Thread regarding Veeva (VEEV)

Took a hit after earnings even though they beat expectations

Veeva is trying to move everyone to their new CRM system by the end of 2029 and that kind of switch is messy and some - and I'm thinking the number won't be small - customers might leave.
Salesforce is circling and already picked off a couple big names, which doesn't help things. That's the real risk everybody should keep in mind.

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