Earnings summaries and quarterly performance for VARONIS SYSTEMS.
Executive leadership at VARONIS SYSTEMS.
Yakov Faitelson
Detailed
Chief Executive Officer
CEO
DB
David Bass
Executive Vice President of Engineering and Chief Technology Officer
DG
Dov Gottlieb
Vice President, General Counsel and Corporate Secretary
GP
Gregory Pomeroy
Senior Vice President of Worldwide Sales
GM
Guy Melamed
Chief Financial Officer and Chief Operating Officer
Board of directors at VARONIS SYSTEMS.
AJ
Avrohom J. Kess
Detailed
Director
CA
Carlos Aued
Detailed
Director
Fv
Fred van den Bosch
Detailed
Director
GI
Gili Iohan
Detailed
Director
JJ
John J. Gavin, Jr.
Detailed
Lead Independent Director
KC
Kevin Comolli
Detailed
Director
OS
Ofer Segev
Detailed
Director
OK
Ohad Korkus
Detailed
Director
RP
Rachel Prishkolnik
Detailed
Director
TF
Thomas F. Mendoza
Detailed
Director
Research analysts who have asked questions during VARONIS SYSTEMS earnings calls.
BE
Brian Essex
JPMorgan Chase & Co.
8 questions for VRNS
Also covers: CHKP, CLBT, CRWD +16 more
Jason Ader
William Blair & Company
8 questions for VRNS
Also covers: AVPT, BASE, BLZE +12 more
Joseph Gallo
Jefferies & Company Inc.
8 questions for VRNS
Also covers: AVPT, CHKP, CRWD +11 more
JT
Joshua Tilton
Wolfe Research
8 questions for VRNS
Also covers: ADSK, ALTR, BSY +17 more
RK
Rudy Kessinger
D.A. Davidson & Co.
8 questions for VRNS
Also covers: AKAM, BASE, CFLT +11 more
MH
Matthew Hedberg
RBC Capital Markets
7 questions for VRNS
Also covers: ADSK, ALTR, BASE +28 more
RB
Roger Boyd
UBS
7 questions for VRNS
Also covers: AKAM, CHKP, CRWD +10 more
Saket Kalia
Barclays Capital
6 questions for VRNS
Also covers: ADBE, ADSK, ALRM +24 more
SK
Shrenik Kothari
Robert W. Baird & Co.
6 questions for VRNS
Also covers: CHKP, CVLT, ESTC +12 more
Fatima Boolani
Citi
5 questions for VRNS
Also covers: AKAM, AVPT, CHKP +16 more
Junaid Siddiqui
Truist Securities
5 questions for VRNS
Also covers: CHKP, CVLT, CYBR +8 more
MC
Mike Cikos
Needham & Company, LLC
5 questions for VRNS
Also covers: AKAM, BASE, CFLT +19 more
SE
Shaul Eyal
TD Cowen
5 questions for VRNS
Also covers: ALLT, CGNT, CHKP +14 more
Meta Marshall
Morgan Stanley
4 questions for VRNS
Also covers: ANET, AXON, BAND +30 more
Andrew Nowinski
Wells Fargo
3 questions for VRNS
Also covers: CHKP, CRWD, CYBR +14 more
JF
Joel Fishbein
Truist Securities
3 questions for VRNS
Also covers: CHKP, CRWD, ESTC +10 more
Rob Owens
Piper Sandler Companies
3 questions for VRNS
Also covers: CFLT, CHKP, CRWD +11 more
ES
Erik Suppiger
JMP Securities
2 questions for VRNS
Also covers: EGAN, UI
HF
Hamza Fodderwala
Morgan Stanley
2 questions for VRNS
Also covers: CHKP, CRWD, CYBR +10 more
Ethan Drake Weeks
Piper Sandler
1 question for VRNS
Also covers: FROG, SAIL
Jonathan Ruykhaver
Cantor Fitzgerald
1 question for VRNS
Also covers: CRWD, FROG, GTLB +5 more
Keith Weiss
Morgan Stanley
1 question for VRNS
Also covers: ADBE, APPN, BILL +19 more
MZ
Mark Zhang
Citigroup
1 question for VRNS
Also covers: CCSI, DOCN
MD
Matt Dezort
William Blair & Company
1 question for VRNS
Also covers: CSGS, FFIV, HCP +2 more
Michael Richards
RBC Capital Markets
1 question for VRNS
Also covers: ADSK, EVCM, FFIV +9 more
RO
Robbie Owens
Piper Sandler
1 question for VRNS
Also covers: BJ, CHKP, CYBR +12 more
Recent press releases and 8-K filings for VRNS.
