| Stage | VEEV | % of rev | TYL | % of rev | Gap · A − B |
|---|---|---|---|---|---|
| Revenue | $928M | 100.00% | $648M | 100.00% | VEEV ×1.43 |
| Gross profit | $696M | 75.00% | $318M | 49.14% | VEEV +25.9pp |
| Operating income | $275M | 29.64% | $117M | 18.07% | VEEV +11.6pp |
| Pre-tax income | $350M | 37.67% | $121M | 18.71% | VEEV +19.0pp |
| Net income | $273M | 29.47% | $95M | 14.68% | VEEV +14.8pp |
| Stage | VEEV | TYL | Gap · A − B |
|---|---|---|---|
| Revenue | $928M100.00% | $648M100.00% | VEEV ×1.43 |
| Gross profit | 75.00%$696M | 49.14%$318M | VEEV +25.9pp |
| Operating income | 29.64%$275M | 18.07%$117M | VEEV +11.6pp |
| Pre-tax income | 37.67%$350M | 18.71%$121M | VEEV +19.0pp |
| Net income |
| 29.47%$273M |
| 14.68%$95M |
| VEEV +14.8pp |
VEEV 10-KMar 20 '26
“We utilize Amazon Web Services with respect to applications built on the Veeva Vault platform.”
TYL 10-KFeb 18 '26
“We rely on third-party providers—including Amazon Web Services (AWS)—for hosting services and other technology-related services needed to deliver certain of our cloud solutions and other functionality.”
None