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13:00
Jul 28 ◎

IQV FY2026 Q2 Watch

IQVIA Holdings, Inc. (IQV) FY2026 Q2 Earnings Call

IQV CRL ICLR ▾

Ari Bousbib

Exceptionally positive tone with all metrics exceeding guidance, strong bookings, improving market conditions, and raised full-year guidance across revenue, EBITDA, and EPS.

"IQVIA delivered an outstanding second quarter with revenue adjusted EBITDA and adjusted diluted earnings per share, all exceeding the high end of our guidance."

IQV WATCH

Ari Bousbib

IQVIA disclosed a new customer segment breakdown, with EVP (emerging biopharma) being a much larger part of revenue (35%) than previously disclosed, positioning them as the largest EVP provider. — Signals potential re-rating of IQVIA's growth vs. peers, as EVP segment is growing 2-3x faster than large pharma, suggesting structural advantage over other CROs.

"we completed the Acquisition of the Charles Weaver assets in the hold."

CRL WATCH ICLR WATCH

HIGH

13:00
May 05 ◎

IQV FY2026 Q1 Watch

IQVIA Holdings, Inc. (IQV) FY2026 Q1 Earnings Call

NVDA PFE BAYN.DE IQV ▾

Ari Bousley

IQVIA is leveraging NVIDIA's platform to launch its AI portal, indicating a deepening partnership that benefits both companies.

"A few weeks ago, we unveiled IQVIA.AI at NVIDIA's GTC conference."

NVDA WATCH

Ari Bousley

Pfizer is expanding its commercial partnership with IQVIA, a sign of continued outsourcing and demand for IQVIA's services.

"Pfizer and IQVIA entered into a strategic regional promotion agreement covering selected Pfizer products across 23 countries in Europe."

PFE WATCH

Ari Bousley

A major emerging pharma/biotech is standardizing on IQVIA data platforms, expanding IQVIA's share of wallet.

"IQVIA was awarded a multi-year agreement to serve as the primary patient information and analytics partner across an EVP's full portfolio"

BAYN.DE WATCH

Mike Fedot

Management raised EPS guidance and highlighted strong acceleration in organic growth, record pipelines, and positive demand indicators, signaling confidence in continued momentum.

"We are reaffirming our full year 2026 guidance for revenue and adjusted EBITDA, and we are raising the guidance for adjusted diluted earnings of a share."

IQV WATCH

HIGH

14:00
Feb 05 ◎

IQV FY2025 Q4 Watch

IQVIA Holdings, Inc. (IQV) FY2025 Q4 Earnings Call

AMZN NVDA ICLR CRL IQV ▾

Haru Busi

IQVIA is deepening its partnership with AWS, positioning AWS as its preferred cloud provider for its AI and agentic capabilities. This signals continued cloud spending by IQVIA and a strong strategic partnership between the two, likely benefiting AWS's healthcare and life sciences revenue.

"We announced the strategic collaboration with Amazon Web Services, naming AWS as our preferred agentic cloud provider to accelerate the industry's digital transformation."

AMZN WATCH

Haru Busi

IQVIA sees its partnership with NVIDIA as crucial to its AI strategy, indicating that AI capabilities and tools from NVIDIA are being integrated into IQVIA's core product offerings. This validates NVIDIA's broader push into healthcare and life sciences.

"You will recall that we started on this AI journey quite a while ago, and specifically, a little more than a year ago, we announced a partnership with NVIDIA, with whom we have been working for over a year to build agents into our"

NVDA WATCH

Haru Busi

IQVIA noted that cancellations in Q4 were 'slightly above the normal range' due to idiosyncratic reasons, but overall demand metrics (pipeline, RFP flow, win rates) improved, and backlog reached a record high. — Despite a slightly elevated cancellation rate, the strong bookings and growth in backlog indicate a healthy overall demand environment for clinical research services, a positive signal for the whole CRO sector.

"I should point out that in the fourth quarter, our cancellations, while in the normal range, were really slightly above the normal range due to specific idiosyncratic aspects of certain trials that had to be canceled."

ICLR WATCH CRL WATCH

Mike Fedok

Guidance for 2026 is positive, with expected revenue growth of ~6% at the midpoint (~$17.23B). The company expects the demand environment to continue improving, driven by stabilization in biotech funding and strong demand for its AI-enabled offerings.

"For full-year 2026, we expect revenue to be between $171,150,000,000 $17,350,000,000."

IQV WATCH

HIGH

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