Varonis Systems Faces Securities Class Action Lawsuit
VRNS
Legal Proceedings
Demand Weakening
Profit Warning
- Hagens Berman is issuing a notice to investors in Varonis Systems, Inc. (NASDAQ: VRNS) regarding a pending securities class action lawsuit, with a lead plaintiff deadline of March 9, 2026.
- The litigation alleges that Varonis executives misled the market about the company's ability to convert its legacy on-premise customer base to its new Software-as-a-Service (SaaS) platform between February 4, 2025, and October 28, 2025.
- On October 28, 2025, Varonis disclosed a 63.9% year-over-year decline in term license subscription revenues, which resulted in a 48% stock crash and wiped out $3.8 billion in market capitalization.
- The lawsuit claims the company misrepresented conversion potential, experienced weaker renewals in its Federal vertical and non-Federal on-prem subscription business, and subsequently slashed its Q4 revenue and full-year ARR guidance.
10 hours ago
Varonis Systems Faces Class Action Lawsuit
VRNS
Legal Proceedings
Profit Warning
Demand Weakening
- A class action lawsuit has been filed against Varonis Systems, Inc. (NASDAQ: VRNS).
- The class period for the lawsuit is from February 4, 2025, to October 28, 2025.
- The complaint alleges that Varonis was ill-equipped to continue its ARR growth trajectory without maintaining a significantly high rate of quarterly conversions, leading to materially misleading statements about its business and prospects.
- The lead plaintiff deadline for investors to file a motion is March 9, 2026.
19 hours ago
Varonis Reports Strong Q4 and Full-Year 2025 Results, Provides 2026 Guidance
VRNS
Earnings
Guidance Update
Revenue Acceleration/Inflection
- Varonis reported Q4 2025 SaaS Annual Recurring Revenue (ARR) of $638.5 million, an 88% year-over-year increase, with Total ARR reaching $745.4 million.
- For the full year 2025, the company achieved $131.9 million in Free Cash Flow and $24.058 million in Non-GAAP net income, resulting in $0.18 Non-GAAP diluted EPS.
- SaaS ARR as a percentage of Total ARR stood at approximately 86% in Q4 2025, with SaaS ARR excluding conversions growing 32% year-over-year.
- For fiscal year 2026, Varonis provides guidance for SaaS ARR between $805.0 million and $840.0 million, Total Revenues between $722.0 million and $730.0 million, and Free Cash Flow between $100.0 million and $105.0 million.
1 day ago
Varonis Reports Q4 2025 Results and Acquires AI Security Company Altru
VRNS
Earnings
Guidance Update
M&A
- Varonis reported Q4 2025 SaaS ARR of $638.5 million, representing 86% of total ARR, with SaaS ARR (excluding conversions) increasing 32% year-over-year. Total revenues for the quarter were $173.4 million, and non-GAAP net income was $11.1 million, or $0.08 per diluted share.
- The company achieved $65 million in ARR conversions during Q4 2025, reducing non-SaaS ARR to approximately $105 million by year-end, as it aims to become a 100% SaaS company by the end of 2026.
- Varonis announced the acquisition of Altru, an AI security company, to bolster its capabilities in protecting enterprises from emerging AI risks and securing AI systems and their underlying data.
- For the full year 2026, Varonis expects total SaaS ARR between $805 million and $840 million (26%-32% growth) and total revenues of $722 million-$730 million (16%-17% growth), with anticipated free cash flow of $100 million-$105 million.
1 day ago
Varonis Reports Q4 2025 Results, Announces Altru Acquisition, and Provides 2026 Guidance
VRNS
Earnings
M&A
Guidance Update
- Varonis reported Q4 2025 SaaS ARR of $638.5 million, accounting for 86% of total ARR and growing 32% year-over-year excluding conversions, while total ARR reached $745.4 million, an increase of 16% year-over-year.
- The company is progressing towards becoming 100% SaaS by the end of 2026, having converted approximately $65 million of non-SaaS ARR in Q4 2025, with about $105 million of non-SaaS ARR remaining.
- Varonis announced the acquisition of Altru, an AI security company, to strengthen its capabilities in protecting enterprises from emerging AI risks by integrating Altru's AI tool visibility and guardrails with Varonis' data and identity protection.
