$VEEV posted Q4 earnings today with a beat on both revenue and EPS, driven by continued strength in its life sciences software business. Subscription growth remains solid and management reiterated confidence in demand for cloud solutions tailored to regulated industries. Even with macro noise and tech rotation, this print showed that real enterprise tech with sticky customers can still deliver. Veeva’s niche focus on life sciences gives it a durable revenue base most peers would kill for. So the big takeaway? Execution still matters, beats and recurring demand kept this one out of the “AI hype or bust” crowd and closer to traditional SaaS growth stories, which markets tend to reward over the long haul. What’s your take, still a core enterprise play, or do valuations limit upside from here?