, for example, macro news to the negative in the last 90 days. When you have macro news to the negative, it creates a stalling. When you when you don't have any things that are extra to the negative, things start flowing again. But I wouldn't call it a thawing. A thawing, you might think there's a thaw of ice and then there's a flood coming. It's not like that. It's just flowing a little bit better now.
spk17: Got it. That's helpful. And maybe a follow-up for Tim. In the billions guidance for the third quarter here, it kind of implies about 5% year-over-year in the third quarter. steps back up in the fourth quarter. If I look at the last few years, billions growth year over year has been a little bit more constant. Anything to call out here? I know earlier, Peter, in your prepared comments, you talked about timing issues. Just maybe any comments that would be helpful. Thank you.
spk07: Sure, Charles. I think that guide and the shape of that guide for the back half of the year is a combination of two things. One, Q3 was a little bit of a stronger quarter last year, so a little bit of a harder compare. But also, I think what you've heard us normalize, and you can see that in the deck that we supply as a supplement to our press release, Charles, we are seeing some billing term changes. Most of it is being driven by movement of renewal dates. That also will have an impact that normalized billing.
spk13: Got it.
spk14: Your next question comes from the line of David Larson with BTIG. Please go ahead.
spk03: Hi. Congratulations on the strong quarter. Can you talk a little bit about the competitive environment, especially on the clinical side? It sounds like you've made a lot of advancements on the clinical side over the years. So is your portfolio suite at least comparable to like phase forward and metadata and and e-research technologies. Do you have all of those modules that those competitors have now? And if not, when would you expect to have them? Thank you.
spk04: This is Peter. I'll pick that one. In terms of the broadness of our offering, I believe we have the broadest offering that anybody has had before, especially when you look at we're able to It's also the largest of companies and the smaller ones. So we have a full clinical operation suite and a full clinical data management suite. For example, that's not something that PACE, you mentioned PACE Forward, but for MediVita, that's really not something that they've had before. So that's kind of how I see it. And how did we get that way? I think it's just through discipline and execution. If you look back, our first clinical product was, I believe, In the 2012 timeframe with ETMS, really worked hard on that. Got a few customers, got them live, you know, didn't move on until they were really live, really happy. Products started to get a bit more mature. Then we announced, hey, we're going to build GTMS and then EDC. And we stayed there for a while and really focused on those products, made them good. Now we start talking about EDC and SiteConnect and study training. So it's been a systematic approach to build out the whole suite, and it takes that because if you want to be a great multi-product company, it means all your products need to be great, not just one or two of them. So you've got to concentrate, and it's hard, and we've taken a – I would say a methodical structured approach to that because we're building this durable long-term business that should last for generations. That wasn't really what you set out to do if you're making a clinical application just in a certain area. That's not what you're setting out to do. Our frame of reference and what we're trying to accomplish is just different.
spk03: Okay, great. Peter, from your perspective, how important is it to have the commercial and the clinical side, all on one single sort of vault database. Some people I've talked to in the channel say on the biopharma side, you really have two different kind of companies in a way. You've got the commercial sales side, and then you've got the research side. So having everything on a vault maybe doesn't really matter. My view is different. I think it matters a lot. Can you maybe just talk a little bit about that from your perspective, Peter? Sure.
spk04: Yes, it's certainly new. It's not something that the industry is used to. When Viva started many years ago, each functional area had different platforms. It wasn't even Salesforce.com in this area. We brought that platform into the commercial area. The regulatory had their own thing and quality, et cetera, each function. Now what we're seeing is, okay, the R&D side, that's a lot of vault, and we're bringing vault to the commercial side. I think the advantages of that may not be apparent to customers because it's not something they've experienced before. I do think they're tremendously significant, yes. There's efficiencies in IT. That's one thing. Security, vendor management, capabilities, learning, efficiencies in the system integrator network, all those types of things. But the bigger thing is it can help the customers connect commercial to clinical better. That's a CEO-level initiative at many of these companies. I think having a common platform and a common data architecture will help tremendously. But that's the kind of thing that you would have to see it and experience it to believe it. That's a vision we have. I don't expect... are large companies to buy in on that vision until it becomes a reality. I would say that that's first going to be experienced by smaller customers, biotechs that use Viva in the R&D side and the clinical side, and then they go to commercialize their first product, and they see, wow, that was smooth and that was connected because that's all involved. That's where it'll first happen. Now, that's our vision. The main thing is you've got to execute. Everybody can have a fine plan, but do you execute it on with quality? And that's what really we're focused on. We want to help the industry, and the way to do that is through the execution, which is not easy. It takes focus.
spk03: Great. Thanks very much.
spk14: And that concludes our question and answer session. I will now turn the conference back over to Peter Gassner for closing remarks.
spk04: Thank you, everyone, for joining the call today, and thank you to our customers for your continued partnership and to the Viva team for your outstanding work in the quarter. I look forward to speaking with you again at our Investor Day on November 7th. Thank you.
spk14: And this concludes today's conference call. Thank you for your participation, and you may now disconnect.
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