- For full year 2026, Varonis expects total SaaS ARR between $805 million and $840 million (26%-32% growth), with SaaS ARR growth excluding conversions projected at 18%-20%, and free cash flow anticipated to be $100 million-$105 million.
1 day ago
Varonis Reports Q4 2025 Results, Acquires Altru, and Provides 2026 Guidance
VRNS
Earnings
M&A
Guidance Update
- Varonis reported Q4 2025 SaaS ARR of $638.5 million, accounting for 86% of total ARR, with SaaS ARR increasing 32% year-over-year excluding conversions.
- The company announced the acquisition of Altru, an AI security company, to strengthen its ability to protect enterprises from emerging AI risks by combining Altru's end-to-end visibility for AI tools with Varonis' data and identity protection capabilities.
- For the full year 2026, Varonis expects total SaaS ARR between $805 million and $840 million, representing 26%-32% growth, and projects free cash flow of $100 million-$105 million.
- In Q4 2025, Varonis achieved approximately $65 million in ARR conversions, including uplift, with approximately $105 million of non-SaaS ARR remaining at year-end.
1 day ago
Varonis Announces Fourth Quarter and Full-Year 2025 Financial Results
VRNS
Earnings
Guidance Update
M&A
- Varonis Systems, Inc. reported total revenues of $173.4 million for Q4 2025 and $623.5 million for full-year 2025.
- Annual recurring revenues (ARR) grew 16% year-over-year to $745.4 million as of December 31, 2025, with SaaS ARR reaching $638.5 million, up 88% year-over-year.
- For the full year 2025, the company generated $147.4 million in cash from operations and $131.9 million in free cash flow.
- Varonis provided full-year 2026 guidance, expecting revenues between $722.0 million and $730.0 million and SaaS ARR between $805.0 million and $840.0 million.
- The company also entered into an agreement to acquire AllTrue.ai, Inc., an AI security company.
1 day ago
Varonis Systems to Acquire AllTrue.ai
VRNS
M&A
New Projects/Investments
Product Launch
- Varonis Systems, Inc. (NASDAQ: VRNS) announced its acquisition of AllTrue.ai, an AI Trust, Risk, and Security Management (AI TRiSM) company, on February 3, 2026.
- The acquisition aims to integrate AllTrue.ai's real-time visibility and security for AI systems with Varonis' data security platform.
- This combination will enable organizations to understand and control AI systems, helping to mitigate risks associated with AI operating on enterprise data and ensuring safe, compliant, and trustworthy AI adoption.
1 day ago
Varonis Systems Announces Fourth Quarter and Full-Year 2025 Financial Results
VRNS
Earnings
Guidance Update
M&A
- Varonis Systems reported total revenues of $623.5 million for the full year ended December 31, 2025, an increase from $551.0 million in 2024.
- SaaS Annual Recurring Revenue (ARR) reached $638.5 million as of December 31, 2025, representing an 88% year-over-year growth or 32% year-over-year growth excluding conversions.
- For the full year 2025, the company generated $147.4 million in cash from operations and $131.9 million in free cash flow, compared to $115.2 million and $108.5 million, respectively, in the prior year.
- Varonis Systems provided a full-year 2026 outlook, expecting revenues between $722.0 million and $730.0 million and free cash flow of $100.0 million to $105.0 million.
- The company is on track to become a fully SaaS company by the end of 2026 and recently acquired AllTrue.ai to enhance its AI security offerings.
1 day ago
Varonis Systems Faces Securities Class Action Lawsuit
VRNS
Legal Proceedings
Demand Weakening
Guidance Update
- A securities class action lawsuit has been filed against Varonis Systems, Inc. (NASDAQ: VRNS), with a lead plaintiff deadline of March 9, 2026.
- The litigation alleges that Varonis executives misled the market regarding the company’s ability to convert its legacy on-premise customer base to its new Software-as-a-Service (SaaS) platform between February 4, 2025, and October 28, 2025.
- This alleged misrepresentation resulted in a 63.9% year-over-year decline in term license subscription revenues, leading to a 48% stock crash and a $3.8 billion loss in market capitalization on October 28, 2025.
- Following a Q3 miss, the company also significantly slashed its Q4 revenue and full-year ARR guidance.
1 day ago
Quarterly earnings call transcripts for VARONIS SYSTEMS.